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Hedge Funds Similar to Stony Point Wealth

13F Portfolio OverlapQ2 2026Stony Point Wealth portfolio →
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Most similar hedge funds by 13F overlap

Stony Point Wealth Management Inc. is an institutional investor managing $283M across 103 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 Stony Point Wealth are Disciplined Equity, Citadel Investment Advisory, Lincoln, with shared positions in $CRWD, $MO, $ANET, $OKE, $MKL, $PM. The full ranking of 25 similar funds is below.

#1Disciplined Equity Management, Inc.Smart money
Notable overlap · 4 shared positions
$CRWD$MO$ANET$OKE
$226M
45 positions
#2Citadel Investment Advisory, Inc.Active
Notable overlap · 4 shared positions
$MKL$PM$CSX$PEP
$220M
76 positions
#3Lincoln Capital LLCActive
Notable overlap · 3 shared positions
$MKL$MAR$PEP
$562M
137 positions
#4Lafayette Investments, Inc.Active
Notable overlap · 4 shared positions
$MKL$ANET$LMT$PEP
$542M
162 positions
#5True Vision MN LLC
Notable overlap · 4 shared positions
$CRWD$VMC$ANET$FCX
$194M
98 positions
#6BARR E S & COActive
Notable overlap · 3 shared positions
$MKL$BX$PEP
$1.8B
112 positions
#7Proactive Wealth Strategies LLCPassive
Notable overlap · 5 shared positions
$VMC$CRWD$ANET$BX$MAR
$623M
222 positions
#8FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$MKL$VMC$PNFP
$4.8B
92 positions
#9AVENIR CORPActive
Some overlap · 3 shared positions
$MKL$LMT$STWD
$821M
79 positions
#10Mraz, Amerine & Associates, Inc.Active
Some overlap · 3 shared positions
$MKL$FCX$COF
$697M
199 positions
#11Baltimore-Washington Financial Advisors, Inc.Passive
Some overlap · 4 shared positions
$CRWD$MAR$ANET$COF
$2.7B
206 positions
#12Kessler Investment Group, LLCPassive
Some overlap · 4 shared positions
$CRWD$ANET$FCX$PM
$234M
81 positions
#13Axecap Investments, LLCPassive
Some overlap · 3 shared positions
$CRWD$ANET$MAR
$181M
73 positions
#14Investmark Advisory Group LLCPassive
Some overlap · 5 shared positions
$MO$WPC$PM$LMT$PEP
$263M
148 positions
#15ITHAKA GROUP LLCActive
Some overlap · 3 shared positions
$CRWD$ANET$MELI
$551M
40 positions
#16Putney Financial Group LLCActive
Some overlap · 6 shared positions
$CRWD$ANET$FCX$EME$LMT$MO
$111M
78 positions
#17PYA Waltman Capital, LLCActive
Some overlap · 3 shared positions
$MKL$LMT$PEP
$421M
67 positions
#18Asio Capital, LLCActive
Some overlap · 5 shared positions
$CRWD$PNFP$ANET$MELI$COF
$781M
109 positions
#19FCF Advisors LLCPassive
Some overlap · 4 shared positions
$MO$ANET$EME$LMT
$544M
58 positions
#20Synergy Financial Group, LTDPassive
Some overlap · 3 shared positions
$CRWD$ANET$MELI
$139M
119 positions
#21Bradyco, Inc.Active
Some overlap · 3 shared positions
$MKL$ANET$PEP
$87M
33 positions
#22Bluebird Wealth Management LLCPassive
Some overlap · 3 shared positions
$CRWD$ANET$MELI
$115M
89 positions
#23Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 4 shared positions
$EME$MO$COF$CRWD
$418M
232 positions
#24Ervin Investment Management, LLCActive
Some overlap · 4 shared positions
$MKL$MELI$PM$MO
$184M
47 positions
#25OMC Financial Services LTDActive
Some overlap · 3 shared positions
$CRWD$MAR$LMT
$302M
61 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.