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Hedge Funds Similar to BayBridge Group,

13F Portfolio OverlapQ1 2026BayBridge Group, portfolio →
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Most similar hedge funds by 13F overlap

BayBridge Capital Group, LLC is an institutional investor managing $192M across 96 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 BayBridge Group, are CONNORS INVESTOR SERVICES, CUTLER INVESTMENT COUNSEL, Inman Jager Wealth ,, with shared positions in $TJX, $MDT, $PLTR, $KO, $VZ, $WM. The full ranking of 25 similar funds is below.

#1CONNORS INVESTOR SERVICES INCActive
Some overlap · 6 shared positions
$TJX$MDT$PLTR$KO$VZ$WM
$1.1B
149 positions
#2CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 5 shared positions
$GMM$IBM$MDT$VZ$SE
$971M
146 positions
#3Inman Jager Wealth Management, LLCPassive
Some overlap · 6 shared positions
$IBM$MMM$PLTR$KO$VZ$GMM
$171M
84 positions
#4Beech Hill Advisors, Inc.Passive
Some overlap · 5 shared positions
$TJX$IBM$MDT$EXPE$KO
$200M
94 positions
#5Capital Wealth Planning, LLCActive
Some overlap · 5 shared positions
$TJX$IBM$MDT$KO$VZ
$18.1B
151 positions
#6Meadowbrook Advisors Group, LLCPassive
Some overlap · 5 shared positions
$IBM$TJX$MDT$ORLY$KO
$168M
136 positions
#7Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$TJX$IBM$MDT$KO$WM
$272M
95 positions
#8FARMERS TRUST COPassive
Some overlap · 5 shared positions
$IBM$PLTR$MMM$VZ$LNG
$637M
203 positions
#9Kerusso Capital Management LLCPassive
Some overlap · 5 shared positions
$TJX$MMM$KO$VZ$LNG
$200M
53 positions
#10Argyle Capital Management, LLCPassive
Some overlap · 5 shared positions
$IBM$MDT$MMM$KO$VZ
$308M
137 positions
#11Optimist Retirement Group LLCActive
Some overlap · 4 shared positions
$GMM$MMM$IBM$VZ
$227M
113 positions
#12PeakShares LLCPassive
Some overlap · 5 shared positions
$TJX$PLTR$IBM$VZ$WM
$109M
116 positions
#13FORBES J M & CO LLPActive
Some overlap · 5 shared positions
$TJX$IBM$KO$VZ$ORLY
$1.2B
150 positions
#14BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$TJX$IBM$COR$MDT
$147M
116 positions
#15Partnership Wealth Management, LLCActive
Some overlap · 4 shared positions
$GMM$MDT$COR$SE
$131M
66 positions
#16CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 4 shared positions
$GMM$IBM$VZ$MMM
$182M
106 positions
#17Bill Few Associates, Inc.Passive
Some overlap · 4 shared positions
$TJX$IBM$COR$VZ
$417M
212 positions
#18United Capital Management of KS, Inc.Passive
Some overlap · 4 shared positions
$TJX$IBM$PLTR$LNG
$660M
111 positions
#19NewEdge Advisors, LLCPassive
Some overlap · 4 shared positions
$GMM$IBM$KO$SE
$2.2B
1,217 positions
#20Kepler Cheuvreux (Suisse) SAPassive
Some overlap · 4 shared positions
$TJX$MFC$IBM$KO
$1.5B
171 positions
#21AGP FRANKLIN, LLCPassive
Some overlap · 4 shared positions
$TJX$MMM$PLTR$ORLY
$200M
93 positions
#22SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$IBM$MMM$MDT$VZ
$728M
79 positions
#23Decker Wealth Management LLCPassive
Some overlap · 4 shared positions
$TJX$IBM$MDT$WM
$441M
105 positions
#24Kimelman & Baird, LLCActive
Some overlap · 4 shared positions
$TJX$IBM$MDT$WM
$1.2B
263 positions
#25Churchill Financial Advisors, LLCActive
Some overlap · 4 shared positions
$TJX$IBM$GMM$KO
$476M
123 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.