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Hedge Funds Similar to Cobblestone Asset

13F Portfolio OverlapQ1 2026Cobblestone Asset portfolio →
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Most similar hedge funds by 13F overlap

Cobblestone Asset Management LLC is an institutional investor managing $222M across 73 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 Cobblestone Asset are Midwest Advisors,, STONEHAVEN WEALTH & TAX SOLUTIONS,, Archer Investment ,, with shared positions in $GMM, $SE, $IAU, $SOLV, $BMY, $MO. The full ranking of 25 similar funds is below.

#1Midwest Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$GMM$SE$IAU
$214M
199 positions
#2STONEHAVEN WEALTH & TAX SOLUTIONS, LLCActive
Notable overlap · 5 shared positions
$GMM$SOLV$SE$BMY$MO
$113M
82 positions
#3Archer Investment Management, LLCActive
Notable overlap · 5 shared positions
$GMM$SE$IBIT$IAU$SOLV
$238M
108 positions
#4West Wealth Group, LLCActive
Notable overlap · 4 shared positions
$GMM$SOLV$SE$IAU
$506M
130 positions
#5EHRLICH FINANCIAL GROUPPassive
Notable overlap · 4 shared positions
$GMM$SOLV$IAU$SNOW
$174M
112 positions
#6Madson Wealth Advisors IncPassive
Notable overlap · 3 shared positions
$SE$SOLV$IAU
$120M
84 positions
#7CUTLER INVESTMENT COUNSEL LLCActive
Notable overlap · 4 shared positions
$GMM$SE$SNOW$IBM
$971M
146 positions
#8Juno Financial Group LLCActive
Some overlap · 6 shared positions
$SE$PANW$CRWD$PM$MO$D
$255M
70 positions
#9WealthTrak Capital Management LLCActive
Some overlap · 3 shared positions
$GMM$SE$SNOW
$140M
80 positions
#10ONE Advisory Partners, LLCActive
Some overlap · 3 shared positions
$GMM$SE$IAU
$324M
72 positions
#11Marathon Strategic Advisors, LLCActive
Some overlap · 4 shared positions
$GMM$INTC$IBM$MCK
$139M
52 positions
#12Palatine Hill Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$GMM$ETHA$IBM
$115M
48 positions
#13Fonville Wealth Management LLCActive
Some overlap · 7 shared positions
$SE$GMM$SNOW$IBIT$PANW$IAU
$525M
138 positions
#14Addison Capital CoPassive
Some overlap · 4 shared positions
$SE$IBIT$PM$SNOW
$562M
182 positions
#15JIM SAULNIER & ASSOCIATES, LLCActive
Some overlap · 3 shared positions
$GMM$BMY$SNOW
$205M
139 positions
#16Snider Financial GroupActive
Some overlap · 3 shared positions
$SE$CRWD$PANW
$331M
102 positions
#17Sterneck Capital Management, LLCActive
Some overlap · 3 shared positions
$GMM$PLTR$IBM
$223M
116 positions
#18LPWM LLCActive
Some overlap · 4 shared positions
$GMM$CRWD$SE$PM
$396M
94 positions
#19Walsh & Associates, LLCActive
Some overlap · 3 shared positions
$GMM$SNOW$PM
$101M
287 positions
#20Roan Capital PartnersPassive
Some overlap · 4 shared positions
$SE$GMM$BMY$CSX
$108M
77 positions
#21ST GERMAIN D J CO INCPassive
Some overlap · 4 shared positions
$SOLV$GMM$PANW$SE
$2.5B
901 positions
#22LOCKERMAN FINANCIAL GROUP, INC.Passive
Some overlap · 4 shared positions
$GMM$SOLV$SE$SONY
$56M
87 positions
#23Heritage Family Offices, LLPPassive
Some overlap · 3 shared positions
$GMM$IBIT$MCK
$225M
196 positions
#24Alpha Zero LLCActive
Some overlap · 3 shared positions
$SOLV$IBIT$IAU
$198M
79 positions
#25MA Private WealthActive
Some overlap · 5 shared positions
$GMM$IAU$SNOW$SE$IBM
$591M
86 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.