What hedge funds are most similar to Capstone Financial Advisors, Inc.?

The funds with the most similar 13F portfolios to Capstone Financial Advisors, Inc. are MontVue ,, WealthCollab,, FIDUCIARY ADVISORS,, based on overlapping conviction holdings in the latest SEC filings.

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 Capstone Financial Advisors,

13F Portfolio OverlapQ1 2026Capstone Financial Advisors, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Capstone Financial Advisors, Inc. is an institutional investor managing $1.9B across 187 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 Capstone Financial Advisors, are MontVue ,, WealthCollab,, FIDUCIARY ADVISORS,, with shared positions in $BRZE, $DHR, $MDY, $DOV, $DDOG, $KO. The full ranking of 25 similar funds is below.

#1MontVue Capital Management, Inc.Active

Notable overlap · 4 shared positions

$BRZE $DHR $MDY $DOV

$147M

67 positions

#2WealthCollab, LLCPassive

Notable overlap · 3 shared positions

$BRZE $DHR $DDOG

$243M

977 positions

#3FIDUCIARY ADVISORS, INC.Active

Notable overlap · 4 shared positions

$BRZE $DHR $KO $DOV

$133M

121 positions

#4Downshift Financial, LLCActive

Notable overlap · 4 shared positions

$BRZE $DHR $HUM $DDOG

$193M

77 positions

#5CHERRYDALE WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $DHR $MU

$324M

77 positions

#6GuidedMoney, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $DHR $MCD

$190M

29 positions

#7Manuka Financial, LLCActive

Notable overlap · 5 shared positions

$BRZE $DHR $DDOG $MU $DOV

$162M

56 positions

#8Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 4 shared positions

$DHR $MCD $CME $DOV

$199M

40 positions

#9White Lighthouse Investment Management Inc.Active

Notable overlap · 4 shared positions

$BRZE $DHR $HUM $DDOG

$721M

145 positions

#10Charter Oak Capital Management, LLCActive

Notable overlap · 4 shared positions

$BRZE $DHR $HUM $DOV

$1.3B

208 positions

#11GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 4 shared positions

$BRZE $DHR $HUM $DDOG

$128M

42 positions

#12PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$BRZE $DHR $DDOG

$1.4B

283 positions

#13CAHABA WEALTH MANAGEMENT, INC.Smart money

Notable overlap · 5 shared positions

$DHR $BRZE $DDOG $KO $MCD

$1.5B

154 positions

#14Verus Financial Partners, Inc.Smart money

Notable overlap · 5 shared positions

$BRZE $DHR $DDOG $IBM $DOV

$1.1B

121 positions

#15Kastel Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$DHR $BRZE $HUM $DOV

$163M

55 positions

#16Gleason Group, Inc.Active

Notable overlap · 6 shared positions

$BRZE $DHR $HUM $DDOG $KO $MCD

$1.0B

229 positions

#17BANK OF HAWAIIActive

Notable overlap · 5 shared positions

$DHR $MCD $DDOG $BRZE $KO

$1.9B

224 positions

#18Sageworth Trust Co of South DakotaActive

Notable overlap · 3 shared positions

$BRZE $FLEX $DHR

$126M

56 positions

#19James J. Burns & Company, LLCActive

Notable overlap · 3 shared positions

$BRZE $DHR $HUM

$737M

155 positions

#20CATALYST PRIVATE WEALTH, LLCActive

Notable overlap · 4 shared positions

$DHR $BRZE $HUM $LRCX

$185M

76 positions

#21Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$BRZE $DHR $HUM $ETN

$255M

70 positions

#22Madison Park Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$BRZE $MDY $HUM $DHR

$127M

62 positions

#23Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 6 shared positions

$BRZE $DHR $DDOG $HUM $MU $DOV

$578M

118 positions

#24Note Advisors, LLCActive

Notable overlap · 5 shared positions

$DHR $MCD $HUM $DDOG $BRZE

$200M

85 positions

#25Sageworth Trust CoActive

Notable overlap · 4 shared positions

$BRZE $FLEX $MDY $DOV

$2.3B

172 positions

Compare Capstone Financial Advisors,’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 Capstone Financial Advisors,’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.