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 BNC WEALTH ,

13F Portfolio OverlapQ1 2026BNC WEALTH , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

BNC WEALTH MANAGEMENT, LLC is an institutional investor managing $360M across 106 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 BNC WEALTH , are Teamwork Financial Advisors,, Vivid Wealth ,, Sun Financial, with shared positions in $GEV, $PWR, $ANET, $PLTR, $KLAC, $AMD. The full ranking of 25 similar funds is below.

#1Teamwork Financial Advisors, LLCPassive

Substantial overlap · 21 shared positions

$GEV $PWR $ANET $PLTR $KLAC $AMD

$946M

216 positions

#2Vivid Wealth Management, LLCPassive

Substantial overlap · 19 shared positions

$DE $__PARK_1390777 $GEV $PWR $ETN $TJX

$247M

66 positions

#3Sun Financial IncPassive

Notable overlap · 13 shared positions

$PWR $GEV $AMD $KLAC $ANET $MNST

$200M

159 positions

#4Covenant Asset Management, LLCPassive

Notable overlap · 8 shared positions

$GEV $KLAC $PWR $GE $HOOD $ANET

$664M

165 positions

#5WD RUTHERFORD LLCPassive

Notable overlap · 7 shared positions

$GEV $ANET $TJX $AMD $GE $HOOD

$225M

71 positions

#6Telligent Fund, LPActive

Notable overlap · 6 shared positions

$GEV $ANET $KLAC $PLTR $AMD $GE

$94M

24 positions

#7Gunderson Capital Management Inc.Passive

Notable overlap · 7 shared positions

$GEV $PWR $PLTR $VST $AMD $GE

$239M

46 positions

#8KADENSA CAPITAL LtdActive

Notable overlap · 6 shared positions

$GEV $PWR $PLTR $AMD $GE $HOOD

$718M

39 positions

#9Smith Group Asset Management, LLCActive

Notable overlap · 6 shared positions

$ANET $KLAC $TJX $CDNS $AMD $AXP

$2.0B

162 positions

#10Winslow Capital Management, LLCActive

Notable overlap · 7 shared positions

$GEV $PLTR $GE $AMD $PWR $ANET

$25.6B

60 positions

#11Legacy Bridge, LLCPassive

Notable overlap · 7 shared positions

$GEV $ANET $PLTR $ETN $DE $__PARK_1390777

$262M

320 positions

#12SIERRA SUMMIT ADVISORS LLCPassive

Notable overlap · 6 shared positions

$GEV $PLTR $PWR $ANET $DE $HOOD

$688M

180 positions

#13Walsky Investment Management, Inc.Passive

Notable overlap · 6 shared positions

$APD $__PARK_1390777 $PNC $ETN $AMGN $UNP

$98M

50 positions

#14SIRIOS CAPITAL MANAGEMENT L PPassive

Notable overlap · 6 shared positions

$GEV $VST $AMD $ETN $PNC $UNP

$825M

81 positions

#15Passumpsic Savings Bank

Notable overlap · 5 shared positions

$ANET $GEV $__PARK_1390777 $TJX $GE

$183M

90 positions

#16Valley Brook Capital Group, Inc.Passive

Notable overlap · 7 shared positions

$PNC $TJX $DE $GE $KLAC $UNP

$149M

112 positions

#17ALKEON CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 6 shared positions

$KLAC $VST $TJX $CDNS $PWR $GE

$59.5B

102 positions

#18JACKSON SQUARE CAPITAL, LLCPassive

Notable overlap · 6 shared positions

$KLAC $ANET $GEV $TJX $GE $CDNS

$477M

129 positions

#19Estabrook Capital ManagementPassive

Notable overlap · 7 shared positions

$PNC $GE $ETN $GEV $UNP $AMGN

$685M

380 positions

#20Hudson Canyon Capital ManagementPassive

Notable overlap · 6 shared positions

$TJX $GE $ETN $DE $AMGN $VST

$163M

52 positions

#21Longbow Finance SAPassive

Notable overlap · 6 shared positions

$KLAC $TJX $GE $PWR $MNST $GEV

$552M

55 positions

#22CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 5 shared positions

$ANET $KLAC $AMD $ETN $AXP

$180M

58 positions

#23NWK Group, Inc.Active

Notable overlap · 5 shared positions

$GEV $ANET $__PARK_1390777 $GE $TJX

$261M

66 positions

#24McLaughlin Asset Management, Inc.Passive

Notable overlap · 6 shared positions

$KLAC $TJX $GEV $AXP $GE $ANET

$105M

91 positions

#25Axecap Investments, LLCPassive

Notable overlap · 6 shared positions

$KLAC $__PARK_1390777 $TJX $AMD $ANET $GE

$145M

69 positions

Compare BNC 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 BNC 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.