13F Pro

Hedge Funds Similar to Stanich Group

13F Portfolio OverlapQ1 2026Stanich Group portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Stanich Group LLC is an institutional investor managing $159M across 52 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 Stanich Group are IMPACTfolio,, Forefront Analytics,, Torren ,, with shared positions in $NOW, $MUFG, $HUM, $MAR, $WT, $MU. The full ranking of 25 similar funds is below.

#1IMPACTfolio, LLCSmart money
Highly similar · 4 shared positions
$NOW$MUFG$HUM$MAR
$235M
35 positions
#2Forefront Analytics, LLCSmart money
Highly similar · 3 shared positions
$NOW$MUFG$WT
$110M
39 positions
#3Torren Management, LLCActive
Notable overlap · 4 shared positions
$NOW$MUFG$WT$MU
$201M
983 positions
#4LFA - Lugano Financial Advisors SAActive
Notable overlap · 3 shared positions
$NOW$MUFG$MAR
$197M
223 positions
#5Shira Ridge Wealth ManagementActive
Notable overlap · 3 shared positions
$NOW$HUM$MAR
$253M
79 positions
#6Bond & Devick Financial Network, Inc.Passive
Notable overlap · 3 shared positions
$NOW$GMM$MUFG
$358M
188 positions
#7Laurel Wealth Planning LLCActive
Notable overlap · 3 shared positions
$NOW$MUFG$WT
$190M
59 positions
#8SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money
Notable overlap · 4 shared positions
$NOW$SLV$MUFG$HUM
$154M
39 positions
#9Xena Financial Planning, LLCActive
Notable overlap · 3 shared positions
$NOW$GMM$MUFG
$89M
33 positions
#10Balanced Rock Investment Advisors LLCPassive
Notable overlap · 3 shared positions
$NOW$MUFG$MS
$143M
96 positions
#11TRUE BLUE FINANCIAL, LLCActive
Notable overlap · 3 shared positions
$NOW$MUFG$GMM
$127M
52 positions
#12High Note Wealth, LLCPassive
Notable overlap · 3 shared positions
$NOW$MUFG$WT
$509M
938 positions
#13Williams & Novak, LLCPassive
Some overlap · 6 shared positions
$SLV$NOW$MS$MU$MUFG$WT
$134M
143 positions
#14Roof Eidam Maycock Peralta, LLCActive
Some overlap · 3 shared positions
$NOW$HUM$WT
$436M
125 positions
#15Sincerus Advisory, LLCActive
Some overlap · 3 shared positions
$NOW$HUM$WT
$132M
76 positions
#16DDFG, IncActive
Some overlap · 4 shared positions
$HUM$SLV$MS$NOW
$464M
86 positions
#17Acorn Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$HUM$SLV$MDY$MS
$343M
264 positions
#18Decker Retirement Planning Inc.Passive
Some overlap · 5 shared positions
$NOW$HUM$MS$MU$MUFG
$221M
284 positions
#19Wingate Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$HUM$NOW$WT$MAR
$187M
121 positions
#20rebel Financial LLCPassive
Some overlap · 4 shared positions
$MUFG$NOW$WT$SLV
$231M
65 positions
#21ISLAY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$NOW$MS$WT
$197M
204 positions
#22HILLTOP WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$NOW$MUFG$GMM
$167M
53 positions
#23ECLECTIC ASSOCIATES INC /ADVActive
Some overlap · 3 shared positions
$HUM$SLV$WT
$753M
159 positions
#24SMITH, MOORE & CO.Passive
Some overlap · 6 shared positions
$HUM$MDY$SLV$MS$WT$MAR
$1.4B
558 positions
#25FLAGSTAR ADVISORS INC.Passive
Some overlap · 5 shared positions
$HUM$MDY$MS$WT$SLV
$276M
174 positions

Compare Stanich Group’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 Stanich Group’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.