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Hedge Funds Similar to Stratos Investment

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

Stratos Investment Management, LLC is an institutional investor managing $2.8B across 382 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 Stratos Investment are Riverbend Wealth, Lineweaver Wealth Advisors, American Alpha Advisors, with shared positions in $ALPS, $DELL, $C, $AXP, $APH, $GD. The full ranking of 25 similar funds is below.

#1Riverbend Wealth Management, LLCPassive
Notable overlap · 13 shared positions
$ALPS$DELL$C$AXP$APH$GD
$199M
176 positions
#2Lineweaver Wealth Advisors, LLCPassive
Notable overlap · 5 shared positions
$ALPS$DELL$C$AMGN$ASML
$845M
182 positions
#3American Alpha Advisors, LLCPassive
Notable overlap · 5 shared positions
$ALPS$UBER$AMGN$BKNG$GD
$185M
95 positions
#4Spectrum Investment Advisors, Inc.Active
Notable overlap · 4 shared positions
$ALPS$MS$ASML$TMO
$245M
76 positions
#5Trilogy Capital Inc.Active
Notable overlap · 4 shared positions
$ALPS$MS$APH$BKNG
$2.6B
404 positions
#6SHUFRO ROSE & CO LLCActive
Notable overlap · 3 shared positions
$ALPS$AMGN$TMO
$1.7B
315 positions
#7Annex Advisory Services, LLCActive
Notable overlap · 4 shared positions
$ALPS$UBER$MS$ASML
$5.9B
356 positions
#8Asio Capital, LLCActive
Notable overlap · 8 shared positions
$DELL$C$APH$AXP$CRH$UBER
$781M
109 positions
#9SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 8 shared positions
$C$APH$UBER$BKNG$GD$WFC
$255M
144 positions
#10ABNER HERRMAN & BROCK LLCActive
Some overlap · 6 shared positions
$DELL$AXP$C$MS$WFC$BA
$1.1B
111 positions
#11Richwood Investment Advisors, LLCActive
Some overlap · 7 shared positions
$AXP$C$GD$MS$AMGN$WFC
$142M
106 positions
#12Chesley Taft & Associates LLCActive
Some overlap · 7 shared positions
$AXP$C$APH$UBER$WFC$EQT
$2.6B
369 positions
#13Coign Capital Advisors LLCActive
Some overlap · 6 shared positions
$C$AXP$APH$UBER$MS$TMO
$222M
88 positions
#14BARNES PETTEY FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$ALPS$DELL$ASML
$319M
175 positions
#15American State Bank (Iowa)Passive
Some overlap · 6 shared positions
$DELL$C$GD$AMGN$WFC$BA
$247M
139 positions
#16Limestone Investment Advisors LPPassive
Some overlap · 7 shared positions
$C$UBER$MS$WFC$ASML$BKNG
$1.3B
558 positions
#17BIRINYI ASSOCIATES INCSmart money
Some overlap · 6 shared positions
$DELL$C$BKNG$AXP$BA$AMGN
$423M
61 positions
#18ALBION FINANCIAL GROUP /UTPassive
Some overlap · 6 shared positions
$C$APH$UBER$MS$AMGN$TMO
$1.7B
652 positions
#19CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$ALPS$AMGN$TMO$MS
$338M
143 positions
#20Kovitz Investment Group Partners, LLCPassive
Some overlap · 7 shared positions
$C$GD$APH$MS$BKNG$UBER
$4.5B
478 positions
#21Acumen Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$DELL$C$APH$WFC$ASML$TMO
$472M
493 positions
#22Insight Inv LLCPassive
Some overlap · 5 shared positions
$C$AXP$GD$MS$AMGN
$212M
109 positions
#23Perennial Advisors, LLCPassive
Some overlap · 6 shared positions
$AXP$APH$GD$AMGN$ASML$TMO
$649M
136 positions
#24LYELL WEALTH MANAGEMENT, LPPassive
Some overlap · 6 shared positions
$DELL$APH$UBER$MS$ASML$TMO
$1.6B
232 positions
#25Boston PartnersPassive
Some overlap · 6 shared positions
$DELL$CRH$MS$UBER$WFC$AXP
$112.6B
802 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.