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Hedge Funds Similar to Bridgewealth Advisory Group

13F Portfolio OverlapQ2 2026Bridgewealth Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

Bridgewealth Advisory Group, LLC is an institutional investor managing $530M across 141 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 Bridgewealth Advisory Group are BCWM, North Forty Two, Plan Group Financial, with shared positions in $IAU, $UPS, $PEP, $T, $MO, $KMI. The full ranking of 25 similar funds is below.

#1BCWM, LLCPassive
Some overlap · 7 shared positions
$IAU$UPS$PEP$T$MO$KMI
$342M
57 positions
#2North Forty Two & Co.Passive
Some overlap · 5 shared positions
$IAU$WFC$SLV$AMGN$CSX
$118M
104 positions
#3Plan Group Financial, LLCPassive
Some overlap · 5 shared positions
$IAU$SLV$T$MO$PFE
$486M
249 positions
#4Sharp Financial Services, LLCActive
Some overlap · 5 shared positions
$IAU$SLV$UPS$MO$PFE
$216M
127 positions
#5SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$IAU$WFC$UPS$PEP
$296M
134 positions
#6Kure Advisory, LLCActive
Some overlap · 4 shared positions
$IAU$WFC$SLV$TRV
$211M
62 positions
#7WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 4 shared positions
$IAU$SLV$WFC$CSX
$317M
129 positions
#8Adams Asset Advisors, LLCActive
Some overlap · 7 shared positions
$WFC$PEP$T$MO$UPS$AMGN
$882M
88 positions
#9Barnes Wealth Management Group, IncPassive
Some overlap · 6 shared positions
$IAU$WFC$T$AMGN$PFE$TRV
$216M
195 positions
#10Tarbox Group, Inc.Smart money
Some overlap · 5 shared positions
$IAU$WFC$MLM$PEP$PFE
$698M
96 positions
#11TENET WEALTH PARTNERS, LLCActive
Some overlap · 4 shared positions
$IAU$WFC$PEP$MO
$134M
101 positions
#12Robinson Value Management, Ltd.Passive
Some overlap · 3 shared positions
$IAU$WFC$SLV
$187M
75 positions
#13MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Some overlap · 5 shared positions
$IAU$SLV$AMGN$WFC$MO
$1.4B
144 positions
#14NTV ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$IAU$SLV$PEP$AMGN
$1.0B
317 positions
#15Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$IAU$PEP$AMGN$PFE$CSX
$227M
73 positions
#16Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 6 shared positions
$SLV$UPS$PEP$AMGN$T$IAU
$125M
365 positions
#17WealthCare Investment Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$SLV$MO$T
$412M
206 positions
#18Ipsen Advisor Group LLCPassive
Some overlap · 4 shared positions
$IAU$UPS$PEP$AMGN
$155M
107 positions
#19Copia Wealth ManagementPassive
Some overlap · 4 shared positions
$IAU$SLV$UPS$AMGN
$166M
570 positions
#20Rayburn West Financial Services LLCPassive
Some overlap · 6 shared positions
$WFC$UPS$PEP$MO$AMGN$PFE
$181M
81 positions
#21Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive
Some overlap · 3 shared positions
$IAU$SLV$UPS
$142M
408 positions
#22DURANTE & WATERS, LLCSmart money
Some overlap · 3 shared positions
$IAU$SLV$UPS
$153M
31 positions
#23Bull Oak Capital, LLCSmart money
Some overlap · 4 shared positions
$IAU$WFC$PEP$TRV
$300M
40 positions
#24Northstar Financial Companies, Inc.Passive
Some overlap · 4 shared positions
$IAU$PEP$UPS$MO
$148M
117 positions
#25Stablepoint Partners, LLCPassive
Some overlap · 5 shared positions
$IAU$PEP$T$AMGN$KMI
$723M
260 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.