How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Stonebridge Advisors

13F Portfolio OverlapQ2 2026Stonebridge Advisors portfolio →

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Most similar hedge funds by 13F overlap

Stonebridge Capital Advisors LLC is an institutional investor managing $1.6B across 215 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 Stonebridge Advisors are GODSEY & GIBB, Eliot Finkel Investment Counsel, CANTOR FITZGERALD INVESTMENT ADVISORS, with shared positions in $GLW, $ETN, $BLK, $STT, $MDT, $DUK. The full ranking of 25 similar funds is below.

#1GODSEY & GIBB, INCPassive

Notable overlap · 7 shared positions

$GLW $ETN $BLK $STT $MDT $DUK

$1.2B

383 positions

#2Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$GLW $MCD $ETN $USB $DUK $UPS

$214M

33 positions

#3CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 7 shared positions

$GLW $TRV $USB $STT $MDT $DUK

$1.5B

184 positions

#4Banco de Sabadell, S.APassive

Notable overlap · 7 shared positions

$MCD $ETN $BLK $USB $QCOM $TMO

$170M

61 positions

#5BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 6 shared positions

$GLW $QCOM $TRV $MDT $DUK $MCD

$515M

142 positions

#6CONNING INC.Passive

Notable overlap · 6 shared positions

$GLW $TRV $USB $MCD $BLK $GILD

$3.3B

327 positions

#7Ironwood Investment Counsel, LLCPassive

Notable overlap · 7 shared positions

$QCOM $USB $MDT $UPS $DIS $GLW

$762M

267 positions

#8CINCINNATI INSURANCE COActive

Some overlap · 6 shared positions

$MCD $BLK $USB $DUK $QCOM $TMO

$6.9B

64 positions

#9FUKOKU MUTUAL LIFE INSURANCE CoActive

Some overlap · 6 shared positions

$MCD $QCOM $USB $DUK $GILD $ETN

$1.7B

256 positions

#10CHEMUNG CANAL TRUST COActive

Some overlap · 6 shared positions

$GLW $TRV $MCD $USB $DUK $ETN

$541M

111 positions

#11Old North State Wealth Management, LLCPassive

Some overlap · 6 shared positions

$GLW $MDT $DUK $GILD $BA $MAR

$234M

112 positions

#12VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 5 shared positions

$MCD $QCOM $BLK $MDT $DUK

$201M

57 positions

#13Diligent Investors, LLCPassive

Some overlap · 6 shared positions

$GLW $QCOM $STT $DIS $CTVA $BA

$449M

357 positions

#14RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$GLW $ETN $QCOM $MCD $MAR

$1.1B

90 positions

#15Providence Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$QCOM $ETN $MDT $DUK $TMO $DIS

$660M

385 positions

#16BOSTON RESEARCH & MANAGEMENT INCPassive

Some overlap · 6 shared positions

$MCD $USB $DUK $UPS $TMO $DIS

$453M

121 positions

#17Stockman Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$MCD $QCOM $USB $MDT $UPS

$968M

178 positions

#18Pegasus Asset Management, Inc.Passive

Some overlap · 6 shared positions

$ETN $BLK $DUK $BA $DIS $MAR

$351M

75 positions

#19OLD REPUBLIC INTERNATIONAL CORPActive

Some overlap · 5 shared positions

$MCD $ETN $QCOM $DUK $UPS

$2.7B

54 positions

#20WealthBridge Investment Counsel Inc.Active

Some overlap · 6 shared positions

$ETN $MDT $GILD $BA $TMO $DIS

$375M

44 positions

#21First Long Island Investors, LLCActive

Some overlap · 5 shared positions

$ETN $QCOM $BLK $USB $MCD

$1.4B

73 positions

#22Henshaw Capital LLCActive

Some overlap · 6 shared positions

$BLK $MRVL $MCD $TMO $MAR $BA

$3.1B

160 positions

#23Legacy Advisory Services, LLCActive

Some overlap · 5 shared positions

$GLW $ETN $MDT $DIS $MAR

$142M

54 positions

#24SOUND SHORE MANAGEMENT INC /CT/Active

Some overlap · 6 shared positions

$QCOM $MDT $BA $UPS $TMO $DIS

$3.2B

40 positions

#25Farmers National BankPassive

Some overlap · 5 shared positions

$MCD $ETN $DUK $DIS $MDT

$479M

180 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.