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Hedge Funds Similar to Capstone Wealth ,

13F Portfolio OverlapQ1 2026Capstone Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Capstone Wealth Management, Inc. is an institutional investor managing $118M across 38 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 Capstone Wealth , are Timonier Family Office, LTD., DiNuzzo Private Wealth,, SATOVSKY ASSET, with shared positions in $NEE, $LOW, $IAU, $MKL, $EPD, $DIA. The full ranking of 25 similar funds is below.

#1Timonier Family Office, LTD.
Substantial overlap · 3 shared positions
$NEE$LOW$IAU
$315M
56 positions
#2DiNuzzo Private Wealth, Inc.Active
Notable overlap · 4 shared positions
$NEE$IAU$MKL$LOW
$928M
1,345 positions
#3SATOVSKY ASSET MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$NEE$IAU$EPD
$566M
73 positions
#4Mills Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$NEE$LOW$MKL
$286M
80 positions
#5MB, LEVIS & ASSOCIATES, LLCPassive
Notable overlap · 3 shared positions
$MKL$LOW$NEE
$240M
234 positions
#6Firestone Capital ManagementPassive
Some overlap · 3 shared positions
$MKL$IAU$NEE
$480M
160 positions
#7Loudon Investment Management, LLCPassive
Some overlap · 3 shared positions
$LOW$EPD$NEE
$186M
95 positions
#8DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$NEE$EPD$LOW
$501M
138 positions
#9ASL Financial, LLCActive
Some overlap · 3 shared positions
$MKL$IAU$LOW
$125M
91 positions
#10Pinnacle Financial Group, LLC / ILPassive
Some overlap · 3 shared positions
$MKL$IAU$EPD
$365M
111 positions
#11Belleair Asset Management, LLCPassive
Some overlap · 3 shared positions
$NEE$LOW$EPD
$110M
77 positions
#12St. Louis Trust CoActive
Some overlap · 3 shared positions
$MKL$LOW$NEE
$856M
145 positions
#13Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$DIA$IAU$EPD$MKL
$186M
163 positions
#14Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$MKL$IAU$LOW
$1.1B
121 positions
#15Forvis Mazars Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$MKL$NEE$LOW
$5.3B
399 positions
#16Watchman Group, Inc.Active
Some overlap · 3 shared positions
$MKL$LOW$DIA
$413M
73 positions
#17TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 3 shared positions
$MKL$NEE$LOW
$182M
115 positions
#18COWA, LLCActive
Some overlap · 4 shared positions
$DIA$EPD$IAU$MKL
$371M
158 positions
#19Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$NEE$MKL$IAU
$950M
192 positions
#20Foundation Wealth Management, LLC\PAActive
Some overlap · 3 shared positions
$NEE$MKL$IAU
$284M
91 positions
#21Edgemoor Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$LOW$EPD$NEE
$1.3B
170 positions
#22INTREPID CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$NEE$IAU$MKL
$261M
106 positions
#23Fingerlakes Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$DIA$LOW$NEE
$151M
97 positions
#24Kelsey Financial, LLCActive
Some overlap · 3 shared positions
$MKL$EPD$IAU
$114M
63 positions
#25Financial & Tax Architects, LLCPassive
Some overlap · 3 shared positions
$NEE$LOW$IAU
$448M
108 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.