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Hedge Funds Similar to BRIGHT FINANCIAL ADVISORS,

13F Portfolio OverlapQ1 2026BRIGHT FINANCIAL ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

BRIGHT FINANCIAL ADVISORS, INC. is an institutional investor managing $218M across 67 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 BRIGHT FINANCIAL ADVISORS, are ENTREWEALTH,, NORTHSTAR ASSET, Lynx Investment Advisory, with shared positions in $GLDM, $MAR, $IAU, $TXN, $SYK, $ETN. The full ranking of 25 similar funds is below.

#1ENTREWEALTH, LLCPassive
Some overlap · 4 shared positions
$GLDM$MAR$IAU$TXN
$223M
104 positions
#2NORTHSTAR ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$SYK$ETN$DDOG
$326M
86 positions
#3Lynx Investment AdvisoryPassive
Some overlap · 4 shared positions
$GLDM$AGQ$IAU$MAR
$209M
181 positions
#4Suncoast Equity ManagementActive
Some overlap · 3 shared positions
$SYK$ETN$SHW
$833M
101 positions
#5PEAK FINANCIAL ADVISORS LLCPassive
Some overlap · 3 shared positions
$GLDM$ETN$MO
$226M
70 positions
#6RCW Management, LLCPassive
Some overlap · 3 shared positions
$GLDM$MAR$IAU
$98M
68 positions
#7FUNDSMITH INVESTMENT SERVICES LTD.Smart money
Some overlap · 5 shared positions
$SYK$MAR$ZTS$PM$TXN
$4.4B
24 positions
#8Fundsmith LLPActive
Some overlap · 5 shared positions
$SYK$MAR$ZTS$PM$TXN
$12.8B
34 positions
#9MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 5 shared positions
$SYK$IAU$MAR$PM$MO
$114M
77 positions
#10KRAEMATON INVESTMENT ADVISORS, INCPassive
Some overlap · 3 shared positions
$GLDM$AGQ$MAR
$123M
99 positions
#11Bravias Capital Group, LLCActive
Some overlap · 4 shared positions
$GLDM$MAR$AGQ$SHW
$153M
96 positions
#12Beckerman Institutional, LLCPassive
Some overlap · 5 shared positions
$GLDM$IAU$MAR$PM$TXN
$188M
121 positions
#13Cassaday & Co Wealth Management LLCActive
Some overlap · 4 shared positions
$GLDM$AGQ$MAR$IBM
$4.7B
1,361 positions
#14RM Financial Services, LLCActive
Some overlap · 3 shared positions
$GLDM$MAR$IBM
$116M
75 positions
#15Milestones Private Investment Advisors LLCPassive
Some overlap · 5 shared positions
$GLDM$SYK$MAR$IBM$SHW
$114M
78 positions
#16Private Harbour Investment Management & Counsel, LLCActive
Some overlap · 5 shared positions
$ETN$SYK$AGQ$IAU$ZTS
$91M
36 positions
#17Parcion Private Wealth LLCPassive
Some overlap · 3 shared positions
$GLDM$IAU$ETN
$1.6B
435 positions
#18Ridge Creek Global, IncActive
Some overlap · 5 shared positions
$ETN$MAR$SYK$IAU$SHW
$118M
85 positions
#19SAGE PRIVATE WEALTH GROUP, LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$ETN
$199M
97 positions
#20Cohen Capital Management, Inc.Passive
Some overlap · 3 shared positions
$SYK$MAR$IBM
$644M
154 positions
#21PUREfi Wealth, LLCPassive
Some overlap · 4 shared positions
$SYK$ETN$MAR$TXN
$153M
188 positions
#22American Investment Services, Inc.Active
Some overlap · 5 shared positions
$GLDM$IAU$MAR$IBM$DDOG
$448M
132 positions
#23CWS Financial Advisors, LLCActive
Some overlap · 5 shared positions
$SYK$MAR$PM$MO$IBM
$390M
157 positions
#24Magnolia Private Wealth, LLCPassive
Some overlap · 5 shared positions
$GLDM$IAU$PM$DDOG$TXN
$150M
134 positions
#25NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$GLDM$IAU$IBM$SHW
$247M
71 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.