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Hedge Funds Similar to Bay Advisors

13F Portfolio OverlapQ3 2026Bay Advisors portfolio →
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Most similar hedge funds by 13F overlap

Bay Capital Advisors, LLC is an institutional investor managing $189M across 107 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Bay Advisors are A. D. Beadell Investment Counsel, Alliance Private Wealth, INSIGHT 2811, with shared positions in $B, $SGOL, $MS, $PEP, $NEM, $ISRG. The full ranking of 25 similar funds is below.

#1A. D. Beadell Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$B$SGOL$MS$PEP
$151M
100 positions
#2Alliance Private Wealth, LLCActive
Some overlap · 4 shared positions
$B$MS$NEM$PEP
$269M
85 positions
#3INSIGHT 2811, INC.Active
Some overlap · 4 shared positions
$B$MS$NEM$PEP
$259M
108 positions
#4STAPP WEALTH MANAGEMENT, PLLCActive
Some overlap · 3 shared positions
$B$SGOL$NEM
$77M
31 positions
#5Glass Wealth Management Co LLCPassive
Some overlap · 3 shared positions
$B$MS$NEM
$299M
69 positions
#6PKO Investment Management Joint-Stock CoPassive
Some overlap · 4 shared positions
$B$NEM$ISRG$PEP
$1.5B
229 positions
#7ALLIANZ SEActive
Some overlap · 4 shared positions
$B$NEM$C$MS
$9.5B
519 positions
#8AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MS$C$NEM$URI
$197M
140 positions
#9apricus wealth, LLCPassive
Some overlap · 3 shared positions
$B$C$NEM
$222M
128 positions
#10BURNS J W & CO INC/NYActive
Some overlap · 5 shared positions
$MS$URI$ISRG$PEP$NSC
$998M
190 positions
#11Limestone Investment Advisors LPPassive
Some overlap · 4 shared positions
$MS$C$NEM$PEP
$1.3B
558 positions
#12Orange Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$MS$URI$NEM$ISRG
$802M
137 positions
#13Greenfield Seitz Capital Management, LLCPassive
Some overlap · 3 shared positions
$B$NEM$ISRG
$336M
107 positions
#14KEATING INVESTMENT COUNSELORS INCSmart money
Some overlap · 3 shared positions
$B$NEM$PEP
$382M
60 positions
#15Blue Capital, Inc.Passive
Some overlap · 3 shared positions
$SGOL$D$C
$161M
136 positions
#16LIGHTHOUSE FINANCIAL SERVICES INC /ADVActive
Some overlap · 4 shared positions
$MS$URI$ISRG$PEP
$476M
102 positions
#17Hosking Partners LLPActive
Some overlap · 3 shared positions
$MS$STLD$C
$2.8B
102 positions
#18Bayesian Capital Management, LPPassive
Some overlap · 4 shared positions
$B$C$ISRG$PEP
$156M
223 positions
#19HOURGLASS CAPITAL, LLCPassive
Slight overlap · 3 shared positions
$MS$C$NEM
$488M
125 positions
#20MARVIN & PALMER ASSOCIATES INCActive
Slight overlap · 3 shared positions
$MS$C$NEM
$159M
28 positions
#21Life Cycle Investment Partners LtdActive
Slight overlap · 4 shared positions
$STLD$NEM$MS$PEP
$21.4B
158 positions
#22Talon Private Wealth, LLCPassive
Slight overlap · 3 shared positions
$MS$C$URI
$1.7B
462 positions
#23Hedeker Wealth, LLCPassive
Slight overlap · 3 shared positions
$MS$C$URI
$545M
93 positions
#24SECURED RETIREMENT ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$MS$C$NEM
$195M
134 positions
#25Capital Investment Counsel, LLCPassive
Slight overlap · 3 shared positions
$MS$D$PEP
$805M
155 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.