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Hedge Funds Similar to Sonoma Allocations

13F Portfolio OverlapQ1 2026Sonoma Allocations portfolio →
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Most similar hedge funds by 13F overlap

Sonoma Allocations LLC is an institutional investor managing $322M across 118 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 Sonoma Allocations are MOULTON WEALTH ,, Tidemark,, Winter & Associates,, with shared positions in $WT, $AAAU, $SHW, $XYZ, $RBLX, $REGN. The full ranking of 25 similar funds is below.

#1MOULTON WEALTH MANAGEMENT, INCActive
Notable overlap · 3 shared positions
$WT$AAAU$SHW
$147M
52 positions
#2Tidemark, LLCPassive
Notable overlap · 4 shared positions
$WT$XYZ$RBLX$REGN
$393M
901 positions
#3Winter & Associates, Inc.Passive
Notable overlap · 4 shared positions
$WT$XYZ$REGN$BRZE
$114M
84 positions
#4Rice Partnership, LLCActive
Some overlap · 4 shared positions
$WT$XYZ$ANET$ETN
$732M
178 positions
#5Haven Private, LLCPassive
Some overlap · 4 shared positions
$WT$TECK$AAAU$AMAT
$230M
166 positions
#6OPTIMA CAPITAL LLCPassive
Some overlap · 3 shared positions
$WT$AAAU$AMD
$215M
159 positions
#7Boothe Investment Group, Inc.Active
Some overlap · 3 shared positions
$WT$AMD$NOW
$311M
40 positions
#8Goldenstone Wealth Management LLCActive
Some overlap · 3 shared positions
$WT$AMD$AMAT
$137M
89 positions
#9McGuire Investment Group, LLCActive
Some overlap · 3 shared positions
$WT$AMD$AMAT
$885M
121 positions
#10Spectrum Wealth Advisory Group, LLCActive
Some overlap · 3 shared positions
$WT$XYZ$AMAT
$269M
58 positions
#11CPWA, LLCPassive
Some overlap · 5 shared positions
$WT$AMD$AMAT$REGN$SHW
$84M
90 positions
#12IAM Advisory, LLCActive
Some overlap · 4 shared positions
$WT$AMD$REGN$SHW
$446M
95 positions
#13BlackDiamond Wealth Management, LLCPassive
Some overlap · 3 shared positions
$WT$XYZ$AMD
$208M
203 positions
#14American Alpha Advisors, LLCActive
Some overlap · 5 shared positions
$WT$AMD$TECK$NOW$REGN
$188M
96 positions
#15MOR Wealth Management, LLCActive
Some overlap · 4 shared positions
$WT$TECK$ANET$AMAT
$218M
103 positions
#16CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 4 shared positions
$WT$QUBT$REGN$SHW
$149M
96 positions
#17Ausdal Financial Partners, Inc.Passive
Some overlap · 7 shared positions
$WT$AMD$XYZ$NOW$REGN$LEN
$2.3B
985 positions
#18GREAT VALLEY ADVISOR GROUP, INC.Passive
Some overlap · 4 shared positions
$WT$TECK$REGN$SHW
$5.5B
999 positions
#19Etesian Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$WT$XYZ$BRZE
$313M
138 positions
#20Per Stirling Capital Management, LLC.Passive
Some overlap · 3 shared positions
$WT$TECK$REGN
$905M
310 positions
#21Provident Wealth Management, LLCActive
Some overlap · 3 shared positions
$WT$TECK$REGN
$331M
134 positions
#22Exit Wealth Advisors, LLC.Active
Some overlap · 4 shared positions
$WT$AAAU$BRZE$ANET
$195M
131 positions
#23Encompass More Asset ManagementPassive
Some overlap · 4 shared positions
$WT$CDNS$AAAU$LEN
$597M
251 positions
#24Ankerstar Wealth, LLCPassive
Some overlap · 5 shared positions
$WT$REGN$BRZE$RBLX$QUBT
$95M
955 positions
#25Axis Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$WT$TECK$BRZE
$188M
174 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.