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Hedge Funds Similar to Stembrook Asset

13F Portfolio OverlapQ2 2026Stembrook Asset portfolio →
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Most similar hedge funds by 13F overlap

Stembrook Asset Management, LLC is an institutional investor managing $116M across 51 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 Stembrook Asset are Mendel, Accretive Wealth Partners, Fruth Investment, with shared positions in $UNP, $AXP, $LMT, $PH, $SPGI, $SBUX. The full ranking of 25 similar funds is below.

#1Mendel Capital Management LLCActive
Some overlap · 9 shared positions
$UNP$AXP$LMT$PH$SPGI$SBUX
$222M
99 positions
#2Accretive Wealth Partners, LLCPassive
Some overlap · 7 shared positions
$MPC$GD$UNP$SBUX$PM$PGR
$412M
181 positions
#3Fruth Investment ManagementPassive
Some overlap · 7 shared positions
$MPC$UNP$AXP$PH$SBUX$ADP
$409M
224 positions
#4GHE, LLCSmart money
Slight overlap · 7 shared positions
$MPC$AXP$LOW$SPGI$SBUX$PGR
$265M
57 positions
#5Alley Investment Management Company, LLCActive
Slight overlap · 6 shared positions
$COF$UNP$LMT$PH$SBUX$PM
$856M
89 positions
#6Kentucky Farm Bureau Mutual Insurance CoActive
Slight overlap · 6 shared positions
$MPC$UNP$AXP$LMT$SPGI$PM
$360M
69 positions
#7Shepherd Street Advisors LLCPassive
Slight overlap · 5 shared positions
$COF$MPC$UNP$PH$CMI
$116M
85 positions
#8HM PAYSON & COActive
Slight overlap · 6 shared positions
$MPC$GD$AXP$PH$SPGI$CMI
$7.5B
1,139 positions
#9First Fiduciary Investment Counsel, Inc.Passive
Slight overlap · 6 shared positions
$COF$UNP$LMT$LOW$PM$PFE
$529M
75 positions
#10Richwood Investment Advisors, LLCActive
Slight overlap · 5 shared positions
$COF$GD$AXP$LMT$LOW
$142M
106 positions
#11CAPITAL CITY TRUST CO/FLPassive
Slight overlap · 5 shared positions
$MPC$GD$UNP$LMT$PM
$484M
118 positions
#12Midwest Professional Planners, LTD.Passive
Slight overlap · 5 shared positions
$COF$UNP$AXP$LMT$CMI
$510M
131 positions
#13Rydar Equities, Inc.Passive
Slight overlap · 5 shared positions
$COF$UNP$AXP$LMT$CMI
$194M
440 positions
#14MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Slight overlap · 6 shared positions
$GD$UNP$LMT$SBUX$PM$CMI
$233M
122 positions
#15Wealth Intelligence, LLCActive
Slight overlap · 5 shared positions
$MPC$UNP$LMT$LOW$CMI
$209M
60 positions
#16CONNING INC.Passive
Slight overlap · 6 shared positions
$GD$UNP$LMT$SBUX$CMI$ADP
$3.3B
327 positions
#17GREATMARK INVESTMENT PARTNERS, INC.Active
Slight overlap · 5 shared positions
$MPC$GD$AXP$LOW$GWW
$906M
153 positions
#18ASSOCIATED BANC-CORPPassive
Slight overlap · 5 shared positions
$COF$UNP$LOW$PM$CMI
$4.2B
381 positions
#19ACIMA PRIVATE WEALTH, LLCActive
Slight overlap · 6 shared positions
$UNP$COF$LMT$LOW$PGR$ADP
$344M
174 positions
#20BKM Wealth Management, LLCPassive
Slight overlap · 5 shared positions
$MPC$GD$LOW$SPGI$GWW
$309M
154 positions
#21SMITH CHAS P & ASSOCIATES PA CPASActive
Slight overlap · 6 shared positions
$GD$UNP$COF$LMT$ADP$LOW
$2.0B
194 positions
#22Weaver C. Barksdale & Associates, Inc.Passive
Slight overlap · 5 shared positions
$MPC$GD$LMT$CMI$ADP
$111M
62 positions
#23Pacer Advisors, Inc.Passive
Slight overlap · 5 shared positions
$MPC$GD$LOW$PFE$ADP
$39.3B
2,614 positions
#24Junto Capital Management LPPassive
Slight overlap · 4 shared positions
$COF$UMBF$AXP$GWW
$5.7B
81 positions
#25Cane Capital Partners, LLCPassive
Slight overlap · 5 shared positions
$GD$UNP$AXP$LMT$LOW
$269M
148 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.