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 Stone House Investment ,

13F Portfolio OverlapQ1 2026Stone House Investment , portfolio →

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Most similar hedge funds by 13F overlap

Stone House Investment Management, LLC is an institutional investor managing $558M across 1,069 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 Stone House Investment , are Interactive Financial Advisors, WealthCare Investment Partners,, Centerline Wealth Advisors,, with shared positions in $SE, $SAN, $IAU, $WT, $KKR, $SNOW. The full ranking of 25 similar funds is below.

#1Interactive Financial AdvisorsActive

Some overlap · 5 shared positions

$SE $SAN $IAU $WT $KKR

$153M

78 positions

#2WealthCare Investment Partners, LLCPassive

Some overlap · 6 shared positions

$SAN $SE $IAU $SNOW $WT $GSAT

$360M

191 positions

#3Centerline Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$SE $SAN $IAU

$278M

73 positions

#4ALTERNA WEALTH MANAGEMENT, INCPassive

Some overlap · 5 shared positions

$SE $SAN $IAU $MDLZ $WT

$132M

105 positions

#5Risk Paradigm Group, LLCPassive

Some overlap · 4 shared positions

$SAN $SE $SNOW $GSAT

$117M

59 positions

#6Storen Legacy Partners, LLCPassive

Some overlap · 5 shared positions

$SE $IAU $SAN $MDLZ $PNC

$319M

102 positions

#7TSA Wealth Managment LLCPassive

Some overlap · 5 shared positions

$SE $IAU $SNOW $MDLZ $KKR

$309M

105 positions

#8Davis Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$SE $IAU $SNOW $MDLZ $GE

$120M

72 positions

#9Midwest Capital Advisors, LLCActive

Some overlap · 5 shared positions

$SE $IAU $MDLZ $WT $AMD

$214M

199 positions

#10ONE Advisory Partners, LLCActive

Some overlap · 4 shared positions

$SE $IAU $MDLZ $SAN

$324M

72 positions

#11Sharkey, Howes & JaverActive

Some overlap · 4 shared positions

$SE $IAU $MDLZ $WT

$742M

153 positions

#12Heritage Wealth Management, Inc. /CA/Passive

Some overlap · 4 shared positions

$SE $IAU $SNOW $UPST

$181M

94 positions

#13Aspect Partners, LLCPassive

Some overlap · 4 shared positions

$SE $IAU $PNC $WT

$245M

709 positions

#14Cobblestone Asset Management LLCPassive

Some overlap · 3 shared positions

$SE $IAU $SNOW

$222M

73 positions

#15Catalyst Investment Management LLCPassive

Some overlap · 4 shared positions

$SE $IAU $WT $KKR

$90M

65 positions

#16CURTIS WEALTH MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$SE $IAU $MDLZ

$107M

50 positions

#17Kelly Financial Services LLCPassive

Some overlap · 3 shared positions

$SE $IAU $MDLZ

$414M

128 positions

#18Triad Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$SE $IAU $SNOW $WT

$1.3B

478 positions

#19Dynasty Wealth Management, LLCActive

Some overlap · 3 shared positions

$SE $SAN $IAU

$11.5B

333 positions

#20BCU Wealth Advisors, LLCSmart money

Some overlap · 3 shared positions

$SE $IAU $GE

$268M

60 positions

#21Shared Vision Wealth Group LLCActive

Some overlap · 3 shared positions

$SE $IAU $MDLZ

$245M

95 positions

#22Heck Capital Advisors, LLCActive

Some overlap · 5 shared positions

$SE $IAU $SNOW $UPST $WT

$1.3B

202 positions

#23WESCAP Management Group, Inc.Active

Some overlap · 4 shared positions

$SE $IAU $WT $FBTC

$508M

107 positions

#24Madson Wealth Advisors IncPassive

Some overlap · 3 shared positions

$SE $IAU $MDLZ

$120M

84 positions

#255T Wealth, LLCPassive

Some overlap · 7 shared positions

$SE $IAU $SNOW $MDLZ $WT $KKR

$253M

129 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.