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Hedge Funds Similar to Stonebridge Wealth ,

13F Portfolio OverlapQ1 2026Stonebridge Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Stonebridge Wealth Management, LLC is an institutional investor managing $112M across 37 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 Wealth , are RESOLUTE ,, MB, LEVIS & ASSOCIATES,, tru Independence, with shared positions in $WT, $JHG, $MAR, $ABT, $KO. The full ranking of 25 similar funds is below.

#1RESOLUTE CAPITAL, LLCActive
Substantial overlap · 3 shared positions
$WT$JHG$MAR
$247M
57 positions
#2MB, LEVIS & ASSOCIATES, LLCPassive
Substantial overlap · 3 shared positions
$WT$ABT$MAR
$240M
234 positions
#3tru Independence LLCPassive
Substantial overlap · 3 shared positions
$WT$JHG$MAR
$202M
102 positions
#4BIP Wealth, LLCActive
Notable overlap · 3 shared positions
$WT$JHG$KO
$2.5B
453 positions
#5Key FInancial IncPassive
Notable overlap · 4 shared positions
$WT$ABT$KO$MAR
$562M
1,394 positions
#6Sanchez Wealth Management GroupActive
Notable overlap · 3 shared positions
$WT$JHG$ABT
$462M
53 positions
#7Tidemark, LLCPassive
Notable overlap · 3 shared positions
$WT$JHG$MAR
$393M
901 positions
#8IAG Wealth Partners, LLCPassive
Notable overlap · 3 shared positions
$WT$JHG$KO
$896M
509 positions
#9Vertex Planning Partners, LLCActive
Notable overlap · 4 shared positions
$WT$ABT$JHG$MAR
$515M
135 positions
#10Alpine Bank Wealth ManagementActive
Notable overlap · 3 shared positions
$WT$ABT$JHG
$688M
161 positions
#11SYKON CAPITAL LLCActive
Notable overlap · 3 shared positions
$WT$MAR$JHG
$300M
88 positions
#12Stonebridge Financial Group, LLCPassive
Notable overlap · 3 shared positions
$WT$JHG$KO
$1.2B
262 positions
#13ShoreHaven Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$WT$JHG$MAR
$278M
103 positions
#14Impact Capital Partners LLCPassive
Some overlap · 4 shared positions
$WT$ABT$JHG$KO
$331M
276 positions
#15Consolidated Planning CorpActive
Some overlap · 3 shared positions
$WT$ABT$KO
$617M
144 positions
#16Elwood & Goetz Wealth Advisory Group, LLCActive
Some overlap · 3 shared positions
$WT$MAR$KO
$589M
138 positions
#17PARK NATIONAL CORP /OH/Passive
Some overlap · 3 shared positions
$WT$KO$MAR
$3.3B
381 positions
#18Strategic Family Wealth Counselors, L.L.C.Passive
Some overlap · 3 shared positions
$WT$JHG$MAR
$381M
163 positions
#19CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$WT$JHG$MAR
$309M
132 positions
#20Evernest Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$WT$KO$MAR
$481M
180 positions
#21Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$WT$JHG$KO
$477M
70 positions
#22Harbour Wealth Management Group, Inc.Passive
Some overlap · 3 shared positions
$WT$JHG$KO
$133M
89 positions
#23Financial Security Advisor, Inc.Active
Some overlap · 3 shared positions
$WT$JHG$KO
$544M
160 positions
#24Beckerman Institutional, LLCPassive
Some overlap · 3 shared positions
$WT$KO$MAR
$188M
121 positions
#25CONNABLE OFFICE INCActive
Some overlap · 3 shared positions
$WT$KO$MAR
$1.0B
224 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.