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Hedge Funds Similar to BAYSHORE ASSET

13F Portfolio OverlapQ2 2026BAYSHORE ASSET portfolio →
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Most similar hedge funds by 13F overlap

BAYSHORE ASSET MANAGEMENT, LLC is an institutional investor managing $280M across 52 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 BAYSHORE ASSET are SPRING, Magellan Asset Ltd, Robbins Farley, with shared positions in $NEE, $ADP, $MKC, $ETN, $D, $LNT. The full ranking of 25 similar funds is below.

#1SPRING CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$NEE$ADP$MKC$ETN
$205M
55 positions
#2Magellan Asset Management LtdActive
Some overlap · 3 shared positions
$D$LNT$NEE
$4.5B
78 positions
#3Robbins FarleyPassive
Some overlap · 3 shared positions
$NEE$D$ETN
$260M
157 positions
#4GODSEY & GIBB, INCPassive
Some overlap · 3 shared positions
$LNT$D$ETN
$1.2B
383 positions
#5HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$NEE$ADP$ETN
$410M
53 positions
#6WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$NEE$ADP$ETN
$2.1B
131 positions
#7Aull & Monroe Investment Management CorpPassive
Some overlap · 3 shared positions
$NEE$ADP$ETN
$239M
126 positions
#8Carson Advisory Inc.Passive
Some overlap · 3 shared positions
$D$ETN$NEE
$218M
204 positions
#9Ridge Creek Global, IncPassive
Some overlap · 3 shared positions
$NEE$ADP$ETN
$129M
94 positions
#10Minot DeBlois Advisors LLCPassive
Some overlap · 3 shared positions
$ADP$NEE$MKC
$116M
240 positions
#11Beech Hill Advisors, Inc.Passive
Some overlap · 3 shared positions
$NEE$D$ETN
$226M
97 positions
#12First Long Island Investors, LLCActive
Some overlap · 3 shared positions
$ADP$ETN$NEE
$1.4B
73 positions
#13DILLON & ASSOCIATES INCActive
Some overlap · 3 shared positions
$ADP$ETN$NEE
$817M
80 positions
#14Hamilton Point Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$NEE$ADP$ETN
$710M
193 positions
#15BOSTON FAMILY OFFICE LLCActive
Some overlap · 3 shared positions
$NEE$ETN$ADP
$1.6B
314 positions
#16Clifford Group, LLCSmart money
Some overlap · 3 shared positions
$ADP$NEE$ETN
$145M
86 positions
#17BAHL & GAYNOR INCActive
Some overlap · 3 shared positions
$NEE$ETN$ADP
$21.7B
341 positions
#18VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 3 shared positions
$ETN$NEE$LNT
$5.0B
245 positions
#19DUFF & PHELPS INVESTMENT MANAGEMENT COActive
Some overlap · 3 shared positions
$NEE$LNT$D
$10.6B
162 positions
#20ALBERT D MASON INCPassive
Some overlap · 3 shared positions
$ETN$ADP$NBIS
$176M
139 positions
#21MORTON COMMUNITY BANKPassive
Some overlap · 3 shared positions
$ETN$LNT$NEE
$491M
120 positions
#22Energy Income Partners, LLCActive
Some overlap · 3 shared positions
$NEE$D$LNT
$6.4B
88 positions
#23Bill Few Associates, Inc.Passive
Some overlap · 3 shared positions
$D$ETN$ADP
$470M
227 positions
#24Blue Chip Partners, LLCActive
Some overlap · 3 shared positions
$ETN$NEE$RCL
$1.6B
184 positions
#25Nicholas Wealth, LLC.Passive
Some overlap · 3 shared positions
$NBIS$ETN$NEE
$182M
127 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.