What hedge funds are most similar to STONEHAVEN WEALTH & TAX SOLUTIONS, LLC?

The funds with the most similar 13F portfolios to STONEHAVEN WEALTH & TAX SOLUTIONS, LLC are Exit Wealth Advisors, WealthCare Asset, FCF Advisors, based on overlapping conviction holdings in the latest SEC filings.

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 STONEHAVEN WEALTH & TAX SOLUTIONS

13F Portfolio OverlapQ2 2026STONEHAVEN WEALTH & TAX SOLUTIONS portfolio →

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Most similar hedge funds by 13F overlap

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC is an institutional investor managing $125M across 93 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 STONEHAVEN WEALTH & TAX SOLUTIONS are Exit Wealth Advisors, WealthCare Asset, FCF Advisors, with shared positions in $MO, $ANET, $VOD, $BMY, $LAMR, $FTI. The full ranking of 25 similar funds is below.

#1Exit Wealth Advisors, LLC.Passive

Notable overlap · 9 shared positions

$MO $ANET $VOD $BMY $LAMR $FTI

$220M

150 positions

#2WealthCare Asset Management, LLCActive

Notable overlap · 8 shared positions

$BMY $EXPE $ANET $MO $SHOP $VOD

$241M

78 positions

#3FCF Advisors LLCPassive

Notable overlap · 7 shared positions

$ANET $MO $BMY $KLAC $EXPE $FTI

$544M

58 positions

#4MILESTONE ASSET MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$BMY $MO $ANET $EXPE $LAMR $SHOP

$636M

262 positions

#5NORDEN GROUP LLCPassive

Notable overlap · 8 shared positions

$MO $ANET $BMY $SHOP $LAMR $EXPE

$1.2B

701 positions

#6Second Half Financial Partners, LLCActive

Notable overlap · 8 shared positions

$EXPE $ANET $MO $LAMR $BMY $SHOP

$244M

109 positions

#7Blue Capital, Inc.Passive

Notable overlap · 8 shared positions

$MO $BMY $SHOP $EXPE $LAMR $FTI

$158M

122 positions

#8Van Diest Capital, LLCPassive

Notable overlap · 8 shared positions

$ANET $MO $KLAC $BE $EXPE $SHOP

$112M

176 positions

#9Nepsis Inc.Active

Some overlap · 3 shared positions

$SHOP $ANET $BMY

$295M

28 positions

#10Financial Advisors Network, Inc.Passive

Some overlap · 4 shared positions

$EXPE $MO $CAH $ANET

$816M

208 positions

#11PeakShares LLCActive

Some overlap · 5 shared positions

$KLAC $ANET $DELL $MO $WDC

$134.4B

122 positions

#12Kaufman Rossin Wealth, LLCActive

Some overlap · 6 shared positions

$ANET $DELL $WDC $GM $EXPE $FTI

$211M

112 positions

#13Gunderson Capital Management Inc.Active

Some overlap · 4 shared positions

$ANET $KLAC $DELL $FTI

$370M

52 positions

#14Ellsworth Advisors, LLCPassive

Some overlap · 5 shared positions

$MO $ANET $DELL $BMY $FTI

$609M

182 positions

#15Railway Pension Investments LtdActive

Some overlap · 5 shared positions

$ANET $KLAC $MO $EXPE $BMY

$8.0B

102 positions

#16Axim Planning & WealthActive

Some overlap · 8 shared positions

$MO $LAMR $ANET $EXPE $SHOP $BMY

$72M

92 positions

#17Cornerstone Select Advisors, LLCPassive

Some overlap · 5 shared positions

$KLAC $CAH $DELL $ANET $MO

$238M

149 positions

#18TODD ASSET MANAGEMENT LLCActive

Some overlap · 5 shared positions

$KLAC $DELL $ING $FTI $MO

$5.6B

182 positions

#19Bellecapital International Ltd.Passive

Some overlap · 3 shared positions

$SHOP $ANET $MO

$625M

123 positions

#20Faithward Advisors, LLCPassive

Some overlap · 4 shared positions

$ANET $KLAC $SHOP $FTI

$819M

339 positions

#21Optimist Retirement Group LLCActive

Some overlap · 5 shared positions

$KLAC $MO $BMY $DELL $WDC

$259M

118 positions

#22McKinney Capital Management, LLCActive

Some overlap · 5 shared positions

$KLAC $DELL $PHM $MO $BMY

$254M

87 positions

#23Covenant Asset Management, LLCPassive

Some overlap · 4 shared positions

$SHOP $KLAC $ANET $BE

$595M

164 positions

#24ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Some overlap · 4 shared positions

$SHOP $KLAC $DELL $ANET

$4.4B

109 positions

#25Genus Capital Management Inc.Passive

Some overlap · 5 shared positions

$KLAC $WDC $DELL $AEM $CAH

$1.0B

204 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.