13F Pro

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

13F Portfolio OverlapQ2 2026Stronghold Wealth L.L.C. portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Stronghold Wealth Management L.L.C. is an institutional investor managing $75M across 131 U.S. equity positions as of Q2 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 STABLEFORD II, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP, Phraction, with shared positions in $PLD, $ASML, $LIN, $WFC, $BNY, $C. The full ranking of 25 similar funds is below.

#1STABLEFORD CAPITAL II LLCPassive
Some overlap · 7 shared positions
$PLD$ASML$LIN$WFC$BNY$C
$289M
147 positions
#2LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 6 shared positions
$DHR$TMO$ASML$PH$QCOM$PM
$10.3B
565 positions
#3Phraction Management LLCActive
Some overlap · 6 shared positions
$DHR$TMO$ASML$PM$LIN$WFC
$596M
66 positions
#4ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 5 shared positions
$PLD$EQIX$TMO$PM$QCOM
$102M
87 positions
#5Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$PLD$DHR$ASML$PM$PH
$856M
89 positions
#6CHILTON CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$EQIX$PLD$TMO$ASML$LIN
$3.2B
592 positions
#7Omnitrust Wealth Management, Inc
Some overlap · 5 shared positions
$NBIS$BNY$PM$PH$WFC
$77M
64 positions
#8S-Bank Fund Management LtdPassive
Some overlap · 5 shared positions
$PLD$DHR$TMO$PH$WFC
$736M
249 positions
#9Athena Wealth Management, LLCActive
Some overlap · 5 shared positions
$PLD$TMO$ASML$PM$C
$134M
104 positions
#10RICHARDSON FINANCIAL SERVICES INC.Passive
Some overlap · 7 shared positions
$TMO$LIN$C$EQIX$PM$PH
$176M
607 positions
#11Providence Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$PLD$TMO$QCOM$LIN$WFC
$660M
385 positions
#12Knights of Columbus Asset Advisors LLCPassive
Some overlap · 6 shared positions
$BNY$PLD$LIN$WFC$C$EQIX
$2.0B
386 positions
#13FIRST MANHATTAN CO. LLC.Active
Some overlap · 5 shared positions
$DHR$TMO$ASML$PM$LIN
$39.2B
742 positions
#14United Asset Strategies, Inc.Passive
Some overlap · 5 shared positions
$TMO$ASML$PM$PH$C
$1.4B
259 positions
#15Koa Wealth Management, LLCActive
Some overlap · 5 shared positions
$PLD$DHR$TMO$PM$QCOM
$147M
54 positions
#16Myriad Asset Management US LPActive
Some overlap · 5 shared positions
$DHR$TMO$ASML$WFC$C
$72M
52 positions
#17Legacy Bridge, LLCPassive
Some overlap · 4 shared positions
$NBIS$BNY$ASML$PH
$324M
322 positions
#18GRIFFIN ASSET MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$DHR$ASML$QCOM$WFC$C
$949M
245 positions
#19PENSION & WEALTH MANAGEMENT ADVISORS, INC.Passive
Some overlap · 4 shared positions
$BXSL$PM$C$DHR
$371M
544 positions
#20DoubleLine ETF Adviser LPPassive
Some overlap · 4 shared positions
$PLD$EQIX$PM$TMO
$242M
170 positions
#21GENESIS PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$ASML$PM$PLD$WFC$TMO$LIN
$356M
192 positions
#22Manhattan West Asset Management, LLCPassive
Some overlap · 5 shared positions
$ASML$PM$QCOM$LIN$C
$599M
185 positions
#23Douglas Lane & Associates, LLCActive
Some overlap · 4 shared positions
$EQIX$DHR$TMO$QCOM
$7.4B
250 positions
#24Aspire Private Capital, LLCPassive
Some overlap · 5 shared positions
$PM$PH$BNY$LIN$WFC
$484M
175 positions
#25Avanda Investment Management Pte. Ltd.Active
Some overlap · 4 shared positions
$NBIS$TMO$ASML$LIN
$299M
39 positions

Compare Stronghold Wealth L.L.C.’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Stronghold Wealth L.L.C.’s holdings

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.