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Hedge Funds Similar to SevenBridge Financial Group,

13F Portfolio OverlapQ1 2026SevenBridge Financial Group, portfolio →
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Most similar hedge funds by 13F overlap

SevenBridge Financial Group, LLC is an institutional investor managing $640M across 202 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 SevenBridge Financial Group, are Second Line ,, Cushing Partners,, Lord & Richards Wealth ,, with shared positions in $DUK, $PWR, $FANG, $FCX, $PSX, $NEE. The full ranking of 25 similar funds is below.

#1Second Line Capital, LLCActive
Notable overlap · 4 shared positions
$DUK$PWR$FANG$FCX
$528M
185 positions
#2Cushing Capital Partners, LLCPassive
Notable overlap · 4 shared positions
$DUK$PSX$NEE$LIN
$130M
96 positions
#3Lord & Richards Wealth Management, LLCActive
Notable overlap · 3 shared positions
$DUK$PWR$FANG
$114M
50 positions
#46th Street Advisors, LLCActive
Notable overlap · 4 shared positions
$DUK$PWR$FANG$PLTR
$159M
59 positions
#5BROGAN FINANCIAL, INC.Smart money
Notable overlap · 5 shared positions
$DUK$NEE$PWR$FANG$MS
$227M
56 positions
#6Pandora Wealth, Inc.
Notable overlap · 4 shared positions
$DUK$SRE$DE$PWR
$165M
224 positions
#7Park Place Capital CorpPassive
Notable overlap · 4 shared positions
$DUK$PWR$FANG$NEE
$499M
850 positions
#8Elequin Securities, LLCActive
Notable overlap · 4 shared positions
$DUK$NEE$FBTC$PLTR
$1.2B
622 positions
#9Purewater Capital LLCActive
Notable overlap · 3 shared positions
$DUK$FANG$PSX
$104M
68 positions
#10KFG WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$DUK$NEE$PWR
$774M
216 positions
#11Compass Ion Advisors, LLCActive
Some overlap · 4 shared positions
$DUK$MS$FBTC$NEE
$1.0B
279 positions
#12GUARDIAN WEALTH ADVISORS, LLC / NCPassive
Some overlap · 3 shared positions
$DUK$MS$PWR
$1.6B
611 positions
#13Clarus Group, Inc.Active
Some overlap · 3 shared positions
$DUK$PWR$FANG
$279M
113 positions
#14Sunburst Financial Group, LLCActive
Some overlap · 3 shared positions
$DUK$MS$PWR
$543M
132 positions
#15BCWM, LLCPassive
Some overlap · 3 shared positions
$DUK$SRE$UNP
$353M
57 positions
#16EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$DUK$MS$UNP$NEE
$1.4B
56 positions
#17Aptus Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$DUK$FANG$PWR
$12.7B
1,671 positions
#18Glass Wealth Management Co LLCPassive
Some overlap · 5 shared positions
$MS$AMAT$PSX$LRCX$FCX
$258M
67 positions
#19OFI INVEST ASSET MANAGEMENTActive
Some overlap · 6 shared positions
$MS$AMAT$LRCX$PLTR$NEE$PSX
$7.6B
347 positions
#20Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$DUK$CMI$UNP$DE$NEE
$215M
125 positions
#21Colonial Trust AdvisorsPassive
Some overlap · 5 shared positions
$MS$AMAT$DUK$UNP$DE
$1.3B
726 positions
#22McGuire Investment Group, LLCActive
Some overlap · 5 shared positions
$AMAT$MS$CMI$LRCX$PLTR
$885M
121 positions
#23Counterweight Ventures, LLCPassive
Some overlap · 5 shared positions
$DUK$MS$PSX$PWR$PLTR
$178M
80 positions
#24Oak Harvest Investment ServicesPassive
Some overlap · 5 shared positions
$MS$DUK$FANG$UNP$DE
$958M
176 positions
#25BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$PWR$PNC$FBTC$UNP$DE$PLTR
$360M
106 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.