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Hedge Funds Similar to Bay Harbor Wealth

13F Portfolio OverlapQ2 2026Bay Harbor Wealth portfolio →
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Most similar hedge funds by 13F overlap

Bay Harbor Wealth Management, LLC is an institutional investor managing $434M across 1,293 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 Bay Harbor Wealth are VCI Wealth, Deane Retirement Strategies, Aspire Private, with shared positions in $IAU, $C, $APH, $PFH, $AXP, $LIN. The full ranking of 25 similar funds is below.

#1VCI Wealth Management LLCPassive
Some overlap · 4 shared positions
$IAU$C$APH$PFH
$399M
99 positions
#2Deane Retirement Strategies, Inc.Passive
Some overlap · 5 shared positions
$IAU$AXP$LIN$VLO$WFC
$244M
53 positions
#3Aspire Private Capital, LLCPassive
Some overlap · 12 shared positions
$APH$VRT$ADI$AXP$BNY$DIS
$484M
175 positions
#4REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$IAU$AMP$APH$VLO
$769M
225 positions
#5Sharkey, Howes & JaverActive
Some overlap · 4 shared positions
$IAU$APH$ADI$AXP
$830M
159 positions
#6Ipsen Advisor Group LLCPassive
Some overlap · 4 shared positions
$IAU$PFH$ADI$ALL
$155M
107 positions
#7Narwhal Capital ManagementActive
Some overlap · 4 shared positions
$IAU$ADI$AXP$VLO
$1.4B
157 positions
#8SAGE PRIVATE WEALTH GROUP, LLCActive
Some overlap · 4 shared positions
$IAU$ADI$AXP$MPC
$298M
135 positions
#9Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 4 shared positions
$IAU$ADI$BNY$WFC
$637M
125 positions
#10Meridian Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$ADI$MPC$ALL
$880M
211 positions
#11Bigelow Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$AXP$DIS$DUK
$281M
154 positions
#12MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Some overlap · 4 shared positions
$IAU$APH$BNY$WFC
$1.4B
144 positions
#13Smith Thornton Advisors LLCPassive
Some overlap · 4 shared positions
$IAU$DIS$WFC$DUK
$229M
139 positions
#14Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 4 shared positions
$IAU$LIN$WFC$DUK
$346M
112 positions
#15Bulltick Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IAU$AMP$VRT
$490M
134 positions
#16CADINHA & CO LLCActive
Some overlap · 4 shared positions
$IAU$APH$DUK$WFC
$616M
107 positions
#17Connective Portfolio Management, LLCPassive
Some overlap · 3 shared positions
$IAU$C$AXP
$67M
39 positions
#18Sage Investment Advisers LLCPassive
Some overlap · 3 shared positions
$IAU$C$BNY
$154M
96 positions
#195T Wealth, LLCActive
Some overlap · 3 shared positions
$IAU$C$WFC
$269M
134 positions
#20Cogent Private Wealth, Inc.Active
Some overlap · 3 shared positions
$IAU$C$WFC
$160M
117 positions
#21LifePlan Financial, LLCPassive
Some overlap · 3 shared positions
$IAU$C$DUK
$141M
91 positions
#22Parkside Investments, LLCActive
Some overlap · 3 shared positions
$IAU$C$DIS
$879M
95 positions
#23ALLIANZ SEActive
Some overlap · 5 shared positions
$IAU$C$AXP$DIS$LIN
$9.5B
519 positions
#24Palisades Hudson Asset Management, L.P.Active
Some overlap · 3 shared positions
$IAU$APH$AXP
$286M
108 positions
#25BFSG, LLCPassive
Some overlap · 3 shared positions
$IAU$APH$AXP
$1.1B
768 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.