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Hedge Funds Similar to Capstone Wealth Group

13F Portfolio OverlapQ1 2026Capstone Wealth Group portfolio →
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Most similar hedge funds by 13F overlap

Capstone Wealth Management Group LLC is an institutional investor managing $163M across 123 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 Capstone Wealth Group are Chicago Wealth ,, Marshall & Sterling Wealth Advisors, Tandem Financial,, with shared positions in $SAN, $USB, $SLV, $REGN, $HUM, $WT. The full ranking of 25 similar funds is below.

#1Chicago Wealth Management, Inc.Passive
Notable overlap · 4 shared positions
$SAN$USB$SLV$REGN
$251M
59 positions
#2Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 6 shared positions
$USB$SAN$HUM$WT$LMT$IBM
$153M
344 positions
#3Tandem Financial, LLCPassive
Notable overlap · 5 shared positions
$USB$SLV$SAN$ALPS$NKE
$314M
98 positions
#4MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Some overlap · 6 shared positions
$USB$SLV$WT$LRCX$ALPS$IBM
$1.3B
143 positions
#5Prospect Financial Services LLCPassive
Some overlap · 5 shared positions
$USB$SLV$HUM$WT$VZ
$164M
104 positions
#6CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$SLV$ALPS$USB$WT$NKE
$309M
132 positions
#7Indie Asset Partners, LLCPassive
Some overlap · 4 shared positions
$SAN$USB$ALPS$HUM
$88M
83 positions
#8MOULTON WEALTH MANAGEMENT, INCActive
Some overlap · 5 shared positions
$USB$SLV$SAN$WT$AGQ
$147M
52 positions
#9O'Domhnaill Enterprises, Inc.Passive
Some overlap · 5 shared positions
$WPM$SLV$LMT$IBM$VZ
$124M
55 positions
#10Williams & Novak, LLCPassive
Some overlap · 4 shared positions
$USB$SLV$LRCX$WT
$134M
143 positions
#11SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money
Some overlap · 3 shared positions
$USB$SLV$HUM
$154M
39 positions
#12KRAEMATON INVESTMENT ADVISORS, INCPassive
Some overlap · 6 shared positions
$USB$ALPS$WT$AGQ$VZ$REGN
$123M
99 positions
#13IronBridge Private Wealth, LLCActive
Some overlap · 3 shared positions
$USB$SLV$ALPS
$310M
45 positions
#14RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 3 shared positions
$USB$SLV$ALPS
$116M
116 positions
#15OxenFree Capital LLCActive
Some overlap · 4 shared positions
$USB$SLV$WT$REGN
$206M
56 positions
#16Anson Capital, Inc.Passive
Some overlap · 7 shared positions
$USB$HUM$WT$AGQ$SAN$REGN
$146M
90 positions
#17RoundAngle Advisors LLCPassive
Some overlap · 6 shared positions
$SLV$USB$WT$AGQ$IBM$VZ
$134M
60 positions
#18Miller Capital Partners, Inc.Passive
Some overlap · 3 shared positions
$USB$LRCX$HUM
$208M
262 positions
#19FINANCIAL MANAGEMENT NETWORK INCPassive
Some overlap · 5 shared positions
$USB$ALPS$HUM$REGN$WT
$653M
191 positions
#20Fortis Advisors, LLCPassive
Some overlap · 6 shared positions
$USB$HUM$ALPS$AGQ$GLW$REGN
$200M
119 positions
#21WealthCare Investment Partners, LLCPassive
Some overlap · 5 shared positions
$SAN$SLV$WT$HUM$VZ
$360M
191 positions
#22Interactive Financial AdvisorsActive
Some overlap · 5 shared positions
$SAN$HUM$USB$WT$SLV
$153M
78 positions
#23FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 4 shared positions
$USB$HUM$WT$LMT
$354M
66 positions
#24Tandem Investment Partners LLCPassive
Some overlap · 6 shared positions
$USB$HUM$WT$IBM$VZ$REGN
$118M
73 positions
#25ATLas Financial Planning LLCActive
Some overlap · 4 shared positions
$USB$SAN$WT$NKE
$112M
69 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.