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Hedge Funds Similar to STEINBERGANNA WEALTH

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

STEINBERGANNA WEALTH MANAGEMENT is an institutional investor managing $246M across 139 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 STEINBERGANNA WEALTH are Emissary Wealth, Integrated Advisors Network, Essential Investment Partners, with shared positions in $URI, $CRWD, $NOW, $NOC, $BX, $QCOM. The full ranking of 25 similar funds is below.

#1Emissary Wealth LLCPassive
Some overlap · 6 shared positions
$URI$CRWD$NOW$NOC$BX$QCOM
$131M
63 positions
#2Integrated Advisors Network LLCPassive
Some overlap · 7 shared positions
$CRWD$URI$FTNT$CLS$ELAN$BX
$2.2B
679 positions
#3Essential Investment Partners LLCPassive
Some overlap · 5 shared positions
$URI$CRWD$BX$LMT$QCOM
$125M
312 positions
#4Avalon Global Asset Management LLCActive
Some overlap · 3 shared positions
$URI$CRWD$NOW
$917M
38 positions
#5Blue Line Capital, LLC / ILPassive
Some overlap · 3 shared positions
$CRWD$URI$NOW
$120M
92 positions
#6BIRCHBROOK, INC.Active
Some overlap · 4 shared positions
$CRWD$FTNT$NOW$LMT
$213M
305 positions
#7Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$CRWD$FTNT$MS$QCOM
$181M
73 positions
#8PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$CRWD$CLS$NOW$URI
$174M
92 positions
#9GROESBECK INVESTMENT MANAGEMENT CORP /NJ/Active
Some overlap · 3 shared positions
$URI$FTNT$MS
$63M
100 positions
#10Cunning Capital Partners, LPActive
Some overlap · 4 shared positions
$URI$CLS$CRWD$MS
$248M
55 positions
#11RPG Investment Advisory, LLCPassive
Some overlap · 4 shared positions
$CRWD$FTNT$NOW$BA
$973M
93 positions
#12Aldebaran Financial Inc.Passive
Some overlap · 3 shared positions
$CRWD$FTNT$NOC
$123M
82 positions
#13Wisconsin Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$CRWD$FTNT$BA
$117M
90 positions
#14Greater Midwest Financial Group, LLCActive
Some overlap · 3 shared positions
$CRWD$FTNT$QCOM
$201M
65 positions
#15Benchmark Investment Advisors LLCPassive
Some overlap · 3 shared positions
$URI$CRWD$NOW
$228M
70 positions
#16Vident Advisory, LLCPassive
Some overlap · 4 shared positions
$CRWD$FTNT$NOC$LMT
$13.9B
1,919 positions
#17Darden Wealth Group IncPassive
Some overlap · 3 shared positions
$CRWD$CLS$BA
$252M
155 positions
#18Rockingstone Advisors LLCPassive
Some overlap · 3 shared positions
$CRWD$CLS$BA
$249M
115 positions
#19Traynor Capital Management, Inc.Active
Some overlap · 4 shared positions
$CRWD$URI$NOC$LMT
$2.2B
369 positions
#20GUERRA PAN ADVISORS, LLCPassive
Some overlap · 5 shared positions
$CRWD$NOW$LMT$MS$BA
$179M
118 positions
#21Valtrion Capital Management, LLCActive
Some overlap · 4 shared positions
$CRWD$NOW$NOC$BX
$134M
103 positions
#22Provident Living Financial Services, Inc.Active
Some overlap · 3 shared positions
$CRWD$SOFI$NOW
$101M
50 positions
#23Philadelphia Investment Partners, LLCPassive
Some overlap · 3 shared positions
$URI$SOFI$BX
$161M
189 positions
#24Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$CRWD$NOW$LMT$MS
$358M
74 positions
#25KRS Capital Management, LLCActive
Some overlap · 3 shared positions
$FTNT$CRWD$QCOM
$215M
124 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.