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 Firestone

13F Portfolio OverlapQ1 2026Firestone portfolio →

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Most similar hedge funds by 13F overlap

Firestone Capital Management is an institutional investor managing $480M across 160 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 Firestone are Employees' Retirement Fund of the City of Fort Worth, Mosaic Advisors, FIDELIS iM,, with shared positions in $HUM, $COP, $SCHW, $UNIT, $MKL, $EPAM. The full ranking of 25 similar funds is below.

#1Employees' Retirement Fund of the City of Fort WorthActive

Substantial overlap · 4 shared positions

$HUM $COP $SCHW $UNIT

$230M

21 positions

#2Mosaic Advisors LLCPassive

Substantial overlap · 4 shared positions

$HUM $COP $MKL $EPAM

$67M

42 positions

#3FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$HUM $COP $SCHW

$264M

25 positions

#4Efficient Advisors, LLCActive

Notable overlap · 5 shared positions

$MKL $SCHW $COP $UNIT $NEE

$1.4B

58 positions

#5Whitegate Investment Counselors, Inc.Active

Notable overlap · 6 shared positions

$HUM $COP $UNIT $SCHW $MDY $MKL

$315M

68 positions

#6Kohmann Bosshard Financial Services, LLCActive

Notable overlap · 5 shared positions

$COP $HUM $SCHW $UNIT $MKL

$1.2B

1,060 positions

#7Hurlow Wealth Management Group, Inc.Active

Notable overlap · 8 shared positions

$COP $SCHW $HUM $DDOG $IAU $USB

$420M

120 positions

#8Ballast Financial Advisors LLCActive

Notable overlap · 6 shared positions

$HUM $COP $UNIT $IAU $DHR $USB

$98M

68 positions

#9Tide Cove Capital Partners LLCSmart money

Notable overlap · 5 shared positions

$HUM $COP $SCHW $DHR $USB

$147M

13 positions

#10WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 6 shared positions

$HUM $COP $DDOG $SCHW $NEE $USB

$350M

95 positions

#11Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 7 shared positions

$COP $MKL $DDOG $IAU $DHR $HUM

$578M

118 positions

#12Gladwyn Financial Advisors, Inc.Active

Notable overlap · 7 shared positions

$MKL $COP $UNIT $NEE $KO $USB

$160M

82 positions

#13SWAN Capital LLCPassive

Notable overlap · 5 shared positions

$HUM $SCHW $UNIT $USB $MKL

$272M

554 positions

#14ASPIRIANT, LLCActive

Notable overlap · 6 shared positions

$HUM $UNIT $DDOG $MKL $EPAM $SCHW

$3.5B

338 positions

#15Wrenne Financial Planning LLCSmart money

Notable overlap · 5 shared positions

$MKL $SCHW $UNIT $DDOG $HUM

$255M

49 positions

#16VSM Wealth Advisory, LLCPassive

Notable overlap · 6 shared positions

$COP $MKL $DDOG $UNIT $SCHW $HUM

$335M

505 positions

#17Evergreen Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $MKL $UNIT $REGN

$194M

54 positions

#18FIDUCIARY ADVISORS, INC.Active

Notable overlap · 7 shared positions

$MKL $COP $UNIT $DHR $USB $KO

$133M

121 positions

#19Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 6 shared positions

$MKL $UNIT $HUM $IAU $SCHW $USB

$365M

111 positions

#20Ariston Services GroupActive

Notable overlap · 5 shared positions

$HUM $SCHW $IAU $DDOG $COP

$167M

71 positions

#21Cherry Tree Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$COP $MKL $UNIT $DDOG $SCHW $DHR

$473M

582 positions

#22GreatBanc Trust COActive

Notable overlap · 4 shared positions

$HUM $MKL $UNIT $NSC

$143M

67 positions

#23RIVER'S EDGE WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$HUM $SCHW $DDOG

$107M

46 positions

#24STUDIO INVESTMENT MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$HUM $UNIT $COP $NEE

$547M

180 positions

#25CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 5 shared positions

$COP $SCHW $HUM $USB $DDOG

$363M

102 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.