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 Bison Wealth

13F Portfolio OverlapQ2 2026Bison Wealth portfolio →

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Most similar hedge funds by 13F overlap

Bison Wealth, LLC is an institutional investor managing $1.1B across 485 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 Bison Wealth are Global Wealth Investment Advisory, OpenArc Corporate Advisory, A4 Wealth Advisors, with shared positions in $SO, $MS, $DUK, $AMGN, $CRWD, $APH. The full ranking of 25 similar funds is below.

#1Global Wealth Management Investment Advisory, Inc.Passive

Slight overlap · 5 shared positions

$SO $MS $DUK $AMGN $CRWD

$703M

160 positions

#2OpenArc Corporate Advisory, LLCActive

Slight overlap · 5 shared positions

$SO $AMGN $APH $IAU $MS

$8.4B

789 positions

#3A4 Wealth Advisors LLCActive

Slight overlap · 5 shared positions

$MS $DUK $AMGN $IAU $IBIT

$151M

92 positions

#4Nicholas Wealth, LLC.Passive

Slight overlap · 4 shared positions

$IREN $MS $AMGN $CRWD

$182M

127 positions

#5BLUE JEAN FINANCIAL LLCPassive

Slight overlap · 3 shared positions

$CCJ $IREN $MS

$144M

70 positions

#6Owen LaRue, LLCPassive

Slight overlap · 5 shared positions

$MS $AMGN $CRWD $IBIT $IREN

$288M

141 positions

#7Capital Investment Counsel, LLCPassive

Slight overlap · 4 shared positions

$SO $MS $DUK $AMGN

$808M

156 positions

#8EDGAR LOMAX CO/VAActive

Slight overlap · 4 shared positions

$SO $MS $DUK $AMGN

$1.3B

58 positions

#9ALBION FINANCIAL GROUP /UTPassive

Slight overlap · 4 shared positions

$SO $MS $AMGN $APH

$1.7B

652 positions

#10First National Advisers, LLCPassive

Slight overlap · 4 shared positions

$SO $MS $AMGN $APH

$712M

251 positions

#11Copia Wealth Management

Slight overlap · 5 shared positions

$SO $IAU $IBIT $DUK $AMGN

$166M

570 positions

#12D L CARLSON INVESTMENT GROUP INCActive

Slight overlap · 4 shared positions

$SO $MS $AMGN $IAU

$628M

133 positions

#13First PREMIER BankPassive

Slight overlap · 4 shared positions

$SO $DUK $AMGN $IAU

$619M

358 positions

#14Integras Partners LLCPassive

Slight overlap · 4 shared positions

$SO $DUK $AMGN $CRWD

$181M

100 positions

#15Laurel Wealth Advisors LLCActive

Slight overlap · 4 shared positions

$SO $DUK $AMGN $CRWD

$1.0B

200 positions

#16New Republic Capital, LLCPassive

Slight overlap · 4 shared positions

$MS $DUK $AMGN $IAU

$434M

352 positions

#17Vertrix Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$MS $DUK $AMGN $CRWD

$297M

103 positions

#18Greystone Financial Group, LLCPassive

Slight overlap · 4 shared positions

$MS $DUK $AMGN $CRWD

$358M

74 positions

#19Riverbend Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$MS $AMGN $APH $IAU

$199M

176 positions

#20MOSELEY INVESTMENT MANAGEMENT INC

Slight overlap · 4 shared positions

$DUK $AMGN $APH $CRWD

$314M

163 positions

#21PACIFIC HEIGHTS ASSET MANAGEMENT LLC

Slight overlap · 3 shared positions

$CCJ $MS $AMGN

$3.2B

77 positions

#22BCS Private Wealth Management, Inc.Passive

Slight overlap · 3 shared positions

$CCJ $MS $AMGN

$332M

187 positions

#23Beirne Wealth Consulting Services, LLCActive

Slight overlap · 3 shared positions

$CCJ $DUK $AMGN

$503M

102 positions

#24Novak & Powell Financial Services, Inc.Passive

Slight overlap · 4 shared positions

$DUK $AMGN $SO $IAU

$212M

171 positions

#25Vanguard Capital Wealth AdvisorsPassive

Slight overlap · 3 shared positions

$CCJ $MS $APH

$148M

132 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.