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Hedge Funds Similar to Stegner Investment Associates

13F Portfolio OverlapQ2 2026Stegner Investment Associates portfolio →
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Most similar hedge funds by 13F overlap

Stegner Investment Associates Inc. is an institutional investor managing $210M across 31 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 Stegner Investment Associates are Stonebrook Private, PEOPLES FINANCIAL SERVICES, Millington Financial Advisors, with shared positions in $STT, $MCD, $AXP, $MRVL. The full ranking of 19 similar funds is below.

#1Stonebrook Private Inc.Passive
Some overlap · 3 shared positions
$STT$MCD$AXP
$548M
271 positions
#2PEOPLES FINANCIAL SERVICES CORP.Passive
Some overlap · 3 shared positions
$MCD$MRVL$AXP
$231M
270 positions
#3Millington Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$STT$AXP$MCD$MRVL
$254M
128 positions
#4HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 3 shared positions
$MCD$STT$AXP
$321M
107 positions
#5Stonebridge Capital Advisors LLCPassive
Some overlap · 3 shared positions
$MCD$MRVL$STT
$1.6B
215 positions
#6Henshaw Capital LLCActive
Some overlap · 3 shared positions
$MRVL$MCD$AXP
$3.1B
160 positions
#7Lorne Steinberg Wealth Management Inc.Passive
Some overlap · 3 shared positions
$AXP$STT$MCD
$487M
72 positions
#8New England Capital Financial Advisors LLCSmart money
Some overlap · 3 shared positions
$STT$MCD$AXP
$418M
431 positions
#9TRUSTCO BANK CORP N YPassive
Some overlap · 3 shared positions
$AXP$MCD$STT
$137M
77 positions
#10FIRST INTERSTATE BANKActive
Some overlap · 3 shared positions
$STT$AXP$MCD
$1.9B
196 positions
#11AMICA MUTUAL INSURANCE COActive
Slight overlap · 3 shared positions
$STT$MCD$AXP
$1.2B
142 positions
#12Wiser Advisor Group LLC
Slight overlap · 3 shared positions
$MCD$STT$AXP
$91M
229 positions
#13Horizon Wealth Management, LLCActive
Slight overlap · 3 shared positions
$STT$AXP$MCD
$785M
148 positions
#14Flagship Private Wealth, LLCActive
Slight overlap · 3 shared positions
$STT$AXP$MCD
$283M
116 positions
#15Caldwell Trust CoPassive
Slight overlap · 3 shared positions
$MCD$MRVL$AXP
$1.2B
811 positions
#16PLANNING DIRECTIONS INCActive
Slight overlap · 3 shared positions
$MCD$MRVL$AXP
$216M
110 positions
#17Fourth Dimension Wealth, LLCPassive
Slight overlap · 3 shared positions
$STT$MCD$MRVL
$316M
679 positions
#18GLENMEDE TRUST CO NAPassive
Slight overlap · 3 shared positions
$MRVL$AXP$MCD
$22.7B
1,487 positions
#19Three Bearings Fiduciary Advisors, Inc.Active
Slight overlap · 3 shared positions
$STT$MCD$MRVL
$112M
312 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.