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Hedge Funds Similar to Sonoma Private Wealth

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

Sonoma Private Wealth LLC is an institutional investor managing $93M across 72 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 Sonoma Private Wealth are 3EDGE Asset, TrustWell Financial Advisors, ALONGSIDE, with shared positions in $PHYS, $CEF, $DOV, $FXF, $TXN, $T. The full ranking of 25 similar funds is below.

#13EDGE Asset Management, LPActive
Notable overlap · 4 shared positions
$PHYS$CEF$DOV$FXF
$2.2B
94 positions
#2TrustWell Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$PHYS$CEF$DOV
$118M
78 positions
#3ALONGSIDE, LLCPassive
Notable overlap · 4 shared positions
$PHYS$DOV$TXN$T
$525M
190 positions
#449 WEALTH MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$PHYS$DOV$TXN$T
$524M
189 positions
#5Bleakley Financial Group, LLCPassive
Some overlap · 3 shared positions
$CEF$DOV$PHYS
$7.9B
944 positions
#6MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$PHYS$DOV$LMT
$162M
106 positions
#7Bruce G. Allen Investments, LLCPassive
Some overlap · 3 shared positions
$PHYS$T$VZ
$157M
1,037 positions
#8Global Endowment Management, LPActive
Some overlap · 3 shared positions
$PHYS$DOV$DBC
$987M
72 positions
#9Nalls Sherbakoff Group, LLC
Some overlap · 3 shared positions
$CEF$T$LMT
$141M
378 positions
#10Holos Integrated Wealth LLCPassive
Some overlap · 3 shared positions
$PHYS$TXN$LMT
$214M
378 positions
#11Marshall Financial Group, LLCPassive
Some overlap · 3 shared positions
$CEF$LMT$VZ
$686M
311 positions
#12Maytus Capital Management, LLCPassive
Some overlap · 3 shared positions
$DDOG$T$TXN
$636M
62 positions
#13Peak Financial Management, Inc.Active
Some overlap · 3 shared positions
$CEF$PHYS$VZ
$436M
114 positions
#14Cannon Financial Strategists, Inc.Active
Some overlap · 4 shared positions
$DOV$CEF$PHYS$TXN
$879M
133 positions
#15Latitude Advisors, LLCPassive
Some overlap · 4 shared positions
$DOV$PHYS$T$VZ
$251M
239 positions
#16CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$DOV$TXN$LMT$VZ
$183M
146 positions
#17Montis Financial, LLCActive
Some overlap · 3 shared positions
$PHYS$DOV$CEF
$489M
152 positions
#18MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$T$TXN$LMT$VZ
$233M
122 positions
#19FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$DOV$DBC$VZ
$149M
155 positions
#20Griffith & Werner, Inc.Passive
Some overlap · 4 shared positions
$T$LMT$VZ$TXN
$213M
71 positions
#21Stack Financial Management, IncActive
Some overlap · 3 shared positions
$T$DOV$LMT
$1.3B
54 positions
#22McKinley Carter Wealth Services, Inc.Active
Some overlap · 3 shared positions
$DOV$TXN$LMT
$1.9B
322 positions
#23St. Louis Trust CoActive
Some overlap · 3 shared positions
$DOV$TXN$VZ
$875M
125 positions
#24Junk Investment Group, LLCActive
Some overlap · 3 shared positions
$DOV$TXN$VZ
$226M
97 positions
#25ATLAS CAPITAL ADVISORS LLCPassive
Some overlap · 4 shared positions
$DOV$T$TXN$VZ
$875M
989 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.