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Hedge Funds Similar to BAKER TILLY WEALTH

13F Portfolio OverlapQ3 2026BAKER TILLY WEALTH portfolio →
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Most similar hedge funds by 13F overlap

BAKER TILLY WEALTH MANAGEMENT, LLC is an institutional investor managing $510M across 287 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 BAKER TILLY WEALTH are Alliance Wealth Advisors, Chatterton & Associates, KRAEMATON INVESTMENT ADVISORS, with shared positions in $PLTR, $LAZ, $BA, $DIS, $GLDM, $VRTX. The full ranking of 25 similar funds is below.

#1Alliance Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$PLTR$LAZ$BA$DIS
$317M
174 positions
#2Chatterton & Associates Inc.Active
Some overlap · 5 shared positions
$GLDM$BA$VRTX$DIS$CVS
$170M
101 positions
#3KRAEMATON INVESTMENT ADVISORS, INCPassive
Some overlap · 3 shared positions
$GLDM$PLTR$BA
$134M
103 positions
#4Third View Private Wealth, LLCPassive
Some overlap · 8 shared positions
$BA$WMB$MNST$VRTX$DIS$VMC
$814M
291 positions
#5Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$GLDM$BA$WMB$TXN
$258M
228 positions
#6Heritage Family Offices, LLPPassive
Some overlap · 4 shared positions
$GLDM$BA$WMB$TXN
$259M
233 positions
#7CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$GLDM$PLTR$TXN
$184M
143 positions
#8Networth Advisors, LLCActive
Some overlap · 3 shared positions
$PLTR$BA$DIS
$172M
383 positions
#9SENTINEL TRUST CO LBASmart money
Some overlap · 3 shared positions
$PLTR$GLDM$TXN
$1.1B
136 positions
#10Compass Wealth Management, LLC/GAActive
Some overlap · 3 shared positions
$GLDM$PLTR$BA
$251M
74 positions
#11RM Financial Services, LLCPassive
Some overlap · 3 shared positions
$GLDM$BA$TXN
$135M
79 positions
#12FAGAN ASSOCIATES, INC.Active
Some overlap · 3 shared positions
$PLTR$BA$VRTX
$861M
139 positions
#13ECLECTIC ASSOCIATES INC /ADVActive
Some overlap · 4 shared positions
$PLTR$BA$MNST$DIS
$895M
162 positions
#14Financial Connections Group, Inc.
Some overlap · 3 shared positions
$PLTR$BA$DIS
$288M
251 positions
#15Aster Capital Management (DIFC) LtdPassive
Some overlap · 3 shared positions
$PLTR$WMB$APO
$470M
808 positions
#16Bangor Savings BankActive
Some overlap · 3 shared positions
$GLDM$VRTX$BA
$1.3B
543 positions
#17Fortis Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$DIS$CVS
$214M
122 positions
#18MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive
Some overlap · 3 shared positions
$PLTR$VRTX$TXN
$188M
513 positions
#19InTrack Investment Management IncPassive
Some overlap · 3 shared positions
$PLTR$GLDM$APO
$207M
106 positions
#20Purus Wealth Management, LLCPassive
Some overlap · 3 shared positions
$GLDM$PLTR$APO
$366M
170 positions
#21JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$BA$MNST$VRTX$DIS$TXN$CVS
$140M
170 positions
#22FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 3 shared positions
$GLDM$APO$HLT
$1.7B
208 positions
#23Keystone Financial GroupPassive
Some overlap · 3 shared positions
$PLTR$BA$DIS
$1.7B
567 positions
#24Hobbs Group Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$CVS$WMB
$380M
164 positions
#25ENTRUST FINANCIAL LLCActive
Some overlap · 3 shared positions
$GLDM$TXN$BA
$154M
445 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.