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 Stillwater Wealth Group

13F Portfolio OverlapQ1 2026Stillwater Wealth Group portfolio →

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Most similar hedge funds by 13F overlap

Stillwater Wealth Management Group is an institutional investor managing $162M across 77 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 Stillwater Wealth Group are Stokes Advisors,, Greystone Financial Group,, Vertrix Wealth ,, with shared positions in $TJX, $MCD, $LMT, $SYK, $KO, $MS. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive

Notable overlap · 9 shared positions

$TJX $MCD $LMT $SYK $KO $MS

$446M

104 positions

#2Greystone Financial Group, LLCPassive

Notable overlap · 7 shared positions

$WM $TJX $MS $LMT $MCD $AMGN

$353M

78 positions

#3Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$MS $LMT $AMGN $TJX $WM $MCD

$272M

95 positions

#4Focused Investors LLCActive

Notable overlap · 5 shared positions

$MS $TJX $MCD $LMT $NOC

$3.1B

22 positions

#5Buck Wealth Strategies, LLCActive

Notable overlap · 6 shared positions

$MS $WM $LMT $AMGN $KO $VZ

$810M

166 positions

#6Core Alternative CapitalPassive

Notable overlap · 8 shared positions

$TJX $WM $LMT $CB $MS $MCD

$339M

205 positions

#7Atwater Malick LLCActive

Notable overlap · 4 shared positions

$MS $WM $MCD $KO

$370M

100 positions

#8LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$WM $MCD $KO $CB $VZ $NEE

$970M

154 positions

#9Signet Investment Advisory Group, Inc.Passive

Notable overlap · 7 shared positions

$WM $MCD $KO $LMT $AMGN $NEE

$218M

69 positions

#10HAMEL ASSOCIATES, INC.Passive

Notable overlap · 6 shared positions

$MCD $LMT $AMGN $KO $CB $VZ

$351M

81 positions

#11SMITH CHAS P & ASSOCIATES PA CPASActive

Notable overlap · 7 shared positions

$MCD $LMT $AMGN $CB $MS $AGQ

$1.8B

176 positions

#12Flavin Financial Services, Inc.Passive

Notable overlap · 7 shared positions

$MS $LMT $MCD $AMGN $VZ $NEE

$149M

72 positions

#13Stack Financial Management, IncActive

Notable overlap · 6 shared positions

$WM $LMT $SYK $KO $AGQ $NEE

$1.4B

52 positions

#14RBO & CO LLCActive

Notable overlap · 5 shared positions

$MCD $WM $LMT $KO $MO

$620M

57 positions

#15Capital Wealth Planning, LLCActive

Notable overlap · 5 shared positions

$TJX $MCD $AMGN $KO $VZ

$18.1B

151 positions

#16BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 7 shared positions

$AMGN $LMT $CB $MCD $KO $MO

$480M

133 positions

#17Capital Investment Advisors, LLCActive

Notable overlap · 6 shared positions

$MS $LMT $AGQ $MO $KO $VZ

$6.2B

693 positions

#18Osprey Private Wealth LLCActive

Notable overlap · 6 shared positions

$TJX $REGN $MCD $SYK $VZ $NEE

$345M

77 positions

#19Powers Advisory Group, LLCActive

Notable overlap · 7 shared positions

$MS $LMT $MCD $WM $REGN $KO

$284M

125 positions

#20Hudson Canyon Capital ManagementPassive

Notable overlap · 6 shared positions

$TJX $MS $AMGN $KO $REGN $WM

$163M

52 positions

#21Oak Asset Management, LLCActive

Notable overlap · 6 shared positions

$MS $MCD $SYK $AMGN $WM $VZ

$290M

108 positions

#22Rydar Equities, Inc.Passive

Notable overlap · 5 shared positions

$MS $WM $LMT $KO $MCD

$129M

92 positions

#23Atlas Wealth LLCPassive

Notable overlap · 6 shared positions

$MS $LMT $WM $MCD $AMGN $NEE

$334M

115 positions

#24Directional Asset ManagementPassive

Notable overlap · 5 shared positions

$MS $AMGN $WM $VZ $KO

$109M

90 positions

#25Prota Financial, LLCActive

Notable overlap · 6 shared positions

$MS $REGN $ALPS $KO $TJX $LMT

$138M

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.