What hedge funds are most similar to Stonebridge Financial Group, LLC?

The funds with the most similar 13F portfolios to Stonebridge Financial Group, LLC are Powers Advisory Group,, Systelligence,, Fermata Advisors,, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Stonebridge Financial Group,

13F Portfolio OverlapQ1 2026Stonebridge Financial Group, portfolio →

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Most similar hedge funds by 13F overlap

Stonebridge Financial Group, LLC is an institutional investor managing $1.3B across 275 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 Stonebridge Financial Group, are Powers Advisory Group,, Systelligence,, Fermata Advisors,, with shared positions in $WT, $MS, $MCD, $KO, $GLW, $SNOW. The full ranking of 25 similar funds is below.

#1Powers Advisory Group, LLCActive

Notable overlap · 6 shared positions

$WT $MS $MCD $KO $GLW $SNOW

$284M

125 positions

#2Systelligence, LLCPassive

Notable overlap · 4 shared positions

$WT $MS $SNOW $IAU

$514M

56 positions

#3Fermata Advisors, LLCPassive

Notable overlap · 6 shared positions

$WT $TXN $IAU $MS $OKE $JHG

$444M

232 positions

#4Sterling Manor Financial, LLCActive

Notable overlap · 4 shared positions

$WT $MS $OKE $KO

$160M

39 positions

#5Meridian Financial Partners LLCActive

Notable overlap · 7 shared positions

$MS $WT $SNOW $NEE $LHX $LIN

$263M

121 positions

#6Provident Wealth Management, LLCActive

Notable overlap · 5 shared positions

$MS $WT $SNOW $KO $MCD

$331M

134 positions

#7Retirement Management Systems Inc.Active

Notable overlap · 5 shared positions

$MS $WT $SNOW $JHG $IAU

$415M

51 positions

#8Ritter Daniher Financial Advisory LLC / DEActive

Notable overlap · 5 shared positions

$MS $WT $JHG $DDOG $NEE

$589M

590 positions

#9First Financial Group CorpActive

Notable overlap · 5 shared positions

$WT $IAU $SNOW $JHG $NEE

$122M

80 positions

#10BCM ADVISORS, LLCActive

Notable overlap · 6 shared positions

$WT $SNOW $SGOL $KO $GD $AFL

$507M

78 positions

#11Ruggaard & Associates LLCPassive

Notable overlap · 5 shared positions

$WT $MS $JHG $TXN $AFL

$252M

122 positions

#12Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 9 shared positions

$WT $TXN $IAU $JHG $VRT $NEE

$477M

70 positions

#13Catalyst Investment Management LLCPassive

Notable overlap · 5 shared positions

$WT $IAU $MS $KO $LOW

$90M

65 positions

#14MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 6 shared positions

$WT $DDOG $NEE $LOW $AMGN $EMR

$240M

234 positions

#15MBA Advisors LLCPassive

Notable overlap · 6 shared positions

$WT $IAU $SNOW $JHG $MCD $AMGN

$260M

146 positions

#16Alpha Zero LLCActive

Notable overlap · 4 shared positions

$WT $IAU $OKE $JHG

$198M

79 positions

#17Beckerman Institutional, LLCPassive

Notable overlap · 7 shared positions

$WT $MS $SNOW $OKE $TXN $IAU

$188M

121 positions

#18Horizon Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$WT $MS $OKE $MCD

$682M

137 positions

#19LifeGoal Investments, LLCPassive

Notable overlap · 4 shared positions

$MS $SNOW $TXN $DDOG

$175M

112 positions

#20Magnolia Private Wealth, LLCPassive

Notable overlap · 5 shared positions

$WT $TXN $JHG $DDOG $IAU

$150M

134 positions

#21Grey Ledge Advisors, LLCPassive

Notable overlap · 6 shared positions

$WT $CMI $AFL $SNOW $GD $AMGN

$443M

239 positions

#22ShoreHaven Wealth Partners, LLCPassive

Notable overlap · 8 shared positions

$WT $IAU $MS $JHG $VRT $DDOG

$278M

103 positions

#23Vantage Point Financial LLCPassive

Notable overlap · 5 shared positions

$WT $IAU $MCD $NEE $CB

$285M

176 positions

#24Meridian Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$MS $WT $MCD

$183M

141 positions

#25Per Stirling Capital Management, LLC.Passive

Notable overlap · 5 shared positions

$WT $MS $IAU $JHG $SNOW

$905M

310 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.