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 TAGStone ,

13F Portfolio OverlapQ1 2026TAGStone , portfolio →

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Most similar hedge funds by 13F overlap

TAGStone Capital, Inc. is an institutional investor managing $283M across 137 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 TAGStone , are WESCAP Group,, Farrell Financial, Hassell Wealth ,, with shared positions in $USB, $COP, $WT, $SE, $HUM, $GMM. The full ranking of 25 similar funds is below.

#1WESCAP Management Group, Inc.Active

Notable overlap · 8 shared positions

$USB $COP $WT $SE $HUM $GMM

$508M

107 positions

#2Farrell Financial LLCPassive

Notable overlap · 7 shared positions

$USB $COP $WT $DDOG $HUM $MAR

$167M

76 positions

#3Hassell Wealth Management, LLCSmart money

Notable overlap · 4 shared positions

$USB $COP $DDOG $GMM

$298M

28 positions

#4Hilton Capital Management, LLCActive

Notable overlap · 5 shared positions

$USB $COP $TJX $AMGN $BAC

$1.3B

129 positions

#5Powers Advisory Group, LLCActive

Notable overlap · 4 shared positions

$USB $COP $WT $REGN

$284M

125 positions

#6SpringVest Wealth Management LLCActive

Notable overlap · 7 shared positions

$USB $COP $DDOG $WT $IAU $HUM

$146M

67 positions

#7Marion Wealth ManagementPassive

Notable overlap · 6 shared positions

$USB $COP $WT $TJX $MAR $CTVA

$451M

146 positions

#8Foundation Wealth Management, LLC\PAActive

Notable overlap · 7 shared positions

$USB $COP $SE $CTVA $GMM $MAR

$284M

91 positions

#9DecisionPoint Financial, LLCActive

Notable overlap · 5 shared positions

$USB $COP $MAR $IAU $AXP

$464M

679 positions

#10Longview Financial Advisors LLCActive

Notable overlap · 4 shared positions

$USB $COP $WT $SE

$184M

157 positions

#11CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 4 shared positions

$USB $COP $HUM $DDOG

$363M

102 positions

#12Strategic Financial Services, Inc.Smart money

Notable overlap · 4 shared positions

$USB $COP $TJX $DDOG

$2.1B

152 positions

#13PRUDENTIAL PLCActive

Notable overlap · 3 shared positions

$USB $COP $SE

$17.1B

680 positions

#14Davidson Capital Management Inc.Active

Notable overlap · 3 shared positions

$USB $COP $TJX

$552M

93 positions

#15Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 7 shared positions

$USB $COP $WT $HUM $AMGN $MAR

$153M

344 positions

#16JBGlobal.com LLCActive

Notable overlap · 3 shared positions

$USB $COP $WT

$102M

27 positions

#17NEPC LLCSmart money

Notable overlap · 3 shared positions

$USB $COP $DDOG

$5.0B

51 positions

#18Hurlow Wealth Management Group, Inc.Active

Notable overlap · 6 shared positions

$USB $COP $DDOG $HUM $IAU $TJX

$420M

120 positions

#19VERUS WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$USB $COP $DDOG

$108M

49 positions

#20Integrity Investment Advisors, LLCActive

Notable overlap · 6 shared positions

$COP $USB $DDOG $HUM $WT $IAU

$184M

74 positions

#21American Financial Advisors, LLCActive

Notable overlap · 5 shared positions

$USB $COP $HUM $SE $CTVA

$750M

159 positions

#22Equita Financial Network, Inc.Active

Notable overlap · 4 shared positions

$USB $COP $DDOG $MAR

$318M

87 positions

#23Cascade Wealth Advisors, IncActive

Notable overlap · 4 shared positions

$USB $COP $HUM $DDOG

$228M

60 positions

#24Quaker Wealth Management, LLCActive

Notable overlap · 5 shared positions

$COP $USB $MAR $RELX $HUM

$320M

972 positions

#25North Forty Two & Co.Passive

Notable overlap · 8 shared positions

$COP $USB $WT $UNP $AMGN $MAR

$108M

97 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.