Hedge Funds Similar to Stratos Wealth Advisors

13F Portfolio OverlapQ2 2026Stratos Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Stratos Wealth Advisors, LLC is an institutional investor managing $1.8B across 638 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 Stratos Wealth Advisors are Compass Ion Advisors, Leading Edge Financial Planning, CERTIOR FINANCIAL GROUP, with shared positions in $DOV, $GLDM, $BX, $BAH, $IBIT, $ROK. The full ranking of 25 similar funds is below.

#1Compass Ion Advisors, LLCActive

Some overlap · 5 shared positions

$DOV $GLDM $BX $BAH $IBIT

$1.2B

306 positions

#2Leading Edge Financial Planning LLCActive

Some overlap · 3 shared positions

$DOV $GLDM $ROK

$483M

72 positions

#3CERTIOR FINANCIAL GROUP, LLCPassive

Some overlap · 3 shared positions

$DOV $GLDM $BAH

$184M

143 positions

#4Kimelman & Baird, LLCActive

Some overlap · 3 shared positions

$1.3B

261 positions

#5TLT Family Holdco ULCActive

Some overlap · 3 shared positions

$DOV $GLDM $IBIT

$704M

9 positions

#6Noble Wealth Partners LLCPassive

Some overlap · 3 shared positions

$DOV $GLDM $IBIT

$115M

76 positions

#7NavPoint Financial, Inc.Active

Some overlap · 3 shared positions

$DOV $GLDM $IBIT

$283M

75 positions

#8Hopwood Nicholas HunterActive

Some overlap · 3 shared positions

$DOV $GLDM $IBIT

$365M

131 positions

#9Copia Wealth ManagementPassive

Some overlap · 3 shared positions

$DOV $GLDM $IBIT

$166M

570 positions

#10Zhang Financial LLCActive

Some overlap · 3 shared positions

$DOV $GLDM $IBIT

$3.4B

392 positions

#11Value Investment Professionals, LLCPassive

Some overlap · 3 shared positions

$DOV $BAH $REGN

$115M

101 positions

#12OMNI 360 Wealth, Inc.Active

Some overlap · 3 shared positions

$221M

140 positions

#13XY Planning Network, Inc.Passive

Some overlap · 3 shared positions

$DOV $GLDM $CBOE

$929M

380 positions

#14Addison Capital CoActive

Some overlap · 3 shared positions

$DOV $ROK $IBIT

$610M

184 positions

#15New England Private Wealth Advisors LLCPassive

Some overlap · 3 shared positions

$DOV $GLDM $BAH

$1.0B

205 positions

#16Triangle Securities Wealth ManagementPassive

Some overlap · 3 shared positions

$522M

206 positions

#17PENNINGTON PARTNERS & CO., LLCActive

Some overlap · 3 shared positions

$DOV $GLDM $IBIT

$312M

131 positions

#18MACROVIEW INVESTMENT MANAGEMENT LLCActive

Some overlap · 3 shared positions

$DOV $GLDM $BAH

$167M

106 positions

#19Proficio Capital Partners LLCPassive

Some overlap · 3 shared positions

$2.8B

691 positions

#20Financial Enhancement Group LLCPassive

Slight overlap · 3 shared positions

$BX $GLDM $IBIT

$871M

139 positions

#21Sharkey, Howes & JaverActive

Slight overlap · 3 shared positions

$DOV $BAH $IBIT

$830M

159 positions

#22Secure Asset Management, LLCPassive

Slight overlap · 3 shared positions

$DOV $GLDM $IBIT

$753M

338 positions

#23Chatterton & Associates Inc.Active

Slight overlap · 3 shared positions

$GLDM $ROK $DOV

$170M

101 positions

#24Alliance Wealth Advisors, LLC /UTPassive

Slight overlap · 3 shared positions

$GLDM $DOV $IBIT

$530M

235 positions

#25Integrity Wealth Solutions LLCActive

Slight overlap · 3 shared positions

$GLDM $DOV $IBIT

$271M

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.