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 Goldenstone Wealth

13F Portfolio OverlapQ1 2026Goldenstone Wealth portfolio →

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Most similar hedge funds by 13F overlap

Goldenstone Wealth Management LLC is an institutional investor managing $137M across 89 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 Goldenstone Wealth are Phillip James Consulting, Lauer Wealth,, Legacy Financial Advisors,, with shared positions in $WT, $LRCX, $UNH, $ITW, $AMD, $MS. The full ranking of 25 similar funds is below.

#1Phillip James Consulting Co.Passive

Notable overlap · 5 shared positions

$WT $LRCX $UNH $ITW $AMD

$132M

378 positions

#2Lauer Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $AMD $UNH

$126M

67 positions

#3Legacy Financial Advisors, Inc.Passive

Notable overlap · 4 shared positions

$WT $MS $NKE $AMAT

$715M

404 positions

#4WIN ADVISORS, INCPassive

Notable overlap · 5 shared positions

$WT $LRCX $AMAT $VRT $STX

$219M

78 positions

#5IAM Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $AMD $VRT

$446M

95 positions

#6Boothe Investment Group, Inc.Active

Notable overlap · 4 shared positions

$WT $AMD $VRT $CRWD

$311M

40 positions

#7McGrath & Associates, Inc.Active

Notable overlap · 3 shared positions

$WT $NKE $LOW

$68M

41 positions

#8Stenger Family Office, LLCPassive

Notable overlap · 3 shared positions

$WT $MS $CRWD

$566M

117 positions

#9SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 3 shared positions

$WT $NKE $AMD

$139M

37 positions

#10Leibman Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$WT $LOW $CRWD

$136M

49 positions

#11McGuire Investment Group, LLCActive

Notable overlap · 7 shared positions

$WT $AMAT $ASML $LRCX $AMD $MS

$885M

121 positions

#12TopTier Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$WT $UNH $MS

$163M

795 positions

#13Wealthcare Capital Partners, LLCActive

Notable overlap · 3 shared positions

$WT $UNH $LOW

$213M

153 positions

#14Quattro Advisors LLCActive

Notable overlap · 3 shared positions

$WT $LOW $AMD

$115M

51 positions

#15SK Wealth Management, LLCActive

Notable overlap · 3 shared positions

$WT $CSX $LRCX

$360M

77 positions

#16Sanchez Wealth Management GroupActive

Notable overlap · 5 shared positions

$WT $CSX $AMAT $MS $LRCX

$462M

53 positions

#17Spinnaker Investment Group, LLCActive

Notable overlap · 3 shared positions

$WT $AMAT $UNH

$491M

147 positions

#18Marathon Mission, Inc.Active

Notable overlap · 6 shared positions

$WT $LRCX $ASML $VRT $MRVL $AMD

$200M

57 positions

#19Tidemark, LLCPassive

Notable overlap · 3 shared positions

$WT $ASML $CRWD

$393M

901 positions

#20Glassman Wealth ServicesSmart money

Notable overlap · 3 shared positions

$WT $MS $LRCX

$736M

187 positions

#21CLG LLCActive

Notable overlap · 3 shared positions

$WT $NKE $LRCX

$403M

134 positions

#22truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$WT $MS $LRCX

$97M

49 positions

#23Stonekeep Investments, LLCActive

Notable overlap · 3 shared positions

$WT $UNH $CRWD

$154M

66 positions

#24Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$WT $MS $LOW

$90M

65 positions

#25Family Legacy Financial Solutions, LLCActive

Notable overlap · 4 shared positions

$WT $AMD $MRVL $VRT

$124M

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.