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Hedge Funds Similar to Stronghold Wealth L.L.C.

13F Portfolio OverlapQ1 2026Stronghold Wealth L.L.C. portfolio →
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Most similar hedge funds by 13F overlap

Stronghold Wealth Management L.L.C. is an institutional investor managing $66M across 119 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 Stronghold Wealth L.L.C. are Hilton ,, S-Bank Fund Ltd, ISLAY ,, with shared positions in $SNOW, $PLD, $COP, $WFC, $BAC, $EQIX. The full ranking of 25 similar funds is below.

#1Hilton Capital Management, LLCActive
Some overlap · 5 shared positions
$SNOW$PLD$COP$WFC$BAC
$1.3B
129 positions
#2S-Bank Fund Management LtdActive
Some overlap · 7 shared positions
$PLD$EQIX$TMO$DHR$PH$WFC
$671M
178 positions
#3ISLAY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$SNOW$PLD$COP$WFC
$197M
204 positions
#4Verde Capital ManagementActive
Some overlap · 3 shared positions
$SNOW$PLD$EQIX
$468M
69 positions
#5VanderPol Investments L.L.C.
Some overlap · 4 shared positions
$SNOW$TMO$WFC$BAC
$58M
58 positions
#6American Money Management, LLCActive
Some overlap · 4 shared positions
$SNOW$PM$COP$WFC
$632M
168 positions
#7Perissos Private Wealth Management, LLCPassive
Some overlap · 4 shared positions
$BXSL$DHR$SNOW$TMO
$115M
71 positions
#8North Forty Two & Co.Passive
Some overlap · 4 shared positions
$SNOW$COP$WFC$BAC
$108M
97 positions
#9HANOVER ADVISORS INCActive
Some overlap · 3 shared positions
$SNOW$EPAM$BAC
$246M
118 positions
#10Finley Financial, LLCActive
Some overlap · 3 shared positions
$SNOW$EPAM$DHR
$214M
107 positions
#11Prairiewood Capital, LLCActive
Some overlap · 4 shared positions
$SNOW$WPC$BAC$WFC
$346M
77 positions
#12Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$SNOW$__PARK_1390777$TMO
$353M
78 positions
#13Lionshead Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SNOW$__PARK_1390777$TMO
$136M
108 positions
#14Vertrix Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SNOW$__PARK_1390777$TMO
$272M
95 positions
#15Pflug Koory, LLCPassive
Some overlap · 4 shared positions
$SNOW$TMO$PH$WFC
$218M
419 positions
#16Badgley Phelps Wealth Managers, LLCPassive
Some overlap · 4 shared positions
$SNOW$PH$PLD$BAC
$5.0B
328 positions
#17Geneos Wealth Management Inc.Passive
Some overlap · 4 shared positions
$SNOW$EPAM$DHR$WPC
$4.3B
2,465 positions
#18NOVEM GROUPPassive
Some overlap · 3 shared positions
$SNOW$PLD$COP
$873M
437 positions
#19CLEAR INVESTMENT RESEARCH, LLCPassive
Some overlap · 4 shared positions
$SNOW$BAC$DHR$WFC
$64M
241 positions
#20Harrington Investments, INCPassive
Some overlap · 3 shared positions
$SNOW$PLD$TMO
$190M
84 positions
#21Knights of Columbus Asset Advisors LLCPassive
Some overlap · 6 shared positions
$PLD$__PARK_1390777$EQIX$COP$WFC$BAC
$1.8B
397 positions
#22Northeast Financial Group, Inc.Active
Some overlap · 3 shared positions
$SNOW$TMO$COP
$404M
90 positions
#23Legacy Bridge, LLCPassive
Some overlap · 5 shared positions
$SNOW$__PARK_1390777$DHR$NBIS$PH
$262M
320 positions
#24Pacific Park Financial, Inc.Active
Some overlap · 3 shared positions
$SNOW$DHR$COP
$153M
73 positions
#25Windward Private Wealth Management Inc.Smart money
Some overlap · 3 shared positions
$SNOW$DHR$COP
$289M
44 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.