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Hedge Funds Similar to Bison Wealth,

13F Portfolio OverlapQ1 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 Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Bison Wealth, are Bay Advisors,, CASTLE WEALTH, WT Wealth, with shared positions in $RELX, $WT, $SGOL, $KKR, $TECK, $AMN. The full ranking of 25 similar funds is below.

#1Bay Capital Advisors, LLCActive
Some overlap · 5 shared positions
$RELX$WT$SGOL$KKR$TECK
$162M
107 positions
#2CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$RELX$WT$AMN$MAR
$309M
132 positions
#3WT Wealth ManagementPassive
Some overlap · 3 shared positions
$RELX$WT$SGOL
$336M
138 positions
#4Elwood & Goetz Wealth Advisory Group, LLCActive
Some overlap · 4 shared positions
$RELX$WT$MAR$KO
$589M
138 positions
#5Davidson Kahn Capital Management, LLCActive
Some overlap · 4 shared positions
$WT$FND$AMN$KKR
$188M
62 positions
#6RHS Financial, LLCPassive
Some overlap · 3 shared positions
$RELX$WT$KKR
$211M
146 positions
#7Sherry Group, Inc.Active
Some overlap · 3 shared positions
$RELX$WT$MAR
$92M
41 positions
#8New Vernon Capital Holdings II LLCActive
Some overlap · 3 shared positions
$RELX$WT$MAR
$136M
77 positions
#9Avestar Capital, LLCActive
Some overlap · 4 shared positions
$RELX$WT$SGOL$MAR
$1.6B
509 positions
#10Copia Wealth ManagementPassive
Some overlap · 4 shared positions
$WT$FND$RELX$KKR
$146M
532 positions
#11LongView Wealth ManagementPassive
Some overlap · 4 shared positions
$RELX$WT$KKR$KO
$398M
247 positions
#12Allen Capital Group, LLCPassive
Some overlap · 4 shared positions
$WT$SGOL$UL$KKR
$1.1B
284 positions
#13Financial Gravity Asset Management, Inc.Passive
Some overlap · 4 shared positions
$WT$RELX$MAR$KO
$562M
973 positions
#14Philadelphia Investment Partners, LLCPassive
Some overlap · 4 shared positions
$RELX$CCJ$MAR$WT
$147M
189 positions
#15Evelyn Partners Asset Management LtdPassive
Some overlap · 3 shared positions
$RELX$UL$SGOL
$406M
308 positions
#16ORBA Wealth Advisors, L.L.C.Passive
Some overlap · 4 shared positions
$WT$AMN$KKR$MAR
$84M
65 positions
#17ATX Financial Planning, LLCPassive
Some overlap · 4 shared positions
$RELX$WT$KKR$MAR
$132M
81 positions
#18Collaborative Wealth Managment Inc.Passive
Some overlap · 4 shared positions
$WT$AMN$KKR$MAR
$218M
162 positions
#19GUIDANCE CAPITAL, INCPassive
Some overlap · 3 shared positions
$RELX$WT$AMN
$446M
229 positions
#20Prosperity Consulting Group, LLCActive
Some overlap · 3 shared positions
$RELX$WT$KO
$2.2B
524 positions
#21Lionsbridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$WT$RELX$IREN
$99M
59 positions
#22MOR Wealth Management, LLCActive
Some overlap · 4 shared positions
$WT$AMN$MAR$TECK
$218M
103 positions
#23ELEVATE WEALTH ADVISORY, INCActive
Some overlap · 5 shared positions
$RELX$AMN$KKR$KO$MAR
$158M
125 positions
#24Bulwark Capital CorpActive
Some overlap · 4 shared positions
$RELX$WT$KKR$MAR
$162M
100 positions
#25HighPoint Advisor Group LLCPassive
Some overlap · 3 shared positions
$WT$FND$AMN
$2.4B
642 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.