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 Wealth Partners

13F Portfolio OverlapQ2 2026Stone Wealth Partners portfolio →

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Most similar hedge funds by 13F overlap

Stone Wealth Partners is an institutional investor managing $137M across 63 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 Stone Wealth Partners are VMS Asset Limited, Anther Ltd, Williamson Legacy Group, with shared positions in $WDC, $STX, $SNDK, $GLW, $DELL, $ON. The full ranking of 25 similar funds is below.

#1VMS Asset Management LimitedPassive

Notable overlap · 5 shared positions

$WDC $STX $SNDK $GLW $DELL

$315M

33 positions

#2Anther Capital LtdSmart money

Notable overlap · 4 shared positions

$WDC $STX $SNDK $GLW

$3.9B

21 positions

#3Williamson Legacy Group, LLCPassive

Notable overlap · 4 shared positions

$WDC $STX $SNDK $GLW

$201M

75 positions

#4CHAPIN DAVIS, INC.Passive

Notable overlap · 4 shared positions

$WDC $STX $SNDK $DELL

$569M

256 positions

#5Retireful, LLCPassive

Notable overlap · 5 shared positions

$WDC $SNDK $GLW $DELL $STX

$107M

81 positions

#6Fedenia Advisers LLCPassive

Notable overlap · 5 shared positions

$SNDK $WDC $STX $GLW $DELL

$421M

459 positions

#7TB Alternative Assets Ltd.Active

Notable overlap · 4 shared positions

$WDC $SNDK $STX $GLW

$623M

34 positions

#8WT Asset Management LtdActive

Notable overlap · 3 shared positions

$WDC $STX $SNDK

$5.1B

29 positions

#9EXCHANGE TRADED CONCEPTS, LLCPassive

Notable overlap · 3 shared positions

$WDC $STX $SNDK

$21.9B

1,580 positions

#10Amanah Holdings TrustSmart money

Notable overlap · 3 shared positions

$WDC $STX $SNDK

$1.7B

20 positions

#11Trivest Advisors LtdActive

Notable overlap · 3 shared positions

$WDC $STX $SNDK

$3.2B

15 positions

#12Central Asset Investments & Management Holdings (HK) LtdActive

Notable overlap · 3 shared positions

$WDC $STX $SNDK

$253M

20 positions

#13Bellwether Advisors, LLCPassive

Notable overlap · 5 shared positions

$WDC $GLW $SNDK $DELL $STX

$675M

167 positions

#14APEIRON CAPITAL LtdActive

Notable overlap · 3 shared positions

$WDC $STX $SNDK

$156M

14 positions

#15BERKSHIRE CAPITAL HOLDINGS INCActive

Notable overlap · 4 shared positions

$WDC $STX $GLW $SNDK

$462M

122 positions

#16APIS CAPITAL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$WDC $STX $SNDK $ON

$1.0B

60 positions

#17UNICOM Systems, Inc.Active

Notable overlap · 4 shared positions

$WDC $SNDK $STX $GLW

$1.5B

39 positions

#18Markin Volterra Fund LPActive

Notable overlap · 5 shared positions

$SNDK $WDC $DELL $STX $GLW

$147M

69 positions

#19Grand Alliance Asset Management LtdActive

Notable overlap · 3 shared positions

$WDC $SNDK $GLW

$167M

15 positions

#20WIN ADVISORS, INCPassive

Notable overlap · 4 shared positions

$SNDK $STX $WDC $DELL

$281M

75 positions

#21BECK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$SNDK $GLW $WDC $STX

$543M

140 positions

#22CMC Financial GroupActive

Notable overlap · 4 shared positions

$WDC $SNDK $DELL $ON

$52M

45 positions

#23Decker Retirement Planning Inc.Active

Notable overlap · 3 shared positions

$STX $WDC $GLW

$294M

441 positions

#24Park Capital Management, LLC / WIPassive

Notable overlap · 5 shared positions

$SNDK $WDC $STX $GLW $DELL

$170M

161 positions

#25Precision Wealth Strategies, LLCPassive

Notable overlap · 3 shared positions

$WDC $SNDK $GLW

$332M

170 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.