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Hedge Funds Similar to Kapstone Financial Advisors

13F Portfolio OverlapQ2 2026Kapstone Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Kapstone Financial Advisors LLC is an institutional investor managing $239M across 175 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 Kapstone Financial Advisors are Lauer Wealth, AlphaStar, SHEPHERD WEALTH Ltd LIABILITY, with shared positions in $PLTR, $IBIT, $MSTR, $DUK, $MO, $ADI. The full ranking of 25 similar funds is below.

#1Lauer Wealth, LLCActive
Some overlap · 3 shared positions
$PLTR$IBIT$MSTR
$167M
75 positions
#2AlphaStar Capital Management, LLCActive
Some overlap · 4 shared positions
$PLTR$IBIT$DUK$MO
$1.6B
280 positions
#3SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
Some overlap · 6 shared positions
$PLTR$DUK$ADI$UBER$MSTR$LMT
$181M
57 positions
#4United Capital Management of KS, Inc.Passive
Some overlap · 4 shared positions
$PLTR$MPC$DUK$LMT
$763M
98 positions
#5Philadelphia Investment Partners, LLCPassive
Some overlap · 4 shared positions
$PLTR$MPC$PM$MO
$161M
189 positions
#6Strathmore Capital Advisors, Inc.Active
Some overlap · 4 shared positions
$PLTR$MO$CMI$LMT
$371M
142 positions
#7Kingstone Capital Partners Texas, LLCActive
Some overlap · 3 shared positions
$PLTR$IBIT$UBER
$188M
60 positions
#8Mayfair Advisory Group, LLCPassive
Some overlap · 5 shared positions
$PLTR$PM$MPC$DUK$CSX
$332M
185 positions
#9High Note Wealth, LLCPassive
Some overlap · 4 shared positions
$PLTR$UBER$LMT$IBIT
$586M
959 positions
#10FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$PLTR$CAH$ADI$CMI
$490M
188 positions
#11COMPASS CAPITAL CORP /MA/ /ADVPassive
Some overlap · 3 shared positions
$PLTR$IBIT$UBER
$307M
205 positions
#12McBroom & Associates, LLCActive
Some overlap · 3 shared positions
$PLTR$PM$AXON
$199M
37 positions
#13ATWOOD & PALMER INCPassive
Some overlap · 3 shared positions
$PLTR$UBER$LMT
$1.9B
495 positions
#14PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Some overlap · 3 shared positions
$PLTR$UBER$LMT
$3.2B
77 positions
#15BYRNE FINANCIAL FREEDOM, LLCPassive
Some overlap · 3 shared positions
$PLTR$CAH$UBER
$256M
119 positions
#16Oder Investment Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$CMI$HBAN
$149M
113 positions
#17Three Magnolias Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$DUK$PM
$179M
112 positions
#18Z3 Capital Partners, LLCPassive
Some overlap · 3 shared positions
$PLTR$UBER$PM
$476M
192 positions
#19Peterson Wealth ServicesPassive
Some overlap · 4 shared positions
$PLTR$PM$MPC$ADI
$459M
245 positions
#20DB&C Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$DUK$HBAN
$92M
76 positions
#21Prospect Financial Services LLCPassive
Some overlap · 3 shared positions
$PLTR$IBIT$UBER
$197M
115 positions
#22Henson-Edgewater Management, LLC
Some overlap · 3 shared positions
$PLTR$MPC$UBER
$192M
66 positions
#23McGuire Investment Group, LLCActive
Some overlap · 4 shared positions
$PLTR$ADI$CMI$LMT
$1.1B
137 positions
#24MADDEN SECURITIES CorpPassive
Some overlap · 4 shared positions
$PLTR$MSTR$MO$CMI
$360M
118 positions
#25Defender Capital, LLC.Active
Some overlap · 4 shared positions
$PLTR$AXON$MO$CSX
$308M
37 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.