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 Bawa N Mallick

13F Portfolio OverlapQ1 2026Bawa N Mallick portfolio →

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Most similar hedge funds by 13F overlap

Bawa N Mallick Trust is an institutional investor managing $244M across 69 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 Bawa N Mallick are Mosaic Advisors, Alexis Investment Partners,, CDM FINANCIAL COUNSELING SERVICES,, with shared positions in $NTRB, $SHW, $DIA, $MAR, $EPAM, $ASML. The full ranking of 25 similar funds is below.

#1Mosaic Advisors LLCPassive

Some overlap · 5 shared positions

$NTRB $SHW $DIA $MAR $EPAM

$67M

42 positions

#2Alexis Investment Partners, LLCActive

Some overlap · 4 shared positions

$NTRB $SHW $DIA $MAR

$145M

35 positions

#3CDM FINANCIAL COUNSELING SERVICES, INC.Active

Slight overlap · 4 shared positions

$NTRB $SHW $MAR $ASML

$105M

80 positions

#4Portfolio Strategies, Inc.Active

Slight overlap · 4 shared positions

$NTRB $SHW $MAR $EPAM

$811M

75 positions

#5Sherman Wealth Management LLCPassive

Slight overlap · 3 shared positions

$NTRB $OTIS $DIA

$116M

80 positions

#6Pacific Excel Wealth Advisors, Inc.Passive

Slight overlap · 3 shared positions

$NTRB $OTIS $ASML

$95M

140 positions

#7PETREDIS INVESTMENT ADVISORS LLCActive

Slight overlap · 3 shared positions

$NTRB $SHW $MAR

$1.2B

108 positions

#8CAPSTONE WEALTH MANAGEMENT GROUP, LLCPassive

Slight overlap · 3 shared positions

$NTRB $SHW $MAR

$239M

97 positions

#9Clarus Wealth AdvisorsPassive

Slight overlap · 3 shared positions

$NTRB $SHW $MAR

$235M

88 positions

#10Fingerlakes Wealth Management, Inc.Passive

Slight overlap · 3 shared positions

$NTRB $DIA $MAR

$151M

97 positions

#11Beacon Capital Management, LLCActive

Slight overlap · 3 shared positions

$NTRB $DIA $MAR

$567M

166 positions

#12MEANS INVESTMENT CO., INC.Active

Slight overlap · 3 shared positions

$NTRB $SHW $MDLZ

$1.1B

212 positions

#13NORTHBRIDGE FINANCIAL GROUP, LLCPassive

Slight overlap · 3 shared positions

$NTRB $OTIS $MAR

$232M

168 positions

#14Sheridan Capital Management, LLCSmart money

Slight overlap · 4 shared positions

$NTRB $MAR $MDLZ $EPAM

$190M

31 positions

#15Flagship Private Wealth, LLCPassive

Slight overlap · 3 shared positions

$NTRB $MAR $MDLZ

$246M

108 positions

#16Investment Insight Wealth Management, LLCSmart money

Slight overlap · 3 shared positions

$NTRB $SHW $ASML

$93M

36 positions

#17RIK SAYLOR FINANCIAL, INC.Passive

Slight overlap · 3 shared positions

$NTRB $MDLZ $OTIS

$132M

85 positions

#18McClarren Financial Advisors, Inc.Active

Slight overlap · 3 shared positions

$NTRB $MAR $EPAM

$169M

79 positions

#19Stone Wealth PartnersPassive

Slight overlap · 3 shared positions

$NTRB $MDLZ $EPAM

$111M

59 positions

#20Apollon Financial, LLCPassive

Slight overlap · 3 shared positions

$NTRB $SHW $MAR

$723M

260 positions

#21Ameritas Advisory Services, LLCPassive

Slight overlap · 4 shared positions

$NTRB $SHW $DIA $MAR

$2.6B

1,075 positions

#22Capital Squared Financial LLCPassive

Slight overlap · 4 shared positions

$NTRB $MAR $MDLZ $EPAM

$131M

85 positions

#23Guardian Capital, LLCPassive

Slight overlap · 4 shared positions

$NTRB $SHW $DIA $MAR

$105M

81 positions

#24Cypress Wealth Services, LLCPassive

Slight overlap · 3 shared positions

$NTRB $MAR $MDLZ

$708M

397 positions

#25Baring Financial LLCPassive

Slight overlap · 3 shared positions

$NTRB $ASML $EPAM

$163M

72 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.