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Hedge Funds Similar to Stonehearth ,

13F Portfolio OverlapQ1 2026Stonehearth , portfolio →
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Most similar hedge funds by 13F overlap

Stonehearth Capital Management, LLC is an institutional investor managing $293M across 94 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 Stonehearth , are Tenzing Financial, Gross & Hartman Investments, Guardian Financial Partners,, with shared positions in $ALPS, $GEV, $GE, $KKR, $GMM, $DJP. The full ranking of 25 similar funds is below.

#1Tenzing Financial LLCActive
Notable overlap · 3 shared positions
$ALPS$GEV$GE
$133M
70 positions
#2Gross & Hartman Investments LLCSmart money
Notable overlap · 3 shared positions
$ALPS$KKR$GMM
$192M
72 positions
#3Guardian Financial Partners, LLCActive
Notable overlap · 3 shared positions
$ALPS$KKR$GEV
$237M
67 positions
#4CULTIVAR CAPITAL, INC.Smart money
Some overlap · 6 shared positions
$DJP$GE$GEV$PFE$VZ$DE
$156M
46 positions
#5TRUE Private Wealth AdvisorsPassive
Some overlap · 3 shared positions
$DJP$ALPS$VZ
$1.0B
266 positions
#6SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive
Some overlap · 3 shared positions
$ALPS$NU$GE
$191M
88 positions
#7Bruce G. Allen Investments, LLCPassive
Some overlap · 4 shared positions
$DJP$GE$GEV$VZ
$153M
1,084 positions
#8Prota Financial, LLCActive
Some overlap · 4 shared positions
$ALPS$GEV$GE$KLAC
$138M
67 positions
#9Artesa Financial Group, LLCActive
Some overlap · 4 shared positions
$ALPS$VZ$SLV$PFE
$105M
55 positions
#10Prasad Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$ALPS$NU$SLV
$367M
146 positions
#11FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$ALPS$APH$NEM$KLAC$EOG
$399M
173 positions
#12Lake Hills Wealth Management, LLCPassive
Some overlap · 4 shared positions
$ALPS$GEV$SLV$NEM
$179M
62 positions
#13Haven Private, LLCPassive
Some overlap · 3 shared positions
$ALPS$VZ$KLAC
$230M
166 positions
#14KRAEMATON INVESTMENT ADVISORS, INCPassive
Some overlap · 4 shared positions
$ALPS$APH$KKR$VZ
$123M
99 positions
#15Riverbend Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ALPS$KKR$GEV
$175M
152 positions
#16Left Brain Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ALPS$APH$GE
$255M
79 positions
#17Sterling Investment Management, Inc.Passive
Some overlap · 4 shared positions
$ALPS$GE$VZ$PFE
$167M
65 positions
#18WEALTH ENHANCEMENT ADVISORY SERVICES, LLCPassive
Some overlap · 4 shared positions
$ALPS$SE$APH$KLAC
$49.1B
3,594 positions
#19Hamrick Investment Counsel, llcPassive
Some overlap · 3 shared positions
$ALPS$VZ$PFE
$180M
359 positions
#20Allen Investment Management, LLCActive
Some overlap · 4 shared positions
$ALPS$NU$KKR$GEV
$8.1B
221 positions
#21American Alpha Advisors, LLCActive
Some overlap · 3 shared positions
$ALPS$NEM$PFE
$188M
96 positions
#22Capstone Capital Management LtdActive
Some overlap · 3 shared positions
$DJP$SE$PFE
$99M
51 positions
#23HERBST GROUP, LLCPassive
Some overlap · 3 shared positions
$ALPS$GE$GEV
$162M
59 positions
#24Trilogy Capital Inc.Passive
Some overlap · 4 shared positions
$ALPS$SE$GMM$KLAC
$2.3B
390 positions
#25Allen Capital Group, LLCPassive
Some overlap · 7 shared positions
$GMM$KKR$APH$VZ$KLAC$PFE
$1.1B
284 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.