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Hedge Funds Similar to Birchcreek Wealth

13F Portfolio OverlapQ2 2026Birchcreek Wealth portfolio →
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Most similar hedge funds by 13F overlap

Birchcreek Wealth Management, LLC is an institutional investor managing $257M across 134 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 Birchcreek Wealth are Stokes Advisors, Banco de Sabadell, S.A, SUSQUEHANNA FUNDAMENTAL INVESTMENTS, with shared positions in $QCOM, $SYK, $WMB, $TT, $MCD, $ETN. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$QCOM$SYK$WMB$TT$MCD
$467M
118 positions
#2Banco de Sabadell, S.APassive
Some overlap · 4 shared positions
$ETN$QCOM$SYK$MCD
$170M
61 positions
#3SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLCPassive
Some overlap · 4 shared positions
$QCOM$ETN$TT$MCD
$5.3B
737 positions
#4D.B. Root & Company, LLCActive
Some overlap · 4 shared positions
$ETN$SYK$QCOM$WMB
$471M
207 positions
#5Montgomery Financial Services LLCActive
Some overlap · 4 shared positions
$ETN$QCOM$D$MCD
$115M
334 positions
#6InTrack Investment Management IncPassive
Some overlap · 4 shared positions
$ETN$SYK$FTNT$MCD
$202M
110 positions
#7St. Johns Investment Management Company, LLCPassive
Some overlap · 4 shared positions
$QCOM$SYK$FTNT$MCD
$264M
201 positions
#8SAWGRASS ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$QCOM$SYK$FTNT$MCD
$757M
193 positions
#9Providence Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$ETN$QCOM$SYK
$660M
385 positions
#10MIDDLETON & CO INC/MAActive
Slight overlap · 3 shared positions
$ETN$QCOM$SYK
$942M
170 positions
#11YANKCOM PartnershipPassive
Slight overlap · 4 shared positions
$ETN$QCOM$WMB$MCD
$279M
308 positions
#12MEYER HANDELMAN COPassive
Slight overlap · 3 shared positions
$ETN$QCOM$TT
$3.5B
274 positions
#13Nemes Rush Group LLCPassive
Slight overlap · 3 shared positions
$ETN$QCOM$TT
$1.2B
954 positions
#14First Nebraska Trust CoActive
Slight overlap · 3 shared positions
$ETN$QCOM$TT
$1.2B
231 positions
#15YHB Investment Advisors, Inc.Passive
Slight overlap · 4 shared positions
$ETN$SYK$FTNT$MCD
$1.6B
314 positions
#16First Financial Bank - Trust DivisionActive
Slight overlap · 3 shared positions
$ETN$QCOM$SYK
$1.4B
208 positions
#17Orion Capital Management LLCPassive
Slight overlap · 3 shared positions
$ETN$QCOM$FTNT
$323M
511 positions
#18Greater Midwest Financial Group, LLCActive
Slight overlap · 3 shared positions
$ETN$QCOM$FTNT
$201M
65 positions
#19Callahan Advisors, LLCActive
Slight overlap · 4 shared positions
$ETN$SYK$FTNT$MCD
$1.3B
181 positions
#20Banque Transatlantique SAActive
Slight overlap · 4 shared positions
$ETN$SYK$MCD$TT
$4.7B
494 positions
#21TOEWS CORP /ADVActive
Slight overlap · 3 shared positions
$ETN$QCOM$WMB
$686M
151 positions
#22TruNorth Capital Management, LLCSmart money
Slight overlap · 4 shared positions
$ETN$SYK$TT$MCD
$623M
123 positions
#23OLD REPUBLIC INTERNATIONAL CORPActive
Slight overlap · 3 shared positions
$ETN$QCOM$MCD
$2.7B
54 positions
#24Stonebridge Capital Advisors LLCPassive
Slight overlap · 3 shared positions
$ETN$QCOM$MCD
$1.6B
215 positions
#25Cypress Capital, LLCActive
Slight overlap · 3 shared positions
$ETN$QCOM$MCD
$370M
113 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.