13F Pro

Hedge Funds Similar to Stonebrook Private

13F Portfolio OverlapQ2 2026Stonebrook Private portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Stonebrook Private Inc. is an institutional investor managing $548M across 271 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Stonebrook Private are LightSquare Wealth, GLOBALT Investments / GA, Cassaday & Wealth, with shared positions in $STT, $MPC, $ETN, $ADI, $CB, $JCI. The full ranking of 25 similar funds is below.

#1LightSquare Wealth Management, LLCActive
Notable overlap · 6 shared positions
$STT$MPC$ETN$ADI$CB$JCI
$145M
104 positions
#2GLOBALT Investments LLC / GAActive
Notable overlap · 3 shared positions
$STT$ADI$ETN
$2.9B
212 positions
#3Cassaday & Co Wealth Management LLCSmart money
Notable overlap · 3 shared positions
$STT$MCD$ETN
$5.3B
1,313 positions
#4IAG Wealth Partners, LLCActive
Some overlap · 3 shared positions
$STT$JCI$MCD
$1.0B
508 positions
#5MATAURO, LLCActive
Some overlap · 3 shared positions
$STT$BTC$ETH
$756M
158 positions
#6Clear Trail Advisors, LLCPassive
Some overlap · 8 shared positions
$MPC$ADI$ETN$AXP$MCD$MSI
$657M
159 positions
#7Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 3 shared positions
$STT$ETN$AXP
$169M
339 positions
#8Arch Global Advisors, LLCActive
Some overlap · 3 shared positions
$STT$AXP$ADI
$240M
59 positions
#9CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$STT$ADI$ETN$MSI
$1.3B
99 positions
#10Phoenix Wealth AdvisorsActive
Some overlap · 8 shared positions
$MPC$ADI$ETN$AXP$MSI$CB
$297M
129 positions
#11Cushing Capital Partners, LLCPassive
Some overlap · 5 shared positions
$ITW$BTC$MCD$ADI$CB
$163M
113 positions
#12Stegner Investment Associates Inc.Smart money
Some overlap · 3 shared positions
$STT$MCD$AXP
$215M
29 positions
#13Paladin Advisory Group, LLCPassive
Some overlap · 4 shared positions
$STT$CB$ETN$ITW
$151M
243 positions
#14SAXON INTERESTS, INC.Passive
Some overlap · 8 shared positions
$ADI$ETN$MPC$MSI$CB$JCI
$288M
196 positions
#15Horizons Wealth Management
Some overlap · 3 shared positions
$STT$CB$ETN
$160M
165 positions
#16Tulsa Wealth Advisors, INCActive
Some overlap · 7 shared positions
$MPC$ADI$ETN$MSI$CB$JCI
$710M
166 positions
#17Comprehensive Financial Consultants Institutional, Inc.Passive
Some overlap · 7 shared positions
$MPC$ADI$ETN$MSI$CB$JCI
$371M
198 positions
#18HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 7 shared positions
$MPC$ADI$ETN$MSI$CB$JCI
$465M
139 positions
#19TMB Capital Partners, LLCPassive
Some overlap · 7 shared positions
$MPC$ADI$ETN$MSI$CB$JCI
$329M
181 positions
#20Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 7 shared positions
$MPC$ADI$ETN$MSI$CB$JCI
$251M
74 positions
#21CALIBER WEALTH MANAGEMENT, LLC / KSActive
Some overlap · 7 shared positions
$MPC$ADI$ETN$MSI$CB$JCI
$1.0B
300 positions
#22Parcion Private Wealth LLCPassive
Some overlap · 3 shared positions
$STT$ETN$CMI
$1.8B
529 positions
#23Winthrop Partners - WNY, LLCPassive
Some overlap · 7 shared positions
$MPC$ADI$ETN$MSI$CB$JCI
$202M
87 positions
#24Wealth Intelligence, LLCActive
Some overlap · 7 shared positions
$MPC$ETN$ADI$MSI$CB$JCI
$209M
60 positions
#25Cordatus Wealth Management LLCPassive
Some overlap · 4 shared positions
$STT$MCD$ADI$ITW
$451M
160 positions

Compare Stonebrook Private’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Stonebrook Private’s holdings

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.