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 Somerset, MATTERN, Kesler, Norman & Wride, 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 OverlapQ2 2026Stonebridge Financial Group portfolio →

Institutional-grade research for retail investors

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 Q2 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 Somerset, MATTERN, Kesler, Norman & Wride, with shared positions in $ADI, $AFL, $LIN, $NEE, $GD, $EMR. The full ranking of 25 similar funds is below.

#1Somerset Trust CoPassive

Notable overlap · 15 shared positions

$ADI $AFL $LIN $NEE $GD $EMR

$354M

186 positions

#2MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 12 shared positions

$AFL $ADI $LIN $NEE $GD $CB

$857M

166 positions

#3Kesler, Norman & Wride, LLCPassive

Notable overlap · 12 shared positions

$ADI $NEE $GD $EMR $CB $AMGN

$631M

271 positions

#4Cushing Capital Partners, LLCPassive

Notable overlap · 10 shared positions

$IAU $AFL $LIN $NEE $ADI $CB

$145M

99 positions

#5BKM Wealth Management, LLCPassive

Notable overlap · 11 shared positions

$ADI $LIN $NEE $GD $AMGN $LOW

$282M

148 positions

#6UNITED BANKActive

Notable overlap · 10 shared positions

$GLW $CMI $AFL $GD $AMGN $MCD

$853M

130 positions

#7BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 11 shared positions

$ADI $GD $CB $AMGN $LOW $MCD

$346M

113 positions

#8NovaPoint Capital, LLCPassive

Notable overlap · 9 shared positions

$GLW $CMI $AFL $GD $CB $LHX

$481M

161 positions

#9MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Notable overlap · 10 shared positions

$LIN $NEE $GD $AFL $EMR $CB

$272M

149 positions

#10Community Financial Services Group, LLCPassive

Notable overlap · 10 shared positions

$ADI $GLW $LIN $NEE $EMR $AXP

$686M

532 positions

#11LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Notable overlap · 9 shared positions

$GLW $LIN $NEE $CB $AMGN $MCD

$152M

84 positions

#12JGP Wealth Management, LLCActive

Notable overlap · 9 shared positions

$ADI $AFL $NEE $AMGN $LOW $LHX

$1.1B

231 positions

#13Nicholson Wealth Management Group, LLCPassive

Notable overlap · 8 shared positions

$ADI $LIN $AFL $NEE $GD $CB

$170M

111 positions

#14Brown Miller Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$ADI $LIN $NEE $CB $LOW $GD

$397M

204 positions

#15CONNING INC.Passive

Notable overlap · 8 shared positions

$GLW $CMI $AFL $GD $AMGN $MCD

$3.3B

327 positions

#16PFW Advisors LLCActive

Notable overlap · 11 shared positions

$NEE $MCD $BLK $PAYX $LIN $ADI

$343M

124 positions

#17PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive

Notable overlap · 9 shared positions

$ADI $LIN $NEE $LOW $AXP $BLK

$844M

219 positions

#18Narwhal Capital ManagementActive

Notable overlap · 7 shared positions

$IAU $ADI $GD $NEE $AXP $LHX

$1.4B

157 positions

#19Petros Family Wealth, LLCPassive

Notable overlap · 9 shared positions

$ADI $EMR $AMGN $LOW $LHX $NEE

$164M

134 positions

#20Ark Wealth Advisors LLCPassive

Notable overlap · 8 shared positions

$AFL $LIN $NEE $CB $EMR $LOW

$113M

87 positions

#21Mattern Wealth Management LLCActive

Notable overlap · 11 shared positions

$ADI $MCD $LOW $NEE $BLK $EMR

$609M

183 positions

#22St. Johns Investment Management Company, LLCPassive

Notable overlap · 8 shared positions

$CMI $GLW $AMGN $MCD $AXP $SYK

$264M

201 positions

#23FULTON BREAKEFIELD BROENNIMAN LLCPassive

Notable overlap · 8 shared positions

$LIN $NEE $GD $VRT $LOW $MCD

$1.7B

208 positions

#24CFS Investment Advisory Services, LLCPassive

Notable overlap · 9 shared positions

$LIN $AFL $CB $AMGN $NEE $GD

$1.5B

357 positions

#25Financial & Tax Architects, LLCPassive

Notable overlap · 8 shared positions

$IAU $NEE $GD $EMR $LOW $MCD

$474M

110 positions

Compare Stonebridge Financial Group’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 Stonebridge Financial Group’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.