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 OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to StoneCrest Wealth are Goldstream Ltd, VMS Asset Limited, PRAKASH INVESTMENT ADVISORS, with shared positions in $MRVL, $BE, $VRT, $COHR, $SNDK, $GLW. The full ranking of 25 similar funds is below.

#1Goldstream Capital Management LtdActive

Some overlap · 7 shared positions

$MRVL $BE $VRT $COHR $SNDK $GLW

$132M

45 positions

#2VMS Asset Management LimitedPassive

Some overlap · 6 shared positions

$MRVL $BE $VRT $COHR $SNDK $GLW

$315M

33 positions

#3PRAKASH INVESTMENT ADVISORS LLCPassive

Some overlap · 8 shared positions

$BE $VRT $NBIS $MRVL $PLTR $GLW

$174M

92 positions

#4Value Aligned Research Advisors, LLC

Some overlap · 7 shared positions

$BE $NBIS $VRT $SNDK $COHR $LITE

$40.1B

123 positions

#5Zweig-DiMenna Associates LLCActive

Some overlap · 6 shared positions

$VRT $BE $MRVL $COHR $SNDK $LITE

$1.1B

70 positions

#6BERKSHIRE CAPITAL HOLDINGS INCActive

Some overlap · 7 shared positions

$MRVL $BE $NBIS $GLW $ALAB $SNDK

$462M

122 positions

#7Markin Volterra Fund LPActive

Some overlap · 7 shared positions

$MRVL $VRT $COHR $PLTR $SNDK $GLW

$147M

69 positions

#8M & L Capital Management LtdActive

Some overlap · 6 shared positions

$MRVL $VRT $COHR $BE $LITE $ALAB

$370M

17 positions

#9Geneva Partners, LLCPassive

Some overlap · 4 shared positions

$MRVL $BE $VRT $GLW

$375M

75 positions

#10Clear Street Group Inc.Active

Some overlap · 9 shared positions

$NBIS $BE $COHR $MRVL $PLTR $SNDK

$39.5B

1,414 positions

#11Bosman Wealth Management, LLCPassive

Some overlap · 7 shared positions

$MRVL $BE $VRT $NBIS $PLTR $LITE

$161M

56 positions

#12Marex Group plcPassive

Some overlap · 7 shared positions

$MRVL $NBIS $VRT $BE $SNDK $GLW

$23.6B

1,117 positions

#13Maytree Asset Management LtdActive

Some overlap · 7 shared positions

$MRVL $NBIS $COHR $SNDK $LITE $ALAB

$154M

44 positions

#14Innovative Asset Advisors Group, LLCPassive

Some overlap · 5 shared positions

$NBIS $BE $VRT $PLTR $GLW

$229M

287 positions

#15PVG ASSET MANAGEMENT CORPPassive

Some overlap · 5 shared positions

$MRVL $BE $COHR $PLTR $GLW

$173M

132 positions

#16Williamson Legacy Group, LLCPassive

Some overlap · 6 shared positions

$BE $VRT $COHR $SNDK $GLW $LITE

$201M

75 positions

#17Robeco Schweiz AGActive

Some overlap · 5 shared positions

$MRVL $VRT $BE $GLW $LITE

$6.2B

126 positions

#18Retireful, LLCPassive

Some overlap · 6 shared positions

$MRVL $VRT $COHR $SNDK $GLW $ALAB

$107M

81 positions

#19Bannerstone Capital Management, LLCPassive

Some overlap · 5 shared positions

$VRT $BE $NBIS $PLTR $GLW

$119M

113 positions

#20Stanley Capital Management, LLCActive

Some overlap · 3 shared positions

$MRVL $BE $VRT

$754M

37 positions

#21Capstone Capital Management LtdPassive

Some overlap · 5 shared positions

$BE $NBIS $COHR $GLW $LITE

$224M

160 positions

#22Greenline Wealth Management LLCPassive

Some overlap · 7 shared positions

$NBIS $VRT $MRVL $COHR $PLTR $SNDK

$122M

131 positions

#23THAMES CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$NBIS $VRT $COHR $SNDK $ALAB

$1.2B

56 positions

#24Broadleaf Partners, LLCPassive

Some overlap · 4 shared positions

$MRVL $VRT $BE $PLTR

$517M

86 positions

#25MITCHELL CAPITAL MANAGEMENT COPassive

Some overlap · 6 shared positions

$BE $VRT $NBIS $SNDK $GLW $LITE

$657M

117 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.