13F Pro

Hedge Funds Similar to Bright Futures Wealth

13F Portfolio OverlapQ3 2026Bright Futures Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Bright Futures Wealth Management, LLC. is an institutional investor managing $145M across 195 U.S. equity positions as of Q3 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 EDGAR LOMAX, CHASE INVESTMENT COUNSEL, Bellars Harris Wealth, with shared positions in $GD, $DUK, $SCHW, $BMY, $CRS, $CLS. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$GD$DUK$SCHW$BMY
$1.3B
58 positions
#2CHASE INVESTMENT COUNSEL CORPPassive
Some overlap · 4 shared positions
$CRS$CLS$BNY$STT
$474M
138 positions
#3Bellars Harris Wealth Management, LLCPassive
Some overlap · 5 shared positions
$DUK$JCI$BMY$OHI$BNY
$491M
96 positions
#4CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 5 shared positions
$GLW$GD$SCHW$JCI$BNY
$857M
179 positions
#5CROBANActive
Some overlap · 3 shared positions
$GD$DUK$MTB
$227M
81 positions
#6Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$GD$DUK$GLW
$214M
33 positions
#7Edgemoor Investment Advisors, Inc.Active
Some overlap · 5 shared positions
$GD$SCHW$JCI$SHEL$URI
$1.5B
188 positions
#8Cullen Capital Management, LLCActive
Some overlap · 3 shared positions
$GD$DUK$JCI
$10.2B
208 positions
#9Intrinsic Edge Capital Management LLCPassive
Some overlap · 3 shared positions
$CRS$GLW$CLS
$967M
120 positions
#10Marathon Mission, Inc.Active
Some overlap · 5 shared positions
$MTB$SCHW$CRS$STT$GD
$198M
56 positions
#11Insight Inv LLCPassive
Some overlap · 4 shared positions
$GD$GLW$JCI$ALL
$210M
108 positions
#12Randolph Co IncActive
Some overlap · 3 shared positions
$GD$DUK$GLW
$1.2B
47 positions
#13OmniStar Financial Group, Inc.Passive
Some overlap · 4 shared positions
$DUK$GLW$BMY$BNY
$230M
116 positions
#14Whitaker-Myers Wealth Managers, LTD.Active
Some overlap · 5 shared positions
$MTB$CRS$JCI$CLS$STT
$614M
123 positions
#15Center for Wealth Management AdvisoryActive
Some overlap · 3 shared positions
$DUK$GD$BNY
$161M
62 positions
#16Newport Trust Company, LLCActive
Some overlap · 4 shared positions
$GD$JCI$F$STT
$41.5B
63 positions
#17XN LPActive
Some overlap · 3 shared positions
$CRS$GLW$JCI
$3.8B
27 positions
#18WOLFF WIESE MAGANA LLCPassive
Some overlap · 4 shared positions
$DUK$SCHW$GLW$MTB
$218M
1,038 positions
#19Widmann Financial Services, Inc.Passive
Some overlap · 4 shared positions
$GLW$DUK$JCI$F
$186M
123 positions
#20DOPKINS WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$MTB$GLW$DUK$SHEL
$275M
90 positions
#21Canal Insurance COActive
Some overlap · 3 shared positions
$DUK$GD$BMY
$426M
73 positions
#22Blake Schutter Theil Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$DUK$GD$JCI
$148M
110 positions
#23Keystone Financial ServicesActive
Some overlap · 4 shared positions
$GD$SCHW$BNY$GLW
$388M
131 positions
#24Fairvoy Private Wealth, LLCPassive
Some overlap · 5 shared positions
$GD$GLW$URI$STT$CRS
$496M
210 positions
#25Thomasville National BankPassive
Some overlap · 3 shared positions
$DUK$GD$SHEL
$1.8B
241 positions

Compare Bright Futures Wealth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Bright Futures Wealth’s holdings

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.