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 Stonebridge Advisors

13F Portfolio OverlapQ1 2026Stonebridge Advisors portfolio →

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Most similar hedge funds by 13F overlap

Stonebridge Capital Advisors LLC is an institutional investor managing $1.4B across 211 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Stonebridge Advisors are Gladwyn Financial Advisors,, Foundation Wealth , \PA, Fortress Financial Solutions,, with shared positions in $COP, $USB, $MKL, $KO, $MCD, $GLW. The full ranking of 25 similar funds is below.

#1Gladwyn Financial Advisors, Inc.Active

Notable overlap · 5 shared positions

$COP $USB $MKL $KO $MCD

$160M

82 positions

#2Foundation Wealth Management, LLC\PAActive

Notable overlap · 3 shared positions

$COP $USB $MKL

$284M

91 positions

#3Fortress Financial Solutions, LLCActive

Notable overlap · 5 shared positions

$COP $USB $GLW $T $MKL

$96M

56 positions

#4R.H. Investment Group, LLCPassive

Notable overlap · 5 shared positions

$COP $USB $MCD $TRV $TMO

$130M

45 positions

#5Powers Advisory Group, LLCActive

Notable overlap · 6 shared positions

$COP $USB $MCD $KO $DUK $GLW

$284M

125 positions

#6Minot DeBlois Advisors LLCPassive

Notable overlap · 6 shared positions

$COP $MKL $TRV $DIS $SLB $HON

$110M

226 positions

#7Hilton Capital Management, LLCActive

Notable overlap · 4 shared positions

$COP $USB $MCD $HON

$1.3B

129 positions

#8W.H. Cornerstone Investments Inc.Passive

Notable overlap · 5 shared positions

$COP $USB $TMO $MDT $ETN

$160M

129 positions

#9Quaker Wealth Management, LLCActive

Notable overlap · 4 shared positions

$COP $USB $KKR $HON

$320M

972 positions

#10Steele Capital Management, Inc.Active

Notable overlap · 4 shared positions

$COP $USB $KKR $TMO

$2.4B

86 positions

#11Signet Investment Advisory Group, Inc.Passive

Notable overlap · 7 shared positions

$USB $MCD $COP $KO $MDT $ETN

$218M

69 positions

#12PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active

Notable overlap · 4 shared positions

$USB $COP $MKL $KKR

$1.6B

236 positions

#13Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 6 shared positions

$COP $AMD $MCD $TRV $BA $HON

$566M

28 positions

#14SpringVest Wealth Management LLCActive

Notable overlap · 4 shared positions

$COP $USB $DUK $MKL

$146M

67 positions

#15Berkeley Capital Partners, LLCActive

Notable overlap · 7 shared positions

$USB $MKL $COP $KKR $DUK $MDT

$431M

184 positions

#16HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 6 shared positions

$USB $MKL $MCD $DUK $HON $KO

$280M

107 positions

#17Luminvest Wealth Management LLCSmart money

Notable overlap · 4 shared positions

$USB $COP $MKL $KKR

$382M

55 positions

#18WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$COP $USB $GLW

$508M

107 positions

#19CORDA Investment Management, LLC.Active

Notable overlap · 7 shared positions

$USB $MCD $KO $MDT $HON $GLW

$1.4B

80 positions

#20Integrity Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$COP $USB $AMD

$184M

74 positions

#21CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 3 shared positions

$COP $USB $MCD

$363M

102 positions

#22American Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$COP $USB $KO

$750M

159 positions

#23Cordant, Inc.Active

Notable overlap · 4 shared positions

$COP $USB $AMD $DIS

$246M

75 positions

#24Robinson Value Management, Ltd.Passive

Notable overlap · 5 shared positions

$COP $AMD $MDT $DIS $SLB

$180M

73 positions

#25Davidson Capital Management Inc.Active

Notable overlap · 3 shared positions

$COP $USB $DUK

$552M

93 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.