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Hedge Funds Similar to Goldenstone Wealth

13F Portfolio OverlapQ2 2026Goldenstone Wealth portfolio →
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Most similar hedge funds by 13F overlap

Goldenstone Wealth Management LLC is an institutional investor managing $153M across 76 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 Goldenstone Wealth are Gunderson, E Fund , Ltd., Blue Chip Partners, with shared positions in $ASML, $STX, $MRVL, $KLAC, $ARM, $MS. The full ranking of 25 similar funds is below.

#1Gunderson Capital Management Inc.Active
Notable overlap · 5 shared positions
$ASML$STX$MRVL$KLAC$ARM
$359M
54 positions
#2E Fund Management Co., Ltd.Active
Some overlap · 4 shared positions
$ASML$MRVL$STX$KLAC
$4.5B
488 positions
#3Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$ASML$MS$CRWD$KLAC$BLK
$1.6B
184 positions
#4Stanley-Laman Group, Ltd.Passive
Some overlap · 6 shared positions
$ASML$MRVL$STX$VRT$KLAC$ARM
$915M
299 positions
#5LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$ASML$STX$MS
$320M
82 positions
#6UNICOM Systems, Inc.Active
Some overlap · 4 shared positions
$ASML$STX$MRVL$ARM
$1.5B
39 positions
#7GF FUND MANAGEMENT CO. LTD.Active
Some overlap · 6 shared positions
$ASML$STX$KLAC$MRVL$CRWD$ARM
$7.7B
616 positions
#8Winslow Capital Management, LLCActive
Some overlap · 5 shared positions
$ASML$STX$MS$VRT$KLAC
$29.1B
66 positions
#9Himension FundSmart money
Some overlap · 4 shared positions
$ASML$MRVL$KLAC$VRT
$1.6B
168 positions
#10MAPLELANE CAPITAL, LLCPassive
Some overlap · 4 shared positions
$ASML$VRT$STX$SNPS
$5.5B
86 positions
#11Sunstone Asset Management, L.P.Active
Some overlap · 4 shared positions
$ASML$STX$KLAC$SNPS
$92M
57 positions
#12GUERRA PAN ADVISORS, LLCPassive
Some overlap · 4 shared positions
$ASML$CRWD$VRT$MS
$176M
113 positions
#13BLUE SQUARE ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ASML$CRWD$BLK$KLAC
$247M
74 positions
#14VAN ECK ASSOCIATES CORPActive
Some overlap · 5 shared positions
$ASML$MRVL$KLAC$ARM$SNPS
$164.1B
1,337 positions
#15Karani Asset Management LLCActive
Some overlap · 4 shared positions
$ASML$KLAC$SNPS$MS
$139M
57 positions
#16Goldstream Capital Management LtdActive
Some overlap · 5 shared positions
$ASML$STX$MRVL$CRWD$VRT
$132M
45 positions
#17SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$ASML$STX$ARM
$26.9B
71 positions
#18Hedeker Wealth, LLCPassive
Some overlap · 3 shared positions
$ASML$MS$BLK
$545M
93 positions
#19Marathon Mission, Inc.Active
Some overlap · 4 shared positions
$ASML$MRVL$VRT$BLK
$198M
56 positions
#20Anther Capital LtdSmart money
Some overlap · 3 shared positions
$ASML$STX$MRVL
$3.9B
21 positions
#21Markin Volterra Fund LPActive
Some overlap · 6 shared positions
$STX$MRVL$CRWD$VRT$KLAC$ARM
$147M
69 positions
#22Red Spruce Capital, LLCPassive
Some overlap · 3 shared positions
$ASML$MRVL$BLK
$283M
94 positions
#23Tensor Edge Capital, LLCActive
Some overlap · 4 shared positions
$ASML$MRVL$ARM$SNPS
$1.5B
18 positions
#24Evansbrook LLCActive
Some overlap · 5 shared positions
$ASML$STX$MS$CRWD$BLK
$171M
126 positions
#25KP Management LLCPassive
Some overlap · 3 shared positions
$ASML$STX$KLAC
$532M
86 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.