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Hedge Funds Similar to Bleakley Financial Group,

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

Bleakley Financial Group, LLC is an institutional investor managing $6.4B across 760 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 Bleakley Financial Group, are Sonoma Private Wealth, TrustWell Financial Advisors,, Financial Planning Navigators, with shared positions in $CEF, $PHYS, $DOV, $DDOG, $UPST, $SLV. The full ranking of 25 similar funds is below.

#1Sonoma Private Wealth LLCPassive
Notable overlap · 4 shared positions
$CEF$PHYS$DOV$DDOG
$81M
67 positions
#2TrustWell Financial Advisors, LLCActive
Some overlap · 4 shared positions
$CEF$PHYS$DOV$UPST
$106M
70 positions
#3Financial Planning Navigators CORPSmart money
Some overlap · 3 shared positions
$CEF$DDOG$DOV
$228M
51 positions
#4Evanson Asset Management, LLCActive
Some overlap · 4 shared positions
$PHYS$DOV$DDOG$SLV
$1.9B
321 positions
#5Pacific Sage Partners, LLCActive
Some overlap · 3 shared positions
$CEF$PHYS$UPST
$636M
121 positions
#6New Harbor Financial Group, LLCActive
Some overlap · 3 shared positions
$CEF$PHYS$SLV
$567M
61 positions
#7COLUMBIA ADVISORY PARTNERS LLCActive
Some overlap · 3 shared positions
$CEF$PHYS$JHG
$157M
92 positions
#8Financial Plan, Inc.Active
Some overlap · 4 shared positions
$DOV$DDOG$UPST$SLV
$933M
94 positions
#93EDGE Asset Management, LPSmart money
Some overlap · 3 shared positions
$PHYS$DOV$CEF
$2.1B
91 positions
#10Eaton Financial Holdings Company, LLCPassive
Some overlap · 3 shared positions
$PHYS$DDOG$SLV
$305M
125 positions
#11Ameliora Wealth Management Ltd.Passive
Some overlap · 3 shared positions
$PHYS$DOV$SLV
$314M
232 positions
#12Midwestern Financial, LLC /IAActive
Some overlap · 3 shared positions
$DOV$DDOG$UPST
$127M
54 positions
#13GEN Financial Management, INC.Active
Some overlap · 3 shared positions
$DOV$DDOG$UPST
$162M
51 positions
#14Orcam Financial GroupSmart money
Some overlap · 3 shared positions
$DOV$DDOG$UPST
$141M
62 positions
#15Andina Capital Management, LLCPassive
Some overlap · 3 shared positions
$PHYS$CEF$JHG
$113M
119 positions
#16Sellwood Investment Partners LLCSmart money
Some overlap · 3 shared positions
$DDOG$DOV$UPST
$254M
59 positions
#17Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$DOV$DDOG$PM
$578M
118 positions
#18Pacific Park Financial, Inc.Active
Slight overlap · 4 shared positions
$DOV$UPST$DDOG$JHG
$153M
73 positions
#19Tenzing Financial LLCActive
Slight overlap · 5 shared positions
$DDOG$DOV$JHG$CEF$PM
$133M
70 positions
#20OneDigital Investment Advisors LLCPassive
Slight overlap · 3 shared positions
$DDOG$DOV$EH
$10.2B
1,462 positions
#21Heritage Wealth AdvisorsActive
Slight overlap · 3 shared positions
$PHYS$DOV$PM
$2.6B
692 positions
#22Breakwater Investment ManagementPassive
Slight overlap · 3 shared positions
$DOV$DDOG$UPST
$269M
506 positions
#23Salomon & Ludwin, LLCPassive
Slight overlap · 4 shared positions
$DDOG$UPST$DOV$PM
$1.1B
2,097 positions
#24Kiker Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$CEF$SLV$PHYS
$209M
132 positions
#25Excelsior Advisor Network LLCPassive
Slight overlap · 3 shared positions
$DOV$DDOG$UPST
$263M
226 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.