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Hedge Funds Similar to BHK Investment Advisors,

13F Portfolio OverlapQ1 2026BHK Investment Advisors, portfolio →
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Most similar hedge funds by 13F overlap

BHK Investment Advisors, LLC is an institutional investor managing $299M across 79 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 BHK Investment Advisors, are Zeit, Praetorian Wealth ,, Gladwyn Financial Advisors,, with shared positions in $NTRB, $UNIT, $AMAT, $AMGN, $COP, $ADP. The full ranking of 25 similar funds is below.

#1Zeit Capital LLCActive
Substantial overlap · 4 shared positions
$NTRB$UNIT$AMAT$AMGN
$149M
52 positions
#2Praetorian Wealth Management, Inc.Active
Substantial overlap · 3 shared positions
$NTRB$UNIT$COP
$526M
77 positions
#3Gladwyn Financial Advisors, Inc.Active
Substantial overlap · 3 shared positions
$UNIT$NTRB$COP
$160M
82 positions
#4Grove Street Fiduciary, LLCActive
Substantial overlap · 4 shared positions
$UNIT$ADP$WFC$AMGN
$227M
74 positions
#5Mokosak Advisory Group, LLCSmart money
Substantial overlap · 3 shared positions
$UNIT$WFC$AMGN
$399M
34 positions
#6Black Diamond Financial, LLCActive
Substantial overlap · 4 shared positions
$NTRB$UNIT$COP$PL
$916M
185 positions
#7Pillar Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$NTRB$UNIT$COP
$171M
106 positions
#8Portfolio Strategies, Inc.Active
Notable overlap · 3 shared positions
$NTRB$LOW$ADP
$811M
75 positions
#9Shakespeare Wealth Management, LLCActive
Notable overlap · 4 shared positions
$UNIT$CTVA$WFC$CSL
$422M
98 positions
#10Cedar Point Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$NTRB$COP$WFC
$154M
71 positions
#11Marotta Asset ManagementActive
Notable overlap · 3 shared positions
$UNIT$TFC$WFC
$543M
103 positions
#12Northwest Quadrant Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$UNIT$ADP$HUBB
$481M
67 positions
#13JBGlobal.com LLCActive
Notable overlap · 4 shared positions
$UNIT$COP$ADP$LOW
$102M
27 positions
#14Fingerlakes Wealth Management, Inc.Passive
Notable overlap · 5 shared positions
$NTRB$AMAT$LOW$NU$PL
$151M
97 positions
#15Investment Insight Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$NTRB$UNIT$AMGN
$93M
36 positions
#16Randall & Associates Wealth ManagementActive
Notable overlap · 4 shared positions
$NTRB$AMGN$ADP$BR
$148M
56 positions
#17WAYSTONE ADVISORS LLCPassive
Notable overlap · 3 shared positions
$NTRB$UNIT$AMGN
$112M
101 positions
#18Silver Coast Investments LLCActive
Notable overlap · 3 shared positions
$UNIT$AMAT$LOW
$313M
119 positions
#19Fee-Only Financial Planning, L.C.Smart money
Notable overlap · 3 shared positions
$UNIT$NTRB$TFC
$166M
43 positions
#20ASSETMARK, INCPassive
Notable overlap · 3 shared positions
$NTRB$UNIT$AMAT
$49.0B
3,443 positions
#21STEPHENS GROUP ASSET MANAGEMENT, LLCSmart money
Notable overlap · 3 shared positions
$UNIT$CTVA$COP
$1.6B
26 positions
#22PETREDIS INVESTMENT ADVISORS LLCActive
Notable overlap · 3 shared positions
$NTRB$AMAT$EOG
$1.2B
108 positions
#23ODonnell Financial Services, LLCActive
Notable overlap · 3 shared positions
$NTRB$AMAT$ZTS
$290M
64 positions
#24Rodgers & Associates, LTDActive
Notable overlap · 5 shared positions
$UNIT$COP$LOW$CTVA$NTRB
$982M
101 positions
#25Forbes Financial Planning, Inc.Active
Notable overlap · 3 shared positions
$UNIT$COP$AMGN
$173M
38 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.