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 Stokes Family Office,

13F Portfolio OverlapQ1 2026Stokes Family Office, portfolio →

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Most similar hedge funds by 13F overlap

Stokes Family Office, LLC is an institutional investor managing $969M across 276 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 Stokes Family Office, are FLYWHEEL PRIVATE WEALTH, Juno Financial Group, Ariston Services Group, with shared positions in $HUM, $KKR, $AMN, $IAU, $UNIT, $SE. The full ranking of 25 similar funds is below.

#1FLYWHEEL PRIVATE WEALTH LLCActive

Notable overlap · 5 shared positions

$HUM $KKR $AMN $IAU $UNIT

$176M

104 positions

#2Juno Financial Group LLCActive

Notable overlap · 6 shared positions

$HUM $KKR $SE $PM $MO $ETN

$255M

70 positions

#3Ariston Services GroupActive

Notable overlap · 4 shared positions

$HUM $KKR $IAU $DDOG

$167M

71 positions

#4Sherman Wealth Management LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $UNIT $AMN

$116M

80 positions

#5Wheelhouse Advisory Group LLCActive

Notable overlap · 6 shared positions

$HUM $AMN $DDOG $PM $KKR $MO

$302M

51 positions

#6GEN Financial Management, INC.Active

Notable overlap · 5 shared positions

$HUM $IAU $AMN $DOV $DDOG

$162M

51 positions

#7Joel Isaacson & Co., LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $UNIT $DOV

$3.0B

455 positions

#8Ballast Financial Advisors LLCActive

Notable overlap · 6 shared positions

$HUM $AMN $KKR $IAU $UNIT $DOV

$98M

68 positions

#9Seneca Financial Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $DDOG $SE

$341M

64 positions

#10SWAN Capital LLCActive

Notable overlap · 3 shared positions

$HUM $KKR $UNIT

$272M

554 positions

#11Blackston Financial Advisory Group, LLCActive

Notable overlap · 3 shared positions

$HUM $KKR $DOV

$160M

106 positions

#12New England Private Wealth Advisors LLCActive

Notable overlap · 6 shared positions

$HUM $KKR $DOV $AMN $IAU $IAUM

$866M

194 positions

#13GreatBanc Trust COActive

Notable overlap · 5 shared positions

$HUM $KKR $UNIT $ETN $MDLZ

$143M

67 positions

#14Granite FO LLCSmart money

Notable overlap · 5 shared positions

$HUM $KKR $PM $UNIT $IAU

$169M

170 positions

#15Capital Advisors Wealth Management, LLCActive

Notable overlap · 6 shared positions

$HUM $KKR $AMN $DDOG $UNIT $IAU

$745M

219 positions

#16MJP ASSOCIATES INC /ADVActive

Notable overlap · 3 shared positions

$HUM $AMN $KKR

$824M

231 positions

#17Madson Wealth Advisors IncPassive

Notable overlap · 4 shared positions

$HUM $SE $IAU $MDLZ

$120M

84 positions

#18Carr Financial Group CorpActive

Notable overlap · 4 shared positions

$HUM $AMN $KKR $LRCX

$379M

174 positions

#19PLANNING DIRECTIONS INCActive

Notable overlap · 4 shared positions

$HUM $UNIT $DOV $DDOG

$198M

106 positions

#20Aznar Financial Advisors, LLC

Notable overlap · 4 shared positions

$HUM $SE $IAU $PM

$104M

31 positions

#21Paragon Capital Management LtdActive

Notable overlap · 4 shared positions

$HUM $AMN $DDOG $UNIT

$476M

199 positions

#22Noble Family Wealth, LLCActive

Notable overlap · 4 shared positions

$HUM $SE $UNIT $KKR

$484M

76 positions

#23Councilmark Asset Management, LLCActive

Notable overlap · 3 shared positions

$HUM $PM $MDLZ

$174M

85 positions

#24Aurdan Capital Management, LLCActive

Notable overlap · 3 shared positions

$HUM $PM $MO

$333M

88 positions

#25Wealth Architects, LLCActive

Notable overlap · 6 shared positions

$HUM $SE $AMN $UNIT $DOV $LRCX

$1.1B

244 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.