How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Steelhead Wealth

13F Portfolio OverlapQ2 2026Steelhead Wealth portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Steelhead Wealth Management LLC is an institutional investor managing $248M across 96 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 Steelhead Wealth are Northstar Group, Heritage Wealth Advisors, American National Bank of Texas, with shared positions in $DOV, $MKL, $UNP, $GLW, $KNSL, $D. The full ranking of 25 similar funds is below.

#1Northstar Group, Inc.Active

Some overlap · 4 shared positions

$DOV $MKL $UNP $GLW

$777M

168 positions

#2Heritage Wealth AdvisorsActive

Some overlap · 3 shared positions

$DOV $MKL $UNP

$2.9B

703 positions

#3American National Bank of TexasActive

Slight overlap · 3 shared positions

$DOV $KNSL $UNP

$110M

56 positions

#4DAVENPORT & Co LLCPassive

Slight overlap · 3 shared positions

$KNSL $MKL $UNP

$20.4B

1,356 positions

#5Evolution Advisers, Inc.Active

Slight overlap · 4 shared positions

$DOV $UNP $MKL $D

$272M

943 positions

#6South Shore Capital AdvisorsPassive

Slight overlap · 3 shared positions

$DOV $UNP $GLW

$149M

154 positions

#7LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive

Slight overlap · 3 shared positions

$DOV $UNP $GLW

$2.5B

117 positions

#8Neumann Capital Management, LLCActive

Slight overlap · 3 shared positions

$DOV $UNP $GLW

$151M

58 positions

#9THOMPSON DAVIS & CO., INC.Active

Slight overlap · 3 shared positions

$DOV $MKL $GLW

$167M

168 positions

#10Salvus Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$KNSL $MKL $GLW

$178M

125 positions

#11Verus Financial Partners, Inc.Smart money

Slight overlap · 3 shared positions

$DOV $D $GLW

$1.2B

127 positions

#12Flagstone Financial ManagementSmart money

Slight overlap · 3 shared positions

$MKL $UNP $D

$447M

77 positions

#13Lincoln Capital LLCActive

Slight overlap · 3 shared positions

$MKL $UNP $GLW

$562M

137 positions

#14Mesirow Financial Investment Management, Inc.Active

Slight overlap · 3 shared positions

$DOV $UNP $GLW

$6.4B

529 positions

#15Hughes Financial Services, LLCActive

Slight overlap · 3 shared positions

$KNSL $D $GLW

$755M

1,839 positions

#16Blue Edge Capital, LLCActive

Slight overlap · 3 shared positions

$MKL $D $GLW

$833M

137 positions

#17NORTHWEST WEALTH MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$UNP $DOV $GLW

$758M

265 positions

#18Clarion Wealth Managment Partners, LLCActive

Slight overlap · 3 shared positions

$DOV $D $GLW

$124M

87 positions

#19Capital Research Global InvestorsActive

Slight overlap · 3 shared positions

$UNP $D $GLW

$716.9B

426 positions

#20Crews Bank & TrustPassive

Slight overlap · 3 shared positions

$DOV $UNP $GLW

$766M

662 positions

#21Graves-Light Private Wealth Management, Inc.Active

Slight overlap · 3 shared positions

$DOV $D $GLW

$1.1B

203 positions

#22Gambit Capital Management, LLCActive

Slight overlap · 3 shared positions

$DOV $GLW $UNP

$172M

103 positions

#23Juno Financial Group LLCActive

Slight overlap · 3 shared positions

$D $UNP $GLW

$282M

73 positions

#24Gladwyn Financial Advisors, Inc.Active

Slight overlap · 3 shared positions

$UNP $D $DOV

$160M

82 positions

#25GARDNER RUSSO & QUINN LLCSmart money

Slight overlap · 3 shared positions

$MKL $UNP $DOV

$8.9B

85 positions

Compare Steelhead Wealth’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 Steelhead Wealth’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.