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Hedge Funds Similar to StoneX Group

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

StoneX Group Inc. is an institutional investor managing $2.5B across 1,464 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 StoneX Group are Prudent Man Advisors, PAYDEN & RYGEL, Candelo, with shared positions in $GLW, $AME, $PM, $ADI, $SPCX, $SO. The full ranking of 25 similar funds is below.

#1Prudent Man Advisors, LLCPassive
Slight overlap · 3 shared positions
$GLW$AME$PM
$438M
141 positions
#2PAYDEN & RYGELPassive
Slight overlap · 3 shared positions
$GLW$AME$ADI
$1.3B
131 positions
#3Candelo Capital Management LPActive
Slight overlap · 3 shared positions
$GLW$AME$ADI
$162M
34 positions
#4Generation Capital Management LLCPassive
Slight overlap · 3 shared positions
$GLW$SPCX$PM
$163M
83 positions
#5OmniStar Financial Group, Inc.Passive
Slight overlap · 3 shared positions
$GLW$SO$PM
$217M
118 positions
#6PARTNERS WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$GLW$SO$PM
$102M
108 positions
#7Pathway Financial Advisers, LLCPassive
Slight overlap · 3 shared positions
$GLW$SO$PM
$397M
167 positions
#8Powers Advisory Group, LLCActive
Slight overlap · 3 shared positions
$GLW$SO$PM
$319M
130 positions
#9BW Gestao de Investimentos Ltda.Active
Slight overlap · 4 shared positions
$SPCX$XEL$GLW$SO
$5.1B
307 positions
#10VAUGHAN DAVID INVESTMENTS LLC/ILActive
Slight overlap · 3 shared positions
$XEL$SO$PM
$5.0B
245 positions
#11RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$GLW$SO$ADI
$1.1B
90 positions
#12CHEMUNG CANAL TRUST COActive
Slight overlap · 3 shared positions
$GLW$SO$ADI
$541M
111 positions
#13MORTON COMMUNITY BANKPassive
Slight overlap · 3 shared positions
$XEL$SO$PM
$491M
120 positions
#14First Bank & TrustPassive
Slight overlap · 3 shared positions
$XEL$SO$PM
$680M
270 positions
#15LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive
Slight overlap · 3 shared positions
$GLW$SO$PM
$2.5B
117 positions
#16Anchor Investment Management, LLC
Slight overlap · 3 shared positions
$GLW$SO$PM
$1.2B
1,067 positions
#17Marex Group plcPassive
Slight overlap · 3 shared positions
$GLW$SPCX$IONQ
$23.6B
1,117 positions
#18ESL Trust Services, LLCSmart money
Slight overlap · 3 shared positions
$GLW$AME$SO
$587M
266 positions
#19Bravera WealthActive
Slight overlap · 3 shared positions
$XEL$GLW$PM
$261M
352 positions
#20Winthrop Partners - WNY, LLCPassive
Slight overlap · 3 shared positions
$GLW$PM$ADI
$202M
87 positions
#21CULLEN INVESTMENT GROUP, LTD.Active
Slight overlap · 3 shared positions
$GLW$PM$ADI
$827M
181 positions
#22GLOBALT Investments LLC / GAActive
Slight overlap · 3 shared positions
$GLW$PM$ADI
$3.0B
213 positions
#23First Citizens Financial CorpPassive
Slight overlap · 3 shared positions
$GLW$PM$ADI
$239M
139 positions
#24Polymer Capital Management (US) LLCPassive
Slight overlap · 3 shared positions
$GLW$XEL$ADI
$755M
607 positions
#25First National Advisers, LLCPassive
Slight overlap · 3 shared positions
$GLW$AME$SO
$712M
251 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.