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Hedge Funds Similar to Stonebridge Financial Group, / MO

13F Portfolio OverlapQ2 2026Stonebridge Financial Group, / MO portfolio →
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Most similar hedge funds by 13F overlap

Stonebridge Financial Group, LLC / MO is an institutional investor managing $151M across 171 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, / MO are Massachusetts Wealth, CULLEN INVESTMENT GROUP, LTD., Hel Ved Ltd, with shared positions in $GLW, $CMI, $DE, $EMR, $WFC, $BKNG. The full ranking of 25 similar funds is below.

#1Massachusetts Wealth ManagementPassive
Some overlap · 5 shared positions
$GLW$CMI$DE$EMR$WFC
$262M
98 positions
#2CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 5 shared positions
$GLW$CMI$DE$BKNG$WFC
$827M
181 positions
#3Hel Ved Capital Management LtdActive
Some overlap · 5 shared positions
$GLW$FIX$DE$TER$SNDK
$1.4B
72 positions
#4Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$GLW$CMI$DE$EMR
$239M
126 positions
#5CULBERTSON A N & CO INCActive
Some overlap · 4 shared positions
$GLW$CMI$DE$WFC
$859M
140 positions
#6Williamson Legacy Group, LLCPassive
Some overlap · 4 shared positions
$GLW$CMI$TER$SNDK
$201M
75 positions
#7First Citizens Financial CorpPassive
Some overlap · 4 shared positions
$GLW$CMI$DE$WFC
$239M
139 positions
#8ST GERMAIN D J CO INCPassive
Some overlap · 5 shared positions
$GLW$CMI$BKNG$TJX$WFC
$2.8B
914 positions
#9VMS Asset Management LimitedPassive
Some overlap · 4 shared positions
$GLW$FIX$TER$SNDK
$315M
33 positions
#10Fedenia Advisers LLCPassive
Some overlap · 4 shared positions
$GLW$FIX$TER$SNDK
$421M
459 positions
#11Emergent Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$GLW$TER$SNDK$TJX
$192M
122 positions
#12Tufton Capital ManagementPassive
Some overlap · 4 shared positions
$GLW$EMR$TJX$WFC
$596M
127 positions
#13GLOBALT Investments LLC / GAActive
Some overlap · 4 shared positions
$GLW$EMR$TJX$WFC
$3.0B
213 positions
#14Retireful, LLCPassive
Some overlap · 4 shared positions
$GLW$FIX$SNDK$CMI
$107M
81 positions
#15MITCHELL CAPITAL MANAGEMENT COPassive
Some overlap · 5 shared positions
$GLW$FIX$TER$SNDK$TJX
$657M
117 positions
#16LCNB CORPPassive
Some overlap · 4 shared positions
$GLW$DE$TJX$EMR
$326M
184 positions
#17STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Some overlap · 4 shared positions
$GLW$DE$WFC$EMR
$146.1B
107 positions
#18LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$AEE$GLW$FIX
$213M
124 positions
#19Park Capital Management, LLC / WIPassive
Some overlap · 4 shared positions
$GLW$FIX$TER$SNDK
$170M
161 positions
#20Lifeworks Advisors, LLCPassive
Some overlap · 3 shared positions
$GLW$CMI$DE
$955M
337 positions
#21TI-TRUST, INCPassive
Some overlap · 4 shared positions
$AEE$DE$EMR$SNDK
$186M
132 positions
#22Wheelhouse Advisory Group LLCActive
Some overlap · 3 shared positions
$AEE$DE$EMR
$354M
55 positions
#23STANCE CAPITAL LLCPassive
Some overlap · 4 shared positions
$GLW$TER$SNDK$TJX
$328M
340 positions
#24Stonebridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$GLW$CMI$EMR
$1.3B
275 positions
#25PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$GLW$FIX$TER$SNDK
$462M
86 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.