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Hedge Funds Similar to Goldstone Financial Group

13F Portfolio OverlapQ2 2026Goldstone Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Goldstone Financial Group, LLC is an institutional investor managing $1.1B across 243 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 Goldstone Financial Group are American National Bank of Texas, Luminist, Newton One Investments, with shared positions in $DOV, $STT, $MCD, $TT, $C, $MS. The full ranking of 25 similar funds is below.

#1American National Bank of TexasActive
Notable overlap · 4 shared positions
$DOV$STT$MCD$TT
$110M
56 positions
#2Luminist Capital LLCActive
Notable overlap · 4 shared positions
$DOV$STT$MCD$C
$89M
418 positions
#3Newton One Investments LLCActive
Notable overlap · 4 shared positions
$DOV$MS$MCD$STT
$397M
146 positions
#4Silver Coast Investments LLCActive
Notable overlap · 3 shared positions
$DOV$GD$MS
$336M
121 positions
#549 WEALTH MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$DOV$BA$T
$524M
189 positions
#6ALONGSIDE, LLCPassive
Notable overlap · 3 shared positions
$DOV$BA$T
$525M
190 positions
#7HFM Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$DOV$CRWD$MCD
$285M
1,293 positions
#8Financial Plan, Inc.Smart money
Notable overlap · 3 shared positions
$DOV$BA$MS
$1.1B
95 positions
#9Powerhouse Assets LLCSmart money
Some overlap · 3 shared positions
$DOV$STT$MCD
$123M
57 positions
#10Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DOV$CRWD$C
$418M
232 positions
#11Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$DOV$GD$BA
$637M
125 positions
#12Coordinated Financial Services, Inc.
Some overlap · 3 shared positions
$DOV$MS$BA
$174M
176 positions
#13WBH ADVISORY INCPassive
Some overlap · 4 shared positions
$DOV$STT$MCD$TT
$1.5B
363 positions
#14XY Planning Network, Inc.Passive
Some overlap · 4 shared positions
$DOV$STT$CRWD$MS
$797M
340 positions
#15Frisch Financial Group, Inc.Passive
Some overlap · 3 shared positions
$DOV$MCD$MS
$583M
187 positions
#16SIMON QUICK ADVISORS, LLCPassive
Some overlap · 5 shared positions
$DOV$STT$MS$GD$C
$2.5B
421 positions
#17Creekside PartnersPassive
Some overlap · 3 shared positions
$DOV$STT$MCD
$276M
193 positions
#18Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$BA$MCD
$212M
171 positions
#19Foster Group, Inc.Active
Some overlap · 3 shared positions
$DOV$MCD$TT
$3.8B
318 positions
#20Selby Wealth Management, LLCActive
Some overlap · 3 shared positions
$DOV$STT$T
$282M
83 positions
#21ARCADIA INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$DOV$STT$MCD
$237M
80 positions
#22Fingerlakes Wealth Management, Inc.Active
Some overlap · 3 shared positions
$DOV$MCD$STT
$186M
101 positions
#23Ironwood Financial, llcActive
Some overlap · 3 shared positions
$DOV$MCD$BA
$639M
179 positions
#24Intergy Private Wealth, LLCActive
Some overlap · 3 shared positions
$DOV$STT$MS
$433M
147 positions
#25Evanson Financial, LLCPassive
Some overlap · 3 shared positions
$DOV$CORT$CRWD
$2.0B
325 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.