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Hedge Funds Similar to Stonebridge Financial Group, / MO

13F Portfolio OverlapQ1 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 $119M across 165 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 Financial Group, / MO are PeakShares, NCM ,, Massachusetts Wealth, with shared positions in $MU, $GLW, $REGN, $CRM, $TJX, $AMD. The full ranking of 25 similar funds is below.

#1PeakShares LLCPassive
Some overlap · 6 shared positions
$MU$GLW$REGN$CRM$TJX$AMD
$109M
116 positions
#2NCM Capital Management, LLCPassive
Some overlap · 5 shared positions
$AMN$BAH$REGN$GLW$AMD
$279M
185 positions
#3Massachusetts Wealth ManagementPassive
Some overlap · 6 shared positions
$MU$GLW$WFC$CMI$DE$EMR
$231M
98 positions
#4Wallington Asset Management, LLCActive
Some overlap · 5 shared positions
$AMN$MU$CMI$TJX$DE
$752M
61 positions
#5Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$AMN$CRM$CMI$TJX$DE
$649M
186 positions
#6Sun Financial IncPassive
Some overlap · 6 shared positions
$REGN$CRM$TJX$DE$AMD$EMR
$200M
159 positions
#7MONETTA FINANCIAL SERVICES INCPassive
Some overlap · 5 shared positions
$REGN$GLW$MU$TJX$AMD
$129M
58 positions
#8ProCore Advisors, LLCActive
Some overlap · 5 shared positions
$AMN$BAH$AMD$MU$GLW
$65M
73 positions
#9Mainsail Financial Group, LLCActive
Some overlap · 5 shared positions
$REGN$MU$CRM$SNOW$AMN
$240M
62 positions
#10Proactive Wealth Strategies LLCPassive
Some overlap · 4 shared positions
$AMN$REGN$AMD$TJX
$532M
210 positions
#11OakTrust Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$REGN$BAH$AMN$CRM$TJX
$110M
68 positions
#12Game Creek Capital, LPPassive
Some overlap · 4 shared positions
$REGN$MU$BAH$AMD
$301M
93 positions
#13Bowman & Co S.C.
Some overlap · 5 shared positions
$AMN$TJX$AMD$CMI$CRM
$237M
118 positions
#14Stratos Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$REGN$AMN$CRM$SNOW$BAH
$1.6B
609 positions
#15Beta Wealth Group, Inc.Passive
Some overlap · 5 shared positions
$AMN$TJX$AMD$SNOW$EMR
$242M
112 positions
#16Pursuit Wealth Management LLC
Some overlap · 4 shared positions
$REGN$GLW$CRM$TJX
$116M
118 positions
#17PCG Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$AMN$REGN$CRM$BAH
$395M
164 positions
#18Krilogy Financial LLCPassive
Some overlap · 5 shared positions
$AMN$MU$SNOW$AEE$EMR
$3.1B
981 positions
#19Wilkerson Advisory Group LLCPassive
Some overlap · 4 shared positions
$AMN$REGN$DE$GLW
$291M
617 positions
#20Clearwave Capital, LLCPassive
Some overlap · 5 shared positions
$GLW$MU$DE$AMD$BAH
$146M
146 positions
#21LMCG INVESTMENTS, LLCPassive
Some overlap · 4 shared positions
$REGN$MU$CMI$EMR
$1.7B
220 positions
#22SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$AMN$REGN$WFC
$482M
173 positions
#23CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 5 shared positions
$GLW$WFC$CMI$DE$BKNG
$758M
179 positions
#24Atala Financial IncPassive
Some overlap · 4 shared positions
$AMN$CRM$TJX$DE
$149M
117 positions
#25REGATTA CAPITAL GROUP, LLCPassive
Some overlap · 4 shared positions
$AMN$BAH$AMD$BKNG
$661M
215 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.