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Hedge Funds Similar to Stegent Equity Advisors

13F Portfolio OverlapQ2 2026Stegent Equity Advisors portfolio →
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Most similar hedge funds by 13F overlap

Stegent Equity Advisors, Inc. is an institutional investor managing $140M across 112 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 Stegent Equity Advisors are MH & ASSOCIATES SECURITIES, ONE PLUS ONE WEALTH, PRING TURNER GROUP, with shared positions in $COP, $PSX, $SII, $MO, $PWR, $TPL. The full ranking of 25 similar funds is below.

#1MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Notable overlap · 4 shared positions
$COP$PSX$SII$MO
$112M
100 positions
#2ONE PLUS ONE WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$SII$PWR$MO
$232M
92 positions
#3PRING TURNER CAPITAL GROUP INCPassive
Notable overlap · 6 shared positions
$TPL$COP$PSA$FNV$WPM$TXN
$175M
73 positions
#4SPROTT INC.Active
Notable overlap · 4 shared positions
$SII$FNV$WPM$TPL
$3.2B
268 positions
#5LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Notable overlap · 3 shared positions
$TPL$PSX$HSY
$361M
59 positions
#6Fielder Capital Group LLCPassive
Notable overlap · 4 shared positions
$TPL$SII$IAU$WPM
$462M
303 positions
#7Stack Financial Management, IncActive
Notable overlap · 5 shared positions
$PSX$PWR$COP$LMT$WPM
$1.3B
54 positions
#8CAPE COD FIVE CENTS SAVINGS BANKPassive
Notable overlap · 3 shared positions
$GLTR$KLAC$LMT
$1.2B
203 positions
#9PROMETHIUM ADVISORS,LLCPassive
Notable overlap · 4 shared positions
$TPL$HSY$MO$PWR
$208M
122 positions
#10Sound Stewardship, LLCActive
Some overlap · 3 shared positions
$GLTR$IAU$PWR
$242M
73 positions
#11Lionsbridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$COP$PWR$TPL
$102M
68 positions
#12CAMDEN NATIONAL BANKPassive
Some overlap · 6 shared positions
$PWR$IAU$PSA$TMUS$NVS$TXN
$767M
184 positions
#13Empire Financial Management Company, LLCPassive
Some overlap · 6 shared positions
$HSY$NOC$COP$TRV$WRB$NVS
$253M
139 positions
#14ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 3 shared positions
$COP$PSX$TPL
$763M
51 positions
#15Advisory Resource GroupPassive
Some overlap · 3 shared positions
$COP$PSX$KLAC
$665M
183 positions
#16Disciplined Investments, LLCPassive
Some overlap · 3 shared positions
$COP$PSX$TXN
$310M
144 positions
#17Atlas Wealth Partners, LLCActive
Some overlap · 5 shared positions
$TPL$FNV$IAU$WPM$MO
$92M
64 positions
#18O'Domhnaill Enterprises, Inc.Passive
Some overlap · 6 shared positions
$HSY$TPL$NOC$MO$LMT$WPM
$125M
61 positions
#19EagleClaw Capital Managment, LLCPassive
Some overlap · 4 shared positions
$TPL$FNV$LMT$WPM
$745M
145 positions
#20Franklin, Parlapiano, Turner & Welch, LLCActive
Some overlap · 4 shared positions
$COP$PSX$PSA$NVS
$442M
55 positions
#21HAMEL ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$COP$HSY$NVS$LMT
$363M
92 positions
#22Argos Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$GLTR$IAU$KLAC
$378M
224 positions
#23Elevate Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$WRB$HSY$TRV$FNV
$182M
77 positions
#24Vivid Wealth Management, LLCPassive
Some overlap · 4 shared positions
$PWR$TPL$NOC$KLAC
$284M
73 positions
#25TMB Capital Partners, LLCPassive
Some overlap · 3 shared positions
$TPL$SII$WPM
$321M
177 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.