13F Pro

Hedge Funds Similar to STEPHENSON NATIONAL BANK &

13F Portfolio OverlapQ1 2026STEPHENSON NATIONAL BANK & portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

STEPHENSON NATIONAL BANK & TRUST is an institutional investor managing $395M across 283 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 STEPHENSON NATIONAL BANK & are MOLLER WEALTH PARTNERS, Colony Family Offices,, Versant ,, with shared positions in $FLEX, $DDOG, $USB, $KKR, $API, $WFC. The full ranking of 25 similar funds is below.

#1MOLLER WEALTH PARTNERSActive
Notable overlap · 4 shared positions
$FLEX$DDOG$USB$KKR
$507M
67 positions
#2Colony Family Offices, LLCActive
Notable overlap · 3 shared positions
$FLEX$DDOG$KKR
$406M
62 positions
#3Versant Capital Management, IncPassive
Some overlap · 3 shared positions
$FLEX$API$USB
$1.1B
2,745 positions
#4Boltwood Capital ManagementPassive
Some overlap · 3 shared positions
$FLEX$API$WFC
$392M
184 positions
#5Navalign, LLCPassive
Some overlap · 3 shared positions
$FLEX$DDOG$UNP
$396M
127 positions
#6Barry Investment Advisors, LLCActive
Some overlap · 3 shared positions
$FLEX$USB$KKR
$454M
99 positions
#7FIRST INTERSTATE BANKActive
Some overlap · 5 shared positions
$FLEX$USB$C$UNP$KKR
$1.8B
187 positions
#8Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$TXN$FLEX$C$PM$VZ
$477M
70 positions
#9Paladin Advisory Group, LLCPassive
Some overlap · 5 shared positions
$TXN$MDY$DDOG$KKR$USB
$131M
241 positions
#10ENTREWEALTH, LLCPassive
Some overlap · 3 shared positions
$FLEX$TXN$USB
$223M
104 positions
#11NBT BANK N A /NYPassive
Some overlap · 4 shared positions
$FLEX$MDY$USB$UNP
$1.5B
1,074 positions
#12Capstone Financial Advisors, Inc.Smart money
Some overlap · 3 shared positions
$FLEX$MDY$DDOG
$1.9B
187 positions
#13Corsicana & Co.Passive
Some overlap · 5 shared positions
$TXN$MDY$DUK$VZ$UNP
$158M
276 positions
#14COOKSON PEIRCE & CO INCPassive
Some overlap · 4 shared positions
$FLEX$C$DGX$ROST
$2.4B
303 positions
#15Northside Capital Management, LLCActive
Some overlap · 7 shared positions
$TXN$C$DUK$UNP$EOG$PNC
$1.1B
193 positions
#16MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 8 shared positions
$TXN$C$WEC$PM$DUK$WFC
$220M
148 positions
#17Equita Financial Network, Inc.Active
Some overlap · 3 shared positions
$TXN$DDOG$USB
$318M
87 positions
#18CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$TXN$DDOG$VZ
$157M
130 positions
#19Pathway Financial Advisors LLCActive
Some overlap · 4 shared positions
$FLEX$USB$API$PM
$808M
136 positions
#20Smith Partners Wealth Management, LLCPassive
Some overlap · 5 shared positions
$TXN$DDOG$PM$USB$DUK
$112M
76 positions
#21Firestone Capital ManagementPassive
Some overlap · 4 shared positions
$DDOG$MDY$USB$API
$480M
160 positions
#22Landmark Wealth Management, LLCPassive
Some overlap · 4 shared positions
$TXN$API$C$WFC
$373M
148 positions
#23Redwood Park Advisors LLCActive
Some overlap · 6 shared positions
$FLEX$API$UNP$TXN$MDY$VZ
$150M
327 positions
#24BRANT POINT INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$FLEX$RRX$NVT
$776M
130 positions
#25Elyxium Wealth, LLCPassive
Some overlap · 3 shared positions
$TXN$MDY$UNP
$312M
165 positions

Compare STEPHENSON NATIONAL BANK &’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 STEPHENSON NATIONAL BANK &’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.