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Hedge Funds Similar to Capstone Financial Advisors

13F Portfolio OverlapQ2 2026Capstone Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Capstone Financial Advisors, Inc. is an institutional investor managing $2.1B across 192 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 Capstone Financial Advisors are Mirabaud Asset Ltd, Miramar, MRWM Advisors, with shared positions in $MCD, $CME, $QCOM, $SBUX, $MDY, $ETN. The full ranking of 25 similar funds is below.

#1Mirabaud Asset Management LtdPassive
Some overlap · 4 shared positions
$MCD$CME$QCOM$SBUX
$120M
49 positions
#2Miramar Capital, LLCPassive
Some overlap · 4 shared positions
$MCD$CME$QCOM$MDY
$455M
57 positions
#3MRWM Advisors, LLCActive
Some overlap · 5 shared positions
$MCD$MDY$QCOM$SBUX$ETN
$243M
80 positions
#4Portland Global Advisors LLCActive
Some overlap · 4 shared positions
$MDY$ETN$UL$CRWD
$1.1B
154 positions
#5SONATA CAPITAL GROUP INCActive
Some overlap · 4 shared positions
$MDY$ETN$SBUX$MCD
$314M
128 positions
#6Ascent Wealth Partners, LLCActive
Some overlap · 3 shared positions
$MDY$QCOM$ETN
$1.0B
214 positions
#7LCM Capital Management IncActive
Some overlap · 4 shared positions
$MDY$QCOM$UL$MCD
$235M
125 positions
#8Midwest Financial Group LLCPassive
Some overlap · 3 shared positions
$MDY$QCOM$FITB
$295M
138 positions
#9Cypress Capital, LLCActive
Some overlap · 5 shared positions
$MCD$QCOM$SBUX$ETN$MDY
$377M
117 positions
#10BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 4 shared positions
$MDY$QCOM$ETN$CRWD
$371M
394 positions
#11DEARBORN PARTNERS LLCPassive
Some overlap · 3 shared positions
$MCD$CME$QCOM
$1.8B
269 positions
#12Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$MCD$QCOM$ETN
$108M
52 positions
#13OFS Enterprise LLCActive
Some overlap · 3 shared positions
$MDY$ETN$MCD
$382M
104 positions
#14BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$CME$MCD$QCOM$SBUX$CRWD
$504M
136 positions
#15Paulson Wealth Management Inc.Active
Some overlap · 4 shared positions
$MDY$MCD$QCOM$CI
$471M
146 positions
#16Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MDY$ETN$DRI
$487M
628 positions
#17MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MCD$CME$SBUX
$233M
122 positions
#18CINCINNATI FINANCIAL CORPActive
Some overlap · 3 shared positions
$MCD$CME$QCOM
$5.2B
56 positions
#19Audent Global Asset Management, LLCActive
Some overlap · 3 shared positions
$MDY$SBUX$MCD
$90M
46 positions
#20PEDDOCK CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$MDY$MCD$DRI
$514M
167 positions
#21Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$QCOM$CRWD
$418M
232 positions
#22Hopwood Financial Services, Inc.Active
Some overlap · 3 shared positions
$MDY$SBUX$QCOM
$173M
92 positions
#23Finley Financial, LLCActive
Some overlap · 3 shared positions
$MDY$SBUX$MCD
$248M
110 positions
#24Oak Harvest Investment ServicesPassive
Some overlap · 5 shared positions
$CME$MCD$SBUX$ETN$CI
$1.1B
166 positions
#25Banco de Sabadell, S.APassive
Some overlap · 4 shared positions
$MCD$QCOM$CME$ETN
$170M
61 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.