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Hedge Funds Similar to Sterling

13F Portfolio OverlapQ3 2026Sterling portfolio →
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Most similar hedge funds by 13F overlap

Sterling Capital Management LLC is an institutional investor managing $4.9B across 3,244 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Sterling are HOWARD BAILEY SECURITIES, BARTLETT & WEALTH, Fruth Investment, with shared positions in $ADI, $SCHW, $ETN, $PEP, $ROK, $DE. The full ranking of 25 similar funds is below.

#1HOWARD BAILEY SECURITIES, LLCActive
Some overlap · 8 shared positions
$ADI$SCHW$ETN$PEP$ROK$DE
$267M
121 positions
#2BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$ADI$WM$DE$ETN$LIN$PEP
$8.0B
1,334 positions
#3Fruth Investment ManagementPassive
Some overlap · 6 shared positions
$ADI$DE$ETN$LIN$AXP$PEP
$409M
224 positions
#4Ark Wealth Advisors LLCPassive
Some overlap · 6 shared positions
$WM$LIN$SCHW$AFL$AXP$PEP
$113M
87 positions
#5MARKEL GROUP INC.Active
Some overlap · 6 shared positions
$ADI$DE$SCHW$AXP$LIN$MRSH
$13.1B
130 positions
#6Kidder Stephen WActive
Some overlap · 6 shared positions
$ADI$SCHW$DE$ROK$AXP$PEP
$396M
75 positions
#7CHEMUNG CANAL TRUST COActive
Some overlap · 6 shared positions
$ADI$WM$AXP$SO$PEP$ETN
$541M
111 positions
#8Asset Advisors Investment Management, LLCActive
Some overlap · 6 shared positions
$SCHW$WM$DE$FERG$DOV$AMP
$1.1B
108 positions
#9FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$SCHW$ADI$DE$PM$AFL
$355M
257 positions
#10CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 5 shared positions
$ADI$SCHW$DE$ETN$PM
$857M
179 positions
#11WINSLOW ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$SCHW$DE$ETN$LIN$AXP
$575M
82 positions
#12DLK Investment Management, LLCPassive
Some overlap · 5 shared positions
$SCHW$WM$DE$LIN$PEP
$275M
99 positions
#13BOWEN HANES & CO INCActive
Some overlap · 5 shared positions
$SCHW$DE$ETN$MSI$AXP
$4.1B
151 positions
#14L. Roy Papp & Associates, LLPPassive
Some overlap · 7 shared positions
$ADI$ROK$LIN$PEP$NXPI$MRVL
$981M
193 positions
#15Hemenway Trust Co LLCActive
Some overlap · 5 shared positions
$SCHW$ADI$ROK$AXP$WM
$1.4B
135 positions
#16BUCKHEAD CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$ETN$SO$ROK$AXP$PEP$RJF
$292M
149 positions
#17Parrish Capital LLCPassive
Some overlap · 5 shared positions
$SCHW$ETN$SO$PM$AXP
$103M
84 positions
#18RFG - Bristol Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$SCHW$DE$ETN$LIN$AXP
$420M
172 positions
#19Community Financial Services Group, LLCPassive
Some overlap · 5 shared positions
$ADI$ETN$LIN$AXP$WM
$655M
539 positions
#20US Asset Management LLCPassive
Some overlap · 6 shared positions
$ADI$LIN$AXP$AMP$PM$MRSH
$131M
112 positions
#21CITY HOLDING COPassive
Some overlap · 5 shared positions
$WM$DE$LIN$SO$AFL
$898M
599 positions
#22ProVise Management Group, LLCPassive
Some overlap · 5 shared positions
$SCHW$ADI$PM$FERG$PEP
$1.5B
282 positions
#23Phraction Management LLCActive
Some overlap · 6 shared positions
$ADI$LIN$PM$FERG$PEP$ETN
$545M
67 positions
#24NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ADI$DE$ETN$ROK$PEP
$381M
144 positions
#25Dempze Nancy EPassive
Some overlap · 5 shared positions
$SCHW$ADI$ROK$AXP$WM
$209M
91 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.