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Hedge Funds Similar to Good Steward Wealth Advisors

13F Portfolio OverlapQ2 2026Good Steward Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Good Steward Wealth Advisors,LLC is an institutional investor managing $166M across 71 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 Good Steward Wealth Advisors are Harrison Street Private Wealth, Constitution, Innovations, with shared positions in $UNP, $NEE, $AEP, $WMB, $DUK, $AXP. The full ranking of 25 similar funds is below.

#1Harrison Street Private Wealth LLCActive
Notable overlap · 4 shared positions
$UNP$NEE$AEP$WMB
$71M
21 positions
#2Constitution Capital LLCActive
Notable overlap · 7 shared positions
$NEE$UNP$DUK$AXP$AEP$SO
$195M
62 positions
#3Capital Innovations LLCPassive
Notable overlap · 6 shared positions
$NEE$UNP$SO$AEP$DUK$WMB
$385M
51 positions
#4Shelter Mutual Insurance CoActive
Notable overlap · 6 shared positions
$UNP$NEE$DE$ITW$AXP$BMY
$473M
58 positions
#5Aull & Monroe Investment Management CorpPassive
Notable overlap · 8 shared positions
$NEE$DE$UNP$GLW$ITW$SO
$239M
126 positions
#6O'Brien Greene & Co. IncPassive
Notable overlap · 5 shared positions
$UNP$NEE$VLO$WMB$GLW
$362M
141 positions
#7Slocum, Gordon & Co LLPPassive
Notable overlap · 5 shared positions
$NEE$UNP$DUK$AEP$WMB
$151M
70 positions
#8VAUGHAN DAVID INVESTMENTS LLC/ILActive
Notable overlap · 8 shared positions
$DE$NEE$SO$ETN$DUK$AXP
$5.0B
245 positions
#9Parkside Investments, LLCActive
Notable overlap · 4 shared positions
$UNP$NEE$GLW$SO
$902M
91 positions
#10COTTONWOOD CAPITAL ADVISORS, LLCActive
Notable overlap · 4 shared positions
$UNP$DE$ITW$WMB
$166M
88 positions
#11New England Professional Planning Group Inc.Smart money
Some overlap · 3 shared positions
$UNP$SLV$DE
$268M
50 positions
#12MORTON COMMUNITY BANKPassive
Some overlap · 8 shared positions
$DE$NEE$SO$ETN$DUK$AXP
$491M
120 positions
#13Axiom Investment Management LLCPassive
Some overlap · 3 shared positions
$UNP$GLW$BMY
$150M
528 positions
#14RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$SLV$NEE$VLO$GLW$SO$ETN
$1.1B
90 positions
#15Skylands Capital, LLCPassive
Some overlap · 3 shared positions
$UNP$WMB$BMY
$814M
166 positions
#16ORLEANS CAPITAL MANAGEMENT CORP/LAPassive
Some overlap · 5 shared positions
$NEE$UNP$VLO$GLW$DUK
$194M
122 positions
#17Fruth Investment ManagementPassive
Some overlap · 7 shared positions
$DE$UNP$GLW$VLO$ETN$AXP
$421M
225 positions
#18EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$NEE$UNP$SO$DUK$BMY
$1.3B
58 positions
#19HFR Wealth Management, LLCActive
Some overlap · 4 shared positions
$UNP$NEE$DUK$ETN
$410M
53 positions
#20Adalta Capital Management LLCPassive
Some overlap · 4 shared positions
$UNP$SO$DUK$AXP
$228M
103 positions
#21WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 4 shared positions
$UNP$DE$GLW$ETN
$97M
110 positions
#22CROBANPassive
Some overlap · 3 shared positions
$NEE$UNP$DUK
$227M
81 positions
#23Electron Capital Partners, LLCActive
Some overlap · 3 shared positions
$NEE$GLW$WMB
$2.5B
46 positions
#24Eliot Finkel Investment Counsel, LLCActive
Some overlap · 6 shared positions
$DE$ITW$GLW$ETN$DUK$AEP
$214M
33 positions
#25Nvest Wealth Strategies, Inc.Active
Some overlap · 3 shared positions
$UNP$AEP$SLV
$160M
353 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.