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 Onyx Bridge Wealth Group

13F Portfolio OverlapQ1 2026Onyx Bridge Wealth Group portfolio →

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Most similar hedge funds by 13F overlap

Onyx Bridge Wealth Group LLC is an institutional investor managing $930M across 373 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 Onyx Bridge Wealth Group are Centerpoint Advisory Group, OakTrust Wealth Advisors,, Per Stirling ,, with shared positions in $BAH, $WT, $HUM, $SOLV, $OKE, $REGN. The full ranking of 25 similar funds is below.

#1Centerpoint Advisory GroupPassive

Notable overlap · 7 shared positions

$BAH $WT $HUM $SOLV $OKE $REGN

$133M

108 positions

#2OakTrust Wealth Advisors, LLCActive

Notable overlap · 7 shared positions

$BAH $WT $HUM $REGN $CRM $AMN

$110M

68 positions

#3Per Stirling Capital Management, LLC.Passive

Notable overlap · 7 shared positions

$WT $BAH $AGQ $SOLV $HUM $REGN

$905M

310 positions

#4Beacon Financial Advisory LLCPassive

Notable overlap · 6 shared positions

$BAH $HUM $WT $KKR $CRM $MDLZ

$443M

402 positions

#5Aprio Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$HUM $BAH $AGQ $REGN $WT $CRM

$1.8B

613 positions

#6CMC Financial GroupActive

Notable overlap · 4 shared positions

$BAH $WT $AGQ $REGN

$51M

38 positions

#7Wingate Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $BAH $HUM

$187M

121 positions

#8GREAT VALLEY ADVISOR GROUP, INC.Passive

Notable overlap · 5 shared positions

$BAH $WT $REGN $CRM $HUM

$5.5B

999 positions

#9CORA CAPITAL ADVISORS LLCActive

Some overlap · 5 shared positions

$BAH $HUM $REGN $AGQ $TXN

$302M

134 positions

#10PMG Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$WT $HUM $AGQ $MDLZ

$139M

59 positions

#11Evergreen Wealth Solutions, LLCPassive

Some overlap · 5 shared positions

$BAH $HUM $XYZ $CRM $OKE

$1.4B

406 positions

#12Bulwark Capital CorpActive

Some overlap · 5 shared positions

$HUM $VLTO $OKE $WT $KKR

$162M

100 positions

#13Destiny Wealth Partners, LLCPassive

Some overlap · 7 shared positions

$HUM $XYZ $VLTO $OKE $KKR $SOLV

$914M

1,148 positions

#14Carmel Capital Partners, LLCPassive

Some overlap · 3 shared positions

$BAH $WT $AGQ

$277M

118 positions

#15Roof Eidam Maycock Peralta, LLCActive

Some overlap · 5 shared positions

$HUM $WT $XYZ $MDLZ $SOLV

$436M

125 positions

#16DAHRING {-} CUSMANO LLCActive

Some overlap · 5 shared positions

$BAH $HUM $KKR $CRM $PLTR

$163M

58 positions

#17BlueStem Wealth Partners, LLCActive

Some overlap · 7 shared positions

$BAH $SNPS $OKE $AMN $WT $REGN

$900M

124 positions

#18Marion Wealth ManagementPassive

Some overlap · 4 shared positions

$WT $VLTO $SNPS $CRM

$451M

146 positions

#19Kestra Investment Management, LLCActive

Some overlap · 6 shared positions

$WT $SNPS $VLTO $XYZ $AMN $TXN

$5.8B

439 positions

#20Yoder Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$WT $HUM $XYZ $PLTR

$219M

124 positions

#21Strategic Financial Concepts, LLCPassive

Some overlap · 4 shared positions

$WT $HUM $BAH $OKE

$405M

298 positions

#22DHJJ Financial Advisors, Ltd.Passive

Some overlap · 4 shared positions

$WT $HUM $AGQ $GDDY

$302M

1,081 positions

#23Strategic Family Wealth Counselors, L.L.C.Passive

Some overlap · 4 shared positions

$WT $BAH $REGN $KKR

$381M

163 positions

#24Vigilare Wealth ManagementActive

Some overlap · 4 shared positions

$WT $HUM $AGQ $PLTR

$296M

109 positions

#25Avant Capital LLCPassive

Some overlap · 4 shared positions

$WT $HUM $AGQ $PLTR

$142M

76 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.