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 Goldstone Financial Group,

13F Portfolio OverlapQ1 2026Goldstone Financial Group, portfolio →

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Most similar hedge funds by 13F overlap

Goldstone Financial Group, LLC is an institutional investor managing $922M across 228 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 Goldstone Financial Group, are Spectrum Wealth Advisory Group,, Hughes Financial Services,, Ballast Financial Advisors, with shared positions in $SOLV, $XYZ, $WT, $FITB, $FCFS, $AGQ. The full ranking of 25 similar funds is below.

#1Spectrum Wealth Advisory Group, LLCActive

Notable overlap · 7 shared positions

$SOLV $XYZ $WT $FITB $FCFS $AGQ

$269M

58 positions

#2Hughes Financial Services, LLCActive

Notable overlap · 4 shared positions

$SOLV $XYZ $MKL $MS

$651M

1,720 positions

#3Ballast Financial Advisors LLCActive

Notable overlap · 8 shared positions

$SOLV $COP $DOV $KKR $MS $DHR

$98M

68 positions

#4Collaborative Wealth Managment Inc.Passive

Notable overlap · 9 shared positions

$SOLV $WT $FITB $FCFS $KKR $MAR

$218M

162 positions

#5Prism Advisors, Inc.Active

Notable overlap · 4 shared positions

$SOLV $WT $AGQ $MS

$375M

75 positions

#6MBA Advisors LLCPassive

Notable overlap · 5 shared positions

$SOLV $WT $MKL $AGQ $KKR

$260M

146 positions

#7Roof Eidam Maycock Peralta, LLCActive

Notable overlap · 3 shared positions

$SOLV $WT $XYZ

$436M

125 positions

#8RVW Wealth, LLCActive

Notable overlap · 4 shared positions

$SOLV $WT $MS $AMN

$1.3B

176 positions

#9Sanchez Wealth Management GroupActive

Notable overlap · 4 shared positions

$SOLV $WT $AGQ $MS

$462M

53 positions

#10Madrid Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$SOLV $KKR $MS $COP $AMN

$133M

70 positions

#11Strategent Financial, LLCActive

Notable overlap · 4 shared positions

$SOLV $COP $MKL $AMN

$147M

41 positions

#12Quadcap Wealth Management, LLCPassive

Some overlap · 5 shared positions

$SOLV $KKR $MS $BAC $AMN

$879M

398 positions

#13Savant Capital, LLCActive

Some overlap · 5 shared positions

$SOLV $WT $DHR $MKL $AMN

$20.7B

1,500 positions

#14Warren Street Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$SOLV $WT $DOV

$393M

129 positions

#15Vertex Planning Partners, LLCActive

Some overlap · 4 shared positions

$SOLV $WT $DHR $MAR

$515M

135 positions

#16SHEPHERD KAPLAN KROCHUK, LLCActive

Some overlap · 3 shared positions

$SOLV $FITB $AGQ

$119M

61 positions

#17Breakwater Capital GroupPassive

Some overlap · 4 shared positions

$SOLV $WT $MS $AGQ

$747M

373 positions

#18SEAMOUNT FINANCIAL GROUP INCPassive

Some overlap · 3 shared positions

$SOLV $DOV $COP

$222M

135 positions

#19Mach-1 Financial Group, LLCPassive

Some overlap · 5 shared positions

$XYZ $FITB $WT $FCFS $MS

$284M

161 positions

#20Waterway Wealth Management, LLCActive

Some overlap · 3 shared positions

$SOLV $WT $KKR

$452M

90 positions

#21Winter & Associates, Inc.Passive

Some overlap · 3 shared positions

$XYZ $WT $COP

$114M

84 positions

#22MidAtlantic Capital Management, Inc.Passive

Some overlap · 6 shared positions

$WT $KKR $COP $DOV $MS $MKL

$145M

84 positions

#23Catalyst Investment Management LLCPassive

Some overlap · 7 shared positions

$WT $KKR $DOV $MKL $MS $DHR

$90M

65 positions

#24Etesian Wealth Advisors, Inc.Passive

Some overlap · 7 shared positions

$WT $KKR $XYZ $FCFS $DOV $BAC

$313M

138 positions

#25LAWOOD & COPassive

Some overlap · 3 shared positions

$SOLV $MS $COP

$108M

90 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.