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Hedge Funds Similar to STOLZ & ASSOCIATES, PS

13F Portfolio OverlapQ1 2026STOLZ & ASSOCIATES, PS portfolio →
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Most similar hedge funds by 13F overlap

STOLZ & ASSOCIATES, PS is an institutional investor managing $143M across 30 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 STOLZ & ASSOCIATES, PS are Trailhead Planners, MB Generational Wealth,, SATOVSKY ASSET, with shared positions in $AMN, $NEE, $IAU, $SE, $USB. The full ranking of 25 similar funds is below.

#1Trailhead Planners LLCActive
Highly similar · 3 shared positions
$AMN$NEE$IAU
$104M
49 positions
#2MB Generational Wealth, LLCActive
Substantial overlap · 3 shared positions
$AMN$NEE$SE
$181M
66 positions
#3SATOVSKY ASSET MANAGEMENT LLCSmart money
Substantial overlap · 3 shared positions
$AMN$NEE$IAU
$566M
73 positions
#4Envision Financial Planning, LLCActive
Substantial overlap · 3 shared positions
$NEE$SE$IAU
$276M
51 positions
#5CLARIS ADVISORS, LLC / MO /Active
Substantial overlap · 3 shared positions
$AMN$NEE$SE
$334M
70 positions
#6Dodds Wealth, LLCSmart money
Substantial overlap · 3 shared positions
$USB$SE$IAU
$407M
51 positions
#7Fort Vancouver Investment Management, LLCActive
Substantial overlap · 3 shared positions
$AMN$SE$IAU
$197M
59 positions
#8Petersen Hastings Wealth Advisors Inc.Smart money
Substantial overlap · 5 shared positions
$AMN$NEE$SE$USB$IAU
$1.1B
81 positions
#9Mason Investment Advisory Services, Inc.Smart money
Substantial overlap · 3 shared positions
$AMN$SE$USB
$2.2B
79 positions
#10Oceanside Advisors LLCActive
Substantial overlap · 3 shared positions
$NEE$AMN$IAU
$175M
53 positions
#11Moisand Fitzgerald Tamayo, LLCActive
Substantial overlap · 3 shared positions
$AMN$IAU$SE
$931M
518 positions
#12DiNuzzo Private Wealth, Inc.Active
Substantial overlap · 3 shared positions
$NEE$IAU$USB
$928M
1,345 positions
#13Ballast Financial Advisors LLCActive
Substantial overlap · 3 shared positions
$AMN$USB$IAU
$98M
68 positions
#14Financial Futures Ltd Liability Co.Active
Substantial overlap · 3 shared positions
$USB$AMN$IAU
$228M
72 positions
#15Foundation Wealth Management, LLC\PAActive
Notable overlap · 5 shared positions
$USB$NEE$SE$AMN$IAU
$284M
91 positions
#16ACCREDITED INVESTOR SERVICES, LLCSmart money
Notable overlap · 3 shared positions
$AMN$IAU$SE
$156M
77 positions
#17BRIDGE GENERATIONS WEALTH MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$USB$NEE$SE
$174M
32 positions
#18Insight Wealth Partners, LLCSmart money
Notable overlap · 3 shared positions
$USB$AMN$IAU
$713M
120 positions
#19BetterWealth, LLCSmart money
Notable overlap · 3 shared positions
$AMN$NEE$USB
$510M
85 positions
#20Beaird Harris Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$IAU$USB
$1.5B
686 positions
#21FINANCIAL MANAGEMENT NETWORK INCPassive
Notable overlap · 4 shared positions
$AMN$USB$SE$IAU
$653M
191 positions
#22High Probability Advisors, LLCActive
Notable overlap · 3 shared positions
$NEE$AMN$IAU
$781M
67 positions
#23Timonier Family Office, LTD.
Notable overlap · 3 shared positions
$NEE$IAU$USB
$315M
56 positions
#24Plancorp, LLCActive
Notable overlap · 3 shared positions
$AMN$SE$USB
$3.5B
378 positions
#25Flagstone Financial ManagementSmart money
Notable overlap · 4 shared positions
$AMN$USB$IAU$NEE
$403M
71 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.