13F Pro

Hedge Funds Similar to BAYSHORE ASSET ,

13F Portfolio OverlapQ1 2026BAYSHORE ASSET , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

BAYSHORE ASSET MANAGEMENT, LLC is an institutional investor managing $251M across 40 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 BAYSHORE ASSET , are Team Hewins,, JDH Wealth ,, Index Fund Advisors,, with shared positions in $NKE, $AMN, $HUM, $IAU, $SCHW, $PANW. The full ranking of 25 similar funds is below.

#1Team Hewins, LLCSmart money
Highly similar · 3 shared positions
$NKE$AMN$HUM
$337M
41 positions
#2JDH Wealth Management, LLCActive
Highly similar · 3 shared positions
$NKE$AMN$IAU
$148M
54 positions
#3Index Fund Advisors, Inc.Smart money
Highly similar · 3 shared positions
$NKE$SCHW$AMN
$2.2B
127 positions
#4ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money
Highly similar · 3 shared positions
$NKE$AMN$IAU
$167M
35 positions
#5Ruedi Wealth Management, Inc.Smart money
Highly similar · 3 shared positions
$NKE$SCHW$IAU
$388M
58 positions
#6Parkwoods Wealth Partners, LLCActive
Highly similar · 4 shared positions
$NKE$AMN$IAU$SCHW
$408M
111 positions
#7Porter White Investment Advisors, Inc.Smart money
Substantial overlap · 3 shared positions
$AMN$NKE$IAU
$250M
40 positions
#8JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$IAU
$1.1B
286 positions
#9VESTIA PERSONAL WEALTH ADVISORSActive
Substantial overlap · 3 shared positions
$NKE$IAU$HUM
$213M
99 positions
#10EnRich Financial Partners LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$IAU
$377M
64 positions
#11DOPKINS WEALTH MANAGEMENT, LLCActive
Substantial overlap · 5 shared positions
$NKE$AMN$SCHW$HUM$IAU
$249M
92 positions
#12TCI Wealth Advisors, Inc.Active
Substantial overlap · 3 shared positions
$AMN$NKE$SCHW
$1.9B
251 positions
#13Burk Holdings LLCPassive
Substantial overlap · 5 shared positions
$AMN$NKE$IAU$SCHW$HUM
$233M
676 positions
#14Petersen Hastings Wealth Advisors Inc.Smart money
Substantial overlap · 3 shared positions
$AMN$NKE$IAU
$1.1B
81 positions
#15Lauterbach Financial Advisors, LLCActive
Substantial overlap · 4 shared positions
$NKE$AMN$PANW$HUM
$205M
79 positions
#16Beaird Harris Wealth Management, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$IAU$SCHW
$1.5B
686 positions
#17Valued Wealth Advisors LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$SCHW
$247M
751 positions
#18ELEVATE WEALTH ADVISORY, INCActive
Substantial overlap · 4 shared positions
$NKE$AMN$SCHW$IAU
$158M
125 positions
#19Plancorp, LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$SCHW
$3.5B
378 positions
#20HMV Wealth Advisors, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$SCHW
$213M
81 positions
#21PINNEY & SCOFIELD, INC.Active
Substantial overlap · 3 shared positions
$NKE$IAU$SCHW
$185M
243 positions
#22RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$IAU$SCHW
$296M
80 positions
#23Oceanside Advisors LLCActive
Substantial overlap · 4 shared positions
$NKE$AMN$IAU$SCHW
$175M
53 positions
#24Trailhead Planners LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$IAU
$104M
49 positions
#25Pacific Asset Management, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$IAU
$179M
70 positions

Compare BAYSHORE ASSET ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View BAYSHORE ASSET ,’s holdings

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.