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Hedge Funds Similar to Flagstone Financial

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

Flagstone Financial Management is an institutional investor managing $403M across 71 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 Flagstone Financial are BAYSHORE ASSET ,, DEFINE FINANCIAL,, Shotwell Rutter Baer, with shared positions in $AMN, $SCHW, $HUM, $IAU, $NKE, $MKL. The full ranking of 25 similar funds is below.

#1BAYSHORE ASSET MANAGEMENT, LLCSmart money
Substantial overlap · 5 shared positions
$AMN$SCHW$HUM$IAU$NKE
$251M
40 positions
#2DEFINE FINANCIAL, LLCSmart money
Substantial overlap · 3 shared positions
$AMN$SCHW$MKL
$184M
41 positions
#3Shotwell Rutter Baer IncActive
Notable overlap · 4 shared positions
$AMN$TXN$USB$NKE
$170M
38 positions
#4Oak Wealth Advisors LLCActive
Notable overlap · 5 shared positions
$AMN$TXN$SCHW$MKL$NKE
$182M
57 positions
#5HMV Wealth Advisors, LLCActive
Notable overlap · 6 shared positions
$AMN$SCHW$TXN$NKE$UNP$NEE
$213M
81 positions
#6Ballast Financial Advisors LLCActive
Notable overlap · 5 shared positions
$AMN$USB$HUM$IAU$BAC
$98M
68 positions
#7Moisand Fitzgerald Tamayo, LLCActive
Notable overlap · 8 shared positions
$AMN$IAU$MKL$DE$NKE$SCHW
$931M
518 positions
#8Burk Holdings LLCPassive
Notable overlap · 6 shared positions
$AMN$SCHW$HUM$IAU$NKE$BAC
$233M
676 positions
#9Werba Rubin Papier Wealth ManagementPassive
Notable overlap · 6 shared positions
$AMN$USB$SCHW$IAU$NKE$GILD
$718M
278 positions
#10Beaird Harris Wealth Management, LLCActive
Notable overlap · 6 shared positions
$AMN$IAU$MKL$USB$NKE$SCHW
$1.5B
686 positions
#11Team Hewins, LLCSmart money
Notable overlap · 4 shared positions
$AMN$TXN$HUM$NKE
$337M
41 positions
#12STOLZ & ASSOCIATES, PSSmart money
Notable overlap · 4 shared positions
$AMN$USB$IAU$NEE
$143M
30 positions
#13Burton Enright WelchActive
Notable overlap · 4 shared positions
$AMN$SCHW$IAU$BAC
$736M
134 positions
#14RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 6 shared positions
$AMN$IAU$TXN$SCHW$NKE$BAC
$296M
80 positions
#15BWM Planning, LLCActive
Notable overlap · 5 shared positions
$AMN$WFC$MKL$NKE$ETN
$379M
87 positions
#16KEB ASSET MANAGEMENT, LLCActive
Notable overlap · 6 shared positions
$AMN$DE$MKL$NKE$UNP$NEE
$522M
97 positions
#17SPWM Advisors LLCPassive
Notable overlap · 3 shared positions
$AMN$SCHW$WFC
$115M
93 positions
#18RW Investment Management LLCActive
Notable overlap · 5 shared positions
$AMN$USB$DE$ETN$SCHW
$1.0B
113 positions
#19Golden Bell Financial Planning LLCActive
Notable overlap · 3 shared positions
$AMN$USB$NKE
$125M
37 positions
#20Valued Wealth Advisors LLCActive
Notable overlap · 5 shared positions
$AMN$SCHW$NKE$UNP$GILD
$247M
751 positions
#21Kondo Wealth Advisors, Inc.Active
Notable overlap · 5 shared positions
$AMN$WFC$NKE$VZ$BAC
$266M
69 positions
#22Porter White Investment Advisors, Inc.Smart money
Notable overlap · 4 shared positions
$AMN$IAU$MKL$NKE
$250M
40 positions
#23Symmetry Partners, LLCActive
Notable overlap · 3 shared positions
$AMN$SCHW$NKE
$1.8B
209 positions
#24Morton Brown Family Wealth, LLCActive
Notable overlap · 5 shared positions
$AMN$TXN$USB$BAC$SCHW
$378M
292 positions
#25Financial Futures Ltd Liability Co.Active
Notable overlap · 5 shared positions
$AMN$SCHW$USB$IAU$NKE
$228M
72 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.