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Hedge Funds Similar to Capstone Wealth

13F Portfolio OverlapQ2 2026Capstone Wealth portfolio →
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Most similar hedge funds by 13F overlap

Capstone Wealth Management, LLC is an institutional investor managing $216M across 188 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 are MAINSAIL ASSET, FAMILY WEALTH PARTNERS, Bull Harbor, with shared positions in $SO, $FIX, $CNC, $PCG, $WDC, $EIX. The full ranking of 25 similar funds is below.

#1MAINSAIL ASSET MANAGEMENT, LLCActive
Some overlap · 9 shared positions
$SO$FIX$CNC$PCG$WDC$EIX
$255M
197 positions
#2FAMILY WEALTH PARTNERS, LLCActive
Some overlap · 7 shared positions
$WDC$FIX$CNC$PCG$SNOW$EIX
$326M
109 positions
#3Bull Harbor Capital LLCPassive
Some overlap · 8 shared positions
$FIX$WDC$CNC$PCG$EIX$ABNB
$513M
552 positions
#4AQR CAPITAL MANAGEMENT LLCPassive
Some overlap · 11 shared positions
$FIX$WDC$CNC$ABNB$PCG$EIX
$286.8B
3,900 positions
#5Caerus Investment Advisors, LLCPassive
Some overlap · 7 shared positions
$WDC$FIX$EIX$CNC$PCG$ABNB
$300M
339 positions
#6Essential Partners LLCPassive
Some overlap · 8 shared positions
$FIX$WDC$EIX$CNC$PCG$ABNB
$217M
2,853 positions
#7LifeGoal Investments, LLCPassive
Some overlap · 6 shared positions
$WDC$FIX$CNC$ABNB$PCG$STX
$218M
155 positions
#8JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Some overlap · 8 shared positions
$WDC$FIX$CNC$EIX$PCG$SO
$1.3B
417 positions
#9Allegiance Financial Group Advisory Services LLCActive
Some overlap · 6 shared positions
$FIX$WDC$PCG$CNC$ABNB$EIX
$578M
205 positions
#10ADVENT CAPITAL MANAGEMENT /DE/Passive
Some overlap · 5 shared positions
$WDC$SO$SNOW$WFC$PCG
$4.5B
236 positions
#11SSI INVESTMENT MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$WDC$SO$SNOW$WFC$PCG
$1.7B
248 positions
#12Sivia Capital Partners, LLCPassive
Some overlap · 8 shared positions
$WDC$STX$FIX$CNC$ABNB$EIX
$822M
540 positions
#13COGENT STRATEGIC WEALTH LLCActive
Some overlap · 5 shared positions
$WDC$FIX$PCG$ABNB$EIX
$105M
58 positions
#14True Wealth Design, LLCActive
Some overlap · 7 shared positions
$FIX$WDC$CNC$STX$EIX$ABNB
$420M
2,655 positions
#15Aequim Alternative Investments LPActive
Some overlap · 4 shared positions
$WDC$SNOW$SO$PCG
$6.4B
102 positions
#16CMC Financial GroupActive
Some overlap · 4 shared positions
$WDC$FIX$TJX$EIX
$52M
45 positions
#17Bellwether Advisors, LLCPassive
Some overlap · 4 shared positions
$WDC$FIX$ABT$STX
$675M
167 positions
#18NORTHWEST WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$WFC$WDC$FIX$CNC$EIX
$758M
265 positions
#19KEYSTONE INVESTORS PTE LTDActive
Some overlap · 4 shared positions
$WDC$SNOW$FIX$STX
$1.9B
84 positions
#20Dorsey Wright & AssociatesPassive
Some overlap · 4 shared positions
$WDC$FIX$STX$EIX
$590M
131 positions
#21ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 4 shared positions
$SO$WFC$TJX$ABT
$460M
220 positions
#22Portman Square Capital LLPActive
Some overlap · 4 shared positions
$SO$WDC$PCG$STX
$2.1B
94 positions
#23Cannon Financial Strategists, Inc.Active
Some overlap · 4 shared positions
$SO$PSX$GIS$ABT
$879M
133 positions
#24Sculptor Capital LPPassive
Some overlap · 4 shared positions
$SO$SNOW$PCG$VIK
$12.3B
407 positions
#25Bank OZK
Some overlap · 4 shared positions
$SO$PSX$TJX$TMUS
$337M
159 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.