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Hedge Funds Similar to STEVENS PARTNERS

13F Portfolio OverlapQ2 2026STEVENS PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

STEVENS CAPITAL PARTNERS is an institutional investor managing $526M across 157 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 STEVENS PARTNERS are C Partners Holding GmbH, Guilbault, MOSAIC FINANCIAL GROUP, with shared positions in $TPR, $SPGI, $TMO, $UNP, $OKE, $T. The full ranking of 25 similar funds is below.

#1C Partners Holding GmbHActive
Notable overlap · 3 shared positions
$TPR$SPGI$TMO
$330M
15 positions
#2Guilbault Capital LLCPassive
Notable overlap · 3 shared positions
$UNP$SPGI$OKE
$100M
73 positions
#3MOSAIC FINANCIAL GROUP, LLCPassive
Notable overlap · 3 shared positions
$UNP$T$OKE
$156M
134 positions
#4Nvest Wealth Strategies, Inc.Active
Notable overlap · 3 shared positions
$UNP$TMO$SPGI
$160M
353 positions
#5BCWM, LLCPassive
Some overlap · 3 shared positions
$UNP$T$VZ
$342M
57 positions
#6Ironvine Capital Partners, LLCActive
Some overlap · 3 shared positions
$UNP$SPGI$TMO
$1.1B
57 positions
#7MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$T$UNP$VZ$OKE
$233M
122 positions
#8SPRENG CAPITAL MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$SPCX$UNP$VZ$TMO
$275M
77 positions
#9BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$UNP$VZ$SPGI$TMO
$499M
73 positions
#10Miramar Capital, LLCPassive
Some overlap · 3 shared positions
$UNP$VZ$OKE
$455M
57 positions
#11SHARPEPOINT LLCPassive
Some overlap · 3 shared positions
$SPCX$T$VZ
$200M
89 positions
#12TRUST CO OF OKLAHOMAActive
Some overlap · 3 shared positions
$UNP$TMO$SPGI
$389M
140 positions
#13SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$T$UNP$VZ
$606M
79 positions
#14ROCKLAND TRUST COPassive
Some overlap · 4 shared positions
$UNP$VZ$SPGI$TMO
$2.5B
317 positions
#15R.H. Investment Group, LLCActive
Some overlap · 3 shared positions
$UNP$TMO$VZ
$133M
47 positions
#16Persium Advisors, LLCSmart money
Some overlap · 3 shared positions
$UNP$T$VZ
$153M
69 positions
#17Scissortail Wealth Management, LLCPassive
Some overlap · 3 shared positions
$UNP$VZ$OKE
$520M
106 positions
#18EdgePoint Investment Group Inc.Active
Some overlap · 3 shared positions
$UNP$SPGI$TMO
$13.2B
39 positions
#19Carolina Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$UNP$TPR$VZ
$255M
278 positions
#20Spear Holdings RSC LtdActive
Some overlap · 3 shared positions
$SPCX$SPGI$TMO
$1.7B
18 positions
#21Temasek Holdings (Private) LtdActive
Some overlap · 3 shared positions
$SPCX$SPGI$TMO
$37.3B
196 positions
#22PBCay One RSC LtdActive
Some overlap · 3 shared positions
$SPCX$SPGI$TMO
$1.7B
19 positions
#23BLI - Banque de Luxembourg InvestmentsPassive
Some overlap · 3 shared positions
$UNP$SPGI$TMO
$2.8B
195 positions
#24Mill Capital Management, LLCActive
Some overlap · 3 shared positions
$UNP$SPGI$TMO
$1.5B
128 positions
#25Private Capital Advisors, Inc.Smart money
Some overlap · 3 shared positions
$SPCX$UNP$TMO
$1.1B
76 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.