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Hedge Funds Similar to Kapstone Financial Advisors

13F Portfolio OverlapQ1 2026Kapstone Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Kapstone Financial Advisors LLC is an institutional investor managing $204M across 154 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 Kapstone Financial Advisors are Arsenal Advisors, Prospect Financial Services, MARINO, STRAM & ASSOCIATES, with shared positions in $PLTR, $KKR, $MS, $IBIT, $MPC, $DUK. The full ranking of 25 similar funds is below.

#1Arsenal Capital Advisors LLCPassive
Some overlap · 3 shared positions
$PLTR$KKR$MS
$138M
98 positions
#2Prospect Financial Services LLCPassive
Some overlap · 3 shared positions
$PLTR$KKR$IBIT
$164M
104 positions
#3MARINO, STRAM & ASSOCIATES LLCActive
Some overlap · 8 shared positions
$KKR$MS$MPC$DUK$PM$UNIT
$557M
185 positions
#4SBI Securities Co., Ltd.Passive
Some overlap · 4 shared positions
$PLTR$KKR$MO$MU
$3.6B
4,018 positions
#5Blue Sky Capital Consultants Group, Inc.Passive
Some overlap · 4 shared positions
$PLTR$IBIT$MSTR$KKR
$210M
76 positions
#6Wealth Management Associates, Inc.Passive
Some overlap · 3 shared positions
$PLTR$KKR$MS
$290M
234 positions
#7COMPASS CAPITAL CORP /MA/ /ADVPassive
Some overlap · 4 shared positions
$PLTR$MS$IBIT$UBER
$279M
202 positions
#8Accuvest Global AdvisorsPassive
Some overlap · 4 shared positions
$PLTR$MSTR$UBER$KKR
$107M
57 positions
#9Gallagher Capital Advisors, LLCActive
Some overlap · 5 shared positions
$KKR$PLTR$MS$UBER$LMT
$148M
65 positions
#10Global X Japan Co., Ltd.Active
Some overlap · 5 shared positions
$PLTR$PM$MU$MO$ADI
$1.9B
378 positions
#11PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$PLTR$MS$UBER$LMT
$3.0B
77 positions
#12McGuire Investment Group, LLCActive
Some overlap · 4 shared positions
$PLTR$MS$ADI$LMT
$885M
121 positions
#13TME FINANCIAL, INC.Passive
Some overlap · 4 shared positions
$KKR$IBIT$MS$UNIT
$144M
65 positions
#14Bosman Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$IBIT$MU
$114M
52 positions
#15HOEY INVESTMENTS, INCActive
Some overlap · 5 shared positions
$PLTR$MS$UBER$LMT$MU
$693M
420 positions
#16MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive
Some overlap · 3 shared positions
$PLTR$KKR$LMT
$189M
510 positions
#17Peterson Wealth ServicesPassive
Some overlap · 4 shared positions
$PLTR$PM$MPC$ADI
$405M
215 positions
#18Newbridge Financial Services Group, Inc.Passive
Some overlap · 5 shared positions
$PLTR$MSTR$UBER$MO$DUK
$608M
1,182 positions
#19Telligent Fund, LPActive
Some overlap · 3 shared positions
$PLTR$MSTR$MU
$94M
24 positions
#20PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$PLTR$MSTR$MU
$128M
80 positions
#21Rakuten Securities, Inc.Passive
Some overlap · 3 shared positions
$PLTR$MSTR$MU
$241M
879 positions
#22PRIMORIS WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$PLTR$PM$MU$MS
$143M
96 positions
#23Kingstone Capital Partners Texas, LLCActive
Some overlap · 3 shared positions
$PLTR$IBIT$UBER
$162M
57 positions
#24Grange Capital, LLCActive
Some overlap · 3 shared positions
$KKR$PLTR$UNIT
$100M
46 positions
#25Hound Partners, LLCActive
Some overlap · 3 shared positions
$PLTR$MS$UBER
$799M
35 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.