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Hedge Funds Similar to Bay Rivers Group

13F Portfolio OverlapQ1 2026Bay Rivers Group portfolio →
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Most similar hedge funds by 13F overlap

Bay Rivers Group is an institutional investor managing $293M across 126 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 Rivers Group are Alexis Investment Partners,, MAPLELANE ,, Advantage,, with shared positions in $HUM, $SHW, $DIA, $MDY, $AMD, $LRCX. The full ranking of 25 similar funds is below.

#1Alexis Investment Partners, LLCActive
Notable overlap · 4 shared positions
$HUM$SHW$DIA$MDY
$145M
35 positions
#2MAPLELANE CAPITAL, LLCActive
Notable overlap · 5 shared positions
$SHW$AMD$LRCX$CLS$BA
$2.8B
64 positions
#3Capital Advantage, Inc.Active
Notable overlap · 7 shared positions
$HUM$UNIT$USB$AMD$MDY$SCHW
$765M
145 positions
#4Family CFO IncActive
Notable overlap · 5 shared positions
$HUM$UNIT$USB$SCHW$BE
$223M
41 positions
#5Bannerstone Capital Management, LLCPassive
Notable overlap · 6 shared positions
$LRCX$CLS$PLTR$DIA$AMD$BE
$108M
97 positions
#6SWAN Capital LLCPassive
Notable overlap · 6 shared positions
$HUM$UNIT$USB$SCHW$PLTR$AMD
$272M
554 positions
#7FLAGSTAR ADVISORS INC.Passive
Notable overlap · 7 shared positions
$HUM$MDY$SHW$DIA$SCHW$USB
$276M
174 positions
#8Midwest Financial Group LLCPassive
Notable overlap · 6 shared positions
$AMD$MDY$UNIT$USB$BA$SHW
$234M
126 positions
#9Novak & Powell Financial Services, Inc.Passive
Notable overlap · 6 shared positions
$HUM$DIA$USB$SCHW$BA$AMGN
$186M
163 positions
#10Wealth Architects, LLCPassive
Notable overlap · 5 shared positions
$HUM$UNIT$LRCX$NOW$PLTR
$1.1B
244 positions
#11Firestone Capital ManagementPassive
Notable overlap · 5 shared positions
$HUM$UNIT$MDY$SCHW$USB
$480M
160 positions
#12Kaizen Financial StrategiesPassive
Notable overlap · 6 shared positions
$SHW$HUM$DIA$AMD$LRCX$PLTR
$236M
174 positions
#13WILLNER & HELLER, LLCPassive
Some overlap · 7 shared positions
$LRCX$AMD$PLTR$HUM$UNIT$AMGN
$134M
161 positions
#14marrick wealth, LLCSmart money
Some overlap · 4 shared positions
$MDY$HUM$LRCX$AMD
$119M
52 positions
#15Mascagni Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$SHW$PLTR$HUM$UNIT$CRM
$140M
127 positions
#16Prospect Financial Services LLCPassive
Some overlap · 4 shared positions
$HUM$USB$PLTR$BA
$164M
104 positions
#17McGuire Investment Group, LLCActive
Some overlap · 5 shared positions
$AMD$LRCX$PLTR$SCHW$AMGN
$885M
121 positions
#18FAGAN ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$AMD$PLTR$USB$BA$SCHW
$719M
135 positions
#19SEAMOUNT FINANCIAL GROUP INCPassive
Some overlap · 5 shared positions
$HUM$USB$DIA$SCHW$CRM
$222M
135 positions
#20Mosaic Advisors LLCPassive
Some overlap · 4 shared positions
$HUM$SHW$DIA$AMD
$67M
42 positions
#21Optiver Holding B.V.Active
Some overlap · 5 shared positions
$DIA$AMD$PLTR$CRM$NOW
$289.5B
2,301 positions
#22Graetz Wealth LLCPassive
Some overlap · 5 shared positions
$HUM$USB$UNIT$SCHW$PLTR
$112M
80 positions
#23Brindle & Bay Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$UNIT$HUM$USB$SCHW
$163M
67 positions
#24Odyssey Capital Advisors, Inc.Passive
Some overlap · 5 shared positions
$SHW$HUM$USB$DIA$NOW
$112M
97 positions
#25Fusion Capital, LLCActive
Some overlap · 6 shared positions
$HUM$LRCX$AMGN$SCHW$BA$USB
$371M
104 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.