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Hedge Funds Similar to Stelac Advisory Services

13F Portfolio OverlapQ1 2026Stelac Advisory Services portfolio →
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Most similar hedge funds by 13F overlap

Stelac Advisory Services LLC is an institutional investor managing $494M across 163 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Stelac Advisory Services are Bulltick Wealth ,, GFS Advisors,, Benchmark Investment Advisors, with shared positions in $VRT, $PH, $WT, $UNH, $APO, $AMP. The full ranking of 25 similar funds is below.

#1Bulltick Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$VRT$PH$WT$UNH$APO$AMP
$453M
137 positions
#2GFS Advisors, LLCPassive
Notable overlap · 6 shared positions
$BABA$PH$CRWD$WT$USB$PLTR
$785M
159 positions
#3Benchmark Investment Advisors LLCPassive
Some overlap · 6 shared positions
$VRT$AMAT$CRWD$USB$PLTR$PH
$172M
76 positions
#4Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$PLD$VRT$WT$UNH$PFE
$477M
70 positions
#5Leibman Financial Services, Inc.Passive
Some overlap · 5 shared positions
$PLD$LULU$WT$CRWD$ENPH
$136M
49 positions
#6Evergreen Private Wealth LLCPassive
Some overlap · 4 shared positions
$PLD$AMAT$PH$WT
$247M
86 positions
#7AMF Tjanstepension ABActive
Some overlap · 3 shared positions
$PLD$BABA$PH
$15.1B
117 positions
#8WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 5 shared positions
$VRT$PH$DIA$PFE$PLTR
$210M
141 positions
#9Titan Investment Management LLCPassive
Some overlap · 5 shared positions
$VRT$USB$UNH$PLTR$APO
$113M
37 positions
#10Boothe Investment Group, Inc.Active
Some overlap · 4 shared positions
$VRT$CRWD$WT$PFE
$311M
40 positions
#11ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 4 shared positions
$UPS$PLD$USB$UNH
$123M
101 positions
#12Blue Line Capital, LLC / ILPassive
Some overlap · 4 shared positions
$VRT$CRWD$USB$PLTR
$88M
65 positions
#13SMITHBRIDGE ASSET MANAGEMENT INC/DEPassive
Some overlap · 4 shared positions
$VRT$AMAT$APO$DIA
$674M
183 positions
#14Econ Financial Services CorpPassive
Some overlap · 5 shared positions
$UPS$WT$USB$PFE$PLTR
$215M
74 positions
#15PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$VRT$CRWD$PLTR$ENPH$AMAT
$128M
80 positions
#16Arnhold LLCActive
Some overlap · 4 shared positions
$VRT$BABA$UNH$PFE
$1.4B
118 positions
#17Aristotle Atlantic Partners, LLCActive
Some overlap · 5 shared positions
$AMAT$PH$CRWD$AMP$PLD
$2.1B
119 positions
#18Sterling Investment Advisors, Ltd.Passive
Some overlap · 5 shared positions
$CRWD$USB$VRT$PFE$PLTR
$552M
212 positions
#19Walleye Trading LLCPassive
Some overlap · 6 shared positions
$BABA$VRT$LULU$CRWD$PDD$USB
$60.0B
4,047 positions
#20Zweig-DiMenna Associates LLCPassive
Some overlap · 3 shared positions
$VRT$AMAT$CRWD
$722M
61 positions
#21Goldstream Capital Management LtdActive
Some overlap · 3 shared positions
$VRT$AMAT$CRWD
$120M
30 positions
#22Galaxy Digital Capital Management GP LLCActive
Some overlap · 3 shared positions
$VRT$AMAT$CRWD
$95M
54 positions
#23CVFG LLCPassive
Some overlap · 5 shared positions
$VRT$WT$PH$DIA$PLTR
$804M
239 positions
#24Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Active
Some overlap · 3 shared positions
$VRT$AMAT$CRWD
$1.2B
51 positions
#25Retireful, LLCPassive
Some overlap · 4 shared positions
$AMAT$VRT$WT$PH
$71M
84 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.