13F Pro

Hedge Funds Similar to Bishop & Investment ,

13F Portfolio OverlapQ1 2026Bishop & Investment , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Bishop & Co Investment Management, LLC is an institutional investor managing $292M across 26 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 Bishop & Investment , are Foundation Wealth , \PA, MilWealth Group, Legacy Edge Advisors,, with shared positions in $USB, $CTVA, $SNOW, $UNIT, $ERIE. The full ranking of 25 similar funds is below.

#1Foundation Wealth Management, LLC\PAActive
Notable overlap · 4 shared positions
$USB$CTVA$SNOW$UNIT
$284M
91 positions
#2MilWealth Group LLCSmart money
Notable overlap · 3 shared positions
$USB$CTVA$UNIT
$420M
81 positions
#3Legacy Edge Advisors, LLCActive
Notable overlap · 4 shared positions
$USB$SNOW$CTVA$UNIT
$951M
223 positions
#4Newton One Investments LLCActive
Notable overlap · 3 shared positions
$USB$UNIT$SNOW
$368M
121 positions
#5BRANDYWINE OAK PRIVATE WEALTH LLCActive
Notable overlap · 4 shared positions
$USB$CTVA$SNOW$UNIT
$1.2B
229 positions
#6Financial Futures Ltd Liability Co.Active
Notable overlap · 3 shared positions
$USB$SNOW$UNIT
$228M
72 positions
#7Sagace Wealth Management LLCPassive
Notable overlap · 3 shared positions
$USB$SNOW$UNIT
$149M
70 positions
#8Towerpoint Wealth, LLCActive
Notable overlap · 4 shared positions
$USB$CTVA$UNIT$SNOW
$248M
93 positions
#9Graetz Wealth LLCPassive
Notable overlap · 3 shared positions
$USB$SNOW$UNIT
$112M
80 positions
#10McMill Wealth ManagementActive
Some overlap · 3 shared positions
$USB$CTVA$UNIT
$376M
58 positions
#11Capital Advisors Wealth Management, LLCPassive
Some overlap · 3 shared positions
$USB$SNOW$UNIT
$745M
219 positions
#12American Financial Advisors, LLCActive
Some overlap · 4 shared positions
$USB$SNOW$CTVA$UNIT
$750M
159 positions
#13Brindle & Bay Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$USB$SNOW$UNIT
$163M
67 positions
#14Avant Financial Advisors LLCActive
Some overlap · 3 shared positions
$USB$SNOW$UNIT
$142M
65 positions
#15Silver Coast Investments LLCActive
Some overlap · 3 shared positions
$USB$SNOW$UNIT
$313M
119 positions
#16Hillcrest Wealth Advisors - NY, LLCActive
Some overlap · 3 shared positions
$USB$CTVA$SNOW
$247M
51 positions
#17R.H. Investment Group, LLCPassive
Some overlap · 3 shared positions
$USB$SNOW$CTVA
$130M
45 positions
#18Cornerstone Financial Management LLCPassive
Some overlap · 3 shared positions
$USB$SNOW$UNIT
$109M
1,311 positions
#19GTS SECURITIES LLCPassive
Some overlap · 3 shared positions
$USB$CTVA$SNOW
$2.8B
1,482 positions
#20MMA ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$USB$CTVA$SNOW
$284M
179 positions
#21Facet Wealth, Inc.Active
Some overlap · 3 shared positions
$USB$UNIT$CTVA
$5.8B
349 positions
#22White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$USB$SNOW$UNIT
$721M
145 positions
#23TME FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$USB$UNIT$SNOW
$144M
65 positions
#24Life Planning Partners, IncActive
Some overlap · 3 shared positions
$USB$SNOW$UNIT
$131M
68 positions
#25MFA WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$USB$SNOW$ERIE
$508M
88 positions

Compare Bishop & Investment ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Bishop & Investment ,’s holdings

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.