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Hedge Funds Similar to Newbridge Financial Services Group,

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

Newbridge Financial Services Group, Inc. is an institutional investor managing $608M across 1,182 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 Newbridge Financial Services Group, are GLYNN, CORNERSTONE ENTERPRISES,, Kessler Investment Group,, with shared positions in $CRWD, $PLTR, $SNOW, $CRWV, $NET, $GEV. The full ranking of 25 similar funds is below.

#1GLYNN CAPITAL MANAGEMENT LLCActive
Notable overlap · 8 shared positions
$CRWD$PLTR$SNOW$CRWV$NET$GEV
$209M
42 positions
#2CORNERSTONE ENTERPRISES, LLCActive
Some overlap · 6 shared positions
$PLTR$SHW$CRWD$IBM$GEV$NET
$201M
35 positions
#3Kessler Investment Group, LLCPassive
Some overlap · 6 shared positions
$CRWD$PLTR$GILD$IBM$MSTR$GEV
$211M
79 positions
#4RPG Investment Advisory, LLCPassive
Some overlap · 5 shared positions
$PLTR$CRWD$SNOW$AMD$NET
$829M
92 positions
#5StoneCrest Wealth Management, Inc.Passive
Some overlap · 6 shared positions
$SHW$CRWD$TMO$PLTR$UBER$AMD
$236M
73 positions
#6KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$PLTR$SHW$SNOW$CRWD$UBER$NET
$315M
156 positions
#7AGP FRANKLIN, LLCPassive
Some overlap · 5 shared positions
$PLTR$CRWD$CRWV$AMD$GILD
$200M
93 positions
#8Wisconsin Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$SHW$PLTR$CRWD
$102M
84 positions
#9PeakShares LLCPassive
Some overlap · 8 shared positions
$PLTR$CRWD$AMD$UBER$IBM$TMO
$109M
116 positions
#10Wagner Wealth Management, LLCActive
Some overlap · 6 shared positions
$SHW$SNOW$IBM$DUK$GILD$MO
$495M
279 positions
#11Westwood Wealth ManagementActive
Some overlap · 5 shared positions
$PLTR$SHW$AMD$UBER$ARM
$255M
42 positions
#12KERR FINANCIAL PLANNING CorpPassive
Some overlap · 6 shared positions
$PLTR$SHW$MRVL$AMD$CRWD$ARM
$81M
522 positions
#13Palacios Wealth Management, LLCActive
Some overlap · 6 shared positions
$CRWD$PLTR$AMD$UBER$TMO$IBM
$160M
75 positions
#14First Financial Group CorpActive
Some overlap · 7 shared positions
$SHW$SNOW$DUK$GE$GEV$CRWD
$122M
80 positions
#15Joseph P. Lucia & Associates, LLCPassive
Some overlap · 6 shared positions
$SHW$SNOW$DHR$UBER$IBM$GILD
$280M
169 positions
#16WESPAC Advisors SoCal, LLCPassive
Some overlap · 6 shared positions
$SHW$PLTR$GEV$IBM$GE$CRWD
$470M
119 positions
#17Saudi Central BankPassive
Some overlap · 3 shared positions
$SHW$PLTR$AMD
$4.7B
514 positions
#18Kaizen Financial StrategiesPassive
Some overlap · 6 shared positions
$SHW$AMD$TMO$GEV$PLTR$GE
$236M
174 positions
#19MADDEN SECURITIES CorpPassive
Some overlap · 6 shared positions
$PLTR$SHW$IBM$TMO$MO$MSTR
$333M
113 positions
#20DARA CAPITAL US, INC.Passive
Some overlap · 8 shared positions
$CRWD$AMD$DHR$NET$GE$IBM
$105M
119 positions
#21Urban Wealth Management, LLCPassive
Some overlap · 5 shared positions
$SHW$PLTR$DUK$MSTR$DHR
$98M
93 positions
#22SIMS INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$SHW$SNOW$GILD$DHR$UBER
$272M
35 positions
#23Garden State Investment Advisory Services LLCPassive
Some overlap · 7 shared positions
$PLTR$SHW$AMD$DHR$TMO$UBER
$455M
339 positions
#24NCP Inc.Active
Some overlap · 7 shared positions
$CRWD$PLTR$GE$GEV$TMO$MO
$60M
76 positions
#25Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$CRWD$PLTR$UBER$GE$GEV
$172M
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.