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 CAPSTONE WEALTH GROUP,

13F Portfolio OverlapQ1 2026CAPSTONE WEALTH GROUP, portfolio →

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Most similar hedge funds by 13F overlap

CAPSTONE WEALTH MANAGEMENT GROUP, LLC is an institutional investor managing $239M across 97 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 CAPSTONE WEALTH GROUP, are Blackston Financial Advisory Group,, Sherman Wealth, ETF Portfolio Partners,, with shared positions in $NTRB, $KKR, $HUM, $MAR, $COP, $UPST. The full ranking of 25 similar funds is below.

#1Blackston Financial Advisory Group, LLCActive

Notable overlap · 4 shared positions

$NTRB $KKR $HUM $MAR

$160M

106 positions

#2Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$NTRB $KKR $HUM

$116M

80 positions

#3ETF Portfolio Partners, Inc.Active

Notable overlap · 5 shared positions

$NTRB $KKR $COP $UPST $MKL

$381M

68 positions

#4Howard Capital Management Inc.Active

Notable overlap · 6 shared positions

$KKR $NTRB $SHW $HUM $KLAC $PLTR

$6.1B

332 positions

#5Cornerstone Financial Management LLCPassive

Notable overlap · 6 shared positions

$NTRB $KKR $HUM $COP $LMT $UPST

$109M

1,311 positions

#6Leelyn Smith, LLCPassive

Notable overlap · 5 shared positions

$NTRB $KKR $KLAC $AMAT $LMT

$713M

154 positions

#7McClarren Financial Advisors, Inc.Active

Notable overlap · 6 shared positions

$NTRB $KKR $HUM $MAR $MKL $UPST

$169M

79 positions

#8Catalyst Investment Management LLCPassive

Notable overlap · 5 shared positions

$KKR $RF $HUM $LMT $MKL

$90M

65 positions

#9CDM FINANCIAL COUNSELING SERVICES, INC.Active

Notable overlap · 5 shared positions

$NTRB $KKR $SHW $HUM $MAR

$105M

80 positions

#10Clarus Wealth AdvisorsPassive

Notable overlap · 6 shared positions

$NTRB $PLTR $SHW $REGN $MAR $LMT

$235M

88 positions

#11Forum Private Client Group LLCActive

Notable overlap · 4 shared positions

$KKR $NTRB $HUM $COP

$300M

80 positions

#12ODonnell Financial Services, LLCActive

Notable overlap · 4 shared positions

$NTRB $KLAC $REGN $AMAT

$290M

64 positions

#13Alexis Investment Partners, LLCActive

Notable overlap · 5 shared positions

$NTRB $SHW $HUM $MAR $AMAT

$145M

35 positions

#14PETREDIS INVESTMENT ADVISORS LLCActive

Notable overlap · 6 shared positions

$NTRB $SHW $MAR $ISRG $AMAT $LMT

$1.2B

108 positions

#15Fingerlakes Wealth Management, Inc.Passive

Notable overlap · 6 shared positions

$NTRB $KKR $MAR $HUM $AMAT $LMT

$151M

97 positions

#16MidAtlantic Capital Management, Inc.Passive

Notable overlap · 4 shared positions

$KKR $NTRB $COP $MKL

$145M

84 positions

#17VANTAGEPOINT INVESTMENT ADVISERS LLCActive

Notable overlap · 3 shared positions

$KKR $NTRB $MAR

$11.8B

55 positions

#18VSM Wealth Advisory, LLCPassive

Notable overlap · 7 shared positions

$KKR $NTRB $COP $MAR $HUM $LMT

$335M

505 positions

#19Raab & Moskowitz Asset Management LLCPassive

Notable overlap · 4 shared positions

$NTRB $KKR $HUM $MAR

$450M

187 positions

#20White Lighthouse Investment Management Inc.Active

Notable overlap · 6 shared positions

$KKR $HUM $COP $MAR $UPST $MKL

$721M

145 positions

#21Causey Wealth LLCPassive

Notable overlap · 6 shared positions

$KKR $NTRB $COP $UPST $ISRG $HUM

$236M

81 positions

#22Black Diamond Financial, LLCActive

Notable overlap · 6 shared positions

$NTRB $COP $HUM $MAR $KKR $MKL

$916M

185 positions

#23DAGCO, INC.Passive

Notable overlap · 5 shared positions

$KKR $HUM $COP $MAR $SHW

$461M

353 positions

#24Coquina Private Wealth LLCActive

Notable overlap · 4 shared positions

$NTRB $PLTR $REGN $MAR

$124M

96 positions

#25truNorth Financial Services, Inc.Active

Notable overlap · 5 shared positions

$KKR $HUM $PLTR $COP $UPST

$97M

49 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.