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Hedge Funds Similar to Per Stirling

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

Per Stirling Capital Management, LLC. is an institutional investor managing $1.1B across 334 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 Per Stirling are SACKS & ASSOCIATES, Verity & Verity, Richard C. Young & , LTD., with shared positions in $DELL, $STT, $KMI, $ETN, $HON, $HONA. The full ranking of 25 similar funds is below.

#1SACKS & ASSOCIATES, LLCPassive
Some overlap · 6 shared positions
$DELL$STT$KMI$ETN$HON$HONA
$148M
80 positions
#2Verity & Verity, LLCActive
Some overlap · 4 shared positions
$DELL$STT$OKE$TXN
$1.5B
138 positions
#3Richard C. Young & CO., LTD.Passive
Some overlap · 3 shared positions
$DELL$KMI$TXN
$1.4B
101 positions
#4ARGENT CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$DELL$HCA$ETN$TXN
$3.2B
168 positions
#5Horizon Investment Services, LLCPassive
Some overlap · 3 shared positions
$DELL$STT$NTRS
$360M
143 positions
#6BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 3 shared positions
$DELL$KMI$HON
$2.5B
270 positions
#7MRP Capital Investments, LLCPassive
Some overlap · 3 shared positions
$DELL$KMI$BE
$136M
223 positions
#8Harvest Investment Advisors, LLCActive
Some overlap · 4 shared positions
$STT$KMI$NTRS$BAH
$202M
58 positions
#9Canal Insurance COActive
Some overlap · 3 shared positions
$DELL$KMI$EPD
$456M
76 positions
#10OpenArc Corporate Advisory, LLCActive
Some overlap · 3 shared positions
$DELL$HCA$TXN
$8.4B
789 positions
#11Hudson Canyon Capital ManagementPassive
Some overlap · 3 shared positions
$DELL$HCA$ETN
$187M
50 positions
#12BEAM WEALTH ADVISORS, INC.Active
Some overlap · 3 shared positions
$KMI$STT$EPD
$453M
117 positions
#13MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 4 shared positions
$STT$KMI$TXN$EPD
$3.8B
152 positions
#14apricus wealth, LLCPassive
Some overlap · 3 shared positions
$STT$KMI$OKE
$210M
129 positions
#15IBEX WEALTH ADVISORSPassive
Some overlap · 3 shared positions
$DELL$KMI$OKE
$1.3B
209 positions
#16J. Team Financial, Inc.Passive
Some overlap · 3 shared positions
$STT$DELL$TXN
$103M
102 positions
#17MONTCHANIN ASSET MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$KMI$EPD$HON$BE$HONA
$98M
62 positions
#18Palouse Capital Management, Inc.Passive
Some overlap · 4 shared positions
$DELL$OKE$TXN$BA
$160M
124 positions
#19ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 3 shared positions
$STT$DELL$MRVL
$621M
90 positions
#20Geneva Partners, LLCPassive
Some overlap · 4 shared positions
$DELL$MRVL$EPD$BE
$375M
75 positions
#21VAQUERO PRIVATE WEALTH, LTDPassive
Some overlap · 4 shared positions
$DELL$KMI$TXN$EPD
$486M
194 positions
#22Kensington Investment Counsel, LLCPassive
Some overlap · 4 shared positions
$DELL$TXN$HON$HONA
$230M
85 positions
#23Axecap Investments, LLCPassive
Some overlap · 3 shared positions
$DELL$CDNS$TXN
$181M
73 positions
#24Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 4 shared positions
$KMI$MRVL$ETN$TXN
$3.2B
82 positions
#25Addis & Hill, IncSmart money
Some overlap · 4 shared positions
$KMI$OKE$TXN$EPD
$181M
29 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.