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Hedge Funds Similar to Steward Partners Investment Advisory

13F Portfolio OverlapQ2 2026Steward Partners Investment Advisory portfolio →
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Most similar hedge funds by 13F overlap

Steward Partners Investment Advisory, LLC is an institutional investor managing $19.6B across 4,656 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 Steward Partners Investment Advisory are SAXON INTERESTS, Harbour Wealth Group, Fourth Dimension Wealth, with shared positions in $ETN, $SNDK, $ADI, $MPC, $CRWD, $NEE. The full ranking of 25 similar funds is below.

#1SAXON INTERESTS, INC.Passive
Slight overlap · 4 shared positions
$ETN$SNDK$ADI$MPC
$362M
238 positions
#2Harbour Wealth Management Group, Inc.Active
Slight overlap · 4 shared positions
$ETN$CRWD$ADI$MPC
$148M
89 positions
#3Fourth Dimension Wealth, LLCPassive
Slight overlap · 4 shared positions
$SNDK$ETN$CRWD$MPC
$316M
679 positions
#4Aventura Private Wealth, LLCPassive
Slight overlap · 4 shared positions
$ETN$CRWD$ADI$NEE
$326M
986 positions
#5Evansbrook LLCActive
Slight overlap · 4 shared positions
$ETN$CRWD$ADI$NEE
$168M
127 positions
#6Keyes, Stange & Wooten Wealth Management, LLCActive
Slight overlap · 4 shared positions
$ETN$ADI$MPC$NEE
$251M
74 positions
#7LightSquare Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$ETN$ADI$MPC$NEE
$145M
104 positions
#8Tulsa Wealth Advisors, INCActive
Slight overlap · 4 shared positions
$ETN$ADI$MPC$NEE
$710M
166 positions
#9Clear Trail Advisors, LLCPassive
Slight overlap · 4 shared positions
$ETN$ADI$MPC$NEE
$655M
161 positions
#10Confluence Wealth Services, Inc.Active
Slight overlap · 4 shared positions
$ETN$ADI$MPC$NEE
$3.5B
476 positions
#11WEST MICHIGAN ADVISORS, LLCPassive
Slight overlap · 4 shared positions
$ETN$ADI$MPC$NEE
$455M
298 positions
#12Phoenix Wealth AdvisorsActive
Slight overlap · 4 shared positions
$ETN$ADI$MPC$NEE
$297M
129 positions
#13HARRELL INVESTMENT PARTNERS, LLCPassive
Slight overlap · 4 shared positions
$ETN$ADI$MPC$NEE
$461M
144 positions
#14Winthrop Partners - WNY, LLCPassive
Slight overlap · 4 shared positions
$ETN$ADI$MPC$NEE
$202M
87 positions
#15CALIBER WEALTH MANAGEMENT, LLC / KSActive
Slight overlap · 4 shared positions
$ETN$ADI$MPC$NEE
$1.0B
300 positions
#16RAYMOND JAMES FINANCIAL INCPassive
Slight overlap · 4 shared positions
$ETN$ADI$MPC$NEE
$368.9B
5,396 positions
#17Daner Wealth Management, LLCActive
Slight overlap · 4 shared positions
$ETN$CRWD$MPC$NEE
$184M
96 positions
#18WORLD EQUITY GROUP, INC.Passive
Slight overlap · 3 shared positions
$ETN$SNDK$CRWD
$447M
375 positions
#19Ponta Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$ETN$SNDK$CRWD
$187M
199 positions
#20Blue Line Capital, LLC / ILPassive
Slight overlap · 3 shared positions
$ETN$SNDK$CRWD
$120M
92 positions
#21Riggs Asset Managment Co. Inc.Passive
Slight overlap · 3 shared positions
$ETN$SNDK$CRWD
$560M
132 positions
#22Night Squared LPPassive
Slight overlap · 3 shared positions
$ETN$SNDK$ADI
$930M
69 positions
#23MorganRosel Wealth Management, LLCActive
Slight overlap · 3 shared positions
$ETN$SNDK$MPC
$296M
104 positions
#24Pacific Point Advisors, LLCPassive
Slight overlap · 3 shared positions
$ETN$SNDK$NEE
$219M
129 positions
#25KINGSWOOD WEALTH ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$ETN$SNDK$NEE
$2.5B
995 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.