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Hedge Funds Similar to SevenBridge Financial Group

13F Portfolio OverlapQ3 2026SevenBridge Financial Group portfolio →
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Most similar hedge funds by 13F overlap

SevenBridge Financial Group, LLC is an institutional investor managing $674M across 211 U.S. equity positions as of Q3 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 Marion Wealth, Umpqua Bank, Corsicana, with shared positions in $PWR, $PSX, $DE, $UNP, $BLK, $NEE. The full ranking of 25 similar funds is below.

#1Marion Wealth ManagementPassive
Some overlap · 8 shared positions
$PWR$PSX$DE$UNP$BLK$NEE
$508M
160 positions
#2Umpqua BankPassive
Some overlap · 7 shared positions
$PNC$CMI$CRWD$MS$DE$BLK
$446M
165 positions
#3Corsicana & Co.Passive
Some overlap · 7 shared positions
$PWR$CMI$UNP$NEE$PSX$QCOM
$206M
309 positions
#4Rydar Equities, Inc.Passive
Some overlap · 5 shared positions
$MS$CRWD$UNP$CMI$PLTR
$194M
440 positions
#5Meridian Financial Partners LLCPassive
Some overlap · 6 shared positions
$CRWD$UNP$DUK$PWR$LIN$NEE
$306M
124 positions
#6River Street Advisors LLCPassive
Some overlap · 6 shared positions
$MS$CMI$BLK$NEE$QCOM$PWR
$324M
176 positions
#7MONTGOMERY INVESTMENT MANAGEMENT INCActive
Some overlap · 6 shared positions
$PSX$PNC$DE$FANG$FCX$NEE
$329M
105 positions
#8Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$MS$CRWD$PWR$BLK$NEE
$1.6B
184 positions
#9CONNORS INVESTOR SERVICES INCPassive
Some overlap · 5 shared positions
$MS$PWR$DUK$PLTR$LIN
$1.2B
153 positions
#10CONNING INC.Passive
Some overlap · 5 shared positions
$PNC$CMI$MS$UNP$BLK
$3.3B
327 positions
#11Teamwork Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$PWR$PNC$UNP$PLTR$DE
$908M
182 positions
#12BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$PWR$PNC$UNP$PLTR$DE
$436M
104 positions
#13CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 6 shared positions
$PWR$PLTR$LIN$FCX$BLK$NEE
$78M
44 positions
#14Aspen Wealth Strategies, LLCActive
Some overlap · 6 shared positions
$PNC$DUK$DE$MS$NEE$QCOM
$207M
89 positions
#15First Citizens Financial CorpPassive
Some overlap · 5 shared positions
$MS$CMI$UNP$PNC$DE
$238M
137 positions
#16RPG Investment Advisory, LLCPassive
Some overlap · 5 shared positions
$CRWD$PWR$PLTR$FANG$FCX
$540M
85 positions
#17Sun Financial IncPassive
Some overlap · 5 shared positions
$PWR$PNC$UNP$PLTR$DE
$212M
161 positions
#18HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$MS$CRWD$UNP$NEE$QCOM
$1.7B
479 positions
#19Stack Financial Management, IncActive
Some overlap · 5 shared positions
$PWR$PSX$UNP$DUK$NEE
$1.3B
54 positions
#20JACOBS & CO/CAPassive
Some overlap · 5 shared positions
$CRWD$CMI$UNP$DE$QCOM
$1.2B
132 positions
#21MASTER'S WEALTH MANAGEMENT INC.Smart money
Some overlap · 5 shared positions
$PNC$PSX$UNP$MS$NEE
$343M
85 positions
#22ABN AMRO Bank N.V.Active
Some overlap · 6 shared positions
$PWR$PLTR$MS$LIN$BLK$CRWD
$7.7B
231 positions
#23Clifford Group, LLCSmart money
Some overlap · 5 shared positions
$MS$PSX$UNP$LIN$NEE
$145M
86 positions
#24Wallington Asset Management, LLCActive
Some overlap · 5 shared positions
$PSX$CMI$UNP$DE$LIN
$814M
61 positions
#25SCP Investment, LPActive
Some overlap · 6 shared positions
$PSX$PR$FANG$SRE$DUK$FCX
$108M
47 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.