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Hedge Funds Similar to REDSTONE WEALTH ,

13F Portfolio OverlapQ1 2026REDSTONE WEALTH , portfolio →
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Most similar hedge funds by 13F overlap

REDSTONE WEALTH MANAGEMENT, LLC is an institutional investor managing $153M across 31 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 REDSTONE WEALTH , are RED LIGHTHOUSE INVESTMENT ,, Strategic Investment Solutions, /IL, FISCHER INVESTMENT STRATEGIES,, with shared positions in $NKE, $MAR, $AMD, $IBIT, $DKS, $OTIS. The full ranking of 25 similar funds is below.

#1RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$NKE$MAR$AMD
$296M
80 positions
#2Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 3 shared positions
$NKE$MAR$AMD
$414M
694 positions
#3FISCHER INVESTMENT STRATEGIES, LLCActive
Some overlap · 3 shared positions
$NKE$MAR$IBIT
$171M
45 positions
#4Intesa Sanpaolo S.p.A.Active
Some overlap · 4 shared positions
$NKE$AMD$DKS$IBIT
$1.7B
219 positions
#5Apeiron RIA LLCPassive
Some overlap · 3 shared positions
$NKE$IBIT$OTIS
$431M
204 positions
#6WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 3 shared positions
$MAR$NKE$OTIS
$1.2B
69 positions
#7Fonville Wealth Management LLCPassive
Some overlap · 3 shared positions
$NKE$IBIT$MAR
$525M
138 positions
#8VANCE WEALTH, LLCActive
Some overlap · 3 shared positions
$NKE$IBIT$AMD
$346M
118 positions
#9Guardian Capital, LLCPassive
Some overlap · 3 shared positions
$MAR$AMD$DKS
$105M
81 positions
#10Concentrum Wealth ManagementActive
Some overlap · 4 shared positions
$MAR$AMD$OTIS$IBIT
$339M
111 positions
#11Shellback Capital, LPPassive
Some overlap · 3 shared positions
$MAR$AMD$DKS
$703M
79 positions
#12VISTA INVESTMENT PARTNERS II, LLCPassive
Slight overlap · 3 shared positions
$MAR$NKE$IBIT
$223M
157 positions
#13AWM CAPITAL, LLCActive
Slight overlap · 3 shared positions
$NKE$AMD$IBIT
$1.1B
113 positions
#14NORTHBRIDGE FINANCIAL GROUP, LLCPassive
Slight overlap · 4 shared positions
$AMD$MAR$OTIS$IBIT
$232M
168 positions
#15Lauer Wealth, LLCActive
Slight overlap · 3 shared positions
$MAR$AMD$IBIT
$126M
67 positions
#16ATX Financial Planning, LLCPassive
Slight overlap · 3 shared positions
$MAR$IBIT$OTIS
$132M
81 positions
#17Focus Partners WealthPassive
Slight overlap · 3 shared positions
$NKE$AMD$MAR
$89.9B
2,644 positions
#18Global Wealth Management, LLCActive
Slight overlap · 3 shared positions
$MAR$IBIT$AMD
$183M
44 positions
#19TITLEIST ASSET MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$MAR$AMD$IBIT
$1.3B
396 positions
#20Sage Capital Management, LLCPassive
Slight overlap · 4 shared positions
$AMD$OTIS$NKE$MAR
$213M
163 positions
#21Palumbo Wealth Management LLCPassive
Slight overlap · 3 shared positions
$AMD$NKE$IBIT
$410M
221 positions
#22CORA CAPITAL ADVISORS LLCActive
Slight overlap · 3 shared positions
$MAR$AMD$IBIT
$302M
134 positions
#23VCI Wealth Management LLCPassive
Slight overlap · 3 shared positions
$MAR$AMD$IBIT
$361M
123 positions
#24IMC-Chicago, LLCPassive
Slight overlap · 3 shared positions
$AMD$NKE$IBIT
$278.4B
5,950 positions
#25Proactive Wealth Strategies LLCPassive
Slight overlap · 3 shared positions
$AMD$OTIS$MAR
$532M
210 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.