How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to BCU Wealth Advisors,

13F Portfolio OverlapQ1 2026BCU Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

BCU Wealth Advisors, LLC is an institutional investor managing $301M across 63 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 BCU Wealth Advisors, are PINNEY & SCOFIELD,, Onyx Financial Advisors,, Core Wealth ,, with shared positions in $NSC, $IAU, $GE, $GEV, $SE, $PM. The full ranking of 25 similar funds is below.

#1PINNEY & SCOFIELD, INC.Active

Notable overlap · 5 shared positions

$NSC $IAU $GE $GEV $SE

$185M

243 positions

#2Onyx Financial Advisors, LLCSmart money

Notable overlap · 3 shared positions

$NSC $IAU $PM

$241M

18 positions

#3Core Wealth Management, Inc.Smart money

Notable overlap · 3 shared positions

$NSC $IAU $GE

$326M

40 positions

#4Rather & Kittrell, Inc.Active

Notable overlap · 3 shared positions

$NSC $IAU $PM

$648M

113 positions

#5Sterling Financial Planning, Inc.Active

Notable overlap · 5 shared positions

$IAU $NSC $SE $HUM $ABT

$337M

117 positions

#6CPA Asset Management LLCActive

Notable overlap · 4 shared positions

$IAU $NSC $HUM $MS

$298M

99 positions

#7WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $SE $HUM

$508M

107 positions

#8FORBES J M & CO LLPActive

Notable overlap · 4 shared positions

$IAU $KO $HUM $ABT

$1.2B

150 positions

#9Financial Harvest, LLCActive

Notable overlap · 3 shared positions

$IAU $SE $KO

$170M

57 positions

#10Yeomans Consulting Group, Inc.

Notable overlap · 4 shared positions

$IAU $NSC $KO $GE

$341M

113 positions

#11Catalyst Investment Management LLCPassive

Notable overlap · 5 shared positions

$IAU $SE $HUM $MS $KO

$90M

65 positions

#12VPR Management LLCActive

Notable overlap · 3 shared positions

$IAU $SE $HUM

$250M

65 positions

#13Taylor Financial Group, Inc.Active

Notable overlap · 3 shared positions

$NSC $GE $GEV

$165M

99 positions

#14Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$IAU $HUM $MS

$126M

74 positions

#15Symmetry Investments LPActive

Notable overlap · 3 shared positions

$NSC $GEV $GE

$913M

122 positions

#16Intellus Advisors LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $MS

$732M

125 positions

#17Planning Center, Inc.Smart money

Notable overlap · 3 shared positions

$NSC $HUM $KO

$987M

78 positions

#18VCI Wealth Management LLCPassive

Notable overlap · 4 shared positions

$IAU $KO $MS $ABT

$361M

123 positions

#19Rachor Investment Advisory Services, LLCActive

Notable overlap · 3 shared positions

$IAU $GE $GEV

$190M

464 positions

#20CADINHA & CO LLCActive

Notable overlap · 3 shared positions

$IAU $GE $GEV

$537M

103 positions

#21ANDERSON HOAGLAND & COPassive

Notable overlap · 3 shared positions

$IAU $GE $GEV

$1.2B

136 positions

#22CURIO WEALTH, LLCActive

Notable overlap · 3 shared positions

$IAU $NSC $SE

$293M

1,255 positions

#23ACCREDITED INVESTOR SERVICES, LLCSmart money

Notable overlap · 3 shared positions

$IAU $HUM $SE

$156M

77 positions

#24Meridian Wealth Advisors, LLCPassive

Notable overlap · 4 shared positions

$IAU $HUM $KO $MS

$756M

202 positions

#25Forza Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$IAU $HUM $MS

$287M

188 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.