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Hedge Funds Similar to Capstone Wealth

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

Capstone Wealth Management, Inc. is an institutional investor managing $133M across 48 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 Capstone Wealth are Loudon Investment, DIVIDEND ASSETS, Belleair Asset, with shared positions in $EPD, $LOW, $NEE. The full ranking of 8 similar funds is below.

#1Loudon Investment Management, LLCPassive
Notable overlap · 3 shared positions
$EPD$LOW$NEE
$204M
95 positions
#2DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$NEE$EPD$LOW
$517M
137 positions
#3Belleair Asset Management, LLCActive
Some overlap · 3 shared positions
$LOW$EPD$NEE
$119M
84 positions
#4Edgemoor Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$LOW$EPD$NEE
$1.5B
188 positions
#5Firestone Capital ManagementActive
Some overlap · 3 shared positions
$NEE$EPD$LOW
$537M
168 positions
#6Glassy Mountain Advisors, Inc.Passive
Some overlap · 3 shared positions
$LOW$NEE$EPD
$366M
76 positions
#7Fjell Capital, LLCPassive
Slight overlap · 3 shared positions
$NEE$LOW$EPD
$147M
66 positions
#8Baldwin Investment Management, LLCActive
Slight overlap · 3 shared positions
$EPD$NEE$LOW
$1.0B
231 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.