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Hedge Funds Similar to STONERIDGE INVESTMENT PARTNERS

13F Portfolio OverlapQ2 2026STONERIDGE INVESTMENT PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

STONERIDGE INVESTMENT PARTNERS LLC is an institutional investor managing $152M across 146 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 STONERIDGE INVESTMENT PARTNERS are Ally Financial, Sompo Asset , Ltd., CHIRON, with shared positions in $ABT, $NKE, $UBER, $CRM, $WFC, $AMT. The full ranking of 25 similar funds is below.

#1Ally Financial Inc.Active
Some overlap · 9 shared positions
$ABT$NKE$UBER$CRM$WFC$AMT
$775M
131 positions
#2Sompo Asset Management Co., Ltd.Active
Some overlap · 7 shared positions
$KLAC$CRM$ADBE$SYY$NKE$QCOM
$609M
177 positions
#3CHIRON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$NKE$CRM$ADBE$NOW$DHR$FISV
$111M
136 positions
#4Robinson Value Management, Ltd.Passive
Some overlap · 7 shared positions
$NKE$ADBE$QCOM$WFC$TROW$FISV
$187M
75 positions
#5Ironwood Investment Counsel, LLCPassive
Some overlap · 6 shared positions
$KLAC$NOW$CRM$SYY$QCOM$LMT
$762M
267 positions
#6Gibraltar Capital Management, Inc.Active
Some overlap · 6 shared positions
$KLAC$CRM$ADBE$UBER$WFC$DVN
$650M
125 positions
#7Canandaigua National Trust Co of Florida
Some overlap · 6 shared positions
$NOW$CRM$ABT$TFC$AMT$LMT
$125M
108 positions
#8SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 6 shared positions
$ADBE$ABT$UBER$SYY$WFC$TROW
$1.5B
160 positions
#9LifePlan Financial, LLCPassive
Some overlap · 5 shared positions
$NKE$NOW$CRM$AMT$DHR
$143M
89 positions
#10Freestone Capital Holdings, LLCActive
Some overlap · 6 shared positions
$KLAC$NKE$QCOM$WFC$CRM$ABT
$3.9B
626 positions
#11DLK Investment Management, LLCPassive
Some overlap · 5 shared positions
$NKE$ADBE$ABT$QCOM$DHR
$235M
96 positions
#12SFE Investment CounselPassive
Some overlap · 6 shared positions
$KLAC$ABT$UBER$QCOM$DHR$PFH
$742M
152 positions
#13Grantham, Mayo, Van Otterloo & Co. LLCActive
Some overlap · 5 shared positions
$KLAC$CRM$ABT$UBER$ELV
$44.4B
663 positions
#14LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 6 shared positions
$NOW$ABT$QCOM$AMT$DHR$FISV
$10.3B
565 positions
#15Center for Wealth Management AdvisoryActive
Some overlap · 5 shared positions
$NKE$ABT$HBAN$ELV$LMT
$159M
62 positions
#16ADAPT Investment Managers SAActive
Some overlap · 5 shared positions
$NKE$CRM$ADBE$UBER$WFC
$12.6B
133 positions
#17Keeler Thomas Management LLCPassive
Some overlap · 5 shared positions
$KLAC$ABT$UBER$QCOM$DVN
$282M
135 positions
#18FourThought Financial Partners, LLCPassive
Some overlap · 5 shared positions
$KLAC$ABT$QCOM$AMT$LMT
$1.3B
393 positions
#19Hillman Capital Management, Inc.Passive
Some overlap · 5 shared positions
$NKE$CRM$ADBE$FISV$TROW
$138M
54 positions
#20SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
Some overlap · 5 shared positions
$NKE$ABT$QCOM$TROW$DHR
$169M
104 positions
#21SSA SWISS ADVISORS AGPassive
Some overlap · 5 shared positions
$NKE$ADBE$ABT$QCOM$FISV
$266M
107 positions
#22Fairtree Asset Management (Pty) LtdPassive
Some overlap · 5 shared positions
$CRM$KLAC$UBER$ABT$ADBE
$261M
96 positions
#23United Super Pty Ltd in its capacity as Trustee for the ConsActive
Some overlap · 5 shared positions
$ADBE$CRM$ABT$QCOM$WFC
$5.6B
184 positions
#24J. Stern & Co. LLPActive
Some overlap · 5 shared positions
$NKE$CRM$ABT$AMT$LMT
$1.1B
51 positions
#25Beaumont Asset Management, L.L.C.Smart money
Some overlap · 5 shared positions
$NOW$CRM$UBER$DHR$LMT
$257M
79 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.