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 Bigelow Investment Advisors,

13F Portfolio OverlapQ1 2026Bigelow Investment Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Bigelow Investment Advisors, LLC is an institutional investor managing $250M across 153 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 Bigelow Investment Advisors, are Ariston Services Group, Ballast Financial Advisors, Wealth Care, with shared positions in $IAU, $HUM, $SNOW, $KKR, $USB, $TJX. The full ranking of 25 similar funds is below.

#1Ariston Services GroupActive

Notable overlap · 4 shared positions

$IAU $HUM $SNOW $KKR

$167M

71 positions

#2Ballast Financial Advisors LLCActive

Notable overlap · 7 shared positions

$HUM $IAU $KKR $USB $TJX $BAC

$98M

68 positions

#3Wealth Care LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $KKR

$113M

67 positions

#4CPA Asset Management LLCActive

Notable overlap · 7 shared positions

$IAU $HUM $KKR $NEE $ECL $DHR

$298M

99 positions

#5Accretive Wealth Partners, LLCPassive

Notable overlap · 6 shared positions

$HUM $IAU $KKR $TJX $GD $USB

$356M

180 positions

#6FORBES J M & CO LLPActive

Notable overlap · 8 shared positions

$IAU $HUM $NEE $TJX $ECL $ETN

$1.2B

150 positions

#7Helen Stephens Group, LLCActive

Notable overlap · 7 shared positions

$IAU $HUM $OKTA $DHR $SNOW $KKR

$501M

124 positions

#8Blossom Wealth ManagementPassive

Notable overlap · 7 shared positions

$HUM $IAU $SNOW $TJX $NEE $ECL

$67M

74 positions

#9KITCHING PARTNERS, LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $AXP

$109M

40 positions

#10WEALTHSPAN PARTNERS, LLCPassive

Notable overlap · 4 shared positions

$IAU $HUM $KKR $NEE

$284M

123 positions

#11Burk Holdings LLCPassive

Notable overlap · 5 shared positions

$IAU $SNOW $HUM $DHR $BAC

$233M

676 positions

#12Farrell Financial LLCPassive

Notable overlap · 3 shared positions

$IAU $HUM $USB

$167M

76 positions

#13Red Mountain Financial, LLCPassive

Notable overlap · 3 shared positions

$IAU $HUM $SNOW

$106M

79 positions

#14Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$IAU $SNOW $HUM $KKR

$126M

74 positions

#15Maltin Wealth Management, Inc.Passive

Notable overlap · 6 shared positions

$IAU $SNOW $USB $BAC $KKR $HSY

$262M

136 positions

#16Capital Advisors Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$HUM $SNOW $KKR $USB $IAU

$745M

219 positions

#17HANOVER ADVISORS INCActive

Notable overlap · 6 shared positions

$HUM $SNOW $KKR $RF $BAC $HSY

$246M

118 positions

#18Sage Investment Advisers LLCPassive

Notable overlap · 4 shared positions

$IAU $HUM $KKR $SNOW

$135M

89 positions

#19Cornerstone Financial Management LLCPassive

Notable overlap · 4 shared positions

$HUM $SNOW $KKR $USB

$109M

1,311 positions

#20Forza Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$IAU $HUM $KKR $USB $GD

$287M

188 positions

#21DAHRING {-} CUSMANO LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $KKR

$163M

58 positions

#22Hurlow Wealth Management Group, Inc.Active

Notable overlap · 7 shared positions

$HUM $SNOW $IAU $USB $NEE $TJX

$420M

120 positions

#23Evergreen Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $SNOW $KKR $DIS

$194M

54 positions

#24CHATHAM CAPITAL GROUP, INC.Passive

Notable overlap · 4 shared positions

$IAU $HUM $AXP $TJX

$689M

198 positions

#25Sterling Financial Planning, Inc.Active

Notable overlap · 4 shared positions

$IAU $SNOW $KKR $HUM

$337M

117 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.