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Hedge Funds Similar to Newbridge Financial Services Group

13F Portfolio OverlapQ2 2026Newbridge Financial Services Group portfolio →
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Most similar hedge funds by 13F overlap

Newbridge Financial Services Group, Inc. is an institutional investor managing $808M across 1,245 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 Newbridge Financial Services Group are Avalon Global Asset, Wedbush Fund Advisers, Titan Wealth (CI) Ltd, with shared positions in $CRWD, $SNOW, $MRVL, $PLTR, $NOW, $NET. The full ranking of 25 similar funds is below.

#1Avalon Global Asset Management LLCActive
Notable overlap · 6 shared positions
$CRWD$SNOW$MRVL$PLTR$NOW$NET
$917M
38 positions
#2Wedbush Fund Advisers, LLCActive
Notable overlap · 6 shared positions
$CRWD$SNOW$PLTR$CRWV$NOW$NBIS
$1.1B
103 positions
#3Titan Wealth (CI) LtdPassive
Notable overlap · 5 shared positions
$CRWD$PLTR$NOW$UBER$COIN
$269M
51 positions
#4Quantum Private Wealth, LLCPassive
Notable overlap · 7 shared positions
$MRVL$CRWD$SNOW$ARM$PLTR$DELL
$390M
171 positions
#5ITHAKA GROUP LLCActive
Notable overlap · 5 shared positions
$CRWD$PLTR$NOW$UBER$COIN
$551M
40 positions
#6VMS Asset Management LimitedPassive
Notable overlap · 5 shared positions
$MRVL$CRWD$ARM$SNDK$DELL
$315M
33 positions
#7RPG Investment Advisory, LLCPassive
Notable overlap · 5 shared positions
$CRWD$SNOW$PLTR$NOW$NET
$973M
93 positions
#8Valtrion Capital Management, LLCActive
Some overlap · 5 shared positions
$CRWD$SNOW$NOW$UBER$MCD
$134M
103 positions
#9Dedeker Financial LLCActive
Some overlap · 3 shared positions
$MRVL$CRWD$PLTR
$176M
55 positions
#10WIN ADVISORS, INCPassive
Some overlap · 4 shared positions
$CRWD$MRVL$SNDK$DELL
$281M
75 positions
#11NZS Capital, LLCActive
Some overlap · 6 shared positions
$MRVL$SNOW$ARM$CRWD$UBER$NET
$3.9B
61 positions
#12KERR FINANCIAL PLANNING CorpPassive
Some overlap · 5 shared positions
$MRVL$PLTR$CRWD$ARM$DELL
$90M
545 positions
#13Markin Volterra Fund LPActive
Some overlap · 7 shared positions
$MRVL$ARM$PLTR$CRWD$CRWV$SNDK
$147M
69 positions
#14PEREGRINE CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$CRWD$SNOW$NOW$UBER$NET
$3.1B
282 positions
#15Gunderson Capital Management Inc.Active
Some overlap · 6 shared positions
$MRVL$ARM$CRWV$NBIS$SNDK$DELL
$370M
52 positions
#16Generali Investments Towarzystwo Funduszy InwestycyjnychPassive
Some overlap · 5 shared positions
$CRWD$SNOW$MRVL$NOW$NET
$249M
151 positions
#17GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$CRWD$PLTR$CRWV$NET$SNDK$SNOW
$363M
43 positions
#18BRANDYWINE MANAGERS, LLCSmart money
Some overlap · 5 shared positions
$CRWD$UBER$NET$SNOW$SNDK
$202M
46 positions
#19Rakuten Securities, Inc.Active
Some overlap · 8 shared positions
$MRVL$PLTR$ARM$NET$SNDK$CRWV
$430M
914 positions
#20Fund Advisors of America Inc/FLPassive
Some overlap · 5 shared positions
$MRVL$PLTR$ARM$NET$MO
$110M
120 positions
#21Destiny Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$CRWD$PLTR$UBER$SNOW
$709M
186 positions
#22Independent Solutions Wealth Management, LLCActive
Some overlap · 7 shared positions
$PLTR$MRVL$ARM$CRWV$NET$MO
$766M
194 positions
#23AGP FRANKLIN, LLCPassive
Some overlap · 4 shared positions
$CRWD$PLTR$CRWV$SNOW
$231M
93 positions
#24Palacios Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$CRWD$PLTR$UBER$NBIS
$169M
76 positions
#25PURSUE WEALTH PARTNERS LLCPassive
Some overlap · 4 shared positions
$CRWD$SNOW$NOW$CRWV
$179M
91 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.