13F Pro

Hedge Funds Similar to Stonehearth

13F Portfolio OverlapQ2 2026Stonehearth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Stonehearth Capital Management, LLC is an institutional investor managing $293M across 94 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 Stonehearth are Lineweaver Wealth Advisors, Hamrick Investment Counsel, Trilogy, with shared positions in $ALPS, $PGR, $DE, $PFE, $VZ, $LMT. The full ranking of 25 similar funds is below.

#1Lineweaver Wealth Advisors, LLCPassive
Notable overlap · 3 shared positions
$ALPS$PGR$DE
$845M
182 positions
#2Hamrick Investment Counsel, llcPassive
Notable overlap · 4 shared positions
$ALPS$PFE$VZ$LMT
$151M
184 positions
#3Trilogy Capital Inc.Active
Notable overlap · 3 shared positions
$ALPS$KLAC$GILD
$2.6B
404 positions
#4American Alpha Advisors, LLCPassive
Notable overlap · 4 shared positions
$ALPS$NEM$PFE$GILD
$185M
95 positions
#5Hamilton Wealth, LLCPassive
Notable overlap · 3 shared positions
$ALPS$GILD$SLV
$546M
118 positions
#6Prasad Wealth Partners, LLCPassive
Notable overlap · 3 shared positions
$ALPS$NU$SLV
$416M
160 positions
#7BEAM WEALTH ADVISORS, INC.Active
Some overlap · 3 shared positions
$ALPS$HBAN$PFE
$453M
117 positions
#8Palisades Hudson Asset Management, L.P.Active
Some overlap · 5 shared positions
$NU$STLD$KLAC$SLV$DE
$286M
108 positions
#9Avantax Planning Partners, Inc.Active
Some overlap · 4 shared positions
$ALPS$DE$VZ$LMT
$4.0B
454 positions
#10Sherry Group, Inc.Active
Some overlap · 3 shared positions
$ALPS$SLV$VZ
$102M
52 positions
#11WEALTH ENHANCEMENT ADVISORY SERVICES, LLCPassive
Some overlap · 3 shared positions
$ALPS$LMT$VZ
$59.8B
4,137 positions
#12CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$ALPS$LOW$LMT
$338M
143 positions
#13Unison Asset Management LLCActive
Some overlap · 3 shared positions
$NU$LOW$DE
$246M
32 positions
#14Clarity Wealth Development LLCActive
Some overlap · 3 shared positions
$NU$GIS$LMT
$180M
59 positions
#15NWI MANAGEMENT LPActive
Some overlap · 4 shared positions
$NU$LMT$SLV$NEM
$2.2B
55 positions
#16Fairtree Asset Management (Pty) LtdPassive
Some overlap · 3 shared positions
$NU$KLAC$PGR
$261M
96 positions
#17Summit Financial Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$ALPS$PFE$LMT
$782M
225 positions
#18THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.Passive
Some overlap · 3 shared positions
$ALPS$SLV$LMT
$275M
1,236 positions
#19Lafayette Investments, Inc.Active
Slight overlap · 5 shared positions
$KLAC$PGR$L$LOW$LMT
$542M
162 positions
#20CAHILL FINANCIAL ADVISORS INCPassive
Slight overlap · 3 shared positions
$ALPS$DE$LMT
$1.0B
296 positions
#21BXM Wealth LLCPassive
Slight overlap · 3 shared positions
$ALPS$KLAC$LOW
$184M
163 positions
#22ACCESS FINANCIAL SERVICES, INC.Active
Slight overlap · 5 shared positions
$KLAC$SLV$LOW$LMT$EOG
$305M
103 positions
#23CGC Financial Services, LLCActive
Slight overlap · 3 shared positions
$NU$SLV$DE
$445M
337 positions
#24Aster Capital Management (DIFC) LtdPassive
Slight overlap · 4 shared positions
$NU$PGR$LOW$HBAN
$470M
808 positions
#25GRIMES & Co WEALTH MANAGEMENT, LLCActive
Slight overlap · 5 shared positions
$KLAC$PFE$VZ$EOG$GILD
$4.6B
449 positions

Compare Stonehearth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Stonehearth’s holdings

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.