13F Pro

Hedge Funds Similar to Stratos Wealth Partners, LTD.

13F Portfolio OverlapQ2 2026Stratos Wealth Partners, LTD. portfolio →
Institutional-grade research for retail investors

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
$16.3B
376 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
$490M
188 positions
#9BankChampaign, National AssociationPassive
Slight overlap · 4 shared positions
$HWM$STRL$PH$PLTR
$130M
200 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 LLCPassive
Slight overlap · 5 shared positions
$STRL$PLTR$CRWD$GLW$CLS
$174M
92 positions
#15Urban Wealth Management, LLCPassive
Slight overlap · 5 shared positions
$PH$IAU$PLTR$WFC$QCOM
$115M
107 positions
#16Geneva Partners, LLCPassive
Slight overlap · 4 shared positions
$HWM$STRL$PH$GLW
$375M
75 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
$117M
54 positions
#19Capital Advisors Wealth Management, LLCPassive
Slight overlap · 5 shared positions
$IAU$PLTR$CRWD$MCD$QCOM
$851M
231 positions
#20PATTON FUND MANAGEMENT, INC.Passive
Slight overlap · 4 shared positions
$HWM$IAU$CRWD$GLW
$462M
86 positions
#21Elm3 Financial Group, LLCPassive
Slight overlap · 4 shared positions
$HWM$STRL$PH$APH
$146M
135 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
$214M
76 positions
#24KRS Capital Management, LLCActive
Slight overlap · 5 shared positions
$PLTR$CRWD$PH$GLW$QCOM
$215M
124 positions
#25OAK RIDGE INVESTMENTS LLCActive
Slight overlap · 4 shared positions
$HWM$PLTR$CRWD$CLS
$1.8B
170 positions

Compare Stratos Wealth Partners, LTD.’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 Stratos Wealth Partners, LTD.’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.