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Hedge Funds Similar to STONEBRIDGE

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

STONEBRIDGE CAPITAL MANAGEMENT INC is an institutional investor managing $220M across 80 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 are BONNESS ENTERPRISES, Ramsay, Stattman, Vela & Price,, MORGAN DEMPSEY, with shared positions in $SYK, $IBM, $AMAT, $INTC, $KO, $PFE. The full ranking of 25 similar funds is below.

#1BONNESS ENTERPRISES INCActive
Notable overlap · 8 shared positions
$SYK$IBM$AMAT$INTC$KO$PFE
$273M
39 positions
#2Ramsay, Stattman, Vela & Price, Inc.Passive
Notable overlap · 7 shared positions
$SYK$KO$AMAT$SBUX$DIS$ITW
$506M
79 positions
#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$GD$KO$IBM$SBUX
$220M
148 positions
#4BROADWATER CAPITAL MANAGEMENT LLC
Notable overlap · 6 shared positions
$KO$SYK$IBM$INTC$DIS$GD
$134M
211 positions
#5Watchman Group, Inc.Active
Notable overlap · 4 shared positions
$GD$SYK$INTU$AMD
$413M
73 positions
#6William Allan CorpPassive
Notable overlap · 6 shared positions
$GD$AMAT$SBUX$SYK$INTU$DIS
$169M
59 positions
#7TRUSTCO BANK CORP N YPassive
Some overlap · 6 shared positions
$KO$AMAT$IBM$DIS$INTC$EMR
$113M
71 positions
#8Glassy Mountain Advisors, Inc.Passive
Some overlap · 5 shared positions
$GD$AMAT$WSM$DIS$NVS
$322M
77 positions
#9HALL LAURIE J TRUSTEEPassive
Some overlap · 5 shared positions
$SYK$IBM$AMAT$NVS$AMD
$283M
104 positions
#10Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 5 shared positions
$SYK$IBM$KO$DIS$PFE
$974M
782 positions
#11Insight Inv LLCPassive
Some overlap · 5 shared positions
$GD$IBM$AMAT$WSM$EMR
$183M
104 positions
#12Maytus Capital Management, LLCPassive
Some overlap · 4 shared positions
$INTC$AMAT$IBM$INTU
$562M
62 positions
#13EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$GD$KO$SBUX$PFE$BMY
$1.4B
56 positions
#14Skandinaviska Enskilda Banken AB (publ)Active
Some overlap · 6 shared positions
$SYK$IBM$INTC$GD$AMD$NSC
$4.3B
163 positions
#15THOMAS STORY & SON LLCPassive
Some overlap · 5 shared positions
$GD$KO$WSM$ITW$AMD
$261M
51 positions
#16Pettee Investors, Inc.Passive
Some overlap · 6 shared positions
$INTC$IBM$DIS$AMAT$PFE$EMR
$194M
115 positions
#17MCDANIEL TERRY & COActive
Some overlap · 5 shared positions
$KO$SYK$INTU$ITW$EMR
$1.2B
81 positions
#18Cohen Capital Management, Inc.Passive
Some overlap · 4 shared positions
$SYK$AMAT$IBM$NVS
$644M
154 positions
#19Argyle Capital Management, LLCPassive
Some overlap · 7 shared positions
$IBM$INTC$KO$PFE$CB$EMR
$308M
137 positions
#20Evelyn Partners Asset Management LtdPassive
Some overlap · 5 shared positions
$SYK$INTU$DIS$RACE$CB
$406M
308 positions
#21Evelyn Partners Investment Management Services LtdPassive
Some overlap · 6 shared positions
$SYK$INTU$DIS$KO$AJG$CB
$850M
281 positions
#22Cohen Investment Advisors LLCPassive
Some overlap · 6 shared positions
$KO$INTU$SBUX$DIS$PFE$CB
$210M
79 positions
#23Midway Capital Research & ManagementPassive
Some overlap · 5 shared positions
$SYK$AMAT$DIS$PFE$ITW
$106M
117 positions
#24GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$KO$SYK$IBM$NVS
$1.1B
389 positions
#25GRANDFIELD & DODD, LLCPassive
Some overlap · 6 shared positions
$AMAT$SYK$DIS$ITW$NVS$CB
$1.8B
209 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.