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Hedge Funds Similar to HOWARD BAILEY SECURITIES,

13F Portfolio OverlapQ1 2026HOWARD BAILEY SECURITIES, portfolio →
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Most similar hedge funds by 13F overlap

HOWARD BAILEY SECURITIES, LLC is an institutional investor managing $243M across 122 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 HOWARD BAILEY SECURITIES, are Planning Advisors,, Goldenstone Wealth, Marathon Mission,, with shared positions in $WT, $PH, $ETN, $ASML, $DE, $CSX. The full ranking of 25 similar funds is below.

#1Capital Planning Advisors, LLCPassive
Some overlap · 5 shared positions
$WT$PH$ETN$ASML$DE
$692M
146 positions
#2Goldenstone Wealth Management LLCActive
Some overlap · 4 shared positions
$WT$CSX$MRVL$ASML
$137M
89 positions
#3Marathon Mission, Inc.Active
Some overlap · 5 shared positions
$WT$SCHW$MRVL$ETN$ASML
$200M
57 positions
#4WealthPoint Financial, LLCPassive
Some overlap · 3 shared positions
$WT$PH$WFC
$115M
117 positions
#5BEACON FINANCIAL GROUPPassive
Some overlap · 3 shared positions
$WT$WFC$ETN
$1.0B
348 positions
#6BCM ADVISORS, LLCActive
Some overlap · 3 shared positions
$WT$PH$DE
$507M
78 positions
#7Joseph Group Capital ManagementPassive
Some overlap · 3 shared positions
$WT$PH$ETN
$400M
379 positions
#8Sanchez Wealth Management GroupActive
Some overlap · 3 shared positions
$WT$CSX$ETN
$462M
53 positions
#9AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 3 shared positions
$WT$SCHW$SNPS
$206M
97 positions
#10Fairway Wealth LLCPassive
Some overlap · 3 shared positions
$WT$SCHW$DE
$379M
192 positions
#11Catalyst Investment Management LLCPassive
Some overlap · 3 shared positions
$WT$SCHW$DE
$90M
65 positions
#12Waterway Wealth Management, LLCActive
Some overlap · 3 shared positions
$WT$SNPS$ETN
$452M
90 positions
#13Elwood & Goetz Wealth Advisory Group, LLCActive
Some overlap · 3 shared positions
$WT$SCHW$DE
$589M
138 positions
#14NerdWallet Wealth Partners, LLCActive
Some overlap · 3 shared positions
$WT$SCHW$DE
$229M
59 positions
#15Compass Financial Services IncActive
Some overlap · 3 shared positions
$WT$WFC$DE
$231M
56 positions
#16McGuire Investment Group, LLCActive
Some overlap · 3 shared positions
$WT$SCHW$ASML
$885M
121 positions
#17Optivise Advisory Services LLCPassive
Some overlap · 3 shared positions
$WT$PH$IAUM
$165M
183 positions
#18Neumann Capital Management, LLCActive
Some overlap · 3 shared positions
$WT$WFC$SCHW
$340M
102 positions
#19AssuredPartners Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$WT$CSX$SNPS
$919M
402 positions
#20CONNABLE OFFICE INCActive
Some overlap · 3 shared positions
$WT$PH$ETN
$1.0B
224 positions
#21Financial Gravity Asset Management, Inc.Passive
Some overlap · 3 shared positions
$WT$SNPS$ASML
$562M
973 positions
#22Marion Wealth ManagementPassive
Some overlap · 3 shared positions
$WT$SNPS$DE
$451M
146 positions
#23CRUX WEALTH ADVISORSPassive
Some overlap · 3 shared positions
$WT$WFC$SCHW
$261M
181 positions
#24Robinhood Asset Management, LLCActive
Some overlap · 3 shared positions
$WT$MRVL$NTRA
$1.4B
81 positions
#25Summit Asset Management, LLCActive
Some overlap · 3 shared positions
$WT$IDXX$DE
$719M
172 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.