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Hedge Funds Similar to STEPHENS /AR/

13F Portfolio OverlapQ1 2026STEPHENS /AR/ portfolio →
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Most similar hedge funds by 13F overlap

STEPHENS INC /AR/ is an institutional investor managing $8.0B across 1,311 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 STEPHENS /AR/ are Rialto Wealth ,, Oak Harvest Investment Services, Volterra Technologies, with shared positions in $UNIT, $SNOW, $EPAM, $COP, $AMGN, $ALPS. The full ranking of 25 similar funds is below.

#1Rialto Wealth Management, LLCPassive
Some overlap · 5 shared positions
$UNIT$SNOW$EPAM$COP$AMGN
$445M
1,730 positions
#2Oak Harvest Investment ServicesPassive
Some overlap · 5 shared positions
$ALPS$COP$DUK$DIA$AMGN
$958M
176 positions
#3Volterra Technologies LPPassive
Some overlap · 5 shared positions
$SNOW$COP$AMGN$DIA$PLTR
$823M
301 positions
#4Aegis Wealth Management LLCPassive
Some overlap · 4 shared positions
$UNIT$SNOW$COP$DUK
$175M
118 positions
#5Avant Financial Advisors LLCActive
Some overlap · 4 shared positions
$EPAM$UNIT$COP$SNOW
$142M
65 positions
#6GILPIN WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$COP$DIA$AMGN$PLTR$UNIT
$126M
999 positions
#7CHRISTINE MESSMER PCActive
Some overlap · 4 shared positions
$UNIT$SNOW$COP$AMGN
$156M
80 positions
#8Glass Jacobson Investment Advisors llcPassive
Some overlap · 4 shared positions
$UNIT$SNOW$COP$PLTR
$290M
607 positions
#9Hilton Capital Management, LLCActive
Slight overlap · 4 shared positions
$SNOW$ALPS$COP$AMGN
$1.3B
129 positions
#10Greenspring Advisors, LLCActive
Slight overlap · 5 shared positions
$EPAM$COP$AMGN$UNIT$ALPS
$1.6B
318 positions
#11ISLAY CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$SNOW$COP$ALPS$PLTR
$197M
204 positions
#12SHUFRO ROSE & CO LLCActive
Slight overlap · 4 shared positions
$UNIT$ALPS$COP$AMGN
$1.5B
307 positions
#13Cambridge Financial Group, LLCPassive
Slight overlap · 4 shared positions
$UNIT$COP$EPAM$DIA
$295M
168 positions
#14Hegarty Advisors, LLCActive
Slight overlap · 4 shared positions
$UNIT$ALPS$COP$DIA
$127M
57 positions
#15SONATA CAPITAL GROUP INCPassive
Slight overlap · 4 shared positions
$UNIT$SNOW$COP$EPAM
$271M
123 positions
#16First County Bank /CT/Passive
Slight overlap · 4 shared positions
$SNOW$COP$DUK$AMGN
$213M
169 positions
#17Sagace Wealth Management LLCPassive
Slight overlap · 4 shared positions
$UNIT$SNOW$COP$NEM
$149M
70 positions
#18Zhang Financial LLCActive
Slight overlap · 4 shared positions
$UNIT$SNOW$COP$AMGN
$2.9B
367 positions
#19Fortis Group Advisors, LLCPassive
Slight overlap · 4 shared positions
$SNOW$ALPS$DIA$PLTR
$605M
582 positions
#20Modera Wealth Management, LLCActive
Slight overlap · 4 shared positions
$UNIT$COP$SNOW$AMGN
$8.3B
635 positions
#21Prosperity Planning, Inc.Active
Slight overlap · 5 shared positions
$UNIT$COP$SNOW$EPAM$DIA
$395M
110 positions
#22truNorth Financial Services, Inc.Active
Slight overlap · 4 shared positions
$UNIT$COP$DIA$PLTR
$97M
49 positions
#23OLD POINT TRUST & FINANCIAL SERVICES N APassive
Slight overlap · 4 shared positions
$UNIT$COP$AMGN$PLTR
$311M
318 positions
#24Waldron Private Wealth LLCActive
Slight overlap · 4 shared positions
$EPAM$UNIT$SNOW$AMGN
$2.6B
342 positions
#25FIFTH THIRD SECURITIES, INC.Passive
Slight overlap · 4 shared positions
$UNIT$SNOW$COP$DIA
$1.5B
341 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.