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 BridgePort Financial Solutions,

13F Portfolio OverlapQ1 2026BridgePort Financial Solutions, portfolio →

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Most similar hedge funds by 13F overlap

BridgePort Financial Solutions, LLC is an institutional investor managing $353M across 231 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 BridgePort Financial Solutions, are Ballast Financial Advisors, Plan Group Financial,, EHRLICH FINANCIAL GROUP, with shared positions in $SOLV, $IAU, $HUM, $BRZE, $USB, $COP. The full ranking of 25 similar funds is below.

#1Ballast Financial Advisors LLCActive

Some overlap · 6 shared positions

$SOLV $IAU $HUM $BRZE $USB $COP

$98M

68 positions

#2Plan Group Financial, LLCPassive

Some overlap · 5 shared positions

$SOLV $IAU $HUM $PFE $IBM

$426M

229 positions

#3EHRLICH FINANCIAL GROUPPassive

Some overlap · 4 shared positions

$SOLV $IAU $HUM $MDLZ

$174M

112 positions

#4SEAMOUNT FINANCIAL GROUP INCPassive

Some overlap · 6 shared positions

$SOLV $HUM $USB $COP $BRZE $IBM

$222M

135 positions

#5White Lighthouse Investment Management Inc.Active

Some overlap · 5 shared positions

$BRZE $IAU $HUM $USB $COP

$721M

145 positions

#6Madden Advisory Services, Inc.Passive

Some overlap · 5 shared positions

$BRZE $IAU $HUM $COP $SSL

$254M

108 positions

#7Roof Eidam Maycock Peralta, LLCActive

Some overlap · 4 shared positions

$SOLV $HUM $MDLZ $BRZE

$436M

125 positions

#8Strategic Investment Solutions, Inc. /ILPassive

Some overlap · 6 shared positions

$BRZE $IAU $HUM $SAN $COP $IBM

$414M

694 positions

#9Lynx Investment AdvisoryPassive

Some overlap · 5 shared positions

$IAU $HUM $PFE $COP $USB

$209M

181 positions

#10Madson Wealth Advisors IncPassive

Some overlap · 4 shared positions

$SOLV $HUM $IAU $MDLZ

$120M

84 positions

#11Good Harbor Advisors, Inc.Passive

Some overlap · 4 shared positions

$BRZE $PFE $HUM $COP

$92M

82 positions

#12Intellus Advisors LLCActive

Some overlap · 3 shared positions

$SOLV $IAU $HUM

$732M

125 positions

#13Sagace Wealth Management LLCPassive

Some overlap · 5 shared positions

$BRZE $IAU $USB $COP $IBM

$149M

70 positions

#14Sage Investment Advisers LLCPassive

Some overlap · 4 shared positions

$BRZE $IAU $HUM $IBM

$135M

89 positions

#15Gradient Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$BRZE $IAU $WPC $COP $HUM

$386M

177 positions

#16Excelsior Advisor Network LLCPassive

Some overlap · 5 shared positions

$IAU $HUM $MDLZ $IBM $SAN

$263M

226 positions

#17Novak & Powell Financial Services, Inc.Passive

Some overlap · 5 shared positions

$IAU $HUM $USB $COP $BRZE

$186M

163 positions

#18Edge Financial Advisors LLC

Some overlap · 4 shared positions

$SOLV $IAU $BRZE $USB

$238M

135 positions

#19Forza Wealth Management, LLCPassive

Some overlap · 5 shared positions

$IAU $HUM $USB $COP $IBM

$287M

188 positions

#20Farrell Financial LLCPassive

Some overlap · 5 shared positions

$IAU $HUM $USB $COP $BRZE

$167M

76 positions

#21Cushing Capital Partners, LLCPassive

Some overlap · 4 shared positions

$BRZE $IAU $MDLZ $USB

$130M

96 positions

#22PCB Capital LLCPassive

Some overlap · 5 shared positions

$PFE $MDLZ $BRZE $USB $COP

$63M

101 positions

#23Interactive Financial AdvisorsActive

Some overlap · 5 shared positions

$IAU $HUM $USB $SOLV $SAN

$153M

78 positions

#24SIGNATUREFD, LLCActive

Some overlap · 4 shared positions

$BRZE $HUM $MDLZ $SOLV

$6.5B

3,465 positions

#25Cornerstone Wealth Management, LLCPassive

Some overlap · 5 shared positions

$HUM $BRZE $SOLV $USB $IBM

$2.0B

712 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.