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Hedge Funds Similar to IronBridge Private Wealth

13F Portfolio OverlapQ2 2026IronBridge Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

IronBridge Private Wealth, LLC is an institutional investor managing $304M across 47 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 IronBridge Private Wealth are Royal Palms, AGP FRANKLIN, Alden Global, with shared positions in $FCX, $TXN, $SLV, $PLTR, $ET, $CRWV. The full ranking of 25 similar funds is below.

#1Royal Palms Capital LLCPassive
Some overlap · 5 shared positions
$FCX$TXN$SLV$PLTR$ET
$114M
57 positions
#2AGP FRANKLIN, LLCPassive
Some overlap · 3 shared positions
$PLTR$SLV$CRWV
$231M
93 positions
#3Alden Global Capital LLCActive
Some overlap · 4 shared positions
$PLTR$CRWV$BABA$ET
$273M
19 positions
#4Oasis Management Co Ltd.Smart money
Some overlap · 3 shared positions
$CRWV$PLTR$BABA
$1.9B
108 positions
#5Wedbush Fund Advisers, LLCActive
Some overlap · 3 shared positions
$PLTR$CRWV$NOW
$1.1B
103 positions
#6Corecam Pte. Ltd.Passive
Some overlap · 3 shared positions
$FCX$SLV$BABA
$264M
82 positions
#7Broyhill Asset Management, LLCPassive
Some overlap · 4 shared positions
$SLV$HON$HONA$NOW
$112M
77 positions
#8Aegis Wealth Management LLCPassive
Some overlap · 4 shared positions
$FCX$HON$HONA$TXN
$213M
160 positions
#9Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive
Some overlap · 3 shared positions
$PLTR$SLV$BABA
$142M
408 positions
#10Bienville Capital Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$CRWV$SLV
$750M
95 positions
#11CHELSEA COUNSEL COPassive
Some overlap · 5 shared positions
$SLV$HON$HONA$FCX$ET
$236M
232 positions
#12MANAGED ASSET PORTFOLIOS, LLCActive
Some overlap · 4 shared positions
$FCX$HON$HONA$SOLS
$875M
51 positions
#13Monaco Asset Management SAMActive
Some overlap · 3 shared positions
$SLV$HON$BABA
$1.3B
49 positions
#14Kessler Investment Group, LLCPassive
Some overlap · 3 shared positions
$FCX$PLTR$NOW
$234M
81 positions
#15SENTINEL TRUST CO LBASmart money
Some overlap · 3 shared positions
$PLTR$TXN$ET
$1.1B
136 positions
#16Financial Sense Advisors, Inc.Passive
Some overlap · 3 shared positions
$FCX$PLTR$CRWV
$508M
137 positions
#17TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive
Some overlap · 3 shared positions
$FCX$TXN$NOW
$785M
68 positions
#18Palmer Knight CoPassive
Some overlap · 4 shared positions
$TXN$HON$HONA$SOLS
$260M
36 positions
#19Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 4 shared positions
$FCX$NOW$HON$HONA
$631M
25 positions
#20Twelve Points Wealth Management LLCPassive
Some overlap · 3 shared positions
$SLV$TXN$FCX
$499M
213 positions
#21Outlook Capital Management, LLCActive
Some overlap · 5 shared positions
$FCX$TXN$HON$HONA$SOLS
$310M
42 positions
#22Trans-Canada Capital Inc.Active
Some overlap · 3 shared positions
$TXN$HON$HONA
$1.8B
22 positions
#23First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$TXN$HON$HONA
$529M
75 positions
#24Haverford Financial Services, Inc.Active
Some overlap · 3 shared positions
$TXN$HON$HONA
$339M
49 positions
#25Phraction Management LLCActive
Some overlap · 3 shared positions
$TXN$HON$HONA
$596M
66 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.