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Hedge Funds Similar to STEPHENS

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

STEPHENS INC /AR/ is an institutional investor managing $8.9B across 1,332 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 STEPHENS are MOSELEY INVESTMENT, Canal, Red Door Wealth, with shared positions in $DUK, $AMGN, $BX, $APH, $PLTR, $PEP. The full ranking of 25 similar funds is below.

#1MOSELEY INVESTMENT MANAGEMENT INC
Some overlap · 7 shared positions
$DUK$AMGN$BX$APH$PLTR$PEP
$314M
163 positions
#2Canal Capital Management, LLCPassive
Some overlap · 5 shared positions
$DUK$BX$AMGN$MLM$QCOM
$819M
220 positions
#3Red Door Wealth Management, LLCPassive
Some overlap · 5 shared positions
$DUK$BX$AMGN$PEP$QCOM
$1.1B
320 positions
#4VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$DUK$BX$AMGN$PEP$QCOM
$203M
58 positions
#5BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$DUK$APH$AMGN$PEP$QCOM
$8.0B
1,334 positions
#6Davis Investment Partners, LLCActive
Slight overlap · 4 shared positions
$DUK$APH$AMGN$BX
$328M
172 positions
#7Ranch Capital Advisors Inc.Passive
Slight overlap · 4 shared positions
$DUK$BX$AMGN$PEP
$316M
157 positions
#8Triangle Securities Wealth ManagementPassive
Slight overlap · 4 shared positions
$DUK$BX$AMGN$PEP
$522M
206 positions
#9TORRAY LLCActive
Slight overlap · 4 shared positions
$APH$BX$AMGN$PEP
$741M
91 positions
#10Fiduciary Group, LLCPassive
Slight overlap · 4 shared positions
$APH$BX$AMGN$PEP
$1.3B
305 positions
#11VISIONARY HORIZONS, LLCActive
Slight overlap · 4 shared positions
$DUK$AMGN$NEM$PLTR
$251M
144 positions
#12Sargent Investment Group, LLCPassive
Slight overlap · 4 shared positions
$DUK$BX$PLTR$QCOM
$832M
279 positions
#13Empire Financial Management Company, LLCPassive
Slight overlap · 4 shared positions
$DUK$AMGN$ET$QCOM
$253M
139 positions
#14CapWealth Advisors, LLCActive
Slight overlap · 4 shared positions
$DUK$AMGN$PLTR$PEP
$1.3B
122 positions
#15Iowa State BankPassive
Slight overlap · 4 shared positions
$DUK$AMGN$PLTR$PEP
$592M
116 positions
#16Tortuga Wealth Management, IncPassive
Slight overlap · 4 shared positions
$DUK$AMGN$PLTR$QCOM
$141M
141 positions
#17SlateStone Wealth, LLCPassive
Slight overlap · 4 shared positions
$APH$AMGN$PLTR$PEP
$1.3B
296 positions
#18SUMITOMO MITSUI FINANCIAL GROUP, INC.Active
Slight overlap · 5 shared positions
$APH$AMGN$NEM$QCOM$PEP
$5.3B
214 positions
#19Platform Technology PartnersPassive
Slight overlap · 4 shared positions
$BX$DUK$AMGN$PEP
$611M
394 positions
#20FORTEM FINANCIAL GROUP, LLCPassive
Slight overlap · 4 shared positions
$APH$NEM$ET$PLTR
$487M
190 positions
#21Stablepoint Partners, LLCPassive
Slight overlap · 4 shared positions
$DUK$AMGN$PEP$QCOM
$723M
260 positions
#22WOLFF WIESE MAGANA LLCPassive
Slight overlap · 4 shared positions
$DUK$AMGN$PEP$QCOM
$218M
1,038 positions
#23PINKERTON WEALTH, LLCActive
Slight overlap · 4 shared positions
$DUK$AMGN$PEP$QCOM
$1.2B
103 positions
#24Visionary Wealth AdvisorsPassive
Slight overlap · 4 shared positions
$DUK$AMGN$PEP$QCOM
$2.5B
666 positions
#25Advanced Asset Management Advisors IncActive
Slight overlap · 4 shared positions
$DUK$AMGN$PEP$QCOM
$387M
88 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.