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Hedge Funds Similar to STEPHENSON NATIONAL BANK

13F Portfolio OverlapQ2 2026STEPHENSON NATIONAL BANK portfolio →
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Most similar hedge funds by 13F overlap

STEPHENSON NATIONAL BANK & TRUST is an institutional investor managing $395M across 283 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 STEPHENSON NATIONAL BANK are MORGAN DEMPSEY, OFS Enterprise, Atlantic Edge Private Wealth, with shared positions in $C, $WEC, $PM, $DUK, $WFC, $UNP. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 7 shared positions
$C$WEC$PM$DUK$WFC$UNP
$233M
122 positions
#2OFS Enterprise LLCActive
Notable overlap · 6 shared positions
$MDY$WFC$PNC$UNP$USB$VZ
$392M
106 positions
#3Atlantic Edge Private Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$MDY$NVT$UNP$VZ
$489M
619 positions
#4Slagle Financial, LLCPassive
Notable overlap · 6 shared positions
$PM$C$DUK$USB$WFC$EXC
$334M
127 positions
#5TKG Advisors, LLCPassive
Notable overlap · 3 shared positions
$MDY$C$DGX
$288M
94 positions
#6Corsicana & Co.Passive
Notable overlap · 4 shared positions
$MDY$UNP$DUK$VZ
$206M
309 positions
#7Estabrook Capital ManagementPassive
Notable overlap · 6 shared positions
$C$WFC$PNC$UNP$VZ$DUK
$739M
344 positions
#8ATLANTIC FAMILY WEALTH, LLCSmart money
Some overlap · 6 shared positions
$USB$WEC$DUK$PNC$PM$VZ
$156M
64 positions
#9Audent Global Asset Management, LLCPassive
Some overlap · 3 shared positions
$MDY$C$EOG
$90M
46 positions
#10NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 6 shared positions
$DUK$USB$WFC$EXC$VZ$PNC
$863M
131 positions
#11Tandem Investment Partners LLCPassive
Some overlap · 3 shared positions
$MDY$VZ$GILD
$130M
76 positions
#12SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$C$USB$WFC$UNP$VZ
$606M
79 positions
#13Junk Investment Group, LLCActive
Some overlap · 4 shared positions
$MDY$PNC$VZ$WFC
$226M
97 positions
#14EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$DUK$USB$WFC$UNP$GILD$BMY
$1.3B
58 positions
#15Pacific Center for Financial ServicesActive
Some overlap · 5 shared positions
$MDY$WFC$C$PM$VZ
$448M
500 positions
#16Raleigh Capital Management Inc.Passive
Some overlap · 6 shared positions
$USB$PM$PNC$WEC$VZ$DUK
$313M
610 positions
#17Griffith & Werner, Inc.Passive
Some overlap · 6 shared positions
$C$DUK$WFC$VZ$GILD$PM
$213M
71 positions
#18IFG Advisors, LLCActive
Some overlap · 5 shared positions
$MDY$PM$USB$C$UNP
$725M
165 positions
#19Severin Investments, LLCPassive
Some overlap · 7 shared positions
$PNC$USB$C$VZ$WFC$UNP
$133M
174 positions
#20Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.PActive
Some overlap · 3 shared positions
$MDY$PM$WFC
$849M
165 positions
#21CONNING INC.Passive
Some overlap · 6 shared positions
$USB$DGX$PNC$UNP$GILD$BMY
$3.3B
327 positions
#22PZENA INVESTMENT MANAGEMENT LLCActive
Some overlap · 6 shared positions
$C$WFC$MGA$PVH$DG$BMY
$34.1B
161 positions
#23TI-TRUST, INCPassive
Some overlap · 3 shared positions
$MDY$DUK$BMY
$186M
132 positions
#24Oliver Luxxe Assets LLCPassive
Some overlap · 5 shared positions
$C$PM$WFC$PNC$GILD
$680M
199 positions
#25G&S Capital LLCPassive
Some overlap · 3 shared positions
$MDY$C$DGX
$345M
155 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.