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 Stonebrook Private

13F Portfolio OverlapQ2 2026Stonebrook Private portfolio →

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Most similar hedge funds by 13F overlap

Stonebrook Private Inc. is an institutional investor managing $548M across 271 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 Stonebrook Private are LightSquare Wealth, GLOBALT Investments / GA, Cassaday & Wealth, with shared positions in $STT, $MPC, $ETN, $ADI, $CB, $JCI. The full ranking of 25 similar funds is below.

#1LightSquare Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$STT $MPC $ETN $ADI $CB $JCI

$145M

104 positions

#2GLOBALT Investments LLC / GAActive

Notable overlap · 3 shared positions

$STT $ADI $ETN

$3.0B

213 positions

#3Cassaday & Co Wealth Management LLCActive

Notable overlap · 3 shared positions

$STT $MCD $ETN

$5.3B

1,313 positions

#4IAG Wealth Partners, LLCActive

Some overlap · 3 shared positions

$STT $JCI $MCD

$1.0B

508 positions

#5MATAURO, LLCActive

Some overlap · 3 shared positions

$STT $BTC $ETH

$756M

158 positions

#6Clear Trail Advisors, LLCPassive

Some overlap · 8 shared positions

$MPC $ADI $ETN $AXP $MCD $MSI

$655M

161 positions

#7Marshall & Sterling Wealth Advisors Inc.Passive

Some overlap · 3 shared positions

$STT $ETN $AXP

$169M

339 positions

#8Arch Global Advisors, LLCActive

Some overlap · 3 shared positions

$STT $AXP $ADI

$226M

59 positions

#9CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 4 shared positions

$STT $ADI $ETN $MSI

$1.3B

99 positions

#10Phoenix Wealth AdvisorsActive

Some overlap · 8 shared positions

$MPC $ADI $ETN $AXP $MSI $CB

$297M

129 positions

#11Cushing Capital Partners, LLCPassive

Some overlap · 5 shared positions

$ITW $BTC $MCD $ADI $CB

$145M

99 positions

#12Stegner Investment Associates Inc.Smart money

Some overlap · 3 shared positions

$STT $MCD $AXP

$210M

31 positions

#13Paladin Advisory Group, LLCPassive

Some overlap · 4 shared positions

$STT $CB $ETN $ITW

$151M

243 positions

#14SAXON INTERESTS, INC.Passive

Some overlap · 8 shared positions

$ADI $ETN $MPC $MSI $CB $JCI

$362M

238 positions

#15Horizons Wealth Management

Some overlap · 3 shared positions

$STT $CB $ETN

$152M

170 positions

#16Tulsa Wealth Advisors, INCActive

Some overlap · 7 shared positions

$MPC $ADI $ETN $MSI $CB $JCI

$710M

166 positions

#17Comprehensive Financial Consultants Institutional, Inc.Passive

Some overlap · 7 shared positions

$MPC $ADI $ETN $MSI $CB $JCI

$378M

205 positions

#18HARRELL INVESTMENT PARTNERS, LLCPassive

Some overlap · 7 shared positions

$MPC $ADI $ETN $MSI $CB $JCI

$461M

144 positions

#19TMB Capital Partners, LLCPassive

Some overlap · 7 shared positions

$MPC $ADI $ETN $MSI $CB $JCI

$321M

177 positions

#20Keyes, Stange & Wooten Wealth Management, LLCActive

Some overlap · 7 shared positions

$MPC $ADI $ETN $MSI $CB $JCI

$251M

74 positions

#21CALIBER WEALTH MANAGEMENT, LLC / KSActive

Some overlap · 7 shared positions

$MPC $ADI $ETN $MSI $CB $JCI

$1.0B

300 positions

#22Parcion Private Wealth LLCPassive

Some overlap · 3 shared positions

$STT $ETN $CMI

$1.8B

529 positions

#23Winthrop Partners - WNY, LLCPassive

Some overlap · 7 shared positions

$MPC $ADI $ETN $MSI $CB $JCI

$202M

87 positions

#24Wealth Intelligence, LLCActive

Some overlap · 7 shared positions

$MPC $ETN $ADI $MSI $CB $JCI

$215M

59 positions

#25Cordatus Wealth Management LLCPassive

Some overlap · 4 shared positions

$STT $MCD $ADI $ITW

$455M

168 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.