13F Pro

Hedge Funds Similar to Stordahl

13F Portfolio OverlapQ3 2026Stordahl portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Stordahl Capital Management, Inc. is an institutional investor managing $542M across 67 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 Stordahl are Arlington Financial Advisors, Greystone Financial Group, Hofer & Associates., with shared positions in $SBUX, $NU, $AMGN, $BNY, $IBIT, $WPC. The full ranking of 23 similar funds is below.

#1Arlington Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SBUX$NU$AMGN
$796M
112 positions
#2Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$SBUX$AMGN$BNY
$360M
73 positions
#3Hofer & Associates. IncActive
Some overlap · 3 shared positions
$SBUX$AMGN$BNY
$143M
78 positions
#4MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$SBUX$AMGN$BNY
$1.2B
100 positions
#5Granite Group Advisors, LLCActive
Some overlap · 3 shared positions
$SBUX$AMGN$BNY
$158M
78 positions
#6McClarren Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$SBUX$NU$AMGN
$198M
84 positions
#7ABOUND FINANCIAL, LLCActive
Some overlap · 4 shared positions
$IBIT$SBUX$NU$WPC
$251M
297 positions
#8CONNING INC.Passive
Some overlap · 3 shared positions
$SBUX$AMGN$BNY
$3.3B
327 positions
#9Gradient Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$WPC$BNY$AMGN
$433M
179 positions
#10Bulltick Wealth Management, LLCPassive
Some overlap · 3 shared positions
$NU$IBIT$SBUX
$490M
134 positions
#11Vertrix Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SBUX$AMGN$BNY
$292M
99 positions
#12X-Square Capital, LLCPassive
Some overlap · 3 shared positions
$NU$AMGN$IBIT
$394M
176 positions
#13A4 Wealth Advisors LLCActive
Some overlap · 3 shared positions
$IBIT$AMGN$SBUX
$153M
76 positions
#14Apeiron RIA LLCActive
Slight overlap · 3 shared positions
$IBIT$BNY$AMGN
$440M
136 positions
#15Midwest Financial Partners Investments, Inc.Active
Slight overlap · 3 shared positions
$AMGN$SBUX$IBIT
$260M
80 positions
#16Westfuller Advisors, LLCPassive
Slight overlap · 3 shared positions
$NU$SBUX$BNY
$275M
765 positions
#17HAMEL ASSOCIATES, INC.Passive
Slight overlap · 3 shared positions
$AMGN$BNY$SBUX
$363M
92 positions
#18ALLEN WEALTH MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$BNY$AMGN$SBUX
$205M
60 positions
#19BridgePort Financial Solutions, LLCPassive
Slight overlap · 3 shared positions
$WPC$IBIT$AMGN
$393M
240 positions
#20Stronghold Wealth Management L.L.C.Passive
Slight overlap · 3 shared positions
$BNY$WPC$MOG-A
$72M
125 positions
#21Key Capital Management, INCActive
Slight overlap · 3 shared positions
$AMGN$IBIT$WPC
$194M
726 positions
#22Marshall & Sterling Wealth Advisors Inc.Passive
Slight overlap · 3 shared positions
$AMGN$NU$BNY
$169M
339 positions
#23Battery Global Advisors, LLCSmart money
Slight overlap · 3 shared positions
$BNY$WPC$AMGN
$200M
157 positions

Compare Stordahl’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 Stordahl’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.