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Hedge Funds Similar to BayBridge Group

13F Portfolio OverlapQ3 2026BayBridge Group portfolio →
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Most similar hedge funds by 13F overlap

BayBridge Capital Group, LLC is an institutional investor managing $190M across 97 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 BayBridge Group are BARLOW WEALTH PARTNERS, EQUITY INVESTMENT, CORDA Investment, with shared positions in $ASML, $TJX, $SCHW, $MCK, $MDT, $VZ. The full ranking of 25 similar funds is below.

#1BARLOW WEALTH PARTNERS, INC.Active
Some overlap · 4 shared positions
$ASML$TJX$SCHW$MCK
$970M
152 positions
#2EQUITY INVESTMENT CORPActive
Some overlap · 5 shared positions
$MDT$VZ$HIG$SCHW$TTE
$5.2B
76 positions
#3CORDA Investment Management, LLC.Active
Some overlap · 4 shared positions
$ASML$SCHW$VZ$MDT
$1.5B
78 positions
#4DJE Kapital AGActive
Some overlap · 4 shared positions
$ASML$TJX$VZ$TTE
$5.3B
124 positions
#5Martin Capital Partners, LLCPassive
Some overlap · 4 shared positions
$ASML$MDT$VZ$TTE
$279M
73 positions
#6Warther Private Wealth, LLCActive
Some overlap · 4 shared positions
$ASML$SCHW$MCK$EXPE
$456M
50 positions
#7SHUTTLEWORTH & CoPassive
Some overlap · 4 shared positions
$TJX$PLTR$MCK$WM
$125M
51 positions
#8KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Some overlap · 5 shared positions
$MDT$SCHW$HIG$MCK$JBL
$198M
97 positions
#9Sageworth Trust Co of South DakotaActive
Some overlap · 4 shared positions
$TJX$COR$ASML$TTE
$162M
61 positions
#10Destination Wealth ManagementPassive
Some overlap · 4 shared positions
$ASML$TJX$WM$VZ
$4.3B
344 positions
#11Promethos Capital, LLCActive
Some overlap · 4 shared positions
$MFC$ASML$VZ$HIG
$368M
54 positions
#12VectorGlobal IAG, Inc.
Some overlap · 4 shared positions
$ASML$SCHW$MCK$PLTR
$385M
134 positions
#13Suncoast Equity ManagementActive
Some overlap · 4 shared positions
$TJX$ASML$MCK$COR
$798M
63 positions
#14Te Ahumairangi Investment Management LtdActive
Some overlap · 5 shared positions
$MDT$VZ$TTE$MCK$RY
$620M
86 positions
#15Townsend & Associates, IncActive
Some overlap · 4 shared positions
$TJX$MCK$WM$TTE
$1.2B
111 positions
#16Anchor Bay Capital, Inc.Passive
Some overlap · 4 shared positions
$SCHW$VZ$MCK$WM
$185M
341 positions
#17ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 4 shared positions
$TJX$ASML$WM$MCK
$1.2B
215 positions
#18CONNORS INVESTOR SERVICES INCPassive
Some overlap · 4 shared positions
$PLTR$TJX$VZ$WM
$1.2B
153 positions
#19Burkett Asset Management LtdPassive
Some overlap · 4 shared positions
$MFC$ASML$RY$TJX
$106M
59 positions
#20FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 3 shared positions
$ASML$TJX$SCHW
$118M
56 positions
#21Victrix Investment AdvisorsPassive
Some overlap · 3 shared positions
$MMM$ASML$SCHW
$246M
74 positions
#22Ravenswood Partners LPActive
Some overlap · 3 shared positions
$ASML$TJX$SCHW
$313M
36 positions
#23SWP Investment Management LLCPassive
Some overlap · 3 shared positions
$TJX$COR$MDT
$145M
43 positions
#24Legal Advantage Investments, Inc.Active
Some overlap · 3 shared positions
$ASML$PLTR$SCHW
$468M
83 positions
#25Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 4 shared positions
$VZ$MMM$MDT$WM
$327M
94 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.