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Hedge Funds Similar to Cobblestone Asset

13F Portfolio OverlapQ3 2026Cobblestone Asset portfolio →
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Most similar hedge funds by 13F overlap

Cobblestone Asset Management LLC is an institutional investor managing $248M across 77 U.S. equity positions as of Q3 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
$669M
62 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
$182M
43 positions
#8SIMA Wealth Partners, LLCActive
Notable overlap · 5 shared positions
$PM$MO$COIN$MKL$D
$143M
138 positions
#9MATRIX PRIVATE CAPITAL GROUP LLCActive
Notable overlap · 3 shared positions
$PM$IBIT$PHYS
$230M
143 positions
#10MAIMON WEALTH MANAGEMENT LTD.Active
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
$161M
136 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
$153M
76 positions
#15Capital Wealth Alliance, LLCActive
Notable overlap · 3 shared positions
$PSLV$IBIT$PHYS
$229M
100 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
$457M
1,237 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 LLCActive
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
$372M
89 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.