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 Bay Advisors,

13F Portfolio OverlapQ1 2026Bay Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Bay Capital Advisors, LLC is an institutional investor managing $162M across 107 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 Bay Advisors, are Milestone Investment Advisors, Darrow Company,, MidAtlantic ,, with shared positions in $KKR, $SNOW, $WT, $HUM, $MS, $MKL. The full ranking of 25 similar funds is below.

#1Milestone Investment Advisors LLCActive

Notable overlap · 4 shared positions

$KKR $SNOW $WT $HUM

$414M

139 positions

#2Darrow Company, Inc.Active

Notable overlap · 4 shared positions

$SNOW $KKR $WT $HUM

$222M

56 positions

#3MidAtlantic Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$KKR $SNOW $WT $MS $MKL $D

$145M

84 positions

#4Blake Schutter Theil Wealth Advisors, LLCPassive

Notable overlap · 8 shared positions

$KKR $SNOW $TECK $WT $MS $HUM

$123M

111 positions

#5Kropog Financial Group, LLCActive

Notable overlap · 3 shared positions

$KKR $SNOW $HUM

$123M

33 positions

#6MBM WEALTH CONSULTANTS, LLCPassive

Notable overlap · 3 shared positions

$KKR $SNOW $URI

$436M

387 positions

#7Sherry Group, Inc.Active

Notable overlap · 3 shared positions

$RELX $WT $HUM

$92M

41 positions

#8Sterling Financial Planning, Inc.Active

Notable overlap · 4 shared positions

$KKR $SNOW $WT $HUM

$337M

117 positions

#9Evergreen Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$KKR $SNOW $HUM $MKL

$194M

54 positions

#10Reality Financial Planning Services, LLCSmart money

Notable overlap · 4 shared positions

$KKR $WT $SNOW $HUM

$104M

20 positions

#11URS Advisory LLCActive

Notable overlap · 5 shared positions

$KKR $RELX $SNOW $TMO $HUM

$137M

51 positions

#12CROBANPassive

Notable overlap · 3 shared positions

$KKR $WT $TECK

$213M

73 positions

#13Catalyst Investment Management LLCPassive

Notable overlap · 6 shared positions

$KKR $WT $MS $HUM $MKL $BAC

$90M

65 positions

#14Human Investing LLCSmart money

Notable overlap · 4 shared positions

$KKR $SNOW $HUM $MS

$687M

96 positions

#15OMNI 360 Wealth, Inc.Passive

Notable overlap · 6 shared positions

$KKR $SNOW $WT $MS $HUM $MKL

$194M

125 positions

#16Bernardo Wealth Planning LLCActive

Notable overlap · 3 shared positions

$KKR $SNOW $WT

$511M

129 positions

#17PENNEY FINANCIAL, LLCSmart money

Notable overlap · 3 shared positions

$SNOW $KKR $MS

$261M

48 positions

#18MAINSAIL ASSET MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$RELX $KKR $HUM

$223M

112 positions

#19Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 5 shared positions

$KKR $WT $HUM $MS $MKL

$365M

111 positions

#20Cornerstone Advisory, LLCPassive

Notable overlap · 3 shared positions

$KKR $SNOW $HUM

$1.1B

262 positions

#21FLAGSHIP WEALTH ADVISORS, LLCPassive

Notable overlap · 5 shared positions

$KKR $WT $MS $HUM $BAC

$233M

350 positions

#22truNorth Financial Services, Inc.Active

Notable overlap · 4 shared positions

$KKR $WT $MS $HUM

$97M

49 positions

#23Ariston Services GroupActive

Notable overlap · 4 shared positions

$KKR $SNOW $HUM $TMO

$167M

71 positions

#24Diversified Portfolios, Inc.Active

Notable overlap · 3 shared positions

$RELX $SNOW $KKR

$1.2B

174 positions

#25Capital Advantage, Inc.Active

Notable overlap · 3 shared positions

$RELX $HUM $KKR

$765M

145 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.