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Hedge Funds Similar to SEMITAM BONAM

13F Portfolio OverlapQ1 2026SEMITAM BONAM portfolio →
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Most similar hedge funds by 13F overlap

SEMITAM BONAM LLC is an institutional investor managing $122M across 44 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 SEMITAM BONAM are Diversified Portfolios,, Winthrop Advisory Group, Advantage,, with shared positions in $RELX, $MDY, $KKR, $UNIT, $BRZE, $MKL. The full ranking of 25 similar funds is below.

#1Diversified Portfolios, Inc.Active
Some overlap · 4 shared positions
$RELX$MDY$KKR$UNIT
$1.2B
174 positions
#2Winthrop Advisory Group LLCActive
Some overlap · 3 shared positions
$RELX$BRZE$MDY
$1.2B
195 positions
#3Capital Advantage, Inc.Active
Some overlap · 4 shared positions
$RELX$KKR$UNIT$MDY
$765M
145 positions
#4Bay Capital Advisors, LLCActive
Some overlap · 3 shared positions
$RELX$KKR$MKL
$162M
107 positions
#5MAINSAIL ASSET MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$RELX$KKR$UNIT
$223M
112 positions
#6Plum Street Advisors, LLCActive
Some overlap · 3 shared positions
$RELX$MKL$UNIT
$289M
98 positions
#7MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$RELX$BRZE$UNIT
$114M
77 positions
#8Powerhouse Assets LLCActive
Some overlap · 3 shared positions
$RELX$UNIT$MDY
$115M
55 positions
#9Iron Gate Global Advisors LLCActive
Some overlap · 3 shared positions
$RELX$KKR$UNIT
$947M
105 positions
#10Summit Wealth Group, LLCActive
Some overlap · 3 shared positions
$RELX$BRZE$KKR
$436M
126 positions
#11Elwood & Goetz Wealth Advisory Group, LLCActive
Some overlap · 3 shared positions
$RELX$BRZE$KO
$589M
138 positions
#12OFC FINANCIAL PLANNING, LLCActive
Some overlap · 3 shared positions
$RELX$BRZE$UNIT
$102M
56 positions
#13J HAGAN CAPITAL, INC.Active
Some overlap · 3 shared positions
$RELX$KKR$BRZE
$185M
83 positions
#14Junk Investment Group, LLCPassive
Some overlap · 5 shared positions
$MKL$MDY$KKR$UNIT$KO
$191M
88 positions
#15TI-TRUST, INCPassive
Some overlap · 3 shared positions
$MKL$MDY$KKR
$168M
128 positions
#16Firestone Capital ManagementPassive
Some overlap · 4 shared positions
$MKL$MDY$UNIT$KO
$480M
160 positions
#17FIDUCIARY ADVISORS, INC.Active
Some overlap · 5 shared positions
$MKL$BRZE$KKR$UNIT$KO
$133M
121 positions
#18Steele Capital Management, Inc.Active
Some overlap · 5 shared positions
$RELX$MDY$KKR$UNIT$BRZE
$2.4B
86 positions
#19Vanguard National Trust CoActive
Some overlap · 5 shared positions
$MKL$BRZE$KKR$UNIT$MDY
$1.6B
751 positions
#20Lionsbridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$MDY$RELX$BRZE
$99M
59 positions
#21RHS Financial, LLCPassive
Some overlap · 3 shared positions
$RELX$KKR$UNIT
$211M
146 positions
#22Hegarty Advisors, LLCActive
Some overlap · 4 shared positions
$MKL$RELX$KKR$UNIT
$127M
57 positions
#23Cannon Financial Strategists, Inc.Active
Some overlap · 4 shared positions
$RELX$BRZE$UNIT$KO
$761M
109 positions
#24SEEDS INVESTOR LLCPassive
Some overlap · 3 shared positions
$MKL$MDY$UNIT
$735M
350 positions
#25BIP Wealth, LLCActive
Some overlap · 5 shared positions
$MKL$BRZE$UNIT$KKR$KO
$2.5B
453 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.