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Hedge Funds Similar to CAPSTONE WEALTH GROUP

13F Portfolio OverlapQ2 2026CAPSTONE WEALTH GROUP portfolio →
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Most similar hedge funds by 13F overlap

CAPSTONE WEALTH MANAGEMENT GROUP, LLC is an institutional investor managing $284M across 96 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 GROUP are Spear Advisors, OAK ASSOCIATES LTD, Global X Japan , Ltd., with shared positions in $KLAC, $ALAB, $CIEN, $ASML, $LMT, $STT. The full ranking of 25 similar funds is below.

#1Spear Advisors LLCActive
Notable overlap · 3 shared positions
$KLAC$ALAB$CIEN
$291M
28 positions
#2OAK ASSOCIATES LTD /OH/Active
Notable overlap · 5 shared positions
$KLAC$ASML$LMT$STT$AMGN
$1.8B
139 positions
#3Global X Japan Co., Ltd.Active
Some overlap · 6 shared positions
$KLAC$ASML$PLTR$ISRG$PM$AMGN
$2.7B
390 positions
#4UNIO CAPITAL LLCActive
Some overlap · 3 shared positions
$KLAC$ASML$ISRG
$526M
19 positions
#5Bensler, LLCPassive
Some overlap · 3 shared positions
$KLAC$ASML$LMT
$1.1B
198 positions
#6Lafayette Investments, Inc.Active
Some overlap · 3 shared positions
$KLAC$ASML$LMT
$542M
162 positions
#7Argos Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$KLAC$ASML$PLTR
$378M
224 positions
#8Riverview Trust CoActive
Some overlap · 4 shared positions
$KLAC$LMT$MCD$AMGN
$84M
166 positions
#9Benchmark Investment Advisors LLCPassive
Some overlap · 3 shared positions
$KLAC$ASML$PLTR
$228M
70 positions
#10Blue Chip Partners, LLCActive
Some overlap · 3 shared positions
$KLAC$ASML$PM
$1.6B
184 positions
#11COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$KLAC$STT$AMGN
$414M
164 positions
#12E Fund Management Co., Ltd.Active
Some overlap · 4 shared positions
$KLAC$ALAB$ASML$PLTR
$4.5B
488 positions
#13Kessler Investment Group, LLCPassive
Some overlap · 3 shared positions
$KLAC$PLTR$PM
$234M
81 positions
#14JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$KLAC$CL$MCD
$4.1B
83 positions
#15CONTRAVISORY INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$KLAC$ASML$REGN
$566M
391 positions
#16REXFORD CAPITAL INCPassive
Some overlap · 4 shared positions
$KLAC$MCD$PM$AMGN
$163M
301 positions
#17Shoker Investment Counsel, Inc.Active
Some overlap · 3 shared positions
$KLAC$LMT$MCD
$398M
113 positions
#18Petros Family Wealth, LLCPassive
Some overlap · 3 shared positions
$KLAC$ISRG$AMGN
$164M
134 positions
#19FourThought Financial Partners, LLCPassive
Some overlap · 5 shared positions
$KLAC$ASML$LMT$AMGN$CCZ
$1.3B
393 positions
#20Orange Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$KLAC$CIEN$ISRG$MCD
$823M
143 positions
#21Avanda Investment Management Pte. Ltd.Active
Some overlap · 3 shared positions
$KLAC$ASML$CIEN
$299M
39 positions
#22Rafferty Asset Management, LLCActive
Some overlap · 4 shared positions
$KLAC$ALAB$ASML$PLTR
$43.9B
1,133 positions
#23Gunderson Capital Management Inc.Active
Some overlap · 3 shared positions
$KLAC$CIEN$ASML
$370M
52 positions
#24Progressive Investment Management CorpActive
Some overlap · 4 shared positions
$KLAC$ASML$CIEN$AMGN
$454M
56 positions
#25Titan Wealth (CI) LtdPassive
Some overlap · 3 shared positions
$KLAC$PLTR$LMT
$269M
51 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.