13F Pro

Hedge Funds Similar to BUSH INVESTMENT GROUP,

13F Portfolio OverlapQ4 2025BUSH INVESTMENT GROUP, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

BUSH INVESTMENT GROUP, LLC is an institutional investor managing $179M across 38 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BUSH INVESTMENT GROUP, are My Portfolio Guide,, Financial Guidance Group,, Gradient Investments, with shared positions in $GLDM, $SO, $BAC, $GPN, $LOW, $AFL. The full ranking of 25 similar funds is below.

#1My Portfolio Guide, LLCActive
Some overlap · 3 shared positions
$GLDM$SO$BAC
$181M
166 positions
#2Financial Guidance Group, Inc.Passive
Some overlap · 3 shared positions
$GLDM$GPN$BAC
$249M
89 positions
#3Gradient Investments LLCPassive
Some overlap · 3 shared positions
$GLDM$LOW$BAC
$6.5B
420 positions
#4Compass Wealth Management, LLC/GAActive
Some overlap · 3 shared positions
$GLDM$SO$LOW
$234M
72 positions
#5Biondo Investment Advisors, LLCActive
Slight overlap · 3 shared positions
$SO$AFL$LOW
$780M
82 positions
#6Wealth Intelligence, LLCActive
Slight overlap · 3 shared positions
$SO$AFL$LOW
$208M
58 positions
#7VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Slight overlap · 3 shared positions
$SO$AFL$LOW
$187M
55 positions
#8Churchill Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$GLDM$LOW$SO
$476M
123 positions
#9Brown Financial AdvisorsPassive
Slight overlap · 3 shared positions
$GLDM$LOW$BAC
$264M
209 positions
#10CULLINAN ASSOCIATES INCActive
Slight overlap · 3 shared positions
$SO$AFL$LOW
$1.2B
207 positions
#11Pinnacle Financial Partners, Inc.Passive
Slight overlap · 3 shared positions
$SO$AFL$GPN
$13.1B
1,076 positions
#12Murphy, Middleton, Hinkle & Parker, Inc.Passive
Slight overlap · 3 shared positions
$SO$AFL$BAC
$216M
133 positions
#13Carson Advisory Inc.Passive
Slight overlap · 3 shared positions
$SO$AFL$BAC
$193M
188 positions
#14A4 Wealth Advisors LLCPassive
Slight overlap · 3 shared positions
$GLDM$LOW$BAC
$122M
103 positions
#15MTM Investment Management, LLCPassive
Slight overlap · 3 shared positions
$SO$LOW$BAC
$316M
709 positions
#16Baugh & Associates, LLCActive
Slight overlap · 3 shared positions
$SO$LOW$BAC
$232M
44 positions
#17BROOKS, MOORE & ASSOCIATES, INC.Passive
Slight overlap · 3 shared positions
$SO$LOW$BAC
$199M
110 positions
#18Navigate Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$SO$LOW$BAC
$142M
72 positions
#19PENINSULA ASSET MANAGEMENT INCPassive
Slight overlap · 3 shared positions
$AFL$LOW$SO
$196M
53 positions
#20Acorn Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$LOW$GLDM$SO
$343M
264 positions
#21ADVENT CAPITAL MANAGEMENT /DE/Passive
Slight overlap · 3 shared positions
$SO$GPN$BAC
$3.6B
215 positions
#22AEGON USA Investment Management, LLCSmart money
Slight overlap · 3 shared positions
$SO$GPN$BAC
$128M
41 positions
#23ZAZOVE ASSOCIATES LLCActive
Slight overlap · 3 shared positions
$SO$GPN$BAC
$1.2B
160 positions
#24GREATMARK INVESTMENT PARTNERS, INC.Active
Slight overlap · 3 shared positions
$AFL$LOW$BAC
$854M
145 positions
#25TCTC Holdings, LLCActive
Slight overlap · 3 shared positions
$AFL$LOW$BAC
$3.5B
220 positions

Compare BUSH INVESTMENT 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 BUSH INVESTMENT 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.