13F Pro

Hedge Funds Similar to Sterling Wealth

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

Sterling Wealth Management, Inc. is an institutional investor managing $402M across 116 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 Wealth are UNITED BANK, Stokes Advisors, HUTNER, with shared positions in $HUBB, $MCD, $CMI, $PEP, $ITW, $AXP. The full ranking of 25 similar funds is below.

#1UNITED BANKActive
Substantial overlap · 5 shared positions
$HUBB$MCD$CMI$PEP$ITW
$853M
130 positions
#2Stokes Capital Advisors, LLCPassive
Notable overlap · 7 shared positions
$AXP$MCD$SHW$PEP$QCOM$MRSH
$467M
118 positions
#3HUTNER CAPITAL MANAGEMENT INCActive
Notable overlap · 6 shared positions
$MCD$AXP$PEP$CB$YUM$SHW
$252M
43 positions
#4LETSON INVESTMENT MANAGEMENT, INC.Passive
Notable overlap · 7 shared positions
$AXP$MCD$PEP$ITW$CB$CL
$273M
104 positions
#5Franklin, Parlapiano, Turner & Welch, LLCActive
Notable overlap · 6 shared positions
$HUBB$PEP$PSX$MRSH$CL$MCD
$442M
55 positions
#6OLD REPUBLIC INTERNATIONAL CORPActive
Notable overlap · 6 shared positions
$HUBB$PEP$MCD$CMI$AEP$QCOM
$2.7B
54 positions
#7Focused Investors LLCActive
Notable overlap · 4 shared positions
$MCD$AXP$PEP$MRSH
$3.0B
23 positions
#8COTTONWOOD CAPITAL ADVISORS, LLCActive
Notable overlap · 4 shared positions
$MCD$PEP$DE$ITW
$166M
88 positions
#9Shelter Mutual Insurance CoActive
Notable overlap · 5 shared positions
$AXP$PEP$DE$QCOM$ITW
$473M
58 positions
#10Hamilton Point Investment Advisors, LLCPassive
Notable overlap · 5 shared positions
$AXP$DE$HUBB$CMI$CL
$710M
193 positions
#11DB Fitzpatrick & Co, IncActive
Notable overlap · 5 shared positions
$HUBB$SHW$DE$CMI$CB
$124M
100 positions
#12Kerusso Capital Management LLCPassive
Notable overlap · 5 shared positions
$AXP$SHW$PEP$QCOM$AMP
$274M
58 positions
#13DCM Advisors, LLCActive
Notable overlap · 6 shared positions
$AXP$CCZ$MCD$CVS$PSX$PEP
$253M
38 positions
#14Stockman Wealth Management, Inc.Passive
Notable overlap · 4 shared positions
$AXP$MCD$PEP$QCOM
$968M
178 positions
#15JACOBS & CO/CAPassive
Notable overlap · 7 shared positions
$DE$CMI$PEP$QCOM$MCD$AXP
$1.2B
134 positions
#16BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Notable overlap · 4 shared positions
$MCD$DE$AXP$CMI
$263M
90 positions
#17ABSHER WEALTH MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$MCD$PEP$DE$LECO$CMI
$878M
73 positions
#18Patrick Mauro Investment Advisor, INC.Active
Some overlap · 3 shared positions
$MCD$PEP$AEP
$199M
38 positions
#19Infusive Asset Management Inc.Active
Some overlap · 3 shared positions
$MCD$AXP$CL
$220M
30 positions
#20St. Johns Investment Management Company, LLCPassive
Some overlap · 6 shared positions
$AXP$CMI$MCD$QCOM$DE$CVS
$264M
201 positions
#21Troy Asset Management LtdActive
Some overlap · 3 shared positions
$HUBB$CB$PEP
$3.6B
29 positions
#22CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 5 shared positions
$MCD$DE$PEP$CVS$PSX
$1.1B
157 positions
#23Rayburn West Financial Services LLCPassive
Some overlap · 4 shared positions
$AXP$DE$PEP$MCD
$181M
81 positions
#24SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$MCD$PEP$DE$QCOM
$205M
55 positions
#25SEARLE & CO.Passive
Some overlap · 5 shared positions
$AXP$PEP$MCD$YUM$QCOM
$445M
194 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.