How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Stelac Advisory Services

13F Portfolio OverlapQ2 2026Stelac Advisory Services portfolio →

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Most similar hedge funds by 13F overlap

Stelac Advisory Services LLC is an institutional investor managing $537M across 168 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 Stelac Advisory Services are SSA SWISS ADVISORS AG, Avalon Global Asset, Bulltick Wealth, with shared positions in $BABA, $RIO, $FTNT, $QCOM, $BLK, $NVO. The full ranking of 25 similar funds is below.

#1SSA SWISS ADVISORS AGPassive

Notable overlap · 11 shared positions

$BABA $RIO $FTNT $QCOM $BLK $NVO

$266M

107 positions

#2Avalon Global Asset Management LLCActive

Notable overlap · 5 shared positions

$CRWD $VRT $PH $PLTR $LULU

$917M

38 positions

#3Bulltick Wealth Management, LLCPassive

Some overlap · 6 shared positions

$VRT $PH $AMP $NVO $PLTR $IBIT

$490M

134 positions

#4WIN ADVISORS, INCPassive

Some overlap · 3 shared positions

$CRWD $VRT $FTNT

$281M

75 positions

#5PRAKASH INVESTMENT ADVISORS LLCPassive

Some overlap · 4 shared positions

$CRWD $VRT $PLTR $ENPH

$174M

92 positions

#6Sterling Investment Advisors, Ltd.Passive

Some overlap · 4 shared positions

$CRWD $VRT $BLK $PLTR

$599M

225 positions

#7Kessler Investment Group, LLCPassive

Some overlap · 3 shared positions

$CRWD $VRT $PLTR

$234M

81 positions

#8Westwind CapitalPassive

Some overlap · 3 shared positions

$PLD $VRT $PLTR

$422M

77 positions

#9Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 3 shared positions

$PLD $VRT $ABT

$513M

70 positions

#10GLYNN CAPITAL MANAGEMENT LLCActive

Some overlap · 3 shared positions

$CRWD $VRT $PLTR

$363M

43 positions

#11ITHAKA GROUP LLCActive

Some overlap · 3 shared positions

$CRWD $VRT $PLTR

$551M

40 positions

#12AMF Tjanstepension ABActive

Some overlap · 4 shared positions

$PLD $PH $BABA $ADBE

$16.9B

121 positions

#13True Vision MN LLC

Some overlap · 3 shared positions

$CRWD $VRT $PLTR

$194M

98 positions

#14King Wealth Management GroupActive

Some overlap · 3 shared positions

$CRWD $PH $PLTR

$914M

176 positions

#15Evergreen Private Wealth LLCPassive

Some overlap · 4 shared positions

$PLD $PH $FTNT $ADBE

$270M

89 positions

#16Goldstream Capital Management LtdActive

Some overlap · 3 shared positions

$VRT $CRWD $QCOM

$132M

45 positions

#17Seascape Capital ManagementPassive

Some overlap · 4 shared positions

$VRT $FTNT $PLD $QCOM

$417M

96 positions

#18Clay Northam Wealth Management, LLCPassive

Some overlap · 5 shared positions

$CRWD $VRT $PLTR $BABA $IBIT

$203M

109 positions

#19Traynor Capital Management, Inc.Active

Some overlap · 3 shared positions

$CRWD $VRT $NVO

$2.2B

369 positions

#20Trifecta Capital Advisors, LLCPassive

Some overlap · 4 shared positions

$CRWD $VRT $BLK $PLTR

$776M

493 positions

#21Axecap Investments, LLCPassive

Some overlap · 3 shared positions

$CRWD $FTNT $QCOM

$181M

73 positions

#22Altrafin AGActive

Some overlap · 4 shared positions

$CRWD $FTNT $NVO $VRT

$255M

44 positions

#23Argyle Capital Partners, LLCPassive

Some overlap · 4 shared positions

$CRWD $PH $AMP $QCOM

$159M

177 positions

#24Left Brain Wealth Management, LLCPassive

Some overlap · 3 shared positions

$CRWD $VRT $PLD

$332M

99 positions

#25Wisconsin Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$CRWD $FTNT $PLTR $ADBE

$117M

90 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.