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 Stonekeep Investments,

13F Portfolio OverlapQ1 2026Stonekeep Investments, portfolio →

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Most similar hedge funds by 13F overlap

Stonekeep Investments, LLC is an institutional investor managing $171,813 across 81 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 Stonekeep Investments, are SYM FINANCIAL, Key FInancial, FFG RETIREMENT ADVISORS, with shared positions in $WT, $SE, $BRZE, $PLTR, $SNOW, $COP. The full ranking of 25 similar funds is below.

#1SYM FINANCIAL CorpActive

Notable overlap · 3 shared positions

$WT $SE $BRZE

$1.0B

415 positions

#2Key FInancial IncPassive

Notable overlap · 3 shared positions

$WT $SE $PLTR

$562M

1,394 positions

#3FFG RETIREMENT ADVISORS LLCPassive

Notable overlap · 3 shared positions

$WT $SE $SNOW

$172M

43 positions

#4WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$WT $SE $COP

$508M

107 positions

#5Leibman Financial Services, Inc.Passive

Notable overlap · 4 shared positions

$WT $SE $CRWD $DIS

$136M

49 positions

#6Halbert, Hargrove/Russell LLCSmart money

Notable overlap · 4 shared positions

$WT $SE $SNOW $BRZE

$2.1B

372 positions

#7FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$WT $COP $BRZE

$264M

25 positions

#8AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 3 shared positions

$WT $SE $DDOG

$206M

97 positions

#9truNorth Financial Services, Inc.Active

Notable overlap · 4 shared positions

$WT $COP $UPST $PLTR

$97M

49 positions

#10Lauer Wealth, LLCActive

Notable overlap · 5 shared positions

$WT $COP $UPST $PLTR $UNH

$126M

67 positions

#11Oxinas Partners Wealth Management LLCPassive

Notable overlap · 3 shared positions

$WT $SE $PLTR

$219M

145 positions

#12Clearwater Capital Advisors, LLCActive

Notable overlap · 6 shared positions

$WT $SE $SNOW $PLTR $COP $DDOG

$1.2B

177 positions

#13BIP Wealth, LLCActive

Notable overlap · 4 shared positions

$WT $BRZE $COP $SE

$2.5B

453 positions

#14MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 5 shared positions

$WT $NEE $DDOG $COP $FDX

$240M

234 positions

#15Team Financial Group, LLCActive

Notable overlap · 5 shared positions

$WT $SNOW $COP $PLTR $UNH

$220M

273 positions

#16Fiduciary Planning LLCActive

Notable overlap · 6 shared positions

$WT $PLTR $SHOP $NET $CRWD $COP

$331M

76 positions

#17Freedom Investment Management, Inc.Active

Notable overlap · 3 shared positions

$WT $BRZE $NEE

$337M

106 positions

#18Wealthcare Capital Partners, LLCActive

Notable overlap · 4 shared positions

$WT $SE $COP $UNH

$213M

153 positions

#19Phillip James Consulting Co.Passive

Notable overlap · 4 shared positions

$WT $SNOW $UNH $DIS

$132M

378 positions

#20Gaddis Premier Wealth Advisors LLCPassive

Notable overlap · 3 shared positions

$WT $COP $PLTR

$136M

85 positions

#21Etesian Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $SNOW $BRZE

$313M

138 positions

#22Glassman Wealth ServicesSmart money

Notable overlap · 4 shared positions

$WT $BRZE $DDOG $SE

$736M

187 positions

#23ESL Trust Services, LLCSmart money

Notable overlap · 3 shared positions

$WT $SNOW $SE

$524M

258 positions

#24Retirement Planning Group, LLCActive

Notable overlap · 3 shared positions

$WT $UPST $SNOW

$3.2B

481 positions

#25Duncan Williams Asset Management, LLCActive

Notable overlap · 4 shared positions

$WT $BRZE $UNH $FDX

$361M

154 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.