What hedge funds are most similar to Stony Point Wealth Management Inc.?

The funds with the most similar 13F portfolios to Stony Point Wealth Management Inc. are CORNERSTONE ADVISORS ASSET ,, Grange ,, HALL, 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 Stony Point Wealth

13F Portfolio OverlapQ1 2026Stony Point Wealth portfolio →

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Most similar hedge funds by 13F overlap

Stony Point Wealth Management Inc. is an institutional investor managing $252M across 96 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 Stony Point Wealth are CORNERSTONE ADVISORS ASSET ,, Grange ,, HALL, with shared positions in $MKL, $JHG, $MAR, $OKE, $KKR, $STWD. The full ranking of 25 similar funds is below.

#1CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$MKL $JHG $MAR $OKE $KKR

$648M

134 positions

#2Grange Capital, LLCActive

Notable overlap · 3 shared positions

$MKL $STWD $KKR

$100M

46 positions

#3HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 5 shared positions

$MKL $JHG $TJX $SCHW $LMT

$280M

107 positions

#4Voya Financial Advisors, Inc.Active

Notable overlap · 5 shared positions

$MKL $KKR $SCHW $PM $LMT

$1.0B

209 positions

#5VSM Wealth Advisory, LLCPassive

Notable overlap · 5 shared positions

$MKL $KKR $MAR $LMT $SCHW

$335M

505 positions

#6Ifrah Financial Services, Inc.Passive

Notable overlap · 4 shared positions

$MKL $JHG $OKE $SCHW

$378M

200 positions

#7Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 3 shared positions

$MKL $KKR $SCHW

$365M

111 positions

#8AllGen Financial Advisors, Inc.

Notable overlap · 3 shared positions

$MKL $JHG $VMC

$422M

40 positions

#9Ballast, Inc.Active

Notable overlap · 4 shared positions

$MKL $KKR $MAR $TXN

$432M

133 positions

#10HOWLAND CAPITAL MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$MKL $TJX $MELI

$2.5B

262 positions

#11TI-TRUST, INCPassive

Notable overlap · 5 shared positions

$MKL $MO $KKR $SCHW $VMC

$168M

128 positions

#12LAM GROUP, INC.Passive

Notable overlap · 3 shared positions

$MKL $MAR $SCHW

$182M

136 positions

#13ETF Portfolio Partners, Inc.Active

Notable overlap · 3 shared positions

$MKL $KKR $TXN

$381M

68 positions

#14Junk Investment Group, LLCPassive

Notable overlap · 4 shared positions

$MKL $MAR $KKR $TXN

$191M

88 positions

#15Lincoln Capital LLCActive

Notable overlap · 3 shared positions

$MKL $MAR $SCHW

$528M

135 positions

#16Lafayette Investments, Inc.Active

Notable overlap · 4 shared positions

$MKL $SCHW $TXN $LMT

$494M

158 positions

#17Beaumont Asset Management, L.L.C.Active

Notable overlap · 4 shared positions

$MKL $JHG $OKE $LMT

$222M

76 positions

#18OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$MKL $SCHW $MELI

$1.9B

197 positions

#19MEANS INVESTMENT CO., INC.Active

Notable overlap · 6 shared positions

$MKL $KKR $BAC $PM $SCHW $TJX

$1.1B

212 positions

#20Raab & Moskowitz Asset Management LLCPassive

Notable overlap · 6 shared positions

$KKR $TJX $MAR $OKE $PM $BAC

$450M

187 positions

#21Dunhill Financial, LLCPassive

Notable overlap · 5 shared positions

$MKL $MAR $BAC $SCHW $TXN

$424M

1,857 positions

#22Kestra Investment Management, LLCActive

Notable overlap · 5 shared positions

$MKL $JHG $TXN $PM $SCHW

$5.8B

439 positions

#23Evergreen Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$MKL $KKR $LMT

$194M

54 positions

#24Addis & Hill, IncSmart money

Notable overlap · 3 shared positions

$MKL $OKE $TXN

$164M

27 positions

#25VERITY Wealth AdvisorsActive

Notable overlap · 3 shared positions

$MKL $SCHW $MAR

$150M

81 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.