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Hedge Funds Similar to Sonoma Allocations

13F Portfolio OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Sonoma Allocations are COLTON GROOME FINANCIAL ADVISORS, OARSMAN, RETIREMENT GUYS FORMULA, with shared positions in $AAAU, $TJX, $ETN, $CMI, $GD, $GILD. The full ranking of 25 similar funds is below.

#1COLTON GROOME FINANCIAL ADVISORS, LLCActive
Notable overlap · 3 shared positions
$AAAU$TJX$ETN
$414M
164 positions
#2OARSMAN CAPITAL, INC.Active
Some overlap · 3 shared positions
$AAAU$CMI$TJX
$945M
244 positions
#3RETIREMENT GUYS FORMULA LLCPassive
Slight overlap · 6 shared positions
$CMI$GD$TJX$GILD$EOG$NOW
$266M
158 positions
#4Marks Group Wealth Management, IncPassive
Slight overlap · 4 shared positions
$AAAU$GD$TJX$ETN
$1.1B
350 positions
#5Northern Financial Advisors IncPassive
Slight overlap · 5 shared positions
$CMI$GD$ETN$DELL$NOW
$151M
100 positions
#6HORIZON BANCORP INC /IN/Active
Slight overlap · 3 shared positions
$AAAU$TJX$ETN
$213M
197 positions
#7HM PAYSON & COActive
Slight overlap · 4 shared positions
$CMI$GD$TJX$ETN
$7.5B
1,139 positions
#8BAHL & GAYNOR INCActive
Slight overlap · 4 shared positions
$CMI$GD$TJX$ETN
$21.7B
341 positions
#9Grey Ledge Advisors, LLCPassive
Slight overlap · 4 shared positions
$CMI$GD$TJX$DELL
$498M
248 positions
#10BAILARD, INC.Passive
Slight overlap · 4 shared positions
$CMI$TJX$ETN$GILD
$4.9B
763 positions
#11PAYDEN & RYGELPassive
Slight overlap · 4 shared positions
$CMI$TJX$ETN$GILD
$1.3B
131 positions
#12UNITED BANKActive
Slight overlap · 4 shared positions
$CMI$GD$GILD$EOG
$853M
130 positions
#13Hamilton Point Investment Advisors, LLCPassive
Slight overlap · 4 shared positions
$CMI$TJX$ETN$DELL
$710M
193 positions
#14BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Slight overlap · 4 shared positions
$CMI$TJX$ETN$DELL
$1.7B
401 positions
#15Dakota Wealth ManagementPassive
Slight overlap · 4 shared positions
$CMI$TJX$ETN$DELL
$5.2B
776 positions
#16Financial Management Professionals, Inc.Active
Slight overlap · 4 shared positions
$CMI$TJX$GILD$DELL
$1.1B
1,054 positions
#17Hilltop Partners LLCPassive
Slight overlap · 4 shared positions
$GD$TJX$ETN$EOG
$412M
150 positions
#18Exit Wealth Advisors, LLC.Passive
Slight overlap · 3 shared positions
$AAAU$CMI$ETN
$220M
150 positions
#19NIXON PEABODY TRUST COActive
Slight overlap · 4 shared positions
$GD$TJX$ETN$NOW
$1.4B
177 positions
#20Running Oak Capital LLCPassive
Slight overlap · 4 shared positions
$GD$TJX$ETN$NOW
$587M
59 positions
#21SPIREPOINT PRIVATE CLIENT, LLCPassive
Slight overlap · 4 shared positions
$GD$TJX$GILD$NOW
$1.2B
332 positions
#22Richwood Investment Advisors, LLCActive
Slight overlap · 4 shared positions
$GD$ETN$GILD$NOW
$142M
106 positions
#23Titan Investment Solutions LtdActive
Slight overlap · 4 shared positions
$CMI$GILD$EOG$NOW
$894M
60 positions
#24Ascension Capital Advisors, Inc.Active
Slight overlap · 4 shared positions
$TJX$ETN$EOG$DELL
$356M
97 positions
#25Renasant BankPassive
Slight overlap · 4 shared positions
$GD$ETN$EOG$NOW
$156M
141 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.