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Hedge Funds Similar to Stonebridge Financial Planning Group

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

Stonebridge Financial Planning Group, LLC is an institutional investor managing $314M across 183 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 Planning Group are Safe Harbor Fiduciary, Bell Bank, Catherine Avery Investment, with shared positions in $STX, $LHX, $DUK, $ARCC, $SO, $MCD. The full ranking of 25 similar funds is below.

#1Safe Harbor Fiduciary, LLCActive
Some overlap · 3 shared positions
$STX$LHX$DUK
$128M
61 positions
#2Bell BankActive
Some overlap · 4 shared positions
$STX$ARCC$DUK$SO
$2.7B
204 positions
#3Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$STX$LHX$MCD
$116M
172 positions
#4Integras Partners LLCPassive
Some overlap · 5 shared positions
$ARCC$DUK$CRWD$MCD$SO
$181M
100 positions
#5Brick & Kyle, AssociatesActive
Some overlap · 4 shared positions
$LHX$DUK$MCD$CRWD
$303M
96 positions
#6Evansbrook LLCActive
Some overlap · 4 shared positions
$STX$CRWD$MS$MCD
$171M
126 positions
#7Marble Wealth, LLCPassive
Slight overlap · 5 shared positions
$STX$APO$CRWD$MCD$SO
$653M
234 positions
#8Aull & Monroe Investment Management CorpPassive
Slight overlap · 3 shared positions
$STX$DUK$SO
$231M
125 positions
#9Kingsman Wealth Management, Inc.Active
Slight overlap · 4 shared positions
$STX$CRWD$SO$MS
$224M
82 positions
#10Stablepoint Partners, LLCPassive
Slight overlap · 3 shared positions
$STX$DUK$MCD
$723M
260 positions
#11CAMDEN NATIONAL BANKPassive
Slight overlap · 3 shared positions
$LHX$DUK$MCD
$767M
184 positions
#12BRIGHTON SECURITIES CORP.Smart money
Slight overlap · 3 shared positions
$LHX$DUK$SO
$239M
48 positions
#13REXFORD CAPITAL INCPassive
Slight overlap · 3 shared positions
$STX$APO$MCD
$163M
301 positions
#14Mallini Complete Financial Planning LLCSmart money
Slight overlap · 3 shared positions
$ARCC$DUK$SO
$143M
72 positions
#15Eos Management, L.P.Active
Slight overlap · 3 shared positions
$LHX$ARCC$CRWD
$252M
35 positions
#16Generali Asset Management SPA SGRPassive
Slight overlap · 3 shared positions
$ARCC$STX$MS
$5.7B
504 positions
#17CCM INVESTMENT ADVISERS LLCPassive
Slight overlap · 3 shared positions
$STX$CRWD$SO
$1.3B
88 positions
#18ROMANO BROTHERS AND COMPANYPassive
Slight overlap · 3 shared positions
$STX$DUK$ARCC
$985M
331 positions
#19Keystone Financial GroupPassive
Slight overlap · 3 shared positions
$STX$CRWD$MCD
$1.7B
567 positions
#20AssuredPartners Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$LHX$CRWD$MS
$1.0B
416 positions
#21Zullo Investment Group, Inc.Active
Slight overlap · 4 shared positions
$STX$CRWD$MS$MCD
$310M
156 positions
#22WESTCO ADVISORY SERVICES INC /ADVActive
Slight overlap · 3 shared positions
$STX$MS$MCD
$166M
98 positions
#23Global Wealth Management Investment Advisory, Inc.Passive
Slight overlap · 5 shared positions
$DUK$CRWD$MS$MCD$SO
$703M
160 positions
#24Plan Group Financial, LLCPassive
Slight overlap · 3 shared positions
$ARCC$DUK$SO
$510M
228 positions
#25Meridian Financial Partners LLCPassive
Slight overlap · 3 shared positions
$LHX$DUK$CRWD
$306M
124 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.