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Hedge Funds Similar to Sonoma Private Wealth

13F Portfolio OverlapQ1 2026Sonoma Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

Sonoma Private Wealth LLC is an institutional investor managing $81M across 67 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 Sonoma Private Wealth are TrustWell Financial Advisors,, CAMELOT TECHNOLOGY ADVISORS,, Evanson Asset ,, with shared positions in $PHYS, $CEF, $DOV, $UNIT, $DDOG, $GE. The full ranking of 25 similar funds is below.

#1TrustWell Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$PHYS$CEF$DOV
$106M
70 positions
#2CAMELOT TECHNOLOGY ADVISORS, INC.Active
Notable overlap · 3 shared positions
$PHYS$CEF$UNIT
$138M
59 positions
#3Evanson Asset Management, LLCActive
Notable overlap · 4 shared positions
$PHYS$DOV$DDOG$UNIT
$1.9B
321 positions
#4Bleakley Financial Group, LLCPassive
Notable overlap · 4 shared positions
$CEF$PHYS$DOV$DDOG
$6.4B
760 positions
#5Bruce G. Allen Investments, LLCPassive
Some overlap · 5 shared positions
$PHYS$GE$T$UNIT$VZ
$153M
1,084 positions
#6Capital Wealth Alliance, LLCActive
Some overlap · 3 shared positions
$PHYS$SAN$GE
$221M
93 positions
#7Pacific Sage Partners, LLCActive
Some overlap · 4 shared positions
$PHYS$CEF$AMAT$PANW
$636M
121 positions
#8Evergreen Private Wealth LLCPassive
Some overlap · 5 shared positions
$T$PHYS$AMAT$PH$PANW
$247M
86 positions
#9SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$PHYS$PANW$VZ
$482M
173 positions
#10Alpha Advisors, LLC/VAActive
Some overlap · 3 shared positions
$PHYS$GE$LMT
$127M
47 positions
#11MANAGED ASSET PORTFOLIOS, LLCActive
Some overlap · 3 shared positions
$CEF$AMAT$VZ
$834M
51 positions
#12MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$PHYS$DOV$LMT
$144M
99 positions
#13Intesa Sanpaolo Wealth ManagementPassive
Some overlap · 3 shared positions
$PHYS$PANW$T
$410M
299 positions
#14Marshall Financial Group, LLCPassive
Some overlap · 4 shared positions
$CEF$AMAT$VZ$LMT
$625M
293 positions
#15RPS ADVISORY SOLUTIONS LLCActive
Some overlap · 5 shared positions
$PHYS$SAN$T$PANW$GE
$176M
108 positions
#16Financial Planning Navigators CORPSmart money
Some overlap · 3 shared positions
$CEF$DDOG$DOV
$228M
51 positions
#17Persium Advisors, LLCActive
Some overlap · 4 shared positions
$T$AMAT$PANW$VZ
$127M
60 positions
#18NS Partners LtdActive
Some overlap · 4 shared positions
$T$AMAT$GE$APH
$2.2B
71 positions
#19Maytus Capital Management, LLCPassive
Some overlap · 3 shared positions
$T$AMAT$DDOG
$562M
62 positions
#20Arlington Capital Management, Inc.Passive
Some overlap · 3 shared positions
$PHYS$SAN$SHW
$177M
111 positions
#21New Harbor Financial Group, LLCActive
Some overlap · 3 shared positions
$CEF$HSBC$PHYS
$567M
61 positions
#223EDGE Asset Management, LPSmart money
Some overlap · 5 shared positions
$PHYS$DOV$CEF$UNIT$FXF
$2.1B
91 positions
#23Slocum, Gordon & Co LLPPassive
Some overlap · 4 shared positions
$T$GE$VZ$LMT
$147M
64 positions
#24Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$AMAT$GE$PANW$APH$PH
$172M
76 positions
#25Garner Asset Management CorpPassive
Some overlap · 4 shared positions
$T$AMAT$PANW$VZ
$255M
156 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.