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 Stratos Wealth Partners, LTD.

13F Portfolio OverlapQ1 2026Stratos Wealth Partners, LTD. portfolio →

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Most similar hedge funds by 13F overlap

Stratos Wealth Partners, LTD. is an institutional investor managing $8.8B across 1,619 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 Stratos Wealth Partners, LTD. are Pinnacle Financial Group, / IL, HOWARD WEALTH ,, LAUREL OAK WEALTH ,, with shared positions in $KKR, $WT, $IAU, $MS, $MCD, $BRZE. The full ranking of 25 similar funds is below.

#1Pinnacle Financial Group, LLC / ILPassive

Some overlap · 8 shared positions

$KKR $WT $IAU $MS $MCD $BRZE

$365M

111 positions

#2HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$KKR $WT $JHG $PLTR $BRZE $MAR

$238M

142 positions

#3LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$KKR $WT $MAR $BRZE $HUM $PLTR

$595M

360 positions

#4Talisman Wealth Advisors LLCPassive

Some overlap · 6 shared positions

$KKR $WT $MS $MAR $MCD $HUM

$124M

101 positions

#5Riverbend Wealth Management, LLCPassive

Some overlap · 5 shared positions

$KKR $WT $IAU $MS $MAR

$175M

152 positions

#6UPTICK PARTNERS, LLCPassive

Some overlap · 5 shared positions

$KKR $WT $IAU $MS $HUM

$502M

293 positions

#7Catalyst Investment Management LLCPassive

Some overlap · 5 shared positions

$KKR $WT $IAU $MS $HUM

$90M

65 positions

#8Beacon Financial Advisory LLCPassive

Some overlap · 7 shared positions

$WT $KKR $MS $JHG $MAR $MCD

$443M

402 positions

#9Eagle Strategies LLCPassive

Some overlap · 5 shared positions

$KKR $WT $IAU $MS $HUM

$837M

258 positions

#10Equitable Holdings, Inc.Passive

Some overlap · 7 shared positions

$WT $KKR $MAR $MS $BRZE $IAU

$15.5B

1,689 positions

#11Wealth Management Associates, Inc.Passive

Some overlap · 6 shared positions

$KKR $IAU $WT $MS $PLTR $MAR

$290M

234 positions

#12truNorth Financial Services, Inc.Active

Some overlap · 5 shared positions

$KKR $WT $MS $PLTR $HUM

$97M

49 positions

#13FLAGSHIP WEALTH ADVISORS, LLCPassive

Some overlap · 5 shared positions

$KKR $WT $MS $MAR $HUM

$233M

350 positions

#14Wealth Care LLCActive

Some overlap · 5 shared positions

$KKR $WT $IAU $HUM $PLTR

$113M

67 positions

#15Axis Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$KKR $WT $MCD $BRZE $HUM

$188M

174 positions

#16New England Private Wealth Advisors LLCActive

Some overlap · 7 shared positions

$KKR $WT $IAU $JHG $MAR $BRZE

$866M

194 positions

#17SMITH, MOORE & CO.Passive

Some overlap · 6 shared positions

$WT $IAU $MS $JHG $MAR $HUM

$1.4B

558 positions

#18Focus Financial Network, Inc.Passive

Some overlap · 5 shared positions

$KKR $WT $MAR $BRZE $HUM

$2.8B

729 positions

#19BURNS J W & CO INC/NYActive

Some overlap · 6 shared positions

$KKR $IAU $MS $MCD $BRZE $HUM

$873M

183 positions

#20Nova Wealth Management, Inc.Passive

Some overlap · 6 shared positions

$WT $IAU $JHG $PLTR $MAR $APH

$154M

545 positions

#21Ritter Daniher Financial Advisory LLC / DEActive

Some overlap · 5 shared positions

$WT $KKR $MS $JHG $HUM

$589M

590 positions

#22OSAIC HOLDINGS, INC.Passive

Some overlap · 7 shared positions

$WT $MS $JHG $MAR $KKR $PLTR

$68.3B

7,814 positions

#23FLAGSTAR ADVISORS INC.Passive

Some overlap · 6 shared positions

$KKR $WT $MS $BRZE $HUM $IAU

$276M

174 positions

#24Collaborative Wealth Managment Inc.Passive

Some overlap · 6 shared positions

$WT $KKR $MAR $MCD $HUM $MS

$218M

162 positions

#25YARGER WEALTH STRATEGIES, LLCPassive

Some overlap · 4 shared positions

$KKR $WT $MS $JHG

$248M

125 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.