13F Pro

Hedge Funds Similar to Bleakley Financial Group

13F Portfolio OverlapQ2 2026Bleakley Financial Group portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Bleakley Financial Group, LLC is an institutional investor managing $7.9B across 944 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 Bleakley Financial Group are TrustWell Financial Advisors, Sonoma Private Wealth, 3EDGE Asset, with shared positions in $CEF, $DOV, $PHYS, $KLAC, $PM, $ASML. The full ranking of 25 similar funds is below.

#1TrustWell Financial Advisors, LLCActive
Some overlap · 3 shared positions
$CEF$DOV$PHYS
$118M
78 positions
#2Sonoma Private Wealth LLCPassive
Some overlap · 3 shared positions
$CEF$DOV$PHYS
$93M
72 positions
#33EDGE Asset Management, LPActive
Some overlap · 3 shared positions
$CEF$DOV$PHYS
$2.2B
94 positions
#4CENTRAL TRUST CoPassive
Some overlap · 4 shared positions
$CEF$PHYS$KLAC$PM
$5.5B
1,568 positions
#5Financial Planning Navigators CORPActive
Some overlap · 4 shared positions
$CEF$DOV$ASML$PM
$267M
70 positions
#6New Harbor Financial Group, LLCActive
Some overlap · 3 shared positions
$CEF$PHYS$SLV
$633M
68 positions
#7Marshall Financial Group, LLCPassive
Some overlap · 3 shared positions
$CEF$KLAC$ASML
$686M
311 positions
#8Basecamp Wealth Advisors LLCActive
Some overlap · 4 shared positions
$DOV$PHYS$ASML$KLAC
$537M
1,822 positions
#9Beaumont Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$CEF$PHYS$PM
$1.6B
383 positions
#10Evanson Financial, LLCPassive
Some overlap · 4 shared positions
$DOV$PHYS$SLV$PM
$2.0B
325 positions
#11Montis Financial, LLCActive
Some overlap · 4 shared positions
$PHYS$DOV$CEF$SLV
$489M
152 positions
#12Evanson Asset Management, LLC
Some overlap · 3 shared positions
$DOV$PHYS$SLV
$1.9B
321 positions
#1349 WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$PHYS$PM
$524M
189 positions
#14Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$DOV$PHYS$PM
$277M
87 positions
#15ALONGSIDE, LLCPassive
Some overlap · 3 shared positions
$DOV$PHYS$PM
$525M
190 positions
#16Cannon Financial Strategists, Inc.Active
Some overlap · 3 shared positions
$DOV$CEF$PHYS
$879M
133 positions
#17Highland Investment Advisors LLCPassive
Some overlap · 4 shared positions
$DOV$PHYS$SLV$PM
$229M
734 positions
#18ADE, LLCActive
Some overlap · 3 shared positions
$DOV$PHYS$PM
$237M
93 positions
#19Heritage Wealth AdvisorsActive
Some overlap · 3 shared positions
$PHYS$DOV$PM
$2.9B
703 positions
#20AA Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$DOV$KLAC$ASML$PM
$832M
230 positions
#21Tenzing Financial LLCActive
Some overlap · 4 shared positions
$DOV$CEF$ASML$PM
$146M
84 positions
#22Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$PHYS$DOV$SLV
$1.1B
197 positions
#23Murphy & Mullick Capital Management CorpPassive
Some overlap · 3 shared positions
$DOV$KLAC$ASML
$161M
666 positions
#24Guild Investment Management, Inc.Passive
Some overlap · 4 shared positions
$PHYS$SLV$ASML$KLAC
$146M
59 positions
#25South Shore Capital AdvisorsPassive
Some overlap · 3 shared positions
$DOV$KLAC$ASML
$149M
154 positions

Compare Bleakley Financial Group’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 Bleakley Financial Group’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.