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Hedge Funds Similar to Stordahl

13F Portfolio OverlapQ2 2026Stordahl portfolio →
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Most similar hedge funds by 13F overlap

Stordahl Capital Management, Inc. is an institutional investor managing $546M across 68 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 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
$787M
107 positions
#2Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$SBUX$AMGN$BNY
$358M
74 positions
#3Hofer & Associates. IncActive
Some overlap · 3 shared positions
$SBUX$AMGN$BNY
$207M
70 positions
#4MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$SBUX$AMGN$BNY
$1.2B
106 positions
#5Granite Group Advisors, LLCActive
Some overlap · 3 shared positions
$SBUX$AMGN$BNY
$169M
84 positions
#6McClarren Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$SBUX$NU$AMGN
$193M
85 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
$432M
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
$297M
103 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
$151M
92 positions
#14Apeiron RIA LLCActive
Slight overlap · 3 shared positions
$IBIT$BNY$AMGN
$390M
162 positions
#15Midwest Financial Partners Investments, Inc.Active
Slight overlap · 3 shared positions
$AMGN$SBUX$IBIT
$241M
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
$75M
131 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

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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.