What hedge funds are most similar to Baltimore-Washington Financial Advisors, Inc.?

The funds with the most similar 13F portfolios to Baltimore-Washington Financial Advisors, Inc. are SWAN, Financial Perspectives,, CDM FINANCIAL COUNSELING SERVICES,, 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 Baltimore-Washington Financial Advisors,

13F Portfolio OverlapQ1 2026Baltimore-Washington Financial Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Baltimore-Washington Financial Advisors, Inc. is an institutional investor managing $2.3B across 186 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Baltimore-Washington Financial Advisors, are SWAN, Financial Perspectives,, CDM FINANCIAL COUNSELING SERVICES,, with shared positions in $HUM, $KKR, $MAR, $UNIT, $SO, $MKL. The full ranking of 25 similar funds is below.

#1SWAN Capital LLCPassive

Notable overlap · 6 shared positions

$HUM $KKR $MAR $UNIT $SO $MKL

$272M

554 positions

#2Financial Perspectives, IncPassive

Notable overlap · 5 shared positions

$HUM $KKR $MAR $ASML $SHOP

$358M

716 positions

#3CDM FINANCIAL COUNSELING SERVICES, INC.Active

Notable overlap · 5 shared positions

$HUM $KKR $MAR $ASML $ICE

$105M

80 positions

#4Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $UBER $CRWD

$255M

70 positions

#5Bluebird Wealth Management LLCPassive

Notable overlap · 7 shared positions

$ANET $UBER $TJX $SYK $RCL $CRWD

$98M

77 positions

#6Evergreen Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$HUM $KKR $BKNG $MKL $UNIT

$194M

54 positions

#7Capital Advisors Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$HUM $KKR $MAR $UNIT $CRWD $SOFI

$745M

219 positions

#8Cornerstone Advisory, LLCPassive

Notable overlap · 4 shared positions

$HUM $KKR $MAR $UNIT

$1.1B

262 positions

#9LightSquare Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$HUM $KKR $UNIT $MAR $ANET

$133M

92 positions

#10Blackston Financial Advisory Group, LLCActive

Notable overlap · 3 shared positions

$HUM $KKR $MAR

$160M

106 positions

#11Destiny Wealth Partners, LLCPassive

Notable overlap · 6 shared positions

$HUM $XYZ $SYK $KKR $CRWD $UBER

$914M

1,148 positions

#12Junk Investment Group, LLCPassive

Notable overlap · 5 shared positions

$HUM $MAR $KKR $MKL $UNIT

$191M

88 positions

#13KDT Advisors, LLCPassive

Notable overlap · 4 shared positions

$HUM $KKR $MKL $UNIT

$63M

69 positions

#14Joel Isaacson & Co., LLCActive

Notable overlap · 5 shared positions

$HUM $KKR $MKL $UNIT $MAR

$3.0B

455 positions

#15Wilkins Miller Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$KKR $HUM $SSL $SO

$165M

89 positions

#16City State BankPassive

Notable overlap · 4 shared positions

$HUM $KKR $MAR $UNIT

$385M

784 positions

#17Crews Bank & TrustPassive

Some overlap · 4 shared positions

$HUM $KKR $SSL $ICE

$690M

673 positions

#18Raab & Moskowitz Asset Management LLCPassive

Some overlap · 4 shared positions

$KKR $HUM $MAR $TJX

$450M

187 positions

#19FLYWHEEL PRIVATE WEALTH LLCPassive

Some overlap · 5 shared positions

$HUM $KKR $UNIT $TJX $MAR

$176M

104 positions

#20DAGCO, INC.Passive

Some overlap · 3 shared positions

$KKR $HUM $MAR

$461M

353 positions

#21Martel Wealth Advisors IncSmart money

Some overlap · 5 shared positions

$HUM $KKR $UNIT $MAR $MKL

$587M

73 positions

#22White Lighthouse Investment Management Inc.Active

Some overlap · 5 shared positions

$KKR $HUM $MAR $UNIT $MKL

$721M

145 positions

#23Pinnacle Financial Group, LLC / ILPassive

Some overlap · 5 shared positions

$KKR $HUM $MKL $UNIT $SHOP

$365M

111 positions

#24High Net Worth Advisory Group LLCPassive

Some overlap · 3 shared positions

$HUM $KKR $MAR

$429M

244 positions

#25Infinity Wealth Counsel, LLCPassive

Some overlap · 4 shared positions

$HUM $KKR $UNIT $MAR

$109M

63 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.