13F Pro

Hedge Funds Similar to Goldstein Advisors,

13F Portfolio OverlapQ1 2026Goldstein Advisors, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Goldstein Advisors, LLC is an institutional investor managing $900M across 228 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 Goldstein Advisors, are SENTINEL WEALTH ,, Catalyst Investment, Lunt ,, with shared positions in $DHR, $WT, $SE, $OKE, $MS, $FLEX. The full ranking of 25 similar funds is below.

#1SENTINEL WEALTH MANAGEMENT, INC.Active
Notable overlap · 4 shared positions
$DHR$WT$SE$OKE
$125M
39 positions
#2Catalyst Investment Management LLCPassive
Some overlap · 4 shared positions
$DHR$WT$SE$MS
$90M
65 positions
#3Lunt Capital Management, Inc.Active
Some overlap · 4 shared positions
$DHR$WT$FLEX$REGN
$260M
97 positions
#4Trinity Wealth Management, LLCActive
Some overlap · 3 shared positions
$DHR$WT$BRZE
$272M
72 positions
#5CHERRYDALE WEALTH MANAGEMENT, LLCSmart money
Some overlap · 4 shared positions
$DHR$WT$SE$BRZE
$324M
77 positions
#6Mill Creek Capital Advisors, LLCActive
Some overlap · 4 shared positions
$DHR$SE$BRZE$MS
$4.9B
260 positions
#7Everest Management Corp.Active
Some overlap · 4 shared positions
$DHR$OKE$WT$BRZE
$197M
72 positions
#8Traveka Wealth, LLCPassive
Some overlap · 3 shared positions
$DHR$SE$BRZE
$262M
186 positions
#9Vantage Financial Partners, LLC
Some overlap · 3 shared positions
$DHR$SE$MS
$493M
212 positions
#10Shore Point Advisors, LLCActive
Some overlap · 4 shared positions
$WT$OKE$SE$FLEX
$253M
76 positions
#11Capital Developers, LLCActive
Some overlap · 3 shared positions
$DHR$WT$MS
$111M
52 positions
#12Capstone Financial Advisors, Inc.Smart money
Some overlap · 4 shared positions
$DHR$FLEX$BRZE$MCD
$1.9B
187 positions
#13Williams & Novak, LLCPassive
Some overlap · 4 shared positions
$DHR$SE$WT$MS
$134M
143 positions
#14Vertex Planning Partners, LLCActive
Some overlap · 5 shared positions
$WT$OKE$SE$REGN$DHR
$515M
135 positions
#15TD Capital Management LLCActive
Some overlap · 5 shared positions
$WT$DHR$OKE$BRZE$MS
$1.1B
853 positions
#16D1 Capital Partners L.P.Active
Some overlap · 3 shared positions
$DHR$SE$JCI
$11.2B
44 positions
#17GuidedMoney, LLCSmart money
Some overlap · 5 shared positions
$DHR$LNT$MGEE$BRZE$MCD
$190M
29 positions
#18Downshift Financial, LLCActive
Some overlap · 3 shared positions
$DHR$SE$BRZE
$193M
77 positions
#19BANK OF HAWAIIActive
Some overlap · 5 shared positions
$DHR$SE$BRZE$MCD$WDC
$1.9B
224 positions
#20AlphaCore Capital LLCPassive
Some overlap · 3 shared positions
$DHR$WT$REGN
$4.2B
1,202 positions
#21Socorro Asset Management LPPassive
Some overlap · 4 shared positions
$DHR$OKE$JCI$MS
$221M
32 positions
#22IAG Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$WT$OKE$FLEX$JCI
$896M
509 positions
#23FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$DHR$SE$BRZE
$133M
121 positions
#24Burk Holdings LLCPassive
Some overlap · 3 shared positions
$DHR$WT$OKE
$233M
676 positions
#25Smallwood Wealth Investment Management, LLCActive
Some overlap · 3 shared positions
$WT$OKE$FLEX
$190M
527 positions

Compare Goldstein Advisors,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Goldstein Advisors,’s holdings

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.