13F Pro

Hedge Funds Similar to Cobblestone Asset

13F Portfolio OverlapQ2 2026Cobblestone Asset portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Cobblestone Asset Management LLC is an institutional investor managing $240M across 74 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 Cobblestone Asset are Farringdon , Ltd., Verus Financial Partners, Forthright Family Wealth Advisory, with shared positions in $IBIT, $ETHA, $PHYS, $COIN, $PM, $IAU. The full ranking of 25 similar funds is below.

#1Farringdon Capital, Ltd.Passive
Notable overlap · 4 shared positions
$IBIT$ETHA$PHYS$COIN
$202M
184 positions
#2Verus Financial Partners, Inc.Smart money
Notable overlap · 4 shared positions
$PM$IAU$MO$D
$1.2B
127 positions
#3Forthright Family Wealth Advisory LLCActive
Notable overlap · 3 shared positions
$PM$IAU$MO
$177M
57 positions
#4New Harbor Financial Group, LLCActive
Notable overlap · 3 shared positions
$PSLV$IAU$PHYS
$633M
68 positions
#5DWM Financial Group, Inc.Active
Notable overlap · 4 shared positions
$IAU$IBIT$ETHA$CSX
$112M
40 positions
#6Smith Partners Wealth Management, LLCActive
Notable overlap · 3 shared positions
$PM$CSX$MO
$126M
73 positions
#7Fee-Only Financial Planning, L.C.Smart money
Notable overlap · 4 shared positions
$PM$MO$D$TFC
$187M
45 positions
#8SIMA Wealth Partners, LLCActive
Notable overlap · 5 shared positions
$PM$MO$COIN$MKL$D
$141M
130 positions
#9MATRIX PRIVATE CAPITAL GROUP LLCActive
Notable overlap · 3 shared positions
$PM$IBIT$PHYS
$230M
143 positions
#10MAIMON WEALTH MANAGEMENT LTD.Passive
Notable overlap · 3 shared positions
$IAU$PM$MO
$130M
80 positions
#11Blue Capital, Inc.Passive
Notable overlap · 5 shared positions
$PM$CSX$MO$BMY$D
$158M
122 positions
#12ABOUND FINANCIAL, LLCActive
Notable overlap · 3 shared positions
$IBIT$ETHA$PM
$251M
297 positions
#13Graver Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$PM$MO$D
$140M
26 positions
#14A4 Wealth Advisors LLCActive
Notable overlap · 4 shared positions
$IBIT$IAU$D$CSX
$151M
92 positions
#15Capital Wealth Alliance, LLCActive
Notable overlap · 3 shared positions
$PSLV$IBIT$PHYS
$215M
99 positions
#16Grand Central Investment GroupPassive
Notable overlap · 3 shared positions
$PSLV$IAU$PHYS
$120M
40 positions
#17PROATHLETE WEALTH MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$IBIT$IAU$PM
$404M
300 positions
#18Cedar Wealth Management, LLCActive
Notable overlap · 3 shared positions
$PM$MO$IAU
$389M
92 positions
#19Weinberger Asset Management, IncActive
Notable overlap · 3 shared positions
$PM$MO$XYZ
$312M
101 positions
#20Pilgrim Partners Asia Pte LtdActive
Notable overlap · 3 shared positions
$IBIT$IAU$ETHA
$234M
108 positions
#21BCWM, LLCPassive
Notable overlap · 3 shared positions
$IAU$MO$BMY
$342M
57 positions
#22Three Bridge Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$COIN$XYZ
$399M
87 positions
#23Vienna Asset Management LLCPassive
Notable overlap · 3 shared positions
$COIN$IBIT$ETHA
$143M
73 positions
#24Storen Legacy Partners, LLCActive
Notable overlap · 4 shared positions
$IAU$PM$MO$BMY
$367M
116 positions
#25Oxler Private Wealth LLCActive
Notable overlap · 3 shared positions
$IBIT$ETHA$BMY
$350M
93 positions

Compare Cobblestone Asset’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Cobblestone Asset’s holdings

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.