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 BankPlus Wealth

13F Portfolio OverlapQ1 2026BankPlus Wealth portfolio →

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Most similar hedge funds by 13F overlap

BankPlus Wealth Management LLC is an institutional investor managing $194M across 117 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 BankPlus Wealth are MBM WEALTH CONSULTANTS,, ACCESS FINANCIAL SERVICES,, Andrews Advisory Associates,, with shared positions in $SNOW, $OKE, $LRCX, $VLO, $LMT, $PGR. The full ranking of 25 similar funds is below.

#1MBM WEALTH CONSULTANTS, LLCPassive

Notable overlap · 6 shared positions

$SNOW $OKE $LRCX $VLO $LMT $PGR

$436M

387 positions

#2ACCESS FINANCIAL SERVICES, INC.Active

Notable overlap · 6 shared positions

$SNOW $LRCX $AMGN $VLO $LMT $LOW

$282M

95 positions

#3Andrews Advisory Associates, LLCActive

Notable overlap · 5 shared positions

$SNOW $GWW $TXN $ADP $LOW

$190M

82 positions

#4BRIGHTON SECURITIES CORP.Smart money

Notable overlap · 4 shared positions

$SNOW $GMM $LHX $OKE

$208M

47 positions

#5TPG Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$SNOW $GMM $ADP $TXN

$307M

76 positions

#6Smart Money Group LLCSmart money

Notable overlap · 5 shared positions

$SNOW $LMT $TXN $TJX $LOW

$344M

84 positions

#7Silver Coast Investments LLCActive

Notable overlap · 5 shared positions

$SNOW $LRCX $VLO $LMT $LOW

$313M

119 positions

#8Moisand Fitzgerald Tamayo, LLCActive

Some overlap · 6 shared positions

$SNOW $LRCX $LHX $VLO $TJX $TXN

$931M

518 positions

#9CHRISTINE MESSMER PCActive

Some overlap · 4 shared positions

$SNOW $AMGN $LMT $OKE

$156M

80 positions

#10Armor Investment Advisors, LLCActive

Some overlap · 4 shared positions

$SNOW $PGR $LOW $VLO

$278M

160 positions

#11Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$SNOW $AMGN $LMT $TJX $LOW

$353M

78 positions

#12VAUGHAN & Co SECURITIES, INC.Active

Some overlap · 3 shared positions

$SNOW $VLO $OKE

$193M

58 positions

#13Jeter Robert S IIActive

Some overlap · 3 shared positions

$SNOW $TXN $AMGN

$100M

43 positions

#14Plan A Wealth LLCActive

Some overlap · 3 shared positions

$SNOW $GMM $LOW

$209M

178 positions

#15Mach-1 Financial Group, LLCPassive

Some overlap · 3 shared positions

$SNOW $TXN $TJX

$284M

161 positions

#16MFA WEALTH ADVISORS, LLCActive

Some overlap · 4 shared positions

$SNOW $LMT $TJX $OKE

$508M

88 positions

#17Red Mountain Financial, LLCPassive

Some overlap · 3 shared positions

$SNOW $LMT $AMGN

$106M

79 positions

#18Schiavi & Co LLCSmart money

Some overlap · 3 shared positions

$SNOW $OKE $LOW

$337M

50 positions

#19Powell Investment Advisors, LLCActive

Some overlap · 3 shared positions

$SNOW $LMT $C

$290M

174 positions

#20Clear Retirement Advice LLCActive

Some overlap · 4 shared positions

$SNOW $GMM $FAST $TJX

$127M

54 positions

#21Sagace Wealth Management LLCPassive

Some overlap · 3 shared positions

$SNOW $C $LMT

$149M

70 positions

#22D'Orazio & Associates, Inc.Active

Some overlap · 3 shared positions

$SNOW $LMT $LOW

$772M

299 positions

#23Rosenberg Matthew HamiltonActive

Some overlap · 3 shared positions

$SNOW $GMM $VLO

$488M

799 positions

#24MATHER GROUP, LLC.Active

Some overlap · 3 shared positions

$SNOW $LOW $FAST

$10.0B

1,896 positions

#25Grove Street Fiduciary, LLCActive

Some overlap · 3 shared positions

$SNOW $ADP $AMGN

$227M

74 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.