13F Pro

Hedge Funds Similar to Steffes Financial, Ltd.

13F Portfolio OverlapQ1 2026Steffes Financial, Ltd. portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Steffes Financial, Ltd. is an institutional investor managing $189M across 32 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 Steffes Financial, Ltd. are Curran Financial Partners,, White Lighthouse Investment, Clarity Advisors,, with shared positions in $KKR, $BRZE, $USB, $UPST, $OKE, $PFE. The full ranking of 25 similar funds is below.

#1Curran Financial Partners, LLCActive
Some overlap · 5 shared positions
$KKR$BRZE$USB$UPST$OKE
$559M
127 positions
#2White Lighthouse Investment Management Inc.Active
Some overlap · 4 shared positions
$KKR$BRZE$USB$UPST
$721M
145 positions
#3Clarity Capital Advisors, LLCActive
Some overlap · 4 shared positions
$KKR$BRZE$USB$UPST
$215M
95 positions
#4FIDUCIARY ADVISORS, INC.Active
Some overlap · 4 shared positions
$KKR$BRZE$USB$PFE
$133M
121 positions
#5BEACON ADVISORS HOLDINGS, LLCActive
Some overlap · 3 shared positions
$KKR$BRZE$USB
$187M
37 positions
#6Sagace Wealth Management LLCPassive
Some overlap · 3 shared positions
$KKR$BRZE$USB
$149M
70 positions
#7Seneca Financial Advisors LLCActive
Some overlap · 3 shared positions
$KKR$BRZE$USB
$341M
64 positions
#8Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Some overlap · 4 shared positions
$KKR$BRZE$UPST$NTRB
$111M
63 positions
#9Breakwater Investment ManagementPassive
Some overlap · 4 shared positions
$KKR$BRZE$UPST$NTRB
$269M
506 positions
#10New Covenant Trust Company, N.A.Active
Some overlap · 3 shared positions
$KKR$BRZE$LIN
$112M
96 positions
#11Raab & Moskowitz Asset Management LLCPassive
Some overlap · 5 shared positions
$KKR$BRZE$PFE$NTRB$OKE
$450M
187 positions
#12Cherry Tree Wealth Management, LLCPassive
Some overlap · 3 shared positions
$KKR$BRZE$USB
$473M
582 positions
#13Joel Isaacson & Co., LLCActive
Some overlap · 3 shared positions
$KKR$BRZE$NTRB
$3.0B
455 positions
#14Zhang Financial LLCActive
Some overlap · 3 shared positions
$KKR$BRZE$NTRB
$2.9B
367 positions
#15Cushing Capital Partners, LLCPassive
Some overlap · 4 shared positions
$KKR$BRZE$USB$LIN
$130M
96 positions
#16Causey Wealth LLCPassive
Some overlap · 5 shared positions
$KKR$BRZE$USB$UPST$NTRB
$236M
81 positions
#17O'ROURKE & COMPANY, IncPassive
Some overlap · 4 shared positions
$KKR$BRZE$USB$PFE
$253M
171 positions
#18Vermillion Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$KKR$BRZE$USB
$255M
1,563 positions
#19Coordinated Financial Services, Inc.Passive
Some overlap · 3 shared positions
$KKR$BRZE$USB
$174M
176 positions
#20WARNER FINANCIAL, INCActive
Some overlap · 3 shared positions
$KKR$BRZE$PFE
$292M
135 positions
#21Milestone Investment Advisors LLCActive
Some overlap · 3 shared positions
$KKR$BRZE$USB
$414M
139 positions
#22Pinnacle Financial Group, LLC / ILPassive
Some overlap · 4 shared positions
$KKR$BRZE$USB$UPST
$365M
111 positions
#23Mesirow Financial Investment Management, Inc.Active
Some overlap · 3 shared positions
$KKR$BRZE$LIN
$6.2B
517 positions
#24Atlas Legacy Advisors, LLCPassive
Some overlap · 3 shared positions
$KKR$BRZE$LIN
$550M
195 positions
#25McClarren Financial Advisors, Inc.Active
Some overlap · 4 shared positions
$KKR$BRZE$UPST$NTRB
$169M
79 positions

Compare Steffes Financial, Ltd.’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Steffes Financial, Ltd.’s holdings

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.