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Hedge Funds Similar to Sterling Group Wealth

13F Portfolio OverlapQ2 2026Sterling Group Wealth portfolio →
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Most similar hedge funds by 13F overlap

Sterling Group Wealth Management, LLC is an institutional investor managing $244M across 62 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 Sterling Group Wealth are Walsh & Associates, Cedar Point Partners, Avantax Planning Partners, with shared positions in $STT, $PEP, $LPLA, $WFC, $DE, $NEE. The full ranking of 25 similar funds is below.

#1Walsh & Associates, LLCActive
Notable overlap · 4 shared positions
$STT$PEP$LPLA$WFC
$122M
245 positions
#2Cedar Point Capital Partners, LLCActive
Notable overlap · 4 shared positions
$STT$DE$NEE$WFC
$174M
77 positions
#3Avantax Planning Partners, Inc.Active
Notable overlap · 3 shared positions
$STT$PEP$DE
$4.0B
454 positions
#4LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$STT$PEP$WFC$GLW
$1.2B
232 positions
#5Prentice Wealth Management LLCActive
Notable overlap · 3 shared positions
$STT$NEE$WFC
$484M
126 positions
#6IAG Wealth Partners, LLCActive
Notable overlap · 4 shared positions
$STT$DE$NEE$PEP
$1.0B
508 positions
#7GLOBALT Investments LLC / GAActive
Notable overlap · 3 shared positions
$STT$GLW$WFC
$3.0B
213 positions
#8PROFFITT & GOODSON INCActive
Notable overlap · 3 shared positions
$STT$PEP$NEE
$728M
298 positions
#9Midwest Capital Advisors, LLCActive
Some overlap · 3 shared positions
$STT$DE$NEE
$246M
210 positions
#10Horizons Wealth Management
Some overlap · 3 shared positions
$STT$LOW$DE
$152M
170 positions
#11FAMILY WEALTH PARTNERS, LLCActive
Some overlap · 4 shared positions
$LPLA$FSK$EIX$ARCC
$326M
109 positions
#12KWB WealthActive
Some overlap · 5 shared positions
$LPLA$EIX$STT$WFC$PEP
$1.2B
169 positions
#13Compass Wealth Management, LLC/GAActive
Some overlap · 3 shared positions
$STT$LOW$PEP
$251M
74 positions
#14Allied Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$STT$LOW$PEP$DE$WFC
$797M
110 positions
#15CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$STT$LOW$PEP$WFC
$1.3B
99 positions
#16Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$STT$LOW$PEP$NEE$WFC
$108M
52 positions
#1710Elms LLPPassive
Some overlap · 3 shared positions
$STT$PEP$WFC
$236M
526 positions
#18Prana Capital Management, LPActive
Some overlap · 3 shared positions
$LPLA$STT$WFC
$3.3B
122 positions
#19StrongBox Wealth, LLCPassive
Some overlap · 3 shared positions
$STT$PEP$NEE
$351M
267 positions
#20DMKC Advisory Services, LLCActive
Some overlap · 5 shared positions
$STT$LOW$PEP$DE$WFC
$530M
92 positions
#21COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$STT$PEP$LOW
$414M
164 positions
#22COURIER CAPITAL LLCPassive
Some overlap · 4 shared positions
$STT$GLW$LOW$PEP
$2.0B
399 positions
#23Verity & Verity, LLCActive
Some overlap · 3 shared positions
$STT$PEP$NEE
$1.5B
138 positions
#24Creekside PartnersPassive
Some overlap · 4 shared positions
$STT$DE$NEE$WFC
$276M
193 positions
#25GODSEY & GIBB, INCPassive
Some overlap · 3 shared positions
$STT$GLW$PEP
$1.2B
383 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.