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Hedge Funds Similar to Stembrook Asset ,

13F Portfolio OverlapQ1 2026Stembrook Asset , portfolio →
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Most similar hedge funds by 13F overlap

Stembrook Asset Management, LLC is an institutional investor managing $102M across 48 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Stembrook Asset , are Ackerman Advisors,, Sunflower Bank, N.A., MASTER'S WEALTH, with shared positions in $DDOG, $UNIT, $UNP, $AXP, $KO, $INTC. The full ranking of 25 similar funds is below.

#1Ackerman Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$DDOG$UNIT$UNP
$488M
115 positions
#2Sunflower Bank, N.A.Active
Notable overlap · 5 shared positions
$DDOG$UNP$AXP$KO$INTC
$392M
155 positions
#3MASTER'S WEALTH MANAGEMENT INC.Active
Notable overlap · 5 shared positions
$DDOG$GD$UNP$PH$KO
$295M
82 positions
#4Veratis Advisors, Inc.
Notable overlap · 4 shared positions
$DDOG$LOW$SBUX$PM
$126M
75 positions
#5Passive Capital Management, LLC.Active
Notable overlap · 4 shared positions
$DDOG$LOW$PM$UNIT
$335M
104 positions
#6Lexington Hill Partners, LLCActive
Notable overlap · 3 shared positions
$DDOG$LMT$KO
$177M
78 positions
#7Yeomans Consulting Group, Inc.
Notable overlap · 3 shared positions
$DDOG$AMD$KO
$341M
113 positions
#8COOPER/HAIMS ADVISORS, LLCActive
Notable overlap · 3 shared positions
$DDOG$KO$INTC
$212M
103 positions
#9Colony Family Offices, LLCActive
Notable overlap · 3 shared positions
$DDOG$KO$UNIT
$406M
62 positions
#10West Financial Advisors, LLCActive
Some overlap · 3 shared positions
$DDOG$UNIT$UNP
$589M
193 positions
#11Sentinel Dome Partners, LLCActive
Some overlap · 3 shared positions
$DDOG$UNIT$LOW
$105M
29 positions
#12AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 4 shared positions
$DDOG$UNIT$PM$KO
$206M
97 positions
#13BSW Wealth PartnersPassive
Some overlap · 4 shared positions
$DDOG$PFE$UNIT$KO
$819M
312 positions
#14Newton One Investments LLCActive
Some overlap · 3 shared positions
$DDOG$UNIT$PM
$368M
121 positions
#15Brooklyn FI, LLCActive
Some overlap · 3 shared positions
$DDOG$UNIT$COF
$476M
78 positions
#16Sanchez Levi GarrettActive
Some overlap · 3 shared positions
$DDOG$MPC$SBUX
$159M
74 positions
#1725 LLCActive
Some overlap · 3 shared positions
$DDOG$UNIT$LOW
$324M
69 positions
#18Midwestern Financial, LLC /IAActive
Some overlap · 3 shared positions
$DDOG$UNIT$SBUX
$127M
54 positions
#19Heartwood Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$DDOG$UNIT$PFE$KO$UNP
$1.1B
223 positions
#20Gleason Group, Inc.Active
Some overlap · 3 shared positions
$DDOG$KO$PH
$1.0B
229 positions
#21CONQUIS FINANCIAL LLCSmart money
Some overlap · 3 shared positions
$DDOG$INTC$LOW
$121M
54 positions
#22CHRISTINE MESSMER PCActive
Some overlap · 4 shared positions
$DDOG$UNIT$GD$LMT
$156M
80 positions
#23Partners in Financial PlanningActive
Some overlap · 3 shared positions
$DDOG$UNIT$PM
$603M
122 positions
#24RWA WEALTH PARTNERS, LLCActive
Some overlap · 4 shared positions
$DDOG$UNIT$UNP$AXP
$9.1B
618 positions
#25Firestone Capital ManagementPassive
Some overlap · 3 shared positions
$DDOG$UNIT$KO
$480M
160 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.