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 BXM Wealth

13F Portfolio OverlapQ1 2026BXM Wealth portfolio →

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Most similar hedge funds by 13F overlap

BXM Wealth LLC is an institutional investor managing $130M across 131 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 BXM Wealth are PlanVest Financial,, IAM Advisory,, ForthRight Wealth ,, with shared positions in $GRWG, $AGQ, $IBM, $IAU, $SNOW, $TXN. The full ranking of 25 similar funds is below.

#1PlanVest Financial, IncPassive

Some overlap · 5 shared positions

$GRWG $AGQ $IBM $IAU $SNOW

$131M

565 positions

#2IAM Advisory, LLCActive

Some overlap · 4 shared positions

$AGQ $TXN $NVS $PLTR

$446M

95 positions

#3ForthRight Wealth Management, LLCActive

Some overlap · 4 shared positions

$AGQ $ALPS $SNOW $IBM

$353M

75 positions

#4Blue Sky Capital Consultants Group, Inc.Passive

Some overlap · 4 shared positions

$GRWG $AGQ $PLTR $SNOW

$210M

76 positions

#5Valtrion Capital Management, LLCActive

Some overlap · 4 shared positions

$AGQ $ALPS $ITW $PLTR

$106M

93 positions

#6Summit Financial Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$AGQ $ALPS $IBM

$705M

193 positions

#7TICINO WEALTHPassive

Some overlap · 6 shared positions

$AGQ $IBM $TXN $LOW $ITW $SNOW

$288M

138 positions

#8RoundAngle Advisors LLCPassive

Some overlap · 4 shared positions

$AGQ $IBM $PLTR $SNOW

$134M

60 positions

#9Lionsbridge Wealth Management LLCPassive

Some overlap · 3 shared positions

$GRWG $AGQ $SNOW

$99M

59 positions

#10SMITH, MOORE & CO.Passive

Some overlap · 5 shared positions

$AGQ $GRWG $IAU $SNOW $ITW

$1.4B

558 positions

#11Prasad Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$AGQ $ALPS $PLTR $IBM

$367M

146 positions

#12MFG WEALTH MANAGEMENT, INC.Passive

Some overlap · 3 shared positions

$AGQ $IBM $PLTR

$121M

61 positions

#13Deane Retirement Strategies, Inc.Passive

Some overlap · 4 shared positions

$AGQ $IAU $TXN $LOW

$249M

57 positions

#14Arta Finance Wealth Management LLCPassive

Some overlap · 3 shared positions

$AGQ $IAU $PLTR

$202M

95 positions

#15TOTH FINANCIAL ADVISORY CORPPassive

Some overlap · 3 shared positions

$AGQ $IBM $LOW

$911M

918 positions

#16Avant Capital LLCPassive

Some overlap · 3 shared positions

$AGQ $ALPS $PLTR

$142M

76 positions

#17Genesis Financial Group, LLCPassive

Some overlap · 3 shared positions

$AGQ $ALPS $PLTR

$158M

103 positions

#18Cushing Capital Partners, LLCPassive

Some overlap · 4 shared positions

$AGQ $IAU $LOW $ITW

$130M

96 positions

#19Lynx Investment AdvisoryPassive

Some overlap · 3 shared positions

$AGQ $IAU $SNOW

$209M

181 positions

#20Connective Capital Management, LLCPassive

Some overlap · 4 shared positions

$AGQ $SNOW $MPWR $PLTR

$121M

66 positions

#21Joseph P. Lucia & Associates, LLCPassive

Some overlap · 4 shared positions

$AGQ $ALPS $SNOW $IBM

$280M

169 positions

#22Variant Private Wealth, LLCActive

Some overlap · 3 shared positions

$AGQ $PLTR $SNOW

$83M

38 positions

#23MLP3, LLCPassive

Some overlap · 3 shared positions

$AGQ $ITW $SNOW

$91M

86 positions

#24Paragon Advisors, LLCActive

Some overlap · 3 shared positions

$AGQ $PLTR $MPWR

$371M

76 positions

#25GenWealth Group, Inc.Active

Some overlap · 3 shared positions

$AGQ $IAU $PLTR

$584M

85 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.