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Hedge Funds Similar to Stone House Investment

13F Portfolio OverlapQ3 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 $768M across 215 U.S. equity positions as of Q3 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 JMAC ENTERPRISES, CPA Asset, Palisades Hudson Asset, with shared positions in $IAU, $PNC, $MS, $BA, $MRVL, $CB. The full ranking of 25 similar funds is below.

#1JMAC ENTERPRISES LLCActive
Some overlap · 3 shared positions
$IAU$PNC$MS
$593M
122 positions
#2CPA Asset Management LLCActive
Some overlap · 3 shared positions
$IAU$PNC$MS
$357M
86 positions
#3Palisades Hudson Asset Management, L.P.Active
Some overlap · 4 shared positions
$IAU$PNC$MS$BA
$286M
108 positions
#4ROGCO, LPActive
Some overlap · 3 shared positions
$IAU$MS$MRVL
$327M
224 positions
#5Farrell Financial LLCActive
Some overlap · 3 shared positions
$IAU$CB$MRVL
$187M
81 positions
#6Connective Portfolio Management, LLCPassive
Some overlap · 3 shared positions
$IAU$SPCX$MRVL
$67M
39 positions
#7TRUE Private Wealth AdvisorsPassive
Some overlap · 3 shared positions
$IAU$MS$MRVL
$1.2B
289 positions
#8CLEAR WAVE WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$IAU$MS$SPCX
$541M
191 positions
#9Biltmore Family Office, LLCActive
Some overlap · 3 shared positions
$IAU$PNC$TJX
$761M
333 positions
#10Wealth Quarterback LLCActive
Some overlap · 3 shared positions
$IAU$CB$FBTC
$328M
180 positions
#11VCI Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$MS$TJX
$399M
99 positions
#12waypoint wealth counselPassive
Some overlap · 3 shared positions
$IAU$PNC$CB
$172M
162 positions
#13Ariston Services GroupActive
Some overlap · 3 shared positions
$IAU$SPCX$BA
$178M
72 positions
#14Clear Retirement Advice LLCActive
Some overlap · 3 shared positions
$IAU$CB$TJX
$149M
60 positions
#15SAGE PRIVATE WEALTH GROUP, LLCActive
Some overlap · 3 shared positions
$IAU$CB$TJX
$298M
135 positions
#16Dynasty Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$MS$MRVL
$13.5B
367 positions
#17AVAII WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$MRVL$FBTC
$348M
178 positions
#18Bigelow Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$MRVL$TJX
$281M
154 positions
#19TSA Wealth Managment LLCActive
Some overlap · 3 shared positions
$IAU$MRVL$TJX
$356M
124 positions
#20Midwest Capital Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$MRVL$TJX
$246M
210 positions
#21Intentional Wealth Strategies, LLCActive
Some overlap · 3 shared positions
$IAU$FBTC$TJX
$107M
68 positions
#22Deane Retirement Strategies, Inc.Passive
Some overlap · 3 shared positions
$IAU$CB$TJX
$244M
53 positions
#23Skyline Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$PNC$BA
$319M
123 positions
#24BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 3 shared positions
$IAU$MS$TJX
$2.7B
804 positions
#25BFSG, LLCPassive
Some overlap · 3 shared positions
$IAU$MRVL$TJX
$1.1B
768 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.