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Hedge Funds Similar to Stone Summit Wealth

13F Portfolio OverlapQ1 2026Stone Summit Wealth portfolio →
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Most similar hedge funds by 13F overlap

Stone Summit Wealth LLC is an institutional investor managing $359M across 142 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 Summit Wealth are BlueSky Wealth Advisors,, NOESIS MANGEMENT, Empirical Financial Services, d.b.a. Empirical Wealth Ma, with shared positions in $COP, $NKE, $USB, $UNIT, $CMI, $GILD. The full ranking of 25 similar funds is below.

#1BlueSky Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$COP$NKE$USB$UNIT
$777M
115 positions
#2NOESIS CAPITAL MANGEMENT CORPPassive
Notable overlap · 12 shared positions
$CMI$GILD$APH$LIN$AXP$SYK
$676M
125 positions
#3Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive
Notable overlap · 6 shared positions
$COP$USB$NKE$AMN$UNIT$CMI
$5.8B
996 positions
#4Shotwell Rutter Baer IncActive
Notable overlap · 4 shared positions
$COP$NKE$USB$AMN
$170M
38 positions
#5Strategic Financial Services, Inc.Smart money
Notable overlap · 5 shared positions
$COP$NKE$USB$NEE$DDOG
$2.1B
152 positions
#6MARKET STREET WEALTH MANAGEMENT ADVISORS LLCActive
Notable overlap · 6 shared positions
$COP$NKE$USB$NEE$UNIT$GILD
$634M
106 positions
#7Disciplined Investments, LLCPassive
Notable overlap · 6 shared positions
$COP$NKE$USB$NEE$DDOG$UNIT
$279M
141 positions
#8Cordant, Inc.Active
Notable overlap · 3 shared positions
$COP$NKE$USB
$246M
75 positions
#9W.H. Cornerstone Investments Inc.Passive
Notable overlap · 8 shared positions
$COP$USB$ECL$AMN$MDT$LIN
$160M
129 positions
#10MARYLAND CAPITAL ADVISORS INC.
Notable overlap · 4 shared positions
$COP$NKE$UNIT$NEE
$295M
271 positions
#11Rialto Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$COP$USB$AMN$UNIT$DDOG$SYK
$445M
1,730 positions
#12CLUNE & ASSOCIATES, LTD.Passive
Notable overlap · 5 shared positions
$COP$NKE$UNIT$AMN$DDOG
$532M
162 positions
#13JBGlobal.com LLCActive
Notable overlap · 4 shared positions
$COP$USB$UNIT$LOW
$102M
27 positions
#14Foundation Wealth Management, LLC\PAActive
Notable overlap · 6 shared positions
$COP$USB$NEE$NKE$AMN$UNIT
$284M
91 positions
#15Avant Financial Advisors LLCActive
Notable overlap · 5 shared positions
$COP$USB$AMN$NKE$UNIT
$142M
65 positions
#16Glass Jacobson Investment Advisors llcPassive
Notable overlap · 6 shared positions
$NKE$COP$USB$UNIT$NEE$DDOG
$290M
607 positions
#17Gladwyn Financial Advisors, Inc.Active
Notable overlap · 4 shared positions
$COP$USB$UNIT$NEE
$160M
82 positions
#18Stonebridge Capital Advisors LLCPassive
Notable overlap · 4 shared positions
$COP$USB$GILD$MDT
$1.4B
211 positions
#19TAGStone Capital, Inc.Passive
Notable overlap · 4 shared positions
$COP$USB$AXP$DDOG
$283M
137 positions
#20Greenspring Advisors, LLCActive
Notable overlap · 5 shared positions
$COP$USB$AMN$NKE$UNIT
$1.6B
318 positions
#21ACTION POINT FINANCIAL PLANNING, LLCActive
Notable overlap · 3 shared positions
$COP$USB$AMN
$112M
69 positions
#22Longview Financial Advisors LLCActive
Notable overlap · 3 shared positions
$COP$USB$NKE
$184M
157 positions
#23Wealth Management NebraskaSmart money
Notable overlap · 5 shared positions
$COP$NKE$USB$UNIT$NEE
$987M
100 positions
#24White Lighthouse Investment Management Inc.Active
Notable overlap · 4 shared positions
$COP$USB$UNIT$DDOG
$721M
145 positions
#25Seaside Wealth Management, Inc.Smart money
Notable overlap · 5 shared positions
$COP$USB$AMN$DDOG$NKE
$356M
65 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.