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Hedge Funds Similar to STAR Financial Bank

13F Portfolio OverlapQ2 2026STAR Financial Bank portfolio →
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Most similar hedge funds by 13F overlap

STAR Financial Bank is an institutional investor managing $245M across 109 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 STAR Financial Bank are MainStreet Investment Advisors, ROGCO, ALPINE WOODS INVESTORS, with shared positions in $BLK, $PEP, $MCD, $EMR, $LMT, $WM. The full ranking of 25 similar funds is below.

#1MainStreet Investment Advisors LLCActive
Notable overlap · 9 shared positions
$BLK$PEP$MCD$EMR$LMT$WM
$734M
166 positions
#2ROGCO, LPActive
Notable overlap · 9 shared positions
$BLK$PEP$MCD$EMR$LMT$CMI
$327M
224 positions
#3ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Notable overlap · 7 shared positions
$WFC$STLD$PEP$CMI$EMR$WM
$460M
220 positions
#4Pathway Financial Advisers, LLCPassive
Notable overlap · 6 shared positions
$STLD$PEP$CMI$MCD$WM$SO
$397M
167 positions
#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$PEP$WFC$MCD$CMI$LMT$SO
$233M
122 positions
#6OPUS INVESTMENT MANAGEMENT INCActive
Some overlap · 6 shared positions
$PEP$BLK$MCD$LMT$WM$MCHP
$183M
31 positions
#7Miramar Capital, LLCPassive
Some overlap · 6 shared positions
$PEP$BLK$MCD$LMT$WM$MDY
$455M
57 positions
#8CINCINNATI INSURANCE COActive
Some overlap · 5 shared positions
$PEP$BLK$MCD$CMI$MCHP
$6.9B
64 positions
#9COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$PEP$WFC$MCD$EMR$MS
$166M
88 positions
#10UNITED BANKActive
Some overlap · 6 shared positions
$BLK$PEP$MCD$CMI$LMT$WM
$853M
130 positions
#11VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$PEP$BLK$MCD$EMR$SO
$201M
57 positions
#12RNC CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$PEP$BLK$EMR$LMT$MCHP
$2.4B
181 positions
#13Shoker Investment Counsel, Inc.Active
Some overlap · 6 shared positions
$MDY$PEP$MCD$EMR$LMT$SO
$398M
113 positions
#14DMKC Advisory Services, LLCActive
Some overlap · 5 shared positions
$WFC$PEP$CMI$LMT$EMR
$530M
92 positions
#15CAPE ANN SAVINGS BANKActive
Some overlap · 5 shared positions
$PEP$BLK$MCD$CMI$MS
$212M
113 positions
#16ADIRONDACK TRUST COPassive
Some overlap · 6 shared positions
$MDY$MCD$PEP$WM$LMT$MS
$336M
558 positions
#17Crescent Sterling, Ltd.Passive
Some overlap · 4 shared positions
$PEP$MDY$CMI$LMT
$112M
85 positions
#18Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$PEP$BLK$MCD$LMT$WFC
$181M
81 positions
#19HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$PEP$MCD$EMR$LMT$WM
$321M
107 positions
#20Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$PEP$MCD$EMR$LMT$WM
$261M
101 positions
#21OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 5 shared positions
$PEP$MCD$CMI$EMR$SO
$2.7B
54 positions
#22Richwood Investment Advisors, LLCActive
Some overlap · 6 shared positions
$MCD$WFC$PEP$LMT$WM$MS
$142M
106 positions
#23HOWARD BAILEY SECURITIES, LLCActive
Some overlap · 3 shared positions
$STLD$WFC$PEP
$267M
121 positions
#24BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 6 shared positions
$MCD$PEP$EMR$LMT$WM$WFC
$2.5B
270 positions
#25MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$PEP$WFC$LMT$MS$MDY
$1.2B
106 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.