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Hedge Funds Similar to STONEHAVEN WEALTH & TAX SOLUTIONS,

13F Portfolio OverlapQ1 2026STONEHAVEN WEALTH & TAX SOLUTIONS, portfolio →
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Most similar hedge funds by 13F overlap

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC is an institutional investor managing $113M across 82 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 STONEHAVEN WEALTH & TAX SOLUTIONS, are Collaborative Wealth Managment, Cobblestone Asset, My Portfolio Guide,, with shared positions in $FCFS, $SOLV, $GMM, $EPAM, $SE, $BMY. The full ranking of 25 similar funds is below.

#1Collaborative Wealth Managment Inc.Passive
Notable overlap · 4 shared positions
$FCFS$SOLV$GMM$EPAM
$218M
162 positions
#2Cobblestone Asset Management LLCPassive
Notable overlap · 5 shared positions
$GMM$SOLV$SE$BMY$MO
$222M
73 positions
#3My Portfolio Guide, LLCActive
Notable overlap · 4 shared positions
$GMM$FCFS$MO$ANET
$181M
166 positions
#4BlueStem Wealth Partners, LLCActive
Notable overlap · 3 shared positions
$GMM$SE$LEN
$900M
124 positions
#5West Wealth Group, LLCActive
Notable overlap · 4 shared positions
$GMM$SOLV$SE$LRCX
$506M
130 positions
#6WealthTrak Capital Management LLCPassive
Some overlap · 3 shared positions
$GMM$LEN$SE
$140M
80 positions
#7Midwest Capital Advisors, LLCActive
Some overlap · 3 shared positions
$GMM$SE$LRCX
$214M
199 positions
#8Navalign, LLCPassive
Some overlap · 3 shared positions
$FCFS$SOLV$KO
$396M
127 positions
#9Wagner Wealth Management, CorpPassive
Some overlap · 4 shared positions
$FCFS$LEN$KO$CAH
$111M
103 positions
#10Archer Investment Management, LLCPassive
Some overlap · 4 shared positions
$GMM$SE$SOLV$LEN
$238M
108 positions
#11Palatine Hill Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$GMM$LEN$ANET
$115M
48 positions
#12ONE Advisory Partners, LLCActive
Some overlap · 4 shared positions
$GMM$SE$VLTO$AMAT
$324M
72 positions
#13Prasad Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$FCFS$LEN$NU$SHOP$LRCX
$367M
146 positions
#14Hobart Private Capital, LLCPassive
Some overlap · 4 shared positions
$GMM$VLTO$SHOP$LRCX
$509M
132 positions
#15RiverTree Advisors, LLCPassive
Some overlap · 3 shared positions
$FCFS$LEN$SHOP
$158M
60 positions
#16LOCKERMAN FINANCIAL GROUP, INC.Passive
Some overlap · 3 shared positions
$GMM$SOLV$SE
$56M
87 positions
#17McNamara Financial Services, Inc.Smart money
Some overlap · 4 shared positions
$GMM$CRM$NU$LRCX
$528M
99 positions
#18MA Private WealthActive
Some overlap · 3 shared positions
$GMM$VLTO$SE
$591M
86 positions
#19KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$GMM$SOLV$CRM
$743M
262 positions
#20Luken Investment Analytics, LLCPassive
Some overlap · 3 shared positions
$GMM$KO$SOLV
$261M
160 positions
#21Darwin Wealth Management, LLCPassive
Some overlap · 3 shared positions
$FCFS$LRCX$KO
$321M
604 positions
#22ST GERMAIN D J CO INCPassive
Some overlap · 5 shared positions
$SOLV$GMM$VLTO$SE$CRM
$2.5B
901 positions
#23Gibbs Wealth ManagementPassive
Some overlap · 6 shared positions
$SE$GMM$SOLV$SHOP$CRM$AMAT
$762M
433 positions
#24Westfuller Advisors, LLCPassive
Some overlap · 5 shared positions
$SE$VLTO$LRCX$SOLV$NU
$232M
756 positions
#25Brio Consultants, LLCActive
Some overlap · 3 shared positions
$GMM$NU$LRCX
$818M
152 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.