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 Stenger Family Office,

13F Portfolio OverlapQ1 2026Stenger Family Office, portfolio →

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Most similar hedge funds by 13F overlap

Stenger Family Office, LLC is an institutional investor managing $629M across 132 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 Stenger Family Office, are Willow Financial, Legacy Financial Advisors,, Quattro Advisors, with shared positions in $WT, $GRWG, $AXP, $MS, $GE, $MCD. The full ranking of 25 similar funds is below.

#1Willow Financial LLCActive

Substantial overlap · 3 shared positions

$WT $GRWG $AXP

$99M

37 positions

#2Legacy Financial Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $MS $GE

$715M

404 positions

#3Quattro Advisors LLCActive

Notable overlap · 3 shared positions

$WT $MCD $PANW

$115M

51 positions

#4Reyes Financial Architecture, Inc.Passive

Notable overlap · 3 shared positions

$WT $MCD $AXP

$122M

348 positions

#5Leibman Financial Services, Inc.Passive

Notable overlap · 4 shared positions

$WT $CRWD $PLD $URI

$136M

49 positions

#6Nvest Wealth Strategies, Inc.Active

Notable overlap · 4 shared positions

$WT $MCD $MS $GE

$143M

395 positions

#7Hamilton Capital, LLCSmart money

Notable overlap · 3 shared positions

$WT $MS $MCD

$1.9B

152 positions

#8Goldenstone Wealth Management LLCActive

Notable overlap · 3 shared positions

$WT $MS $CRWD

$137M

89 positions

#9Alpine Bank Wealth ManagementActive

Notable overlap · 3 shared positions

$WT $MCD $AXP

$688M

161 positions

#10SYKON CAPITAL LLCActive

Notable overlap · 3 shared positions

$WT $CRWD $MCD

$300M

88 positions

#11Granite Bay Wealth Management, LLCActive

Notable overlap · 5 shared positions

$WT $CRWD $PANW $VRTX $GE

$470M

94 positions

#12Prism Advisors, Inc.Active

Notable overlap · 3 shared positions

$WT $MS $MCD

$375M

75 positions

#13Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 3 shared positions

$WT $MCD $MS

$365M

111 positions

#14Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 3 shared positions

$WT $AXP $CRWD

$153M

344 positions

#15BlackDiamond Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$WT $GRWG $MCD

$208M

203 positions

#16Powers Advisory Group, LLCActive

Notable overlap · 3 shared positions

$WT $MS $MCD

$284M

125 positions

#17FLAGSHIP WEALTH ADVISORS, LLCPassive

Notable overlap · 3 shared positions

$WT $MS $CRWD

$233M

350 positions

#18Horizon Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$WT $MS $GE $AXP $MCD

$682M

137 positions

#19TigerOak Management, L.L.C.Active

Notable overlap · 4 shared positions

$WT $MCD $URI $MS

$317M

126 positions

#20HC Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $GE $AXP

$149M

60 positions

#21Warner Group LLCPassive

Notable overlap · 4 shared positions

$WT $GE $CRWD $AXP

$153M

78 positions

#22Stonebridge Financial Group, LLCPassive

Notable overlap · 3 shared positions

$WT $MS $MCD

$1.2B

262 positions

#23Stratos Investment Management, LLCPassive

Notable overlap · 3 shared positions

$WT $MS $AXP

$2.5B

371 positions

#24First Financial Group CorpActive

Notable overlap · 3 shared positions

$WT $GE $CRWD

$122M

80 positions

#25MOLLER WEALTH PARTNERSActive

Notable overlap · 3 shared positions

$WT $GE $MCD

$507M

67 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.