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 StoneX Group

13F Portfolio OverlapQ1 2026StoneX Group portfolio →

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Most similar hedge funds by 13F overlap

StoneX Group Inc. is an institutional investor managing $1.9B across 917 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 StoneX Group are Fortis Advisors,, Centurion Wealth, Lynx Investment Advisory, with shared positions in $SNOW, $HUM, $AGQ, $GLW, $COP, $USB. The full ranking of 25 similar funds is below.

#1Fortis Advisors, LLCPassive

Some overlap · 7 shared positions

$SNOW $HUM $AGQ $GLW $COP $USB

$200M

119 positions

#2Centurion Wealth Management LLCPassive

Some overlap · 6 shared positions

$SNOW $HUM $AGQ $WT $KKR $USB

$444M

316 positions

#3Lynx Investment AdvisoryPassive

Some overlap · 6 shared positions

$SNOW $HUM $AGQ $COP $KKR $USB

$209M

181 positions

#4Meridian Financial Advisors, LLCPassive

Some overlap · 7 shared positions

$HUM $AGQ $WT $COP $KKR $USB

$183M

141 positions

#5NOVEM GROUPPassive

Some overlap · 6 shared positions

$SNOW $HUM $WT $COP $KKR $USB

$873M

437 positions

#6SONATA CAPITAL GROUP INCPassive

Some overlap · 6 shared positions

$SNOW $HUM $WT $COP $KKR $USB

$271M

123 positions

#7Darrow Company, Inc.Active

Some overlap · 6 shared positions

$SNOW $HUM $WT $KKR $USB $COP

$222M

56 positions

#8Vigilare Wealth ManagementActive

Some overlap · 5 shared positions

$SNOW $HUM $AGQ $WT $GEV

$296M

109 positions

#9Axis Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$HUM $SNOW $WT $COP $KKR $USB

$188M

174 positions

#10Anson Capital, Inc.Passive

Some overlap · 6 shared positions

$HUM $AGQ $WT $COP $KKR $USB

$146M

90 positions

#11SMITH, MOORE & CO.Passive

Slight overlap · 5 shared positions

$SNOW $HUM $AGQ $WT $USB

$1.4B

558 positions

#12Blake Schutter Theil Wealth Advisors, LLCPassive

Slight overlap · 5 shared positions

$SNOW $HUM $WT $COP $KKR

$123M

111 positions

#13Sovereign Financial Group, Inc.Passive

Slight overlap · 5 shared positions

$SNOW $AGQ $WT $SO $KKR

$576M

365 positions

#14Focus Financial Network, Inc.Passive

Slight overlap · 5 shared positions

$HUM $SNOW $AGQ $WT $KKR

$2.8B

729 positions

#15OneAscent Wealth Management LLCActive

Slight overlap · 5 shared positions

$SNOW $HUM $WT $SO $USB

$302M

157 positions

#16Avantax Planning Partners, Inc.Active

Slight overlap · 5 shared positions

$SNOW $HUM $WT $KKR $COP

$3.6B

435 positions

#17Arkadios Wealth AdvisorsPassive

Slight overlap · 5 shared positions

$SNOW $AGQ $WT $KKR $SO

$6.1B

1,694 positions

#18Hershey Financial Advisers, LLCPassive

Slight overlap · 5 shared positions

$SNOW $WT $GEV $GLW $COP

$116M

80 positions

#19Discipline Wealth Solutions, LLCActive

Slight overlap · 5 shared positions

$SNOW $AGQ $WT $COP $HUM

$950M

192 positions

#20LifeGoal Investments, LLCPassive

Slight overlap · 5 shared positions

$SNOW $HUM $GEV $COP $USB

$175M

112 positions

#21MBE Wealth Management, LLCActive

Slight overlap · 6 shared positions

$SNOW $COP $KKR $HUM $WT $USB

$241M

141 positions

#22Montecito Bank & TrustPassive

Slight overlap · 5 shared positions

$SNOW $HUM $WT $COP $KKR

$607M

266 positions

#23Eagle Strategies LLCPassive

Slight overlap · 5 shared positions

$SNOW $WT $HUM $GEV $KKR

$837M

258 positions

#24ATLANTIC FAMILY WEALTH, LLCSmart money

Slight overlap · 5 shared positions

$SNOW $HUM $AGQ $KKR $USB

$138M

59 positions

#25Smith Partners Wealth Management, LLCPassive

Slight overlap · 6 shared positions

$SNOW $HUM $USB $GLW $GEV $WT

$112M

76 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.