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Hedge Funds Similar to Stephenson & Company

13F Portfolio OverlapQ2 2026Stephenson & Company portfolio →
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Most similar hedge funds by 13F overlap

Stephenson & Company, Inc. is an institutional investor managing $213M across 50 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 & Company are Calamos Wealth, Interchange Partners, EHRLICH FINANCIAL GROUP, with shared positions in $ANET, $DE, $AXP, $STX, $MS, $APP. The full ranking of 25 similar funds is below.

#1Calamos Wealth Management LLCPassive
Slight overlap · 5 shared positions
$ANET$DE$AXP$STX$MS
$3.3B
463 positions
#2Interchange Capital Partners, LLCPassive
Slight overlap · 5 shared positions
$ANET$AXP$STX$MS$APP
$532M
430 positions
#3EHRLICH FINANCIAL GROUPActive
Slight overlap · 4 shared positions
$ANET$DE$AXP$STX
$194M
119 positions
#4Paragon Private Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$ANET$DE$AXP$STX
$383M
226 positions
#5Hilltop National BankPassive
Slight overlap · 4 shared positions
$ANET$DE$AXP$STX
$468M
805 positions
#6Evansbrook LLCActive
Slight overlap · 4 shared positions
$ANET$DE$STX$MS
$168M
127 positions
#7Purus Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$ANET$DE$AXP$APP
$363M
171 positions
#8WealthCare Asset Management, LLCActive
Slight overlap · 4 shared positions
$ANET$DE$GBTC$STX
$241M
78 positions
#9Winslow Capital Management, LLCActive
Slight overlap · 4 shared positions
$ANET$STX$MS$APP
$29.1B
66 positions
#10Bigelow Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$ANET$DE$AXP
$276M
157 positions
#11Realta Investment AdvisorsPassive
Slight overlap · 3 shared positions
$ANET$DE$AXP
$322M
378 positions
#12BNC WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$ANET$DE$AXP
$414M
106 positions
#13Teamwork Financial Advisors, LLCPassive
Slight overlap · 3 shared positions
$ANET$DE$AXP
$1.1B
215 positions
#14Vivid Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$ANET$DE$AXP
$284M
73 positions
#15Fire Capital Management LLCPassive
Slight overlap · 3 shared positions
$ANET$DE$AXP
$246M
122 positions
#16Sun Financial IncPassive
Slight overlap · 3 shared positions
$ANET$DE$AXP
$212M
161 positions
#17Legacy Bridge, LLCPassive
Slight overlap · 3 shared positions
$ANET$DE$STX
$324M
322 positions
#18GKV Capital Management Co., Inc.Passive
Slight overlap · 3 shared positions
$ANET$DE$STX
$310M
83 positions
#19Blue Capital, Inc.Passive
Slight overlap · 3 shared positions
$ANET$DE$STX
$158M
122 positions
#20Putney Financial Group LLCActive
Slight overlap · 3 shared positions
$ANET$DE$STX
$111M
78 positions
#21EPG Wealth Management LLCPassive
Slight overlap · 3 shared positions
$ANET$DE$STX
$417M
318 positions
#22Clearwave Capital, LLCPassive
Slight overlap · 3 shared positions
$ANET$DE$STX
$181M
166 positions
#23BLALOCK WILLIAMS, LLCPassive
Slight overlap · 3 shared positions
$ANET$AXP$STX
$154M
154 positions
#24Veracity Capital LLCPassive
Slight overlap · 3 shared positions
$ANET$AXP$STX
$370M
223 positions
#25Salvus Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$ANET$AXP$STX
$178M
125 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.