How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Stillwater Wealth Group

13F Portfolio OverlapQ3 2026Stillwater Wealth Group portfolio →

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Most similar hedge funds by 13F overlap

Stillwater Wealth Management Group is an institutional investor managing $187M across 70 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Stillwater Wealth Group are Stokes Advisors, Greystone Financial Group, DB Fitzpatrick, with shared positions in $TJX, $MCD, $CB, $LMT, $SYK, $NEE. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$TJX $MCD $CB $LMT $SYK $NEE

$455M

118 positions

#2Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$WM $LMT $TJX $AMGN $MCD $SPG

$360M

73 positions

#3DB Fitzpatrick & Co, IncActive

Notable overlap · 5 shared positions

$WM $SYK $AMGN $CB $LMT

$121M

100 positions

#4Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$LMT $AMGN $WM $TJX $MCD $ABT

$292M

99 positions

#5First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 6 shared positions

$WM $LMT $MCD $AMGN $NEE $PFE

$529M

75 positions

#6OPUS INVESTMENT MANAGEMENT INCSmart money

Notable overlap · 5 shared positions

$WM $MCD $AMGN $LMT $NEE

$183M

31 positions

#7SMITH CHAS P & ASSOCIATES PA CPASActive

Notable overlap · 5 shared positions

$MCD $LMT $AMGN $CB $NEE

$2.0B

194 positions

#8Miramar Capital, LLCPassive

Notable overlap · 5 shared positions

$MCD $WM $LMT $VZ $ABT

$455M

57 positions

#9Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 5 shared positions

$MCD $WM $LMT $VZ $PFE

$199M

38 positions

#10Focused Investors LLCActive

Notable overlap · 4 shared positions

$TJX $MCD $LMT $NOC

$3.0B

23 positions

#11Decker Wealth Management LLCActive

Notable overlap · 7 shared positions

$TJX $WM $AMGN $LMT $ABT $SYK

$493M

122 positions

#12BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 6 shared positions

$SYK $AMGN $CB $TJX $MCD $ABT

$346M

113 positions

#13HFR Wealth Management, LLCActive

Notable overlap · 4 shared positions

$TJX $WM $AMGN $NEE

$410M

53 positions

#14JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 5 shared positions

$WM $SYK $TJX $MCD $ABT

$4.1B

83 positions

#15Westchester Capital Management, Inc.Active

Notable overlap · 5 shared positions

$WM $MCD $LMT $PFE $VZ

$573M

46 positions

#16Capital Wealth Planning, LLCActive

Notable overlap · 4 shared positions

$TJX $MCD $AMGN $VZ

$20.0B

154 positions

#17Hamrick Investment Counsel, llcPassive

Notable overlap · 6 shared positions

$SYK $AMGN $WM $VZ $LMT $PFE

$151M

184 positions

#18LITTLEJOHN FINANCIAL SERVICES, INC.Active

Notable overlap · 4 shared positions

$WM $MCD $CB $NOC

$138M

71 positions

#19HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 6 shared positions

$WM $MCD $LMT $TJX $NEE $ABT

$321M

107 positions

#20TRUST CO OF VIRGINIA /VAPassive

Notable overlap · 6 shared positions

$AMGN $TJX $CB $WM $NOC $ABT

$1.3B

220 positions

#21Buck Wealth Strategies, LLCPassive

Notable overlap · 4 shared positions

$WM $LMT $AMGN $VZ

$956M

1,170 positions

#22HAMEL ASSOCIATES, INC.Passive

Notable overlap · 6 shared positions

$AMGN $MCD $CB $LMT $VZ $ABT

$363M

92 positions

#23M3 Wealth Management, LLCActive

Notable overlap · 4 shared positions

$WM $LMT $SYK $NEE

$154M

35 positions

#24WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 5 shared positions

$TJX $SYK $MCD $NEE $ABT

$947M

155 positions

#25BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 6 shared positions

$AMGN $CB $LMT $MO $MCD $VZ

$504M

136 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.