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Hedge Funds Similar to BG Investment Services,

13F Portfolio OverlapQ1 2026BG Investment Services, portfolio →
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Most similar hedge funds by 13F overlap

BG Investment Services, Inc. is an institutional investor managing $120M across 48 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 BG Investment Services, are MFF Investments Ltd, FIRST MANHATTAN, Longaeva Partners, with shared positions in $KKR, $BAC, $UNH, $ASML. The full ranking of 25 similar funds is below.

#1MFF Capital Investments LtdActive
Some overlap · 3 shared positions
$KKR$BAC$UNH
$1.5B
19 positions
#2FIRST MANHATTAN CO. LLC.Active
Some overlap · 3 shared positions
$KKR$UNH$ASML
$36.1B
753 positions
#3Longaeva Partners L.P.Passive
Some overlap · 3 shared positions
$KKR$BAC$ASML
$2.7B
204 positions
#4Wharton Business Group, LLCActive
Some overlap · 3 shared positions
$KKR$BAC$ASML
$2.6B
141 positions
#5SWEENEY & MICHEL, LLCActive
Some overlap · 3 shared positions
$KKR$BAC$ASML
$340M
145 positions
#6Financial Perspectives, IncPassive
Some overlap · 3 shared positions
$KKR$ASML$UNH
$358M
716 positions
#7Focused Wealth Management, IncActive
Slight overlap · 3 shared positions
$KKR$BAC$UNH
$964M
228 positions
#8ORBA Wealth Advisors, L.L.C.Passive
Slight overlap · 3 shared positions
$KKR$UNH$BAC
$84M
65 positions
#9BREAKTHRU ADVISORY SERVICES, LLCPassive
Slight overlap · 3 shared positions
$KKR$BAC$UNH
$62M
59 positions
#10FIRST NATIONAL BANK SIOUX FALLSPassive
Slight overlap · 3 shared positions
$KKR$BAC$ASML
$366M
147 positions
#11Unisphere EstablishmentActive
Slight overlap · 3 shared positions
$BAC$KKR$UNH
$11.9B
50 positions
#12PUREfi Wealth, LLCPassive
Slight overlap · 3 shared positions
$KKR$UNH$ASML
$153M
188 positions
#13Private Advisory Group LLCPassive
Slight overlap · 3 shared positions
$KKR$UNH$ASML
$1.5B
275 positions
#1471 West Capital PartnersActive
Slight overlap · 4 shared positions
$BAC$ASML$UNH$KKR
$2.3B
313 positions
#15My Personal CFO, LLCActive
Slight overlap · 3 shared positions
$KKR$UNH$BAC
$228M
88 positions
#16PARADIGM ASSET MANAGEMENT CO LLCPassive
Slight overlap · 3 shared positions
$BAC$UNH$ASML
$426M
424 positions
#17BCV Asset Management Inc.Active
Slight overlap · 3 shared positions
$BAC$UNH$ASML
$2.9B
120 positions
#18Victrix Investment AdvisorsPassive
Slight overlap · 3 shared positions
$BAC$UNH$ASML
$275M
107 positions
#19Stamos Capital Partners, L.P.Active
Slight overlap · 3 shared positions
$BAC$UNH$ASML
$640M
142 positions
#20Capital International, Inc./CA/Active
Slight overlap · 3 shared positions
$BAC$UNH$ASML
$13.0B
303 positions
#21Capital World InvestorsPassive
Slight overlap · 3 shared positions
$BAC$UNH$ASML
$732.9B
620 positions
#22Evansbrook LLCActive
Slight overlap · 3 shared positions
$BAC$UNH$ASML
$150M
117 positions
#23LAZARI CAPITAL MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$BAC$UNH$KKR
$287M
175 positions
#24Richard W. Paul & Associates, LLCPassive
Slight overlap · 3 shared positions
$KKR$ASML$UNH
$297M
300 positions
#25Asio Capital, LLCActive
Slight overlap · 3 shared positions
$BAC$UNH$ASML
$712M
110 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.