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Hedge Funds Similar to STABLEFORD II

13F Portfolio OverlapQ2 2026STABLEFORD II portfolio →
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Most similar hedge funds by 13F overlap

STABLEFORD CAPITAL II LLC is an institutional investor managing $289M across 147 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 STABLEFORD II are JACOBSON & SCHMITT ADVISORS, Athena Wealth, Timber Creek, with shared positions in $SCHW, $MELI, $ASML, $PLD, $LIN, $ETN. The full ranking of 25 similar funds is below.

#1JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 6 shared positions
$SCHW$MELI$ASML$PLD$LIN$ETN
$612M
81 positions
#2Athena Wealth Management, LLCActive
Some overlap · 6 shared positions
$SCHW$ASML$PLD$C$MELI$PM
$134M
104 positions
#3Timber Creek Capital Management LLCPassive
Some overlap · 5 shared positions
$SCHW$IAU$ASML$MELI$LIN
$490M
80 positions
#4SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$IAU$WFC$C$ENB$WMB$PM
$296M
134 positions
#5FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 5 shared positions
$SCHW$ASML$PLD$MELI$LIN
$118M
56 positions
#6Keystone Financial ServicesActive
Some overlap · 5 shared positions
$SCHW$IAU$WFC$BNY$PM
$388M
131 positions
#7Blume Capital Management, Inc.Passive
Some overlap · 5 shared positions
$SCHW$WFC$ARCC$C$TMUS
$684M
359 positions
#8Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 5 shared positions
$SCHW$IAU$WFC$LIN$ASML
$362M
116 positions
#9Stronghold Wealth Management L.L.C.Passive
Some overlap · 7 shared positions
$PLD$ASML$LIN$WFC$BNY$C
$75M
131 positions
#10Allen Investment Management, LLCActive
Some overlap · 6 shared positions
$SCHW$ASML$MELI$ARCC$SHOP$GBDC
$8.4B
227 positions
#11Intrinsic Value Partners, LLCActive
Some overlap · 6 shared positions
$SCHW$ASML$WFC$BNY$SHOP$C
$146M
73 positions
#12Advocacy Wealth Management, LLCActive
Some overlap · 4 shared positions
$SCHW$IAU$ASML$ETN
$2.8B
151 positions
#13Shepherd Street Advisors LLCPassive
Some overlap · 5 shared positions
$SCHW$WFC$PLD$LIN$ENB
$114M
86 positions
#14MFA Wealth ServicesPassive
Some overlap · 5 shared positions
$ASML$WFC$C$ETN$BNY
$167M
134 positions
#15AMF Tjanstepension ABActive
Some overlap · 5 shared positions
$MELI$PLD$C$ETN$LIN
$16.9B
121 positions
#16Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$ASML$MELI$C$ETN$LIN
$115M
89 positions
#17SPINNAKER TRUSTActive
Some overlap · 4 shared positions
$ARCC$IAU$ASML$PLD
$2.1B
309 positions
#18SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$MELI$ASML$WFC$C
$255M
144 positions
#19Foundations Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$ASML$C$WMB$PM
$9.7B
1,202 positions
#20Phraction Management LLCActive
Some overlap · 6 shared positions
$ASML$WFC$LIN$WMB$PM$ETN
$596M
66 positions
#21United Asset Strategies, Inc.Passive
Some overlap · 5 shared positions
$SCHW$ASML$ETN$C$PM
$1.4B
259 positions
#22Ravenswood Partners LPActive
Some overlap · 4 shared positions
$SCHW$MELI$ASML$SHOP
$313M
36 positions
#23FDx Advisors, Inc.Passive
Some overlap · 5 shared positions
$IAU$ASML$LIN$PM$TRP
$332M
179 positions
#24ProVise Management Group, LLCPassive
Some overlap · 5 shared positions
$SCHW$WFC$ENB$BNY$PM
$1.5B
282 positions
#25Tranquilli Financial Advisor LLCPassive
Some overlap · 5 shared positions
$SCHW$WFC$ENB$BNY$PM
$186M
135 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.