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Hedge Funds Similar to Onyx Bridge Wealth Group

13F Portfolio OverlapQ2 2026Onyx Bridge Wealth Group portfolio →
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Most similar hedge funds by 13F overlap

Onyx Bridge Wealth Group LLC is an institutional investor managing $1.1B across 389 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 Onyx Bridge Wealth Group are QUANTUM FINANCIAL PARTNERS, CERTIOR FINANCIAL GROUP, Garden State Investment Advisory Services, with shared positions in $BAH, $PLTR, $CRWD, $MO, $ED, $VZ. The full ranking of 25 similar funds is below.

#1QUANTUM FINANCIAL PARTNERS LLCPassive
Some overlap · 4 shared positions
$BAH$PLTR$CRWD$MO
$196M
153 positions
#2CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$BAH$PLTR$ED$VZ
$183M
146 positions
#3Garden State Investment Advisory Services LLCPassive
Some overlap · 3 shared positions
$BAH$PLTR$CRWD
$553M
365 positions
#4ADE, LLCActive
Some overlap · 3 shared positions
$BAH$MRVL$PM
$237M
93 positions
#5SARD WEALTH MANAGEMENT GROUP, LLCActive
Some overlap · 3 shared positions
$BAH$PLTR$ED
$209M
61 positions
#6MTM Investment Management, LLCPassive
Some overlap · 3 shared positions
$BAH$ETN$PM
$350M
708 positions
#7NCM Capital Management, LLCPassive
Some overlap · 3 shared positions
$BAH$ETN$VZ
$324M
194 positions
#8Carson Advisory Inc.Passive
Some overlap · 3 shared positions
$BAH$ETN$VZ
$218M
204 positions
#9V2 Financial group LLCSmart money
Some overlap · 4 shared positions
$BAH$PLTR$VZ$MO
$268M
123 positions
#10WARNER FINANCIAL, INCActive
Some overlap · 3 shared positions
$BAH$PM$MO
$340M
145 positions
#11D'Orazio & Associates, Inc.Active
Some overlap · 3 shared positions
$BAH$PM$MO
$864M
322 positions
#12Consolidated Planning CorpActive
Some overlap · 3 shared positions
$BAH$PM$VZ
$742M
159 positions
#13Southland Equity Partners LLCPassive
Some overlap · 3 shared positions
$BAH$PM$VZ
$571M
306 positions
#14Wingate Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$BAH$PM$VZ
$227M
127 positions
#15Planning Strategies Inc.Passive
Some overlap · 3 shared positions
$BAH$PM$VZ
$160M
1,068 positions
#16Founders Financial Alliance, LLCPassive
Some overlap · 5 shared positions
$BAH$CRWD$ETN$PM$MO
$754M
779 positions
#17Value Investment Professionals, LLCPassive
Some overlap · 3 shared positions
$BAH$PM$MO
$119M
97 positions
#18Rubicon Advisors, GPPassive
Some overlap · 4 shared positions
$BAH$PLTR$ED$MO
$137M
86 positions
#19Financial Security Advisor, Inc.Active
Some overlap · 4 shared positions
$BAH$PM$MO$VZ
$615M
161 positions
#20ARS Wealth Advisors Group, LLCActive
Some overlap · 3 shared positions
$BAH$MO$VZ
$1.3B
220 positions
#21Avalon Global Asset Management LLCActive
Some overlap · 5 shared positions
$MRVL$PLTR$CRWD$SNPS$ETN
$917M
38 positions
#22WEALTH ALLIANCE, LLCPassive
Some overlap · 4 shared positions
$BAH$ETN$PM$VZ
$1.2B
573 positions
#23Paragon Advisors, LLCActive
Some overlap · 3 shared positions
$BAH$PLTR$CRWD
$476M
77 positions
#24Octavia Wealth Advisors, LLCActive
Slight overlap · 6 shared positions
$PLTR$MRVL$CRWD$PM$MO$VZ
$1.2B
231 positions
#25GREAT VALLEY ADVISOR GROUP, INC.Passive
Slight overlap · 3 shared positions
$BAH$CRWD$MO
$6.3B
1,055 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.