13F Pro

Hedge Funds Similar to Bare Financial Services,

13F Portfolio OverlapQ1 2026Bare Financial Services, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Bare Financial Services, Inc is an institutional investor managing $378M across 1,730 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 Bare Financial Services, are BWM Planning,, Moisand Fitzgerald Tamayo,, Burk, with shared positions in $AMN, $SNOW, $COP, $UNIT, $SCHW, $AMD. The full ranking of 25 similar funds is below.

#1BWM Planning, LLCActive
Notable overlap · 4 shared positions
$AMN$SNOW$COP$UNIT
$379M
87 positions
#2Moisand Fitzgerald Tamayo, LLCActive
Notable overlap · 4 shared positions
$AMN$SNOW$UNIT$SCHW
$931M
518 positions
#3Burk Holdings LLCPassive
Notable overlap · 4 shared positions
$AMN$SNOW$SCHW$AMD
$233M
676 positions
#4Team Hewins, LLCSmart money
Notable overlap · 3 shared positions
$AMN$SNOW$UNIT
$337M
41 positions
#5Physician Wealth Solutions Inc.Active
Notable overlap · 3 shared positions
$AMN$SNOW$AMD
$242M
45 positions
#6O'Connor Financial Group LLCActive
Notable overlap · 3 shared positions
$AMN$MSTR$UNIT
$244M
58 positions
#7Beaird Harris Wealth Management, LLCActive
Notable overlap · 5 shared positions
$AMN$MSTR$SNOW$UNIT$SCHW
$1.5B
686 positions
#8Meredith Wealth PlanningActive
Notable overlap · 4 shared positions
$AMN$COP$MAR$UNIT
$369M
70 positions
#9RW Investment Management LLCActive
Notable overlap · 3 shared positions
$AMN$COP$SCHW
$1.0B
113 positions
#10Unison Advisors LLCActive
Notable overlap · 3 shared positions
$AMN$COP$AMD
$1.3B
175 positions
#11Fort Vancouver Investment Management, LLCActive
Notable overlap · 3 shared positions
$AMN$COP$SNOW
$197M
59 positions
#12CLARIS ADVISORS, LLC / MO /Active
Notable overlap · 4 shared positions
$AMN$COP$UNIT$AMAT
$334M
70 positions
#13RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$AMN$MAR$SCHW$AMD
$296M
80 positions
#14Invariant Investment ManagementActive
Notable overlap · 4 shared positions
$AMN$COP$PPL$AMAT
$162M
70 positions
#15Meritas Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$CRM$UNIT
$221M
60 positions
#16EAGLE WEALTH STRATEGIES LLCActive
Notable overlap · 4 shared positions
$AMN$PNC$FULT$AMD
$228M
114 positions
#17DEFINE FINANCIAL, LLCSmart money
Notable overlap · 3 shared positions
$AMN$MAR$SCHW
$184M
41 positions
#18KEB ASSET MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$AMN$MAR$UNIT
$522M
97 positions
#19SATOVSKY ASSET MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$AMN$MAR$AMAT
$566M
73 positions
#20Mason Investment Advisory Services, Inc.Smart money
Notable overlap · 3 shared positions
$AMN$UNIT$SCHW
$2.2B
79 positions
#21Torren Management, LLCActive
Notable overlap · 3 shared positions
$AMN$UNIT$AMAT
$201M
983 positions
#22Ballast Financial Advisors LLCActive
Notable overlap · 3 shared positions
$AMN$COP$UNIT
$98M
68 positions
#23ENZI WEALTHActive
Notable overlap · 3 shared positions
$AMN$SCHW$AMD
$288M
71 positions
#24Petersen Hastings Wealth Advisors Inc.Smart money
Notable overlap · 4 shared positions
$AMN$COP$CEG$UNIT
$1.1B
81 positions
#25Marquette Asset Management, LLCActive
Notable overlap · 3 shared positions
$AMN$MAR$SCHW
$669M
795 positions

Compare Bare Financial Services,’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 Bare Financial Services,’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.