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Hedge Funds Similar to Stonebridge Financial Group

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

Stonebridge Financial Group, LLC/CA is an institutional investor managing $722M across 310 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 Financial Group are Barden, Friday Financial, SACKS & ASSOCIATES, with shared positions in $STT, $PWR, $ALL, $PLTR, $CRWD, $WM. The full ranking of 25 similar funds is below.

#1Barden Capital Management, Inc.Passive
Some overlap · 3 shared positions
$STT$PWR$ALL
$108M
53 positions
#2Friday FinancialActive
Some overlap · 3 shared positions
$STT$PWR$PLTR
$373M
108 positions
#3SACKS & ASSOCIATES, LLCPassive
Some overlap · 5 shared positions
$STT$CRWD$WM$HON$HONA
$148M
80 positions
#4LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 5 shared positions
$STT$CEG$HON$HONA$ALL
$248M
91 positions
#5GLOBALT Investments LLC / GAActive
Some overlap · 4 shared positions
$STT$WM$C$GLW
$3.0B
213 positions
#6Convergence Financial, LLCPassive
Some overlap · 4 shared positions
$STT$CRWD$ALL$PLTR
$1.3B
272 positions
#7Foguth Wealth Management, LLC.Active
Some overlap · 5 shared positions
$STT$WM$BX$PLTR$CRWD
$879M
213 positions
#8J. Team Financial, Inc.Passive
Some overlap · 4 shared positions
$STT$CRWD$WM$PWR
$103M
102 positions
#9Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 3 shared positions
$STT$CRWD$WM
$169M
339 positions
#10American National Bank of TexasActive
Some overlap · 3 shared positions
$STT$PWR$HON
$110M
56 positions
#11Clarus Wealth AdvisorsPassive
Some overlap · 4 shared positions
$STT$PWR$C$PLTR
$260M
86 positions
#12Compass Wealth Management, LLC/GAActive
Some overlap · 3 shared positions
$STT$CRWD$PLTR
$251M
74 positions
#13MATAURO, LLCActive
Some overlap · 4 shared positions
$STT$PLTR$HON$HONA
$756M
158 positions
#14Axiom Investment Management LLCPassive
Some overlap · 6 shared positions
$PWR$C$HON$HONA$GLW$BX
$150M
528 positions
#15Hudock, Inc.Passive
Some overlap · 3 shared positions
$STT$GLW$BX
$781M
217 positions
#16Aurdan Capital Management, LLCActive
Some overlap · 3 shared positions
$STT$HON$HONA
$394M
99 positions
#17Impact Investors, IncPassive
Some overlap · 4 shared positions
$PWR$STT$WM$THG
$137M
88 positions
#18CAP Partners, LLCPassive
Some overlap · 3 shared positions
$STT$CRWD$PLTR
$204M
155 positions
#19Bannerstone Capital Management, LLCPassive
Some overlap · 4 shared positions
$PWR$STT$PLTR$GLW
$119M
113 positions
#20TOEWS CORP /ADVActive
Some overlap · 5 shared positions
$STT$C$PLTR$GLW$BX
$686M
151 positions
#21Klingman & Associates, LLCActive
Some overlap · 3 shared positions
$STT$C$GLW
$2.3B
350 positions
#22Capital Advisors Wealth Management, LLCPassive
Some overlap · 5 shared positions
$STT$PWR$CRWD$CEG$PLTR
$851M
231 positions
#23ESG Planning DBA Harper InvestingPassive
Some overlap · 4 shared positions
$STT$CRWD$HON$HONA
$297M
84 positions
#24AMI ASSET MANAGEMENT CORPActive
Some overlap · 4 shared positions
$PWR$CRWD$WM$GLW
$1.7B
99 positions
#25Cunning Capital Partners, LPActive
Some overlap · 4 shared positions
$PWR$CRWD$CEG$PLTR
$248M
55 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.