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 Advisors,

13F Portfolio OverlapQ1 2026Stratos Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Stratos Wealth Advisors, LLC is an institutional investor managing $1.6B across 609 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 Advisors, are Aprio Wealth ,, Fortis Advisors,, Kraft, Davis & Associates,, with shared positions in $REGN, $AGQ, $WT, $HUM, $CRM, $MS. The full ranking of 25 similar funds is below.

#1Aprio Wealth Management, LLCPassive

Some overlap · 8 shared positions

$REGN $AGQ $WT $HUM $CRM $MS

$1.8B

613 positions

#2Fortis Advisors, LLCPassive

Some overlap · 6 shared positions

$REGN $AGQ $SNOW $HUM $GLDM $MS

$200M

119 positions

#3Kraft, Davis & Associates, LLCPassive

Some overlap · 6 shared positions

$AGQ $WT $MKL $HUM $LEN $GLDM

$469M

151 positions

#4SMITH, MOORE & CO.Passive

Some overlap · 7 shared positions

$AGQ $WT $SNOW $HUM $CRM $MS

$1.4B

558 positions

#5OakTrust Wealth Advisors, LLCActive

Some overlap · 7 shared positions

$REGN $WT $HUM $GLDM $AMN $CRM

$110M

68 positions

#6Anson Capital, Inc.Passive

Some overlap · 5 shared positions

$REGN $AGQ $WT $HUM $MKL

$146M

90 positions

#7Onyx Bridge Wealth Group LLCPassive

Some overlap · 7 shared positions

$AGQ $REGN $WT $HUM $CRM $BAH

$930M

373 positions

#8Long Island Wealth Management, Inc.Active

Some overlap · 8 shared positions

$DOV $MKL $LEN $REGN $HUM $MAR

$216M

89 positions

#9Copia Wealth ManagementPassive

Some overlap · 5 shared positions

$REGN $DOV $WT $SNOW $GLDM

$146M

532 positions

#10Centurion Wealth Management LLCPassive

Some overlap · 6 shared positions

$AGQ $WT $SNOW $HUM $REGN $MS

$444M

316 positions

#11Per Stirling Capital Management, LLC.Passive

Some overlap · 8 shared positions

$AGQ $WT $HUM $REGN $MS $SNOW

$905M

310 positions

#12Provident Wealth Management, LLCActive

Some overlap · 7 shared positions

$REGN $WT $SNOW $AMN $MS $AGQ

$331M

134 positions

#13Goldstone Financial Group, LLCPassive

Some overlap · 7 shared positions

$DOV $WT $MKL $AGQ $MS $MAR

$922M

228 positions

#14Compass Ion Advisors, LLCActive

Some overlap · 8 shared positions

$DOV $HUM $MKL $AMN $GLDM $MS

$1.0B

279 positions

#15Wealthcare Advisory Partners LLCPassive

Some overlap · 8 shared positions

$WT $REGN $SNOW $AMN $MKL $HUM

$5.1B

1,073 positions

#16New England Private Wealth Advisors LLCActive

Some overlap · 8 shared positions

$DOV $HUM $GLDM $WT $AMN $MAR

$866M

194 positions

#17CMC Financial GroupActive

Some overlap · 5 shared positions

$REGN $AGQ $WT $GLDM $BAH

$51M

38 positions

#18Cauble & Harre Wealth Management, Inc.Passive

Some overlap · 6 shared positions

$REGN $SNOW $HUM $AMN $MS $ACN

$126M

74 positions

#19Team Financial Group, LLCActive

Some overlap · 6 shared positions

$REGN $WT $SNOW $GLDM $AMN $HUM

$220M

273 positions

#20LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$WT $MKL $SNOW $HUM $GLDM $MAR

$1.0B

232 positions

#21Discipline Wealth Solutions, LLCActive

Some overlap · 6 shared positions

$AGQ $WT $MKL $SNOW $HUM $DOV

$950M

192 positions

#22Colter Lewis Investment Partners LLCPassive

Some overlap · 6 shared positions

$DOV $MKL $SNOW $HUM $MAR $ACN

$106M

111 positions

#23OMNI 360 Wealth, Inc.Passive

Some overlap · 8 shared positions

$WT $SNOW $MS $HUM $MKL $GLDM

$194M

125 positions

#24Glen Eagle Advisors, LLCPassive

Some overlap · 6 shared positions

$AGQ $WT $LEN $MS $HUM $REGN

$714M

1,021 positions

#25UPTICK PARTNERS, LLCPassive

Some overlap · 6 shared positions

$WT $SNOW $HUM $GLDM $AMN $MS

$502M

293 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.