Hedge Funds Similar to STIFEL FINANCIAL

13F Portfolio OverlapQ2 2026STIFEL FINANCIAL portfolio →

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Most similar hedge funds by 13F overlap

STIFEL FINANCIAL CORP is an institutional investor managing $120.2B across 3,702 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 STIFEL FINANCIAL are ALBION FINANCIAL GROUP, Aull & Monroe Investment, McKinley Carter Wealth Services, with shared positions in $PEP, $TXN, $APH, $LMT, $UNP, $AMGN. The full ranking of 25 similar funds is below.

#1ALBION FINANCIAL GROUP /UTPassive

Some overlap · 7 shared positions

$PEP $TXN $APH $LMT $UNP $AMGN

$1.7B

652 positions

#2Aull & Monroe Investment Management CorpPassive

Some overlap · 7 shared positions

$PEP $GLW $ETN $LMT $UNP $AMGN

$239M

126 positions

#3McKinley Carter Wealth Services, Inc.Active

Some overlap · 7 shared positions

$PEP $TXN $APH $LMT $GWW $TJX

$1.9B

322 positions

#4GLOBALT Investments LLC / GAActive

Some overlap · 7 shared positions

$TXN $GLW $ETN $UNP $AMGN $TJX

$3.0B

213 positions

#5NovaPoint Capital, LLCPassive

Some overlap · 6 shared positions

$PEP $TXN $APH $GLW $UNP $MDT

$481M

161 positions

#6Deseret Mutual Benefit AdministratorsPassive

Some overlap · 6 shared positions

$TXN $PEP $GLW $LMT $UNP $AMGN

$306M

518 positions

#7BRADY FAMILY WEALTH, LLCPassive

Some overlap · 6 shared positions

$PEP $TXN $APH $ETN $AMGN $TJX

$346M

113 positions

#8UNITED BANKActive

Some overlap · 6 shared positions

$PEP $TXN $GLW $LMT $AMGN $WM

$853M

130 positions

#9Carolina Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$PEP $TXN $LMT $UNP $AMGN $MDT

$255M

278 positions

#10ACIMA PRIVATE WEALTH, LLCActive

Some overlap · 6 shared positions

$TXN $PEP $GLW $LMT $UNP $AMGN

$344M

173 positions

#11Ipsen Advisor Group LLCPassive

Some overlap · 6 shared positions

$PEP $TXN $LMT $UNP $AMGN $WM

$155M

107 positions

#12CYPRESS ASSET MANAGEMENT INC/TXActive

Some overlap · 6 shared positions

$PEP $TXN $ETN $LMT $UNP $APH

$514M

107 positions

#13Fruth Investment ManagementPassive

Some overlap · 6 shared positions

$PEP $TXN $GLW $ETN $UNP $GWW

$421M

225 positions

#14Willis Investment CounselActive

Some overlap · 6 shared positions

$PEP $TXN $ETN $LMT $MDT $GWW

$2.1B

125 positions

#15CHEMUNG CANAL TRUST COActive

Some overlap · 6 shared positions

$PEP $GLW $ETN $UNP $AMGN $WM

$541M

111 positions

#16CAPE COD FIVE CENTS SAVINGS BANKPassive

Some overlap · 6 shared positions

$PEP $APH $LMT $UNP $AMGN $TJX

$1.2B

203 positions

#17FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 6 shared positions

$PEP $ETN $LMT $UNP $AMGN $MDT

$5.3B

210 positions

#18Haverford Financial Services, Inc.Active

Some overlap · 6 shared positions

$PEP $TXN $ETN $MDT $TJX $WM

$339M

49 positions

#19Haverford Trust CoActive

Some overlap · 6 shared positions

$PEP $TXN $ETN $MDT $TJX $WM

$11.6B

424 positions

#20Piscataqua Savings BankPassive

Some overlap · 6 shared positions

$TXN $PEP $GLW $UNP $TJX $WM

$148M

412 positions

#21Blossom Wealth ManagementActive

Some overlap · 6 shared positions

$TXN $PEP $APH $AMGN $TJX $WM

$71M

72 positions

#22ALPINE WOODS CAPITAL INVESTORS, LLCPassive

Some overlap · 6 shared positions

$PEP $TXN $AMGN $MDT $TJX $WM

$460M

220 positions

#23PATRON PARTNERS, LLCPassive

Some overlap · 6 shared positions

$TXN $GLW $ETN $AMGN $LMT $GWW

$260M

193 positions

#24Signet Investment Advisory Group, Inc.Passive

Some overlap · 6 shared positions

$PEP $ETN $LMT $AMGN $MDT $WM

$227M

73 positions

#25BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$PEP $ETN $AMGN $APH $TJX $WM

$8.0B

1,334 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.