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Hedge Funds Similar to Capstone Wealth Group

13F Portfolio OverlapQ1 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 $163M across 123 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 Group are Capstone Wealth Group, O'Domhnaill Enterprises, CALIBER WEALTH , / KS, with shared positions in $SLV, $WPM, $LASR, $ALPS, $GLW, $BXSL. The full ranking of 25 similar funds is below.

#1Capstone Wealth Management Group, Inc.Passive
Notable overlap · 12 shared positions
$SLV$WPM$LASR$ALPS$GLW$BXSL
$166M
123 positions
#2O'Domhnaill Enterprises, Inc.Passive
Notable overlap · 3 shared positions
$SLV$WPM$LMT
$125M
61 positions
#3CALIBER WEALTH MANAGEMENT, LLC / KSActive
Some overlap · 3 shared positions
$SLV$VZ$URI
$1.0B
300 positions
#4Pine Valley Investments Ltd Liability CoPassive
Some overlap · 3 shared positions
$SLV$GLW$LMT
$2.5B
610 positions
#5Robinson Value Management, Ltd.Passive
Some overlap · 3 shared positions
$WPM$SLV$NKE
$187M
75 positions
#6Stack Financial Management, IncActive
Some overlap · 3 shared positions
$WPM$LMT$PEP
$1.3B
54 positions
#7TSP Capital Management Group, LLCActive
Some overlap · 3 shared positions
$SLV$AMX$BMY
$418M
43 positions
#8SHIKIAR ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$WPM$BXSL$AXON$CRM
$396M
113 positions
#9ALTERNA WEALTH MANAGEMENT, INCActive
Some overlap · 3 shared positions
$SLV$NKE$WPM
$174M
109 positions
#10EagleClaw Capital Managment, LLCPassive
Some overlap · 3 shared positions
$WPM$LMT$NKE
$745M
145 positions
#11Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 5 shared positions
$LMT$GLW$VZ$BMY$CRM
$327M
94 positions
#12JEPPSON WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$LMT$WPM$GLW$VZ
$339M
242 positions
#13CHRISTINE MESSMER PCActive
Some overlap · 5 shared positions
$LMT$VZ$URI$PEP$BMY
$177M
86 positions
#14Ironwood Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$LMT$GLW$PEP$TER$CRM
$762M
267 positions
#15FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive
Some overlap · 5 shared positions
$LMT$GLW$VZ$PEP$BMY
$492M
156 positions
#16Coastwise Capital Group, LLCPassive
Some overlap · 5 shared positions
$LMT$VZ$PEP$BMY$CRM
$172M
143 positions
#17WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 5 shared positions
$LMT$NKE$PEP$TER$CRM
$1.3B
73 positions
#18Avantax Planning Partners, Inc.Active
Some overlap · 4 shared positions
$ALPS$LMT$VZ$PEP
$4.0B
454 positions
#19Hamrick Investment Counsel, llcPassive
Some overlap · 4 shared positions
$ALPS$LMT$VZ$NKE
$151M
184 positions
#20ROI Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SLV$LMT$VZ
$193M
70 positions
#21Cadent Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$SLV$GLW$PEP$TER
$485M
201 positions
#22Powers Advisory Group, LLCActive
Some overlap · 4 shared positions
$LMT$GLW$VZ$PEP
$319M
130 positions
#23TMB Capital Partners, LLCPassive
Some overlap · 3 shared positions
$WPM$ALPS$VZ
$321M
177 positions
#24NCM Capital Management, LLCPassive
Some overlap · 5 shared positions
$GLW$VZ$WPM$PEP$BMY
$324M
194 positions
#25Canal Insurance COActive
Some overlap · 4 shared positions
$LMT$AXON$VZ$BMY
$456M
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.