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Hedge Funds Similar to Onyx Bridge Wealth Group

13F Portfolio OverlapQ3 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 $1.1B across 404 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 Onyx Bridge Wealth Group are QUANTUM FINANCIAL PARTNERS, CERTIOR FINANCIAL GROUP, Garden State Investment Advisory Services, with shared positions in $BAH, $PLTR, $CRWD, $MO, $ED, $VZ. The full ranking of 25 similar funds is below.

#1QUANTUM FINANCIAL PARTNERS LLCPassive
Some overlap · 4 shared positions
$BAH$PLTR$CRWD$MO
$194M
152 positions
#2CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$BAH$PLTR$ED$VZ
$184M
143 positions
#3Garden State Investment Advisory Services LLCPassive
Some overlap · 3 shared positions
$BAH$PLTR$CRWD
$553M
365 positions
#4ADE, LLCActive
Some overlap · 3 shared positions
$BAH$MRVL$PM
$237M
93 positions
#5SARD WEALTH MANAGEMENT GROUP, LLCActive
Some overlap · 3 shared positions
$BAH$PLTR$ED
$250M
65 positions
#6MTM Investment Management, LLCPassive
Some overlap · 3 shared positions
$BAH$ETN$PM
$350M
708 positions
#7NCM Capital Management, LLCPassive
Some overlap · 3 shared positions
$BAH$ETN$VZ
$324M
194 positions
#8Carson Advisory Inc.Passive
Some overlap · 3 shared positions
$BAH$ETN$VZ
$218M
204 positions
#9V2 Financial group LLCSmart money
Some overlap · 4 shared positions
$BAH$PLTR$VZ$MO
$268M
123 positions
#10WARNER FINANCIAL, INCActive
Some overlap · 3 shared positions
$BAH$PM$MO
$340M
145 positions
#11D'Orazio & Associates, Inc.Active
Some overlap · 3 shared positions
$BAH$PM$MO
$864M
322 positions
#12Consolidated Planning CorpActive
Some overlap · 3 shared positions
$BAH$PM$VZ
$735M
186 positions
#13Southland Equity Partners LLCPassive
Some overlap · 3 shared positions
$BAH$PM$VZ
$583M
292 positions
#14Wingate Wealth Advisors, Inc.Active
Some overlap · 3 shared positions
$BAH$PM$VZ
$241M
128 positions
#15Planning Strategies Inc.Active
Some overlap · 3 shared positions
$BAH$PM$VZ
$169M
1,159 positions
#16Founders Financial Alliance, LLCPassive
Some overlap · 5 shared positions
$BAH$CRWD$ETN$PM$MO
$754M
779 positions
#17Value Investment Professionals, LLCPassive
Some overlap · 3 shared positions
$BAH$PM$MO
$115M
101 positions
#18Rubicon Advisors, GPActive
Some overlap · 4 shared positions
$BAH$PLTR$ED$MO
$144M
89 positions
#19Financial Security Advisor, Inc.Active
Some overlap · 4 shared positions
$BAH$PM$MO$VZ
$615M
161 positions
#20ARS Wealth Advisors Group, LLCActive
Some overlap · 3 shared positions
$BAH$MO$VZ
$1.4B
218 positions
#21Avalon Global Asset Management LLCActive
Some overlap · 5 shared positions
$MRVL$PLTR$CRWD$SNPS$ETN
$917M
38 positions
#22WEALTH ALLIANCE, LLCPassive
Some overlap · 4 shared positions
$BAH$ETN$PM$VZ
$1.2B
573 positions
#23Paragon Advisors, LLCSmart money
Some overlap · 3 shared positions
$BAH$PLTR$CRWD
$476M
77 positions
#24Octavia Wealth Advisors, LLCActive
Slight overlap · 6 shared positions
$PLTR$MRVL$CRWD$PM$MO$VZ
$1.2B
231 positions
#25GREAT VALLEY ADVISOR GROUP, INC.Passive
Slight overlap · 3 shared positions
$BAH$CRWD$MO
$6.3B
1,055 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.