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 Stone Summit Wealth

13F Portfolio OverlapQ3 2026Stone Summit Wealth portfolio →

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Most similar hedge funds by 13F overlap

Stone Summit Wealth LLC is an institutional investor managing $370M across 137 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 Stone Summit Wealth are NOESIS MANGEMENT, Shelter Mutual Insurance, Stokes Advisors, with shared positions in $APH, $CMI, $AXP, $QCOM, $LIN, $GILD. The full ranking of 25 similar funds is below.

#1NOESIS CAPITAL MANGEMENT CORPActive

Substantial overlap · 13 shared positions

$APH $CMI $AXP $QCOM $LIN $GILD

$843M

131 positions

#2Shelter Mutual Insurance CoActive

Notable overlap · 8 shared positions

$AXP $LIN $QCOM $PEP $NEE $LOW

$473M

58 positions

#3Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$AXP $LIN $QCOM $PEP $NEE $SYK

$455M

118 positions

#4Kerusso Capital Management LLCPassive

Notable overlap · 7 shared positions

$AXP $QCOM $GILD $PEP $LOW $BMY

$274M

58 positions

#5Watchman Group, Inc.Active

Notable overlap · 5 shared positions

$APH $CMI $SYK $LOW $A

$434M

72 positions

#6COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 5 shared positions

$APH $LIN $QCOM $SYK $RCL

$1.7B

91 positions

#7Reliant Investment Management, LLCPassive

Notable overlap · 4 shared positions

$APH $AXP $LIN $SYK

$271M

55 positions

#8LaFleur & Godfrey LLCPassive

Notable overlap · 7 shared positions

$ECL $SYK $AXP $APH $NEE $PEP

$842M

149 positions

#9Wilson & Boucher Capital Management, LLCPassive

Notable overlap · 8 shared positions

$CMI $SYK $PEP $NEE $LOW $QCOM

$170M

121 positions

#10ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 5 shared positions

$APH $AXP $SYK $PEP $DIS

$2.0B

91 positions

#11Ark Wealth Advisors LLCPassive

Notable overlap · 7 shared positions

$QCOM $AXP $LIN $NEE $LOW $PEP

$113M

87 positions

#12HENDLEY & CO INCActive

Notable overlap · 5 shared positions

$APH $LIN $PEP $SYK $AXP

$283M

47 positions

#13Sandhill Capital Partners LLCActive

Notable overlap · 6 shared positions

$APH $LIN $SYK $AXP $SCHW $QCOM

$1.2B

98 positions

#14Railway Pension Investments LtdActive

Notable overlap · 6 shared positions

$GILD $APH $QCOM $SYK $NEE $BMY

$8.0B

102 positions

#15FLOSSBACH VON STORCH SEActive

Notable overlap · 5 shared positions

$APH $LIN $SYK $PEP $SCHW

$22.1B

106 positions

#16First Long Island Investors, LLCActive

Notable overlap · 6 shared positions

$APH $QCOM $LOW $NEE $PEP $AMGN

$1.4B

73 positions

#17Allen Mooney & Barnes Investment Advisors LLCPassive

Notable overlap · 5 shared positions

$CMI $AXP $LOW $PEP $SCHW

$673M

158 positions

#18WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 6 shared positions

$CMI $LIN $NEE $PEP $AMGN $DIS

$1.3B

73 positions

#19Wallington Asset Management, LLCActive

Notable overlap · 6 shared positions

$CMI $LIN $LOW $PEP $AMGN $DIS

$814M

61 positions

#20Legacy TrustPassive

Notable overlap · 5 shared positions

$CMI $AXP $SYK $QCOM $DIS

$566M

210 positions

#21MAR VISTA INVESTMENT PARTNERS LLCActive

Notable overlap · 4 shared positions

$APH $LIN $SYK $ECL

$1.0B

33 positions

#22Hixon Zuercher, LLCPassive

Notable overlap · 7 shared positions

$SYK $PEP $NEE $LOW $APH $SCHW

$347M

92 positions

#23FIRST MERCHANTS CORPPassive

Notable overlap · 7 shared positions

$APH $SYK $LOW $CMI $LIN $SCHW

$3.0B

361 positions

#24Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 6 shared positions

$CMI $GILD $QCOM $NEE $SCHW $AMGN

$111M

62 positions

#25Ironwood Investment Counsel, LLCPassive

Notable overlap · 8 shared positions

$AXP $QCOM $CMI $LOW $PEP $SCHW

$762M

267 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.