What hedge funds are most similar to Stratos Investment Management, LLC?

The funds with the most similar 13F portfolios to Stratos Investment Management, LLC are Riverbend Wealth ,, Willow Financial, Beaumont ,, based on overlapping conviction holdings in the latest SEC filings.

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 Investment ,

13F Portfolio OverlapQ1 2026Stratos Investment , portfolio →

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Most similar hedge funds by 13F overlap

Stratos Investment Management, LLC is an institutional investor managing $2.5B across 371 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 Investment , are Riverbend Wealth ,, Willow Financial, Beaumont ,, with shared positions in $WT, $ALPS, $MS, $C, $AXP, $EQT. The full ranking of 25 similar funds is below.

#1Riverbend Wealth Management, LLCPassive

Notable overlap · 13 shared positions

$WT $ALPS $MS $C $AXP $EQT

$175M

152 positions

#2Willow Financial LLCActive

Notable overlap · 3 shared positions

$WT $ALPS $AXP

$99M

37 positions

#3Beaumont Capital Management, LLCActive

Notable overlap · 3 shared positions

$WT $ALPS $MKL

$81M

32 positions

#4Fermata Advisors, LLCPassive

Notable overlap · 4 shared positions

$WT $MKL $ALPS $MS

$444M

232 positions

#5HC Advisors, LLCActive

Notable overlap · 5 shared positions

$WT $ALPS $BAC $AXP $GEV

$149M

60 positions

#6Avant Capital LLCPassive

Notable overlap · 5 shared positions

$WT $ALPS $NTRB $MS $UBER

$142M

76 positions

#7MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 4 shared positions

$WT $MKL $NSC $AMGN

$240M

234 positions

#8Bristlecone Value Partners, LLCPassive

Notable overlap · 5 shared positions

$WT $MKL $AXP $AMGN $BAC

$114M

68 positions

#9Trilogy Capital Inc.Passive

Notable overlap · 3 shared positions

$WT $ALPS $MKL

$2.3B

390 positions

#10Wealthcare Capital Partners, LLCActive

Notable overlap · 4 shared positions

$WT $MKL $CEG $ALPS

$213M

153 positions

#11Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$WT $MS $MKL $BAC

$90M

65 positions

#12KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$WT $MS $NTRB $BAC

$743M

262 positions

#13Hobbs Group Advisors, LLCPassive

Notable overlap · 6 shared positions

$WT $MS $C $BAC $AXP $CEG

$334M

160 positions

#14Professional Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $MS $MKL

$491M

137 positions

#15Stonebridge Financial Group, LLCPassive

Notable overlap · 4 shared positions

$WT $MS $AMGN $GD

$1.2B

262 positions

#16Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 4 shared positions

$WT $NSC $AMGN $AXP

$153M

344 positions

#17Mraz, Amerine & Associates, Inc.Active

Notable overlap · 3 shared positions

$WT $MKL $AMGN

$678M

190 positions

#18Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 3 shared positions

$WT $MKL $MS

$365M

111 positions

#19Lineweaver Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$ALPS $MS $C $DELL $BAC $AMGN

$742M

168 positions

#20Reyes Financial Architecture, Inc.Passive

Notable overlap · 4 shared positions

$WT $ALPS $AXP $AMGN

$122M

348 positions

#21Linscomb Wealth, Inc.Active

Notable overlap · 5 shared positions

$WT $C $AMGN $BAC $NSC

$2.2B

337 positions

#22LRI Investments, LLCActive

Notable overlap · 3 shared positions

$WT $MKL $GEV

$1.1B

1,415 positions

#23Stenger Family Office, LLCPassive

Notable overlap · 3 shared positions

$WT $MS $AXP

$566M

117 positions

#24American Alpha Advisors, LLCActive

Notable overlap · 4 shared positions

$ALPS $WT $UBER $AMGN

$188M

96 positions

#25BIP Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $MKL $AMGN

$2.5B

453 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.