13F Pro

Hedge Funds Similar to Stirlingshire Investments

13F Portfolio OverlapQ2 2026Stirlingshire Investments portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Stirlingshire Investments, Inc. is an institutional investor managing $135M across 221 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 Stirlingshire Investments are FCF Advisors, PATTON FUND, Axecap Investments, with shared positions in $MO, $KLAC, $STX, $EXEL, $NXT, $EME. The full ranking of 25 similar funds is below.

#1FCF Advisors LLCPassive
Notable overlap · 8 shared positions
$MO$KLAC$STX$EXEL$NXT$EME
$544M
58 positions
#2PATTON FUND MANAGEMENT, INC.Passive
Notable overlap · 6 shared positions
$KLAC$STX$HWM$MNST$JBL$EME
$462M
86 positions
#3Axecap Investments, LLCPassive
Notable overlap · 7 shared positions
$MNST$KLAC$ROST$TPR$IBKR$JBL
$181M
73 positions
#4Fortune Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$MO$MNST$STX$POWL$KLAC
$234M
163 positions
#5NatWest Group plcActive
Some overlap · 5 shared positions
$MNST$KLAC$HWM$ROST$ODFL
$560M
48 positions
#6WEDGE CAPITAL MANAGEMENT L L P/NCPassive
Some overlap · 6 shared positions
$KLAC$STX$JBL$NXT$FN$TPR
$6.1B
484 positions
#7Monument Capital ManagementPassive
Some overlap · 6 shared positions
$KLAC$EXEL$JBL$EME$TPR$ROST
$497M
262 positions
#8Dorsey Wright & AssociatesPassive
Some overlap · 6 shared positions
$HWM$EME$TPR$FN$IBKR$STX
$590M
131 positions
#9COOKSON PEIRCE & CO INCPassive
Some overlap · 6 shared positions
$HWM$EME$JBL$IBKR$ROST$NXT
$3.0B
317 positions
#10BAM Wealth Management, LLCPassive
Some overlap · 5 shared positions
$KLAC$HWM$EME$MO$IBKR
$160M
166 positions
#11Davidson Capital Management Inc.Active
Some overlap · 5 shared positions
$KLAC$EXEL$EME$IBKR$UTHR
$624M
96 positions
#12JLB & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$KLAC$EXPD$ROST$MLI
$748M
68 positions
#13Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MO$STX$EME$ODFL
$418M
232 positions
#14CHAPIN DAVIS, INC.Passive
Some overlap · 4 shared positions
$KLAC$STX$HWM$JBL
$569M
256 positions
#15Yorktown Management & Research Co IncPassive
Some overlap · 5 shared positions
$KLAC$IESC$FN$MLI$IBKR
$163M
249 positions
#16Center For Asset Management LLCPassive
Some overlap · 4 shared positions
$MO$KLAC$UTHR$EXEL
$225M
151 positions
#17VISTA INVESTMENT PARTNERS II, LLCPassive
Some overlap · 4 shared positions
$KLAC$FHI$JBL$TPR
$255M
160 positions
#18Bristol Gate Capital Partners Inc.Active
Some overlap · 4 shared positions
$KLAC$HWM$EME$IBKR
$1.4B
33 positions
#19VISTA INVESTMENT PARTNERS LLCPassive
Some overlap · 4 shared positions
$KLAC$FHI$JBL$TPR
$397M
172 positions
#20Parkway Wealth Management Group, LLCActive
Some overlap · 4 shared positions
$STX$HWM$IESC$TPR
$866M
147 positions
#21Williamson Legacy Group, LLCPassive
Some overlap · 4 shared positions
$STX$HWM$NXT$TPR
$201M
75 positions
#22RENAISSANCE GROUP LLCPassive
Some overlap · 4 shared positions
$KLAC$JBL$EME$TPR
$2.5B
234 positions
#23AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$STX$MO$JBL$TPR
$197M
140 positions
#24TODD ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$KLAC$JBL$TPR$MO
$5.6B
182 positions
#25FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$KLAC$EME$TPR$HWM
$490M
188 positions

Compare Stirlingshire Investments’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Stirlingshire Investments’s holdings

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.