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Hedge Funds Similar to Bright Futures Wealth ,

13F Portfolio OverlapQ1 2026Bright Futures Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Bright Futures Wealth Management, LLC. is an institutional investor managing $146M across 188 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 Bright Futures Wealth , are Kensington Asset ,, Ifrah Financial Services,, FC Advisory, with shared positions in $OKTA, $NTRB, $JHG, $FSCO, $SCHW, $MU. The full ranking of 25 similar funds is below.

#1Kensington Asset Management, LLCSmart money
Some overlap · 4 shared positions
$OKTA$NTRB$JHG$FSCO
$1.9B
41 positions
#2Ifrah Financial Services, Inc.Passive
Some overlap · 6 shared positions
$OKTA$NTRB$JHG$SCHW$MU$GD
$378M
200 positions
#3FC Advisory LLCActive
Some overlap · 4 shared positions
$OKTA$NTRB$SNOW$SCHW
$342M
115 positions
#4WNY Asset Management, LLCPassive
Some overlap · 4 shared positions
$OKTA$SHW$SNOW$NTRB
$967M
249 positions
#5Future Financial Wealth Managment LLCActive
Some overlap · 4 shared positions
$SHW$DUK$JHG$SNOW
$155M
128 positions
#6First Financial Group CorpActive
Some overlap · 5 shared positions
$SHW$JHG$SNOW$DUK$GSAT
$122M
80 positions
#7WT Wealth ManagementPassive
Some overlap · 5 shared positions
$SHW$JHG$SNOW$GSAT$SCHW
$336M
138 positions
#8Miller Global Investments, LLCPassive
Some overlap · 6 shared positions
$JHG$SNOW$SCHW$SHEL$GSAT$FSCO
$121M
295 positions
#9WESPAC Advisors SoCal, LLCPassive
Some overlap · 4 shared positions
$SHW$JHG$GD$MU
$470M
119 positions
#10SWS PartnersPassive
Some overlap · 5 shared positions
$DUK$OKTA$SNOW$MU$GD
$405M
112 positions
#11Balanced Rock Investment Advisors LLCPassive
Some overlap · 5 shared positions
$NTRB$SNOW$JHG$FSCO$SCHW
$143M
96 positions
#12Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 5 shared positions
$JHG$PHYS$SHW$SCHW$SHEL
$192M
70 positions
#13Leelyn Smith, LLCPassive
Some overlap · 4 shared positions
$NTRB$JHG$GD$SCHW
$713M
154 positions
#14DOPKINS WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$NTRB$SNOW$MTB$SCHW
$249M
92 positions
#15HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$SHW$JHG$DUK$SCHW
$280M
107 positions
#16Wagner Wealth Management, LLCActive
Some overlap · 5 shared positions
$SHW$SNOW$DUK$FSCO$NTRB
$495M
279 positions
#17ADAPT WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$SHW$DUK$GSAT$MU
$276M
106 positions
#18Center for Wealth Management AdvisoryActive
Some overlap · 3 shared positions
$SHW$DUK$GD
$139M
62 positions
#19Black Swift Group, LLCActive
Some overlap · 4 shared positions
$SHW$JHG$GSAT$DUK
$571M
117 positions
#20J.Safra Asset Management CorpActive
Some overlap · 4 shared positions
$SHW$XPEV$GSAT$JHG
$1.9B
615 positions
#21PENNSYLVANIA CAPITAL MANAGEMENT INC /ADVActive
Some overlap · 3 shared positions
$NTRB$SHW$SNOW
$349M
112 positions
#22Verdence Capital Advisors LLCPassive
Some overlap · 4 shared positions
$OKTA$JHG$MU$SCHW
$1.7B
649 positions
#23Darden Wealth Group IncPassive
Some overlap · 4 shared positions
$OKTA$JHG$SHW$MU
$196M
150 positions
#24Bienville Capital Management, LLCPassive
Some overlap · 4 shared positions
$DUK$JHG$SNOW$GSAT
$550M
74 positions
#25URS Advisory LLCActive
Some overlap · 3 shared positions
$SHW$JHG$SNOW
$137M
51 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.