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Hedge Funds Similar to STONEBRIDGE

13F Portfolio OverlapQ2 2026STONEBRIDGE portfolio →
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Most similar hedge funds by 13F overlap

STONEBRIDGE CAPITAL MANAGEMENT INC is an institutional investor managing $208M across 70 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 are St. Clair Advisors, PROFESSIONAL ADVISORY SERVICES, BRADY FAMILY WEALTH, with shared positions in $PEP, $SYK, $SBUX, $AMGN, $NSC, $NVS. The full ranking of 25 similar funds is below.

#1St. Clair Advisors, LLCSmart money
Notable overlap · 8 shared positions
$PEP$SYK$SBUX$AMGN$NSC$NVS
$402M
81 positions
#2PROFESSIONAL ADVISORY SERVICES INCActive
Notable overlap · 4 shared positions
$GD$SYK$PEP$AJG
$837M
90 positions
#3BRADY FAMILY WEALTH, LLCPassive
Some overlap · 6 shared positions
$SYK$GD$PEP$SBUX$AMGN$CB
$346M
113 positions
#4Paradiem, LLCPassive
Some overlap · 3 shared positions
$GPC$GD$SYK
$464M
68 positions
#5LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$SYK$PEP$INTU$AMGN$NSC$CB
$273M
104 positions
#6Hendershot Investments Inc.Active
Some overlap · 4 shared positions
$GD$PEP$GPC$SYK
$766M
134 positions
#7Kensington Investment Counsel, LLCPassive
Some overlap · 4 shared positions
$GD$PEP$WSM$AMGN
$230M
85 positions
#8Wilson & Boucher Capital Management, LLCPassive
Some overlap · 5 shared positions
$SYK$PEP$SBUX$AMGN$EMR
$170M
121 positions
#9Argo Wealth Advisory, LLCActive
Some overlap · 5 shared positions
$SYK$PEP$AJG$AMGN$PFE
$181M
50 positions
#10EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$GD$SBUX$PEP$AMGN$PFE
$1.3B
58 positions
#11Insight Inv LLCPassive
Some overlap · 5 shared positions
$GD$WSM$PEP$AMGN$EMR
$210M
108 positions
#12Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 4 shared positions
$SYK$PEP$SBUX$EMR
$583M
82 positions
#13DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$SYK$SBUX$INTU$AMGN$CB
$121M
100 positions
#14Watchman Group, Inc.Active
Some overlap · 3 shared positions
$GD$SYK$INTU
$434M
72 positions
#15Kinloch Capital, LLCPassive
Some overlap · 4 shared positions
$PEP$GD$GPC$EMR
$274M
79 positions
#16William Allan CorpActive
Some overlap · 5 shared positions
$PEP$GD$SBUX$SYK$INTU
$199M
65 positions
#17Clark & Stuart, IncPassive
Some overlap · 5 shared positions
$PEP$SYK$GPC$EMR$SBUX
$162M
52 positions
#18ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 4 shared positions
$SYK$PEP$GD$CB
$2.0B
91 positions
#19Exeter Financial, LLCPassive
Some overlap · 4 shared positions
$GD$PEP$AMGN$EMR
$265M
100 positions
#20SMITH CHAS P & ASSOCIATES PA CPASActive
Some overlap · 4 shared positions
$GD$PEP$AMGN$CB
$2.0B
194 positions
#21MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$GD$PEP$SBUX
$233M
122 positions
#22Martin Capital Partners, LLCPassive
Some overlap · 4 shared positions
$GD$PEP$AMGN$PFE
$279M
73 positions
#23Boit C F DavidPassive
Some overlap · 6 shared positions
$SYK$PEP$INTU$AMGN$NVS$CB
$238M
85 positions
#24Saratoga Research & Investment ManagementActive
Some overlap · 6 shared positions
$GD$SBUX$PEP$EMR$AMGN$NVS
$1.8B
44 positions
#25Long Road Investment Counsel, LLCActive
Some overlap · 4 shared positions
$SYK$PEP$SBUX$STT
$271M
80 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.