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Hedge Funds Similar to STANCE

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

STANCE CAPITAL LLC is an institutional investor managing $328M across 340 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 STANCE are Insight Inv, Ironwood Investment Counsel, Granite Group Advisors, with shared positions in $AMGN, $GLW, $AXP, $PNC, $PCAR, $TJX. The full ranking of 25 similar funds is below.

#1Insight Inv LLCPassive
Notable overlap · 8 shared positions
$AMGN$GLW$AXP$PNC$PCAR$TJX
$212M
109 positions
#2Ironwood Investment Counsel, LLCPassive
Notable overlap · 8 shared positions
$AXP$AMGN$LH$CCZ$MDT$GLW
$762M
267 positions
#3Granite Group Advisors, LLCActive
Notable overlap · 8 shared positions
$AMGN$CCZ$PNC$MDT$PEP$STZ
$169M
84 positions
#4MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 7 shared positions
$AMGN$CCZ$PNC$STZ$MDT$PEP
$1.2B
106 positions
#5JLB & ASSOCIATES INCPassive
Some overlap · 6 shared positions
$AMGN$ROST$ROL$AXP$TJX$PEP
$748M
68 positions
#6KWMG, LLCPassive
Some overlap · 6 shared positions
$ROST$GLW$AMGN$TJX$STX$EIX
$1.4B
153 positions
#7Retireful, LLCPassive
Some overlap · 6 shared positions
$WDC$GLW$JBL$STX$SNDK$MRVL
$107M
81 positions
#8GODSEY & GIBB, INCPassive
Some overlap · 6 shared positions
$AMGN$GLW$PNC$MDT$PEP$T
$1.2B
383 positions
#9Markin Volterra Fund LPActive
Some overlap · 6 shared positions
$WDC$GLW$JBL$STX$SNDK$MRVL
$147M
69 positions
#10RENAISSANCE GROUP LLCPassive
Some overlap · 6 shared positions
$JBL$AXP$AMGN$TJX$GWW$MAR
$2.5B
234 positions
#11VMS Asset Management LimitedPassive
Some overlap · 6 shared positions
$WDC$GLW$STX$SNDK$TER$MRVL
$315M
33 positions
#12Fedenia Advisers LLCPassive
Some overlap · 6 shared positions
$WDC$GLW$STX$SNDK$TER$MRVL
$421M
459 positions
#13M. Kulyk & Associates, LLCActive
Some overlap · 5 shared positions
$GLW$GILD$AXP$PNC$LH
$613M
113 positions
#14Camarda Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$WDC$JBL$TJX$MAR$SNDK$MRVL
$331M
122 positions
#15Park Capital Management, LLC / WIPassive
Some overlap · 6 shared positions
$WDC$GLW$STX$SNDK$TER$MRVL
$170M
161 positions
#16RNC CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$CCZ$GILD$GLW$MDT$PEP$T
$2.4B
181 positions
#17PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$WDC$GLW$JBL$STX$SNDK$TER
$462M
86 positions
#18Kerusso Capital Management LLCPassive
Some overlap · 5 shared positions
$AMGN$GILD$AXP$TJX$PEP
$274M
58 positions
#19CAMBIAR INVESTORS LLCActive
Some overlap · 6 shared positions
$AXP$PNC$LH$STZ$MDT$PEP
$2.3B
150 positions
#20Te Ahumairangi Investment Management LtdActive
Some overlap · 7 shared positions
$LH$EXC$GILD$MDT$GWW$NEM
$620M
86 positions
#21KEYSTONE INVESTORS PTE LTDActive
Some overlap · 6 shared positions
$WDC$ROST$STX$MAR$MRVL$GILD
$1.9B
84 positions
#22USA FINANCIAL FORMULAS
Some overlap · 5 shared positions
$WDC$ROST$GILD$STX$PEP
$531M
437 positions
#23Lifeworks Advisors, LLCPassive
Some overlap · 5 shared positions
$GLW$GILD$JBL$PCAR$STX
$955M
337 positions
#24Delta Global Management LPPassive
Some overlap · 6 shared positions
$ROST$PNC$HLT$STX$PEP$SNDK
$922M
149 positions
#25Piscataqua Savings BankPassive
Some overlap · 6 shared positions
$GLW$AXP$TJX$PNR$PEP$GILD
$148M
412 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.