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Hedge Funds Similar to Stillwater Private Wealth

13F Portfolio OverlapQ2 2026Stillwater Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

Stillwater Private Wealth, LLC is an institutional investor managing $153M across 83 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 Stillwater Private Wealth are Luminist, Ameliora Wealth Ltd., MRWM Advisors, with shared positions in $SGOL, $DOV, $MCD, $TJX, $AMGN, $LOW. The full ranking of 25 similar funds is below.

#1Luminist Capital LLCPassive
Notable overlap · 3 shared positions
$SGOL$DOV$MCD
$89M
418 positions
#2Ameliora Wealth Management Ltd.Passive
Notable overlap · 3 shared positions
$SGOL$DOV$TJX
$337M
229 positions
#3MRWM Advisors, LLCActive
Notable overlap · 4 shared positions
$SGOL$MCD$AMGN$LOW
$243M
80 positions
#4Cypress Capital, LLCActive
Notable overlap · 4 shared positions
$SGOL$MCD$AMGN$LOW
$370M
113 positions
#5WT Wealth ManagementPassive
Notable overlap · 3 shared positions
$SGOL$TJX$LOW
$361M
138 positions
#6Newman Dignan & Sheerar, Inc.Passive
Some overlap · 4 shared positions
$SGOL$AMGN$LOW$MCD
$523M
197 positions
#7Evelyn Partners Asset Management Ltd
Some overlap · 4 shared positions
$DOV$SGOL$MCD$ADP
$406M
308 positions
#8CINCINNATI FINANCIAL CORPActive
Some overlap · 5 shared positions
$DOV$MCD$TJX$ADP$BLK
$5.2B
56 positions
#9Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$SGOL$AMGN$MCD$BLK$LOW
$1.3B
275 positions
#10Pacific Park Financial, Inc.Active
Some overlap · 3 shared positions
$DOV$SGOL$AMGN
$172M
77 positions
#11Ironwood Financial, llcActive
Some overlap · 4 shared positions
$DOV$AMGN$MCD$LOW
$639M
179 positions
#12HFR Wealth Management, LLCActive
Some overlap · 4 shared positions
$DOV$AMGN$TJX$ADP
$410M
53 positions
#13Powerhouse Assets LLCSmart money
Some overlap · 3 shared positions
$DOV$MCD$TJX
$123M
57 positions
#14Asset Advisors Investment Management, LLCActive
Some overlap · 4 shared positions
$DOV$AMGN$BLK$TJX
$1.1B
102 positions
#15PLANNING DIRECTIONS INCActive
Some overlap · 4 shared positions
$DOV$MCD$WSFS$LOW
$216M
110 positions
#16Weil Company, Inc.Passive
Some overlap · 3 shared positions
$DOV$MCD$BLK
$568M
133 positions
#17Pictet North America Advisors SAActive
Some overlap · 3 shared positions
$DOV$MCD$ADP
$1.1B
154 positions
#18UNITED BANKActive
Some overlap · 4 shared positions
$DOV$MCD$AMGN$BLK
$853M
130 positions
#19Newton One Investments LLCActive
Some overlap · 3 shared positions
$DOV$MCD$ADP
$397M
146 positions
#20Wilson & Boucher Capital Management, LLC
Some overlap · 3 shared positions
$DOV$AMGN$LOW
$170M
121 positions
#21Heritage Investment Group, Inc.Active
Some overlap · 3 shared positions
$DOV$AMGN$ADP
$744M
135 positions
#22Junk Investment Group, LLCActive
Some overlap · 3 shared positions
$DOV$AMGN$ADP
$226M
97 positions
#23Andrews Advisory Associates, LLCActive
Some overlap · 4 shared positions
$DOV$MCD$LOW$ADP
$208M
86 positions
#24OKABENA INVESTMENT SERVICES INCPassive
Some overlap · 3 shared positions
$DOV$BLK$ADP
$560M
145 positions
#25BRADY FAMILY WEALTH, LLCPassive
Some overlap · 6 shared positions
$AMGN$MCD$BLK$TJX$LOW$ADP
$346M
113 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.