13F Pro

Hedge Funds Similar to Strathmore Advisors,

13F Portfolio OverlapQ1 2026Strathmore Advisors, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Strathmore Capital Advisors, Inc. is an institutional investor managing $354M across 138 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 Strathmore Advisors, are Timonier Family Office, LTD., PROFESSIONAL FINANCIAL SOLUTIONS /ADV, Sterling Financial Planning,, with shared positions in $IAU, $DDOG, $NKE, $LOW, $PLTR, $UNIT. The full ranking of 25 similar funds is below.

#1Timonier Family Office, LTD.
Notable overlap · 4 shared positions
$IAU$DDOG$NKE$LOW
$315M
56 positions
#2PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADVActive
Notable overlap · 4 shared positions
$IAU$NKE$LOW$PLTR
$112M
38 positions
#3Sterling Financial Planning, Inc.Active
Notable overlap · 4 shared positions
$IAU$NKE$DDOG$UNIT
$337M
117 positions
#4CURIO WEALTH, LLCActive
Notable overlap · 4 shared positions
$IAU$PLTR$NKE$UNIT
$293M
1,255 positions
#5Root Financial Partners, LLCActive
Notable overlap · 5 shared positions
$IAU$NKE$BRZE$PLTR$LRCX
$2.2B
3,466 positions
#6Rather & Kittrell, Inc.Active
Notable overlap · 3 shared positions
$IAU$NKE$LOW
$648M
113 positions
#7Altiora Financial Group, LLCActive
Notable overlap · 5 shared positions
$IAU$DDOG$NKE$BRZE$UNIT
$607M
110 positions
#8Pillar Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$IAU$NKE$UNIT$BRZE
$171M
106 positions
#9ACCREDITED INVESTOR SERVICES, LLCSmart money
Notable overlap · 3 shared positions
$IAU$DDOG$UNIT
$156M
77 positions
#10GRAND WEALTH MANAGEMENT, LLCSmart money
Notable overlap · 3 shared positions
$IAU$DDOG$UNIT
$212M
87 positions
#11Vannoy Advisory Group, Inc.Smart money
Notable overlap · 3 shared positions
$IAU$DDOG$UNIT
$158M
28 positions
#12ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$IAU$NKE$UNIT
$167M
35 positions
#13Yeomans Consulting Group, Inc.
Notable overlap · 3 shared positions
$IAU$DDOG$LRCX
$341M
113 positions
#14ANDERSON HOAGLAND & COPassive
Notable overlap · 3 shared positions
$IAU$DDOG$CMI
$1.2B
136 positions
#15Pacific Asset Management, LLCActive
Notable overlap · 3 shared positions
$IAU$NKE$BRZE
$179M
70 positions
#16Arlington Capital Management, Inc.Passive
Notable overlap · 3 shared positions
$IAU$LRCX$PLTR
$177M
111 positions
#17Moisand Fitzgerald Tamayo, LLCActive
Notable overlap · 4 shared positions
$IAU$NKE$LRCX$UNIT
$931M
518 positions
#18Burk Holdings LLCPassive
Notable overlap · 3 shared positions
$IAU$NKE$DDOG
$233M
676 positions
#19Elwood & Goetz Wealth Advisory Group, LLCActive
Notable overlap · 3 shared positions
$IAU$BRZE$LOW
$589M
138 positions
#20Plum Street Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$DDOG$UNIT
$289M
98 positions
#21RAM Investment Partners, LLCActive
Notable overlap · 4 shared positions
$IAU$LRCX$NKE$BRZE
$569M
121 positions
#22Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 4 shared positions
$IAU$BRZE$DDOG$BKNG
$578M
118 positions
#23Argos Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$IAU$DDOG$PLTR$BKNG
$348M
202 positions
#24FMB WEALTH MANAGEMENTActive
Notable overlap · 3 shared positions
$IAU$NKE$LRCX
$242M
73 positions
#25Exit Wealth Advisors, LLC.Active
Notable overlap · 4 shared positions
$IAU$LRCX$MO$BRZE
$195M
131 positions

Compare Strathmore Advisors,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Strathmore Advisors,’s holdings

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.