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Hedge Funds Similar to STIFEL FINANCIAL

13F Portfolio OverlapQ1 2026STIFEL FINANCIAL portfolio →
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Most similar hedge funds by 13F overlap

STIFEL FINANCIAL CORP is an institutional investor managing $108.8B across 3,624 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 STIFEL FINANCIAL are Carolina Wealth Advisors,, Exeter Financial,, MORGAN DEMPSEY, with shared positions in $LMT, $IBM, $KO, $TXN, $AMGN, $UNP. The full ranking of 25 similar funds is below.

#1Carolina Wealth Advisors, LLCPassive
Some overlap · 7 shared positions
$LMT$IBM$KO$TXN$AMGN$UNP
$240M
278 positions
#2Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$LMT$IBM$KO$TXN$AMGN$WM
$245M
98 positions
#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$LMT$IBM$KO$TXN$UNP$MDT
$220M
148 positions
#4Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$LMT$IBM$KO$AMGN$MDT$WM
$272M
95 positions
#5TCM Advisors, LLCSmart money
Some overlap · 6 shared positions
$LMT$KO$TXN$IBM$ETN$MDT
$1.4B
69 positions
#6Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$LMT$IBM$AMGN$UNP$ETN$WM
$215M
125 positions
#7Davis Capital ManagementPassive
Some overlap · 6 shared positions
$LMT$KO$AMGN$UNP$ETN$MDT
$148M
589 positions
#8Signet Investment Advisory Group, Inc.Passive
Some overlap · 6 shared positions
$LMT$KO$AMGN$ETN$MDT$WM
$218M
69 positions
#9Clark Wealth PartnersActive
Some overlap · 6 shared positions
$LMT$IBM$ETN$MDT$TXN$KO
$149M
604 positions
#10CULLINAN ASSOCIATES INCActive
Some overlap · 5 shared positions
$LMT$IBM$KO$TXN$AMGN
$1.2B
207 positions
#11Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$LMT$IBM$KO$TXN$UNP
$446M
104 positions
#12HAMEL ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$LMT$IBM$KO$AMGN$UNP
$351M
81 positions
#13First City Capital Management, Inc.Passive
Some overlap · 5 shared positions
$LMT$IBM$KO$AMGN$ETN
$189M
160 positions
#14Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$LMT$IBM$KO$AMGN$WM
$353M
78 positions
#15Deseret Mutual Benefit AdministratorsPassive
Some overlap · 5 shared positions
$LMT$KO$TXN$AMGN$UNP
$294M
508 positions
#16EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$LMT$KO$TXN$AMGN$UNP
$1.4B
56 positions
#17Westhampton Capital, LLCPassive
Some overlap · 5 shared positions
$LMT$IBM$KO$ETN$WM
$214M
129 positions
#18CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$LMT$IBM$KO$UNP$MDT
$184M
66 positions
#19PENN DAVIS MCFARLAND INCActive
Some overlap · 5 shared positions
$LMT$KO$TXN$AMGN$WM
$1.0B
75 positions
#20Concord Wealth PartnersPassive
Slight overlap · 5 shared positions
$LMT$KO$AMGN$UNP$ETN
$770M
207 positions
#21Concord Asset Management, LLC/VAActive
Slight overlap · 5 shared positions
$LMT$KO$AMGN$UNP$ETN
$592M
117 positions
#22Brandywine Global Investment Management, LLC
Slight overlap · 5 shared positions
$LMT$IBM$AMGN$UNP$MDT
$14.9B
601 positions
#23GREENWOOD CAPITAL ASSOCIATES LLCPassive
Slight overlap · 5 shared positions
$IBM$KO$TXN$AMGN$ETN
$908M
286 positions
#24Cypress Capital, LLCActive
Slight overlap · 5 shared positions
$LMT$IBM$AMGN$ETN$MDT
$351M
95 positions
#25MRWM Advisors, LLCActive
Slight overlap · 5 shared positions
$LMT$IBM$AMGN$ETN$MDT
$184M
74 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.