How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Sound Stewardship

13F Portfolio OverlapQ2 2026Sound Stewardship portfolio →

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Most similar hedge funds by 13F overlap

Sound Stewardship, LLC is an institutional investor managing $242M across 73 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 Sound Stewardship are Stegent Equity Advisors, REAVES W H, Energy Income Partners, with shared positions in $GLTR, $IAU, $PWR, $CP, $LNT, $NEE. The full ranking of 25 similar funds is below.

#1Stegent Equity Advisors, Inc.Passive

Some overlap · 3 shared positions

$GLTR $IAU $PWR

$140M

112 positions

#2REAVES W H & CO INCActive

Some overlap · 5 shared positions

$CP $LNT $NEE $PWR $OGE

$6.6B

94 positions

#3Energy Income Partners, LLCActive

Some overlap · 5 shared positions

$LNT $NEE $EVRG $PWR $OGE

$6.4B

88 positions

#4CAMDEN ASSET MANAGEMENT L P /CAActive

Some overlap · 4 shared positions

$LNT $NEE $EPR $EVRG

$3.4B

73 positions

#5Virtus Fixed Income Advisers, LLCActive

Slight overlap · 3 shared positions

$EPR $NEE $EVRG

$158M

85 positions

#6BALDWIN WEALTH PARTNERS LLC/MAPassive

Slight overlap · 4 shared positions

$NEE $IAU $PWR $GRMN

$1.5B

234 positions

#7Narwhal Capital ManagementActive

Slight overlap · 3 shared positions

$CP $NEE $IAU

$1.4B

157 positions

#8Ipsen Advisor Group LLCPassive

Slight overlap · 3 shared positions

$LNT $NEE $IAU

$155M

107 positions

#9Northwest & Ethical Investments L.P.Passive

Slight overlap · 3 shared positions

$CP $NEE $A

$4.3B

522 positions

#10SSI INVESTMENT MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$LNT $NEE $EVRG

$1.7B

248 positions

#11Magellan Asset Management LtdActive

Slight overlap · 3 shared positions

$LNT $NEE $EVRG

$4.5B

78 positions

#12DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Slight overlap · 3 shared positions

$LNT $NEE $EVRG

$10.6B

162 positions

#13INCOME RESEARCH & MANAGEMENTPassive

Slight overlap · 3 shared positions

$LNT $NEE $EVRG

$184M

30 positions

#14Financial Partners Group, IncPassive

Slight overlap · 4 shared positions

$CP $PWR $EVRG $NEE

$985M

250 positions

#15Enhancing Capital LLCPassive

Slight overlap · 3 shared positions

$LNT $NEE $GRMN

$145M

90 positions

#16CAMDEN NATIONAL BANKPassive

Slight overlap · 3 shared positions

$NEE $IAU $PWR

$767M

184 positions

#17Ridge Creek Global, IncPassive

Slight overlap · 3 shared positions

$NEE $IAU $PWR

$129M

94 positions

#18Charter Capital Management, LLC\DESmart money

Slight overlap · 3 shared positions

$LNT $NEE $PWR

$226M

75 positions

#19NBC SECURITIES, INC.Passive

Slight overlap · 3 shared positions

$NEE $PWR $IAU

$1.5B

2,420 positions

#20Centurion Wealth Management LLCPassive

Slight overlap · 3 shared positions

$IAU $GLTR $NEE

$418M

283 positions

#21Stonebridge Financial Group, LLCPassive

Slight overlap · 3 shared positions

$NEE $IAU $CBSH

$1.3B

275 positions

#22Cushing Capital Partners, LLCPassive

Slight overlap · 3 shared positions

$NEE $IAU $CBSH

$145M

99 positions

#23Alhambra Investment Partners LLCPassive

Slight overlap · 3 shared positions

$NEE $IAU $GRMN

$229M

182 positions

#24Strong Tower Advisory ServicesPassive

Slight overlap · 3 shared positions

$NEE $PWR $GRMN

$558M

94 positions

#25TEMA ETFS LLCActive

Slight overlap · 3 shared positions

$NEE $PWR $OGE

$3.1B

583 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.