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Hedge Funds Similar to Lionsbridge Wealth

13F Portfolio OverlapQ3 2026Lionsbridge Wealth portfolio →
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Most similar hedge funds by 13F overlap

Lionsbridge Wealth Management LLC is an institutional investor managing $90M across 63 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 Lionsbridge Wealth are Atlantic Edge Private Wealth, Corsicana, Reliant Investment, with shared positions in $MDY, $PWR, $ETN, $CMI, $TPL, $COP. The full ranking of 25 similar funds is below.

#1Atlantic Edge Private Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$MDY$PWR$ETN$CMI
$487M
628 positions
#2Corsicana & Co.Passive
Notable overlap · 4 shared positions
$MDY$TPL$PWR$CMI
$206M
309 positions
#3Reliant Investment Management, LLCPassive
Notable overlap · 4 shared positions
$PWR$COP$APH$ETN
$271M
55 positions
#4Alpha Financial Partners, LLCActive
Notable overlap · 4 shared positions
$PWR$ETN$CMI$TJX
$190M
118 positions
#5Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.PActive
Notable overlap · 3 shared positions
$MDY$TPL$APH
$849M
165 positions
#6FOSTER DYKEMA CABOT & PARTNERS, LLCActive
Notable overlap · 4 shared positions
$PWR$APH$ETN$MS
$1.7B
324 positions
#7PEDDOCK CAPITAL ADVISORS, LLCActive
Notable overlap · 3 shared positions
$MDY$PWR$CMI
$514M
167 positions
#8Ascent Wealth Partners, LLCActive
Notable overlap · 5 shared positions
$MDY$PWR$APH$CMI$ETN
$1.0B
214 positions
#9Tandem Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$MDY$ETN$TJX
$251M
48 positions
#10Portland Global Advisors LLCActive
Notable overlap · 3 shared positions
$MDY$ETN$APH
$1.1B
154 positions
#11OFS Enterprise LLCActive
Some overlap · 3 shared positions
$MDY$ETN$CMI
$382M
104 positions
#12Arvest Bank Trust DivisionPassive
Some overlap · 3 shared positions
$MDY$COP$ETN
$2.1B
240 positions
#13Princeton Global Asset Management LLCPassive
Some overlap · 4 shared positions
$PWR$APH$ETN$TJX
$692M
829 positions
#14South Street Advisors LLCActive
Some overlap · 4 shared positions
$PWR$APH$TJX$ETN
$769M
84 positions
#15Stegent Equity Advisors, Inc.Passive
Some overlap · 3 shared positions
$COP$PWR$TPL
$126M
93 positions
#16Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$PWR$MS$ETN$TJX
$1.6B
184 positions
#17Paladin Advisory Group, LLCPassive
Some overlap · 4 shared positions
$MDY$APH$ETN$MS
$151M
243 positions
#18ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$TJX$CMI
$248M
96 positions
#19AMJ Financial Wealth ManagementActive
Some overlap · 3 shared positions
$PWR$ETN$TJX
$424M
86 positions
#20Tower View Wealth Management LLCPassive
Some overlap · 3 shared positions
$PWR$APH$ETN
$231M
193 positions
#21Powerhouse Assets LLCSmart money
Some overlap · 3 shared positions
$MDY$APH$TJX
$125M
54 positions
#22PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$COP$TPL$ETN$CMI
$175M
73 positions
#23Paladin Wealth, LLCPassive
Some overlap · 5 shared positions
$MS$APH$ETN$PWR$COP
$185M
156 positions
#24Union Heritage Capital, LLCPassive
Some overlap · 4 shared positions
$MS$COP$APH$TJX
$295M
65 positions
#25Hamlin Capital Management, LLCActive
Some overlap · 3 shared positions
$COP$MS$CMI
$4.0B
28 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.