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 Stone Wealth Partners

13F Portfolio OverlapQ1 2026Stone Wealth Partners portfolio →

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Most similar hedge funds by 13F overlap

Stone Wealth Partners is an institutional investor managing $137M across 63 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 Stone Wealth Partners are Three Seasons Wealth,, Williamson Legacy Group,, Anther Ltd, with shared positions in $WBD, $STX, $TER, $MU, $LRCX, $ALB. The full ranking of 25 similar funds is below.

#1Three Seasons Wealth, LLCPassive

Some overlap · 8 shared positions

$WBD $STX $TER $MU $LRCX $ALB

$262M

187 positions

#2Williamson Legacy Group, LLCPassive

Some overlap · 7 shared positions

$WDC $STX $TER $MU $LRCX $ALB

$133M

81 positions

#3Anther Capital LtdActive

Some overlap · 7 shared positions

$WDC $STX $TER $MU $LRCX $GLW

$3.8B

31 positions

#4Trivest Advisors LtdSmart money

Some overlap · 7 shared positions

$WDC $STX $TER $MU $LRCX $GLW

$1.4B

29 positions

#5CHAPIN DAVIS, INC.Passive

Some overlap · 7 shared positions

$WDC $STX $TER $LRCX $ALB $GLW

$449M

261 positions

#6PETREDIS INVESTMENT ADVISORS LLCActive

Some overlap · 3 shared positions

$NTRB $MU $AMAT

$1.2B

108 positions

#7Darwin Wealth Management, LLCPassive

Some overlap · 3 shared positions

$NTRB $LRCX $MDLZ

$321M

604 positions

#8Fingerlakes Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$NTRB $AMAT $HUM

$151M

97 positions

#9Alexis Investment Partners, LLCActive

Some overlap · 3 shared positions

$NTRB $AMAT $HUM

$145M

35 positions

#10Blue Edge Capital, LLCActive

Some overlap · 3 shared positions

$NTRB $GLW $ALB

$753M

134 positions

#11Optimize Financial IncPassive

Some overlap · 6 shared positions

$WDC $STX $TER $MU $LRCX $AMAT

$203M

297 positions

#12Eagle Wealth Advisors LLCPassive

Some overlap · 4 shared positions

$NTRB $MU $LRCX $AMAT

$108M

98 positions

#13Donoghue Forlines LLCPassive

Some overlap · 7 shared positions

$MU $LRCX $WDC $WBD $TER $GLW

$361M

118 positions

#14CAPSTONE WEALTH MANAGEMENT GROUP, LLCPassive

Some overlap · 3 shared positions

$NTRB $HUM $AMAT

$239M

97 positions

#15WIN ADVISORS, INCPassive

Some overlap · 6 shared positions

$WDC $STX $TER $LRCX $GLW $AMAT

$219M

78 positions

#16Western Financial Corp/CAActive

Some overlap · 6 shared positions

$WDC $STX $WBD $MU $LRCX $AMAT

$255M

127 positions

#17Decker Retirement Planning Inc.Passive

Some overlap · 6 shared positions

$WDC $STX $MU $LRCX $ALB $HUM

$221M

284 positions

#18McClarren Financial Advisors, Inc.Active

Some overlap · 3 shared positions

$NTRB $HUM $EPAM

$169M

79 positions

#19Baring Financial LLCPassive

Some overlap · 3 shared positions

$NTRB $HUM $EPAM

$163M

72 positions

#20ASSETMARK, INCPassive

Some overlap · 3 shared positions

$NTRB $AMAT $MU

$49.0B

3,443 positions

#21Rokos Capital Management LLPActive

Some overlap · 6 shared positions

$WDC $MU $STX $LRCX $GLW $AMAT

$13.2B

176 positions

#22Raab & Moskowitz Asset Management LLCPassive

Some overlap · 3 shared positions

$NTRB $STX $HUM

$450M

187 positions

#23Green Alpha Advisors, LLCPassive

Some overlap · 6 shared positions

$STX $MU $LRCX $GLW $AMAT $MRNA

$102M

107 positions

#24WT Asset Management LtdSmart money

Some overlap · 5 shared positions

$WDC $STX $TER $MU $GLW

$4.8B

32 positions

#25Markin Volterra Fund LPActive

Some overlap · 5 shared positions

$WDC $STX $MU $LRCX $AMAT

$65M

34 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.