What hedge funds are most similar to Biondo Investment Advisors, LLC?

The funds with the most similar 13F portfolios to Biondo Investment Advisors, LLC are Vertrix Wealth, Greystone Financial Group, Somerset, based on overlapping conviction holdings in the latest SEC filings.

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 Biondo Investment Advisors

13F Portfolio OverlapQ2 2026Biondo Investment Advisors portfolio →

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Most similar hedge funds by 13F overlap

Biondo Investment Advisors, LLC is an institutional investor managing $817M across 89 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 Biondo Investment Advisors are Vertrix Wealth, Greystone Financial Group, Somerset, with shared positions in $SPG, $LOW, $AMGN, $LMT, $DUK, $MCD. The full ranking of 25 similar funds is below.

#1Vertrix Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$SPG $LOW $AMGN $LMT $DUK $MCD

$292M

99 positions

#2Greystone Financial Group, LLCPassive

Notable overlap · 8 shared positions

$SPG $AMGN $LMT $DUK $MCD $NOW

$360M

73 positions

#3Somerset Trust CoPassive

Notable overlap · 8 shared positions

$LOW $AMGN $ITW $MCD $ADP $EMR

$354M

186 positions

#4EDGEWOOD MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$ISRG $ASML $VRTX $FICO

$9.7B

90 positions

#5Exeter Financial, LLCPassive

Notable overlap · 8 shared positions

$AMGN $MCD $EMR $GD $LMT $ADP

$265M

100 positions

#6WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 8 shared positions

$LOW $DUK $MCD $ADP $AFL $ITW

$390M

103 positions

#7Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 7 shared positions

$AMGN $LMT $DUK $ITW $MCD $GD

$214M

33 positions

#8BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 8 shared positions

$LOW $AMGN $ITW $GD $ADP $MCD

$346M

113 positions

#9CONNING INC.Passive

Notable overlap · 8 shared positions

$ITW $AMGN $MCD $LMT $ADP $GD

$3.3B

327 positions

#10Seilern Investment Management LtdActive

Notable overlap · 3 shared positions

$ISRG $IDXX $ADP

$771M

24 positions

#11Boomfish Wealth Group, LLCPassive

Notable overlap · 6 shared positions

$ASML $LOW $VRTX $LMT $AMGN $UPS

$231M

102 positions

#12Roxbury Financial LLCPassive

Notable overlap · 8 shared positions

$LOW $LMT $DUK $MCD $AFL $ADP

$130M

426 positions

#13BENDER ROBERT & ASSOCIATESActive

Notable overlap · 5 shared positions

$ISRG $VRTX $NOW $SBUX $DUK

$525M

46 positions

#14BOURNE LENT ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$IDXX $ISRG $AMGN $UPS

$289M

65 positions

#15BLUE SQUARE ASSET MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$ISRG $ASML $AMGN $EMR

$247M

74 positions

#16HAMEL ASSOCIATES, INC.Passive

Notable overlap · 7 shared positions

$AMGN $LMT $ITW $MCD $DUK $ADP

$363M

92 positions

#17ACIMA PRIVATE WEALTH, LLCActive

Notable overlap · 8 shared positions

$LOW $NOW $LMT $VRTX $ADP $MCD

$344M

174 positions

#18SMITH CHAS P & ASSOCIATES PA CPASActive

Notable overlap · 7 shared positions

$AMGN $LMT $ITW $MCD $ADP $GD

$2.0B

194 positions

#19First Long Island Investors, LLCActive

Notable overlap · 7 shared positions

$AMGN $LOW $FICO $ADP $ITW $MCD

$1.4B

73 positions

#20Buttonwood Financial Advisors Inc.Active

Notable overlap · 7 shared positions

$ASML $NOW $FICO $EMR $LMT $LOW

$331M

110 positions

#21Nova R Wealth, Inc.Active

Notable overlap · 4 shared positions

$ISRG $AMGN $ADP $MCD

$341M

90 positions

#22LYNCH & ASSOCIATES/INPassive

Notable overlap · 7 shared positions

$LMT $MCD $EMR $LOW $ITW $DUK

$699M

128 positions

#23Financial & Tax Architects, LLCPassive

Notable overlap · 6 shared positions

$LOW $MCD $EMR $ASML $ADP $GD

$486M

109 positions

#24Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 6 shared positions

$AMGN $ITW $LMT $ADP $GD $AFL

$111M

62 positions

#25Slagle Financial, LLCPassive

Notable overlap · 6 shared positions

$LOW $DUK $MCD $SPG $AMGN $SBUX

$334M

127 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.