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Hedge Funds Similar to HOWARD BAILEY SECURITIES

13F Portfolio OverlapQ2 2026HOWARD BAILEY SECURITIES portfolio →
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Most similar hedge funds by 13F overlap

HOWARD BAILEY SECURITIES, LLC is an institutional investor managing $267M across 121 U.S. equity positions as of Q2 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 Karani Asset, Phraction, MIDDLETON, with shared positions in $STLD, $ADI, $SPGI, $SNPS, $NOW, $ASML. The full ranking of 25 similar funds is below.

#1Karani Asset Management LLCPassive
Notable overlap · 7 shared positions
$STLD$ADI$SPGI$SNPS$NOW$ASML
$139M
57 positions
#2Phraction Management LLCActive
Some overlap · 7 shared positions
$WFC$SNPS$ADI$SPGI$ASML$PEP
$596M
66 positions
#3MIDDLETON & CO INC/MAActive
Some overlap · 7 shared positions
$NOW$SNPS$SPGI$ETN$VRSK$IDXX
$942M
170 positions
#4SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$WFC$CSX$MRVL$ASML$DE
$255M
144 positions
#5Sterling Capital Management LLCPassive
Some overlap · 8 shared positions
$ADI$SCHW$ETN$PEP$ROK$DE
$5.9B
3,289 positions
#6BOSTON FAMILY OFFICE LLCActive
Some overlap · 7 shared positions
$SPGI$NOW$ETN$ASML$PEP$ROK
$1.6B
314 positions
#7STAR Financial BankActive
Some overlap · 3 shared positions
$STLD$WFC$PEP
$245M
109 positions
#8Paradiem, LLCPassive
Some overlap · 4 shared positions
$STLD$ADI$QCOM$MRVL
$464M
68 positions
#9Myriad Asset Management US LPActive
Some overlap · 6 shared positions
$CSX$MRVL$ETN$WFC$ASML$DE
$72M
52 positions
#10Advocacy Wealth Management, LLCActive
Some overlap · 6 shared positions
$NOW$SPGI$SCHW$ETN$ASML$TTWO
$2.8B
151 positions
#11BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$ADI$ETN$PEP$ASML$DE$QCOM
$8.0B
1,334 positions
#12Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$CSX$SPGI$ETN$WFC$PEP$QCOM
$108M
52 positions
#13Forefront Wealth Partners, LLC
Some overlap · 6 shared positions
$MRVL$NOW$SPGI$ETN$ASML$SCHW
$323M
177 positions
#14Flagstone Financial ManagementSmart money
Some overlap · 5 shared positions
$WFC$ETN$PEP$ROK$DE
$447M
77 positions
#15Avalon Global Asset Management LLCActive
Some overlap · 5 shared positions
$NOW$SNPS$MRVL$ADI$ETN
$917M
38 positions
#16ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 4 shared positions
$WFC$STLD$PEP$QCOM
$460M
220 positions
#17DCM Advisors, LLCActive
Some overlap · 3 shared positions
$WFC$CSX$PEP
$253M
38 positions
#18JACOBS & CO/CAPassive
Some overlap · 6 shared positions
$SCHW$SNPS$PEP$ROK$DE$QCOM
$1.2B
134 positions
#19ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 4 shared positions
$WFC$ADI$SPGI$SCHW
$130M
106 positions
#20ProVise Management Group, LLCPassive
Some overlap · 4 shared positions
$WFC$ADI$SCHW$PEP
$1.5B
282 positions
#21Cohen Capital Management, Inc.Active
Some overlap · 5 shared positions
$CSX$SCHW$PEP$DE$SNPS
$735M
152 positions
#22SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 3 shared positions
$WFC$CSX$QCOM
$3.2B
40 positions
#23MeadowBrook Investment Advisors LLCPassive
Some overlap · 4 shared positions
$WFC$MRVL$ETN$PEP
$126M
196 positions
#24Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$CSX$ADI$ETN$ASML$QCOM
$170M
61 positions
#25Myriad Asset Management Advisors LLCActive
Some overlap · 5 shared positions
$CSX$MRVL$ETN$ASML$DE
$424M
49 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.