What hedge funds are most similar to STONE LOFT WEALTH MANAGEMENT LLC?

The funds with the most similar 13F portfolios to STONE LOFT WEALTH MANAGEMENT LLC are Luminvest Wealth, VANGUARD ADVISERS, SVRN Asset ,, based on overlapping conviction holdings in the latest SEC filings.

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 STONE LOFT WEALTH

13F Portfolio OverlapQ1 2026STONE LOFT WEALTH portfolio →

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Most similar hedge funds by 13F overlap

STONE LOFT WEALTH MANAGEMENT LLC is an institutional investor managing $140M across 29 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 STONE LOFT WEALTH are Luminvest Wealth, VANGUARD ADVISERS, SVRN Asset ,, with shared positions in $BRZE, $MKL, $USB, $COP, $HUM, $SNOW. The full ranking of 25 similar funds is below.

#1Luminvest Wealth Management LLCSmart money

Substantial overlap · 5 shared positions

$BRZE $MKL $USB $COP $HUM

$382M

55 positions

#2VANGUARD ADVISERS INCSmart money

Substantial overlap · 6 shared positions

$BRZE $MKL $SNOW $HUM $COP $USB

$25.5B

668 positions

#3SVRN Asset Management, LLCActive

Substantial overlap · 3 shared positions

$BRZE $MKL $HUM

$103M

37 positions

#4Prospera Capital Management, LLCSmart money

Substantial overlap · 6 shared positions

$BRZE $MKL $USB $COP $HUM $SNOW

$199M

45 positions

#5Arbor Wealth Advisors LLCActive

Substantial overlap · 3 shared positions

$BRZE $HUM $SNOW

$143M

56 positions

#6Hartmann Taylor Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$MKL $BRZE $HUM

$151M

54 positions

#7Topsail Wealth Management, LLCActive

Substantial overlap · 5 shared positions

$BRZE $MKL $USB $COP $HUM

$678M

294 positions

#8Manuka Financial, LLCActive

Substantial overlap · 3 shared positions

$BRZE $MKL $SNOW

$162M

56 positions

#9FIDUCIARY ADVISORS, INC.Active

Substantial overlap · 4 shared positions

$BRZE $MKL $USB $COP

$133M

121 positions

#10Verus Financial Partners, Inc.Smart money

Substantial overlap · 3 shared positions

$BRZE $MKL $SNOW

$1.1B

121 positions

#11St. Louis Trust CoActive

Notable overlap · 3 shared positions

$BRZE $MKL $SNOW

$856M

145 positions

#12Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 4 shared positions

$MKL $BRZE $COP $HUM

$578M

118 positions

#13Towneley Capital Management, Inc / DESmart money

Notable overlap · 4 shared positions

$BRZE $COP $SNOW $MKL

$478M

42 positions

#14Family CFO IncActive

Notable overlap · 4 shared positions

$BRZE $USB $HUM $MKL

$223M

41 positions

#15Wrenne Financial Planning LLCSmart money

Notable overlap · 3 shared positions

$MKL $BRZE $HUM

$255M

49 positions

#16MilWealth Group LLCSmart money

Notable overlap · 5 shared positions

$MKL $USB $HUM $BRZE $COP

$420M

81 positions

#17FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $HUM $COP

$264M

25 positions

#18Vanguard National Trust CoActive

Notable overlap · 4 shared positions

$BRZE $MKL $HUM $SNOW

$1.6B

751 positions

#19Breakwater Investment ManagementPassive

Notable overlap · 4 shared positions

$BRZE $MKL $HUM $SNOW

$269M

506 positions

#20Charter Oak Capital Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $MKL $HUM

$1.3B

208 positions

#21Seneca Financial Advisors LLCActive

Notable overlap · 4 shared positions

$BRZE $HUM $USB $SNOW

$341M

64 positions

#22LINCOLN NATIONAL CORPActive

Notable overlap · 3 shared positions

$MKL $BRZE $SNOW

$3.5B

19 positions

#23Gleason Group, Inc.Active

Notable overlap · 3 shared positions

$BRZE $HUM $MKL

$1.0B

229 positions

#24White Lighthouse Investment Management Inc.Active

Notable overlap · 6 shared positions

$BRZE $USB $HUM $COP $MKL $SNOW

$721M

145 positions

#25Williams Financial, LLCSmart money

Notable overlap · 3 shared positions

$MKL $USB $SNOW

$172M

25 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.