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 Stratos Wealth Partners, LTD.

13F Portfolio OverlapQ2 2026Stratos Wealth Partners, LTD. portfolio →

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Most similar hedge funds by 13F overlap

Stratos Wealth Partners, LTD. is an institutional investor managing $9.9B across 1,690 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 Wealth Partners, LTD. are ITHAKA GROUP, Argentarii, Corient IA, with shared positions in $HWM, $APH, $STRL, $PLTR, $CRWD, $PH. The full ranking of 25 similar funds is below.

#1ITHAKA GROUP LLCActive

Some overlap · 5 shared positions

$HWM $APH $STRL $PLTR $CRWD

$551M

40 positions

#2Argentarii, LLCPassive

Some overlap · 5 shared positions

$HWM $APH $PH $IAU $PLTR

$332M

213 positions

#3Corient IA LLCPassive

Slight overlap · 5 shared positions

$HWM $PH $PLTR $CRWD $GLW

$108M

249 positions

#4CONGRESS ASSET MANAGEMENT CO /MAPassive

Slight overlap · 4 shared positions

$HWM $APH $STRL $PH

$15.4B

406 positions

#5MARIETTA INVESTMENT PARTNERS LLCPassive

Slight overlap · 4 shared positions

$HWM $APH $PH $PLTR

$582M

170 positions

#6COOKSON PEIRCE & CO INCPassive

Slight overlap · 4 shared positions

$HWM $APH $STRL $GLW

$3.0B

317 positions

#7KEYBANK NATIONAL ASSOCIATION/OHPassive

Slight overlap · 5 shared positions

$APH $PH $IAU $GLW $WFC

$30.4B

1,310 positions

#8FORTEM FINANCIAL GROUP, LLCPassive

Slight overlap · 4 shared positions

$HWM $APH $PLTR $CRWD

$487M

190 positions

#9BankChampaign, National AssociationPassive

Slight overlap · 4 shared positions

$HWM $STRL $PH $PLTR

$120M

202 positions

#10Telligent Fund, LPActive

Slight overlap · 4 shared positions

$HWM $APH $GLW $CLS

$136M

23 positions

#11FIRST COMMONWEALTH FINANCIAL CORP /PA/Active

Slight overlap · 4 shared positions

$HWM $APH $GLW $MCD

$715M

269 positions

#12Greenline Wealth Management LLCPassive

Slight overlap · 5 shared positions

$STRL $PLTR $CRWD $HWM $CLS

$122M

131 positions

#13Baker Avenue Asset Management, LPPassive

Slight overlap · 5 shared positions

$PH $APH $CRWD $GLW $QCOM

$5.3B

818 positions

#14PRAKASH INVESTMENT ADVISORS LLCActive

Slight overlap · 5 shared positions

$STRL $PLTR $CRWD $GLW $CLS

$165M

86 positions

#15Urban Wealth Management, LLCPassive

Slight overlap · 5 shared positions

$PH $IAU $PLTR $WFC $QCOM

$112M

108 positions

#16Geneva Partners, LLCPassive

Slight overlap · 4 shared positions

$HWM $STRL $PH $GLW

$334M

81 positions

#17Severin Investments, LLCPassive

Slight overlap · 4 shared positions

$HWM $STRL $CRWD $WFC

$133M

174 positions

#18TABR Capital Management, LLCActive

Slight overlap · 4 shared positions

$HWM $PH $CRWD $GLW

$136M

59 positions

#19Capital Advisors Wealth Management, LLCPassive

Slight overlap · 5 shared positions

$IAU $PLTR $CRWD $MCD $QCOM

$888M

233 positions

#20PATTON FUND MANAGEMENT, INC.Passive

Slight overlap · 4 shared positions

$HWM $IAU $CRWD $GLW

$389M

77 positions

#21Elm3 Financial Group, LLCPassive

Slight overlap · 4 shared positions

$HWM $STRL $PH $APH

$150M

150 positions

#22Sanctuary Advisors, LLCPassive

Slight overlap · 5 shared positions

$PLTR $CRWD $IAU $GLW $MCD

$21.6B

2,843 positions

#23Kingsman Wealth Management, Inc.Active

Slight overlap · 4 shared positions

$HWM $PLTR $CRWD $GLW

$224M

82 positions

#24KRS Capital Management, LLCActive

Slight overlap · 5 shared positions

$PLTR $CRWD $PH $GLW $QCOM

$225M

122 positions

#25OAK RIDGE INVESTMENTS LLCActive

Slight overlap · 4 shared positions

$HWM $PLTR $CRWD $CLS

$1.8B

170 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.