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Hedge Funds Similar to Bay Harbor Wealth ,

13F Portfolio OverlapQ1 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 $386M across 1,301 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 Bay Harbor Wealth , are Arcadia Wealth ,, VCI Wealth, SWP FINANCIAL, with shared positions in $SE, $VLTO, $SNOW, $IAU, $MAR, $WFC. The full ranking of 25 similar funds is below.

#1Arcadia Wealth Management, LLCActive
Some overlap · 4 shared positions
$SE$VLTO$SNOW$IAU
$276M
67 positions
#2VCI Wealth Management LLCPassive
Some overlap · 4 shared positions
$VLTO$SNOW$MAR$IAU
$361M
123 positions
#3SWP FINANCIAL LLCActive
Some overlap · 6 shared positions
$SE$VLTO$IAU$SNOW$MAR$WFC
$196M
71 positions
#4ALESCO ADVISORS LLCActive
Some overlap · 5 shared positions
$SE$VLTO$SNOW$IAU$LRCX
$3.9B
243 positions
#5ONE Advisory Partners, LLCActive
Some overlap · 4 shared positions
$SE$VLTO$IAU$HUM
$324M
72 positions
#6TD PRIVATE CLIENT WEALTH LLCPassive
Some overlap · 5 shared positions
$SE$VLTO$SNOW$MAR$HUM
$4.8B
1,649 positions
#7Heritage Wealth Management, Inc. /CA/Passive
Some overlap · 4 shared positions
$SE$SNOW$IAU$PLTR
$181M
94 positions
#8Center For Asset Management LLCPassive
Some overlap · 3 shared positions
$SE$VLTO$IAU
$201M
144 positions
#9rebel Financial LLCPassive
Some overlap · 3 shared positions
$SE$SNOW$VLTO
$231M
65 positions
#10Fonville Wealth Management LLCPassive
Some overlap · 6 shared positions
$SE$SNOW$MAR$IAU$HUM$PLTR
$525M
138 positions
#11Cornerstone Financial Management LLCPassive
Some overlap · 4 shared positions
$VLTO$SNOW$SE$HUM
$109M
1,311 positions
#12Windward Private Wealth Management Inc.Smart money
Some overlap · 4 shared positions
$VLTO$SNOW$SE$HUM
$289M
44 positions
#13Graetz Wealth LLCPassive
Some overlap · 5 shared positions
$SNOW$VLTO$IAU$HUM$PLTR
$112M
80 positions
#14CASTLEARK MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$SE$VLTO$SNOW$LRCX$VRT$ADI
$3.0B
292 positions
#15MA Private WealthActive
Some overlap · 5 shared positions
$VLTO$SNOW$IAU$SE$HUM
$591M
86 positions
#16Sterling Financial Planning, Inc.Active
Some overlap · 4 shared positions
$SNOW$SE$IAU$HUM
$337M
117 positions
#17Connecticut Capital Management Group, LLCPassive
Some overlap · 3 shared positions
$SE$VLTO$LRCX
$106M
109 positions
#18Morningstar Investment Management LLCPassive
Some overlap · 4 shared positions
$SE$SNOW$LRCX$AXP
$1.6B
315 positions
#19MCF Advisors LLCPassive
Some overlap · 3 shared positions
$SE$SNOW$HUM
$2.3B
1,338 positions
#20Bienville Capital Management, LLCPassive
Some overlap · 3 shared positions
$SE$SNOW$HUM
$550M
74 positions
#21Westfuller Advisors, LLCPassive
Some overlap · 5 shared positions
$SE$SNOW$VLTO$LRCX$AXP
$232M
756 positions
#22Cassaday & Co Wealth Management LLCActive
Some overlap · 3 shared positions
$SNOW$SE$MAR
$4.7B
1,361 positions
#23FLC Capital AdvisorsPassive
Some overlap · 3 shared positions
$VLTO$SNOW$HUM
$560M
221 positions
#24Retirement Wealth Solutions LLCPassive
Some overlap · 4 shared positions
$SNOW$VLTO$SE$IAU
$159M
822 positions
#25Foundation Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$SNOW$SE$IAU$PLTR
$148M
44 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.