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Hedge Funds Similar to CARL STUART INVESTMENT ADVISOR

13F Portfolio OverlapQ2 2026CARL STUART INVESTMENT ADVISOR portfolio →
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Most similar hedge funds by 13F overlap

CARL STUART INVESTMENT ADVISOR, INC is an institutional investor managing $249M across 21 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 CARL STUART INVESTMENT ADVISOR are Ariston Services Group, RiverGlades Family Offices, Intellus Advisors, with shared positions in $IAU, $ET, $WMB, $IAUM, $OKE, $RJF. The full ranking of 25 similar funds is below.

#1Ariston Services GroupActive
Notable overlap · 3 shared positions
$IAU$ET$WMB
$181M
70 positions
#2RiverGlades Family Offices LLCActive
Notable overlap · 4 shared positions
$IAU$IAUM$ET$OKE
$218M
108 positions
#3Intellus Advisors LLCActive
Notable overlap · 3 shared positions
$IAU$ET$RJF
$823M
134 positions
#4Cushing Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$IAU$IAUM$ADP
$145M
99 positions
#5Regatta Research & Money ManagementPassive
Notable overlap · 3 shared positions
$IAU$ET$WMB
$106M
495 positions
#6United Community BankPassive
Some overlap · 3 shared positions
$IAUM$IAU$OKE
$323M
534 positions
#7REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$ET$WMB
$760M
229 positions
#8Greenline Partners, LLCActive
Some overlap · 3 shared positions
$IAU$IAUM$WMB
$983M
149 positions
#9SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$WMB$OKE
$296M
134 positions
#10Collaborative Capital Advisors LLCActive
Some overlap · 3 shared positions
$IAU$ET$WMB
$158M
83 positions
#11SL ADVISORS, LLCActive
Some overlap · 4 shared positions
$ET$WMB$ADP$OKE
$57M
32 positions
#12Catalyst Capital Advisors LLCActive
Slight overlap · 3 shared positions
$ET$WMB$OKE
$6.0B
369 positions
#13Chicago Partners Investment Group LLCPassive
Slight overlap · 3 shared positions
$ET$WMB$OKE
$5.0B
1,588 positions
#14Heronetta Management, L.P.Smart money
Slight overlap · 3 shared positions
$ET$WMB$OKE
$109M
15 positions
#15Addis & Hill, IncSmart money
Slight overlap · 3 shared positions
$ET$WMB$OKE
$181M
29 positions
#16WESTWOOD HOLDINGS GROUP INCPassive
Slight overlap · 3 shared positions
$ET$WMB$OKE
$13.3B
626 positions
#17CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Slight overlap · 3 shared positions
$ET$WMB$OKE
$2.2B
73 positions
#18DIVIDEND ASSETS CAPITAL, LLCPassive
Slight overlap · 3 shared positions
$ET$WMB$OKE
$517M
137 positions
#19Energy Income Partners, LLCActive
Slight overlap · 3 shared positions
$ET$WMB$OKE
$6.4B
88 positions
#20CHICKASAW CAPITAL MANAGEMENT LLCSmart money
Slight overlap · 3 shared positions
$ET$WMB$OKE
$2.8B
97 positions
#21KAYNE ANDERSON CAPITAL ADVISORS LPActive
Slight overlap · 3 shared positions
$ET$WMB$OKE
$5.1B
53 positions
#22EAGLE GLOBAL ADVISORS LLCActive
Slight overlap · 3 shared positions
$ET$WMB$OKE
$3.0B
277 positions
#23Americana Partners, LLCPassive
Slight overlap · 3 shared positions
$ET$WMB$OKE
$4.4B
596 positions
#24Recurrent Investment Advisors LLCActive
Slight overlap · 3 shared positions
$ET$WMB$OKE
$1.6B
71 positions
#25Fractal Investments LLCActive
Slight overlap · 3 shared positions
$ET$WMB$OKE
$867M
80 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.