13F Pro

Hedge Funds Similar to SONATA GROUP

13F Portfolio OverlapQ2 2026SONATA GROUP portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

SONATA CAPITAL GROUP INC is an institutional investor managing $310M across 128 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 SONATA GROUP are OFS Enterprise, Tandem Wealth Advisors, Fi3 FINANCIAL ADVISORS, with shared positions in $MDY, $ETN, $MCD, $WFC, $BA, $MO. The full ranking of 25 similar funds is below.

#1OFS Enterprise LLCActive
Notable overlap · 4 shared positions
$MDY$ETN$MCD$WFC
$392M
106 positions
#2Tandem Wealth Advisors LLCActive
Some overlap · 3 shared positions
$MDY$ETN$BA
$251M
48 positions
#3Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MDY$MO$DOV$C
$418M
232 positions
#4Audent Global Asset Management, LLCPassive
Some overlap · 5 shared positions
$MDY$SBUX$MCD$C$BA
$90M
46 positions
#5Finley Financial, LLCActive
Some overlap · 3 shared positions
$MDY$SBUX$MCD
$248M
110 positions
#6Madison Park Capital Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$SBUX$CRM
$140M
65 positions
#7Pacific Center for Financial ServicesActive
Some overlap · 4 shared positions
$MDY$ETN$WFC$C
$448M
500 positions
#8TSG Advice Partners, LLC
Some overlap · 3 shared positions
$MDY$MCD$DOV
$667M
135 positions
#9Diversified Portfolios, Inc.Active
Some overlap · 3 shared positions
$MDY$DOV$ETN
$1.4B
201 positions
#10Bear Mountain Capital, Inc.Active
Some overlap · 3 shared positions
$MDY$SBUX$BA
$345M
214 positions
#11Montz Harcus Wealth Management LLCActive
Some overlap · 3 shared positions
$MDY$MCD$BA
$281M
100 positions
#12IFG Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$C$MO
$725M
165 positions
#13BITTERROOT CAPITAL ADVISORS LLCSmart money
Some overlap · 3 shared positions
$MDY$MO$C
$166M
53 positions
#14Granite FO LLCSmart money
Some overlap · 3 shared positions
$MDY$BA$MO
$189M
171 positions
#15STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 3 shared positions
$MDY$WFC$C
$395M
283 positions
#16Paladin Advisory Group, LLCPassive
Some overlap · 3 shared positions
$MDY$ETN$WFC
$151M
243 positions
#17ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$MCD$CRM
$248M
96 positions
#18RETIREMENT INCOME SOLUTIONS, INCSmart money
Some overlap · 3 shared positions
$MDY$ETN$MCD
$581M
172 positions
#19TKG Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$MCD$C
$288M
94 positions
#20Capstone Financial Advisors, Inc.Smart money
Some overlap · 4 shared positions
$MDY$ETN$SBUX$MCD
$2.1B
192 positions
#21CMG Global Holdings, LLCPassive
Some overlap · 3 shared positions
$MDY$MO$BA
$236M
100 positions
#22Junk Investment Group, LLCActive
Some overlap · 3 shared positions
$MDY$DOV$WFC
$226M
97 positions
#23LAM GROUP, INC.Active
Some overlap · 4 shared positions
$MDY$WFC$BA$MCD
$201M
139 positions
#24Powerhouse Assets LLCSmart money
Some overlap · 3 shared positions
$MDY$MCD$DOV
$123M
57 positions
#25TI-TRUST, INCPassive
Some overlap · 3 shared positions
$MDY$MO$BA
$186M
132 positions

Compare SONATA GROUP’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View SONATA GROUP’s holdings

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.