What hedge funds are most similar to Stonebridge Financial Planning Group, LLC?

The funds with the most similar 13F portfolios to Stonebridge Financial Planning Group, LLC are Systelligence,, APS Group,, Rooted Wealth Advisors,, based on overlapping conviction holdings in the latest SEC filings.

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 Financial Planning Group,

13F Portfolio OverlapQ1 2026Stonebridge Financial Planning Group, portfolio →

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Most similar hedge funds by 13F overlap

Stonebridge Financial Planning Group, LLC is an institutional investor managing $272M across 171 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 Financial Planning Group, are Systelligence,, APS Group,, Rooted Wealth Advisors,, with shared positions in $MS, $USB, $MAR, $GSAT, $WT, $SNOW. The full ranking of 25 similar funds is below.

#1Systelligence, LLCPassive

Notable overlap · 6 shared positions

$MS $USB $MAR $GSAT $WT $SNOW

$514M

56 positions

#2APS Management Group, Inc.Passive

Notable overlap · 6 shared positions

$MS $GSAT $MAR $KKR $QUBT $COP

$117M

72 positions

#3Rooted Wealth Advisors, Inc.Active

Notable overlap · 5 shared positions

$MS $USB $GSAT $KKR $QUBT

$379M

144 positions

#4XML Financial, LLCPassive

Notable overlap · 7 shared positions

$MS $MAR $USB $KKR $FCFS $WT

$1.2B

421 positions

#5Powers Advisory Group, LLCActive

Notable overlap · 5 shared positions

$MS $USB $WT $SNOW $COP

$284M

125 positions

#6TME FINANCIAL, INC.Passive

Notable overlap · 4 shared positions

$MS $USB $KKR $SNOW

$144M

65 positions

#7Silver Coast Investments LLCActive

Notable overlap · 4 shared positions

$MS $USB $SNOW $HSY

$313M

119 positions

#8DAGCO, INC.Passive

Notable overlap · 6 shared positions

$MS $MAR $KKR $SHW $JHG $COP

$461M

353 positions

#9SHP Wealth ManagementActive

Notable overlap · 5 shared positions

$MS $USB $JHG $QUBT $WT

$1.3B

1,826 positions

#10Davidson Capital Management Inc.Active

Notable overlap · 3 shared positions

$MS $USB $COP

$552M

93 positions

#11CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 3 shared positions

$MS $USB $COP

$363M

102 positions

#12Fairway Financial, LLCActive

Notable overlap · 3 shared positions

$MS $FCFS $MAR

$132M

23 positions

#13MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 3 shared positions

$MS $USB $KKR

$1.1B

105 positions

#14YARGER WEALTH STRATEGIES, LLCPassive

Notable overlap · 4 shared positions

$MS $KKR $JHG $WT

$248M

125 positions

#15Accel Wealth ManagementPassive

Notable overlap · 4 shared positions

$MS $KKR $JHG $SHW

$383M

290 positions

#16Morangie Management LLCActive

Notable overlap · 4 shared positions

$MS $DKNG $SNOW $MAR

$109M

34 positions

#17Retirement Management Systems Inc.Active

Some overlap · 5 shared positions

$MS $JHG $WT $SHW $SNOW

$415M

51 positions

#18BEACON ADVISORS HOLDINGS, LLCActive

Some overlap · 4 shared positions

$MS $USB $KKR $MAR

$187M

37 positions

#19Quaker Wealth Management, LLCActive

Some overlap · 6 shared positions

$USB $MAR $KKR $JHG $HSY $COP

$320M

972 positions

#20Ritter Daniher Financial Advisory LLC / DEActive

Some overlap · 4 shared positions

$MS $JHG $KKR $WT

$589M

590 positions

#21Stonebridge Financial Group, LLCPassive

Some overlap · 5 shared positions

$MS $JHG $LHX $WT $SNOW

$1.2B

262 positions

#22Wolff Financial Management LLCActive

Some overlap · 4 shared positions

$MS $KKR $MAR $COP

$453M

103 positions

#23Nelson, Van Denburg & Campbell Wealth Management Group, LLCPassive

Some overlap · 5 shared positions

$MS $USB $KKR $SNOW $SHW

$3.5B

825 positions

#24Riverbend Wealth Management, LLCPassive

Some overlap · 5 shared positions

$MS $USB $KKR $MAR $WT

$175M

152 positions

#25Tandem Wealth Advisors LLCActive

Some overlap · 5 shared positions

$MS $MAR $HSY $COP $SHW

$224M

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.