What hedge funds are most similar to Bridgewealth Advisory Group, LLC?

The funds with the most similar 13F portfolios to Bridgewealth Advisory Group, LLC are WINEBRENNER, Orion, Flaharty Asset ,, based on overlapping conviction holdings in the latest SEC filings.

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 Bridgewealth Advisory Group,

13F Portfolio OverlapQ1 2026Bridgewealth Advisory Group, portfolio →

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Most similar hedge funds by 13F overlap

Bridgewealth Advisory Group, LLC is an institutional investor managing $482M across 135 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 Bridgewealth Advisory Group, are WINEBRENNER, Orion, Flaharty Asset ,, with shared positions in $JHG, $SNOW, $KKR, $HUM, $WFC, $AMN. The full ranking of 25 similar funds is below.

#1WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$JHG $SNOW $KKR $HUM $WFC

$156M

139 positions

#2Orion Capital Management LLCPassive

Notable overlap · 5 shared positions

$JHG $AMN $KKR $HUM $BAC

$290M

485 positions

#3Flaharty Asset Management, LLCActive

Notable overlap · 3 shared positions

$JHG $AMN $SNOW

$806M

133 positions

#4First Financial Group CorpActive

Notable overlap · 4 shared positions

$JHG $SNOW $IAU $HUM

$122M

80 positions

#5Three Cord True Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$JHG $AMN $IAU

$180M

39 positions

#6IFC & Insurance Marketing, Inc.Active

Notable overlap · 3 shared positions

$JHG $SNOW $IAU

$96M

72 positions

#7Miller Global Investments, LLCPassive

Notable overlap · 3 shared positions

$JHG $SNOW $T

$121M

295 positions

#8Towneley Capital Management, Inc / DESmart money

Notable overlap · 4 shared positions

$JHG $SNOW $AMN $IAU

$478M

42 positions

#9DAHRING {-} CUSMANO LLCActive

Notable overlap · 7 shared positions

$JHG $ZBRA $KKR $IAU $HUM $SLV

$163M

58 positions

#10Hidden Cove Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$JHG $SNOW $WFC

$156M

109 positions

#11MJP ASSOCIATES INC /ADVPassive

Notable overlap · 5 shared positions

$JHG $AMN $HUM $KKR $BAC

$824M

231 positions

#12Guardian Financial Partners, LLCActive

Notable overlap · 3 shared positions

$JHG $KKR $SNOW

$237M

67 positions

#13INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$JHG $KKR $HUM

$803M

181 positions

#14Dynamic Financial GroupActive

Notable overlap · 5 shared positions

$JHG $IAU $SNOW $T $SLV

$122M

69 positions

#15NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 4 shared positions

$JHG $AMN $IAU $SLV

$777M

112 positions

#16Medallion Wealth Advisors, LLCPassive

Notable overlap · 5 shared positions

$JHG $SNOW $KKR $HUM $T

$306M

1,121 positions

#17Clearview Wealth Advisors LLC

Notable overlap · 4 shared positions

$JHG $SNOW $BAC $KKR

$158M

103 positions

#18Tower Wealth Partners, Inc.Active

Notable overlap · 3 shared positions

$JHG $AMN $T

$181M

87 positions

#19Split Rock Private Trading & Wealth Management, LLCActive

Notable overlap · 4 shared positions

$JHG $SNOW $AMN $UPS

$129M

46 positions

#20FIRETHORN WEALTH PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$JHG $IAU $BAC

$273M

190 positions

#21PFS Partners, LLCActive

Notable overlap · 3 shared positions

$JHG $SLV $T

$218M

590 positions

#22Diesslin Group, Inc.Smart money

Notable overlap · 3 shared positions

$JHG $IAU $WFC

$259M

59 positions

#23Rise Advisors, LLCActive

Notable overlap · 3 shared positions

$JHG $HUM $BAC

$284M

94 positions

#24MARS JEWETT FINANCIAL GROUP, INC.Smart money

Notable overlap · 3 shared positions

$JHG $KKR $HUM

$316M

37 positions

#25TRAPHAGEN INVESTMENT ADVISORS LLCActive

Notable overlap · 4 shared positions

$JHG $HUM $AMN $T

$1.2B

207 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.