13F Pro

Hedge Funds Similar to Flagstone Financial

13F Portfolio OverlapQ2 2026Flagstone Financial portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Flagstone Financial Management is an institutional investor managing $447M across 77 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 Flagstone Financial are DMKC Advisory Services, DAVIS SELECTED ADVISERS, R.H. Investment Group, with shared positions in $USB, $WFC, $DE, $PEP, $ETN, $MKL. The full ranking of 25 similar funds is below.

#1DMKC Advisory Services, LLCActive
Notable overlap · 5 shared positions
$USB$WFC$DE$PEP$ETN
$530M
92 positions
#2DAVIS SELECTED ADVISERSActive
Notable overlap · 3 shared positions
$USB$WFC$MKL
$23.3B
112 positions
#3R.H. Investment Group, LLCActive
Notable overlap · 6 shared positions
$USB$WFC$UNP$PM$VZ$PEP
$133M
47 positions
#4Allied Investment Advisors, LLCPassive
Notable overlap · 4 shared positions
$WFC$USB$DE$PEP
$797M
110 positions
#5LOUNTZIS ASSET MANAGEMENT, LLCSmart money
Notable overlap · 4 shared positions
$USB$WFC$PEP$PM
$316M
55 positions
#6Paradigm Capital Management, LLC/NVActive
Notable overlap · 6 shared positions
$USB$WFC$VZ$PM$D$ETN
$116M
65 positions
#7Heritage Wealth Management, Inc.Passive
Notable overlap · 5 shared positions
$USB$DE$ETN$VLO$PM
$401M
272 positions
#8EDGAR LOMAX CO/VAActive
Notable overlap · 6 shared positions
$USB$WFC$PEP$UNP$GILD$NEE
$1.3B
58 positions
#9CORDA Investment Management, LLC.Active
Notable overlap · 4 shared positions
$USB$DE$PEP$VZ
$1.6B
85 positions
#10Tarbox Group, Inc.Smart money
Notable overlap · 4 shared positions
$USB$DE$WFC$PEP
$698M
96 positions
#11MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$USB$WFC$PEP$NEE
$1.2B
106 positions
#12Aull & Monroe Investment Management CorpPassive
Some overlap · 7 shared positions
$DE$STX$UNP$VZ$PEP$ETN
$239M
126 positions
#13BAYBANPassive
Some overlap · 5 shared positions
$USB$WFC$NEE$PEP$PM
$130M
595 positions
#14Weitzel Financial Services, Inc.Active
Some overlap · 3 shared positions
$USB$DE$ETN
$294M
51 positions
#15InvesTrustPassive
Some overlap · 5 shared positions
$WFC$USB$PEP$VZ$PM
$260M
95 positions
#16COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$DE$WFC$PEP$UNP$PM
$166M
88 positions
#17CULBERTSON A N & CO INCActive
Some overlap · 5 shared positions
$DE$MKL$USB$PEP$WFC
$859M
140 positions
#18MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$WFC$PEP$UNP$VZ$PM
$233M
122 positions
#19Shelter Mutual Insurance CoActive
Some overlap · 6 shared positions
$DE$PEP$UNP$MKL$GILD$NEE
$473M
58 positions
#20Detalus Advisors, LLCActive
Some overlap · 5 shared positions
$USB$PEP$PM$NEE$UNP
$513M
191 positions
#21BCR Wealth Strategies, LLCSmart money
Some overlap · 3 shared positions
$WFC$DE$PEP
$356M
32 positions
#22NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$PEP$DE$ROK$UNP$ETN$NEE
$381M
144 positions
#23OneAscent Wealth Management LLCActive
Some overlap · 3 shared positions
$USB$PEP$VLO
$336M
169 positions
#24Quad-Cities Investment Group, LLCPassive
Some overlap · 4 shared positions
$WFC$DE$VLO$PEP
$278M
209 positions
#25Global Frontier Investments LLCActive
Some overlap · 3 shared positions
$USB$MKL$WFC
$581M
30 positions

Compare Flagstone Financial’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Flagstone Financial’s holdings

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.