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Hedge Funds Similar to StoryOne

13F Portfolio OverlapQ1 2026StoryOne portfolio →
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Most similar hedge funds by 13F overlap

StoryOne LLC is an institutional investor managing $177M across 73 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 StoryOne are FOCUS Wealth Advisors,, Mine & Arao Wealth Creation & ,, Worth Asset ,, with shared positions in $DIA, $GEV, $GE, $WFC, $LRCX, $MU. The full ranking of 25 similar funds is below.

#1FOCUS Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$DIA$GEV$GE$WFC
$205M
59 positions
#2Mine & Arao Wealth Creation & Management, LLC.Active
Notable overlap · 3 shared positions
$DIA$WFC$LRCX
$238M
75 positions
#3Worth Asset Management, LLCPassive
Some overlap · 4 shared positions
$DIA$GEV$MU$LRCX
$268M
182 positions
#4WASHBURN CAPITAL MANAGEMENT, INC.Smart money
Some overlap · 3 shared positions
$DIA$GEV$GE
$172M
56 positions
#5Chung Wu Investment Group, LLCPassive
Some overlap · 4 shared positions
$DIA$GEV$GE$MU
$116M
259 positions
#6MIRAE ASSET SECURITIES (USA) INC.Active
Some overlap · 4 shared positions
$DIA$AMD$GE$MU
$2.7B
153 positions
#7Fourth Dimension Wealth, LLCPassive
Some overlap · 3 shared positions
$DIA$AMD$MU
$264M
596 positions
#8Optiver Holding B.V.Active
Some overlap · 3 shared positions
$DIA$AMD$MU
$289.5B
2,301 positions
#9Bay Rivers GroupPassive
Some overlap · 3 shared positions
$DIA$AMD$LRCX
$240M
109 positions
#10MLP3, LLCPassive
Some overlap · 3 shared positions
$DIA$GEV$GE
$91M
86 positions
#11Eagle Wealth Advisors LLCPassive
Some overlap · 6 shared positions
$AMD$DIA$GEV$GE$MU$LRCX
$108M
98 positions
#12Kaizen Financial StrategiesPassive
Slight overlap · 5 shared positions
$DIA$AMD$GEV$GE$LRCX
$236M
174 positions
#13Murphy & Mullick Capital Management CorpPassive
Slight overlap · 6 shared positions
$AMD$DIA$GEV$GE$MU$LRCX
$135M
726 positions
#14SIG BROKERAGE, LPPassive
Slight overlap · 5 shared positions
$AMD$DIA$NEE$MU$LRCX
$3.8B
769 positions
#15Bannerstone Capital Management, LLCPassive
Slight overlap · 4 shared positions
$DIA$AMD$GE$LRCX
$108M
97 positions
#16NISSAY ASSET MANAGEMENT CORP /JAPANActive
Slight overlap · 6 shared positions
$DIA$AMD$GEV$GE$MU$LRCX
$18.9B
666 positions
#17SteelPeak Wealth, LLCPassive
Slight overlap · 4 shared positions
$AMD$DIA$MU$LRCX
$3.3B
575 positions
#18Elite Life Management LLCActive
Slight overlap · 6 shared positions
$AMD$DIA$GEV$NEE$GE$MU
$80M
57 positions
#19Aspen Capital Management, LLCSmart money
Slight overlap · 3 shared positions
$DIA$MU$LRCX
$404M
77 positions
#20Purus Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$AMD$DIA$GEV$GE
$314M
157 positions
#21Andrew Hill Investment Advisors, Inc.Passive
Slight overlap · 5 shared positions
$AMD$RIVN$GEV$NEE$GE
$112M
54 positions
#22Kozak & Associates, Inc.Active
Slight overlap · 4 shared positions
$DIA$GEV$GE$NEE
$576M
451 positions
#23L & S Advisors IncPassive
Slight overlap · 3 shared positions
$DIA$GEV$LRCX
$795M
233 positions
#24WD RUTHERFORD LLCPassive
Slight overlap · 5 shared positions
$AMD$GEV$NEE$GE$LRCX
$225M
71 positions
#25Elevated Private Wealth, LLC
Slight overlap · 4 shared positions
$AMD$RIVN$NEE$LRCX
$97M
94 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.