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Hedge Funds Similar to STEWARDSHIP CONCEPTS FINANCIAL SERVICES

13F Portfolio OverlapQ2 2026STEWARDSHIP CONCEPTS FINANCIAL SERVICES portfolio →
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Most similar hedge funds by 13F overlap

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC is an institutional investor managing $149M across 70 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to STEWARDSHIP CONCEPTS FINANCIAL SERVICES are Midwest Advisors, Sage Investment Advisers, Cushing Partners, with shared positions in $IAU, $WM, $RY, $PH, $PSX, $ROK. The full ranking of 18 similar funds is below.

#1Midwest Capital Advisors, LLCActive
Substantial overlap · 3 shared positions
$IAU$WM$RY
$246M
210 positions
#2Sage Investment Advisers LLCPassive
Notable overlap · 3 shared positions
$IAU$PH$WM
$149M
98 positions
#3Cushing Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$IAU$PSX$PH
$145M
99 positions
#4ADKINS SEALE CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$IAU$WM$PSX
$112M
236 positions
#5MASTER'S WEALTH MANAGEMENT INC.Smart money
Some overlap · 3 shared positions
$PH$PSX$WM
$332M
91 positions
#6Counterweight Ventures, LLCPassive
Some overlap · 3 shared positions
$RY$PSX$WM
$201M
81 positions
#7Old Port AdvisorsPassive
Some overlap · 3 shared positions
$IAU$RY$WM
$508M
267 positions
#8Exeter Financial, LLCPassive
Some overlap · 3 shared positions
$RY$WM$PSX
$261M
101 positions
#9BROWN BROTHERS HARRIMAN & COActive
Some overlap · 3 shared positions
$WM$ROK$PH
$22.8B
1,818 positions
#10Fiduciary Wealth Partners, LLCSmart money
Some overlap · 3 shared positions
$WM$RY$ROK
$182M
69 positions
#11Covea FinanceActive
Some overlap · 3 shared positions
$WM$ROK$PH
$3.2B
153 positions
#12WHITENER CAPITAL MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$ROK$RY$IAU
$472M
184 positions
#13Fullerton Fund Management Co Ltd.Active
Slight overlap · 3 shared positions
$PH$IAU$RY
$1.6B
119 positions
#14BEACON FINANCIAL GROUPPassive
Slight overlap · 3 shared positions
$WM$PSX$IAU
$1.1B
377 positions
#15Urban Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$IAU$RY$PH
$115M
107 positions
#16Keystone Wealth Services, LLCPassive
Slight overlap · 3 shared positions
$PSX$PH$IAU
$539M
327 positions
#17Sequoia Financial Advisors, LLCPassive
Slight overlap · 3 shared positions
$PH$WM$ROK
$20.1B
2,163 positions
#18Petersen Hastings Wealth Advisors Inc.Smart money
Slight overlap · 3 shared positions
$IAU$ROK$PSX
$1.2B
87 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.