What hedge funds are most similar to StoneCrest Wealth Management, Inc.?

The funds with the most similar 13F portfolios to StoneCrest Wealth Management, Inc. are URS Advisory, WESPAC Advisors SoCal,, WT Wealth, based on overlapping conviction holdings in the latest SEC filings.

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 StoneCrest Wealth ,

13F Portfolio OverlapQ1 2026StoneCrest Wealth , portfolio →

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Most similar hedge funds by 13F overlap

StoneCrest Wealth Management, Inc. is an institutional investor managing $313M across 73 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 StoneCrest Wealth , are URS Advisory, WESPAC Advisors SoCal,, WT Wealth, with shared positions in $SHW, $TMO, $JHG, $RELX, $MU, $PLTR. The full ranking of 25 similar funds is below.

#1URS Advisory LLCActive

Notable overlap · 4 shared positions

$SHW $TMO $JHG $RELX

$137M

51 positions

#2WESPAC Advisors SoCal, LLCPassive

Notable overlap · 6 shared positions

$SHW $JHG $MU $PLTR $VRT $CRWD

$470M

119 positions

#3WT Wealth ManagementPassive

Notable overlap · 6 shared positions

$SHW $JHG $RELX $SHOP $RDDT $UBER

$336M

138 positions

#4Mason & Associates IncActive

Notable overlap · 6 shared positions

$SHW $JHG $PLTR $CRWD $VRT $AMD

$516M

160 positions

#5Ergawealth Advisors, Inc.Smart money

Notable overlap · 3 shared positions

$SHW $JHG $TMO

$226M

55 positions

#6Black Swift Group, LLCActive

Notable overlap · 7 shared positions

$SHW $JHG $CRWD $SHOP $UBER $LITE

$571M

117 positions

#7PRAKASH INVESTMENT ADVISORS LLCPassive

Notable overlap · 9 shared positions

$MU $CRWD $VRT $BE $PLTR $NBIS

$128M

80 positions

#8Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 5 shared positions

$JHG $CRWD $MU $SHW $PLTR

$144M

387 positions

#9PBCay One RSC LtdSmart money

Some overlap · 3 shared positions

$SHW $TMO $AMD

$1.3B

18 positions

#10Spear Holdings RSC LtdActive

Some overlap · 3 shared positions

$SHW $TMO $AMD

$1.0B

18 positions

#11Titiun YejielPassive

Some overlap · 5 shared positions

$SHW $TMO $VRT $LITE $AMD

$99M

57 positions

#12Paragon Advisors, LLCActive

Some overlap · 7 shared positions

$JHG $CRWD $SHW $VRT $PLTR $ALAB

$371M

76 positions

#13Saudi Central BankPassive

Some overlap · 4 shared positions

$SHW $MU $PLTR $AMD

$4.7B

514 positions

#14Richmond Investment Services, LLCPassive

Some overlap · 4 shared positions

$SHW $JHG $VRT $AGQ

$619M

255 positions

#15Blue Line Capital, LLC / ILPassive

Some overlap · 6 shared positions

$MU $CRWD $VRT $TMO $PLTR $UBER

$88M

65 positions

#16Newbridge Financial Services Group, Inc.Passive

Some overlap · 6 shared positions

$SHW $CRWD $TMO $PLTR $UBER $AMD

$608M

1,182 positions

#17Oak Grove Capital LLCSmart money

Some overlap · 8 shared positions

$MU $CRWD $VRT $NBIS $ALAB $LITE

$1.2B

92 positions

#18HANSEATIC MANAGEMENT SERVICES INCPassive

Some overlap · 6 shared positions

$SHW $MU $RELX $BE $LITE $COHR

$104M

80 positions

#19BLUE JEAN FINANCIAL LLCPassive

Some overlap · 4 shared positions

$JHG $MU $VRT $BE

$121M

68 positions

#20MIG Capital, LLC

Some overlap · 6 shared positions

$SHW $MU $SHOP $CRWD $RDDT $COHR

$589M

43 positions

#21Palacios Wealth Management, LLCActive

Some overlap · 7 shared positions

$TMO $CRWD $PLTR $UBER $MU $NBIS

$160M

75 positions

#22Cornerstone Select Advisors, LLCPassive

Some overlap · 5 shared positions

$MU $VRT $SHW $CRWD $PLTR

$160M

124 positions

#23Aragon Global Management, LPActive

Some overlap · 3 shared positions

$SHW $VRT $PLTR

$143M

18 positions

#24Three Magnolias Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$JHG $SHW $PLTR $SHOP

$157M

103 positions

#25Zweig-DiMenna Associates LLCPassive

Some overlap · 7 shared positions

$MU $CRWD $VRT $BE $LITE $COHR

$722M

61 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.