13F Pro

Hedge Funds Similar to BRIDGE GENERATIONS WEALTH

13F Portfolio OverlapQ1 2026BRIDGE GENERATIONS WEALTH portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC is an institutional investor managing $174M across 32 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 BRIDGE GENERATIONS WEALTH are STOLZ & ASSOCIATES, PS, 25, Shotwell Rutter Baer, with shared positions in $USB, $NEE, $SE, $UNIT, $NKE, $TXN. The full ranking of 25 similar funds is below.

#1STOLZ & ASSOCIATES, PSSmart money
Notable overlap · 3 shared positions
$USB$NEE$SE
$143M
30 positions
#225 LLCActive
Notable overlap · 4 shared positions
$USB$NEE$UNIT$NKE
$324M
69 positions
#3Shotwell Rutter Baer IncActive
Notable overlap · 4 shared positions
$USB$TXN$NKE$NOW
$170M
38 positions
#4BluePrint Investing LLCActive
Notable overlap · 3 shared positions
$USB$NEE$NKE
$126M
26 positions
#5Foundation Wealth Management, LLC\PAActive
Notable overlap · 5 shared positions
$USB$NEE$SE$NKE$UNIT
$284M
91 positions
#6Equita Financial Network, Inc.Active
Notable overlap · 3 shared positions
$USB$TXN$NOW
$318M
87 positions
#7Pioneer Wealth Management GroupSmart money
Notable overlap · 3 shared positions
$USB$UNIT$NOW
$357M
50 positions
#8Strategic Financial Services, Inc.Smart money
Notable overlap · 3 shared positions
$USB$NKE$NEE
$2.1B
152 positions
#9Financial Freedom, LLCPassive
Notable overlap · 3 shared positions
$USB$UNIT$NOW
$201M
426 positions
#10Financial Futures Ltd Liability Co.Active
Notable overlap · 4 shared positions
$USB$NKE$UNIT$NOW
$228M
72 positions
#11Savant Capital, LLCActive
Notable overlap · 5 shared positions
$NEE$NKE$UNIT$SE$USB
$20.7B
1,500 positions
#12Meritas Wealth Management, LLCActive
Notable overlap · 3 shared positions
$NEE$NKE$UNIT
$221M
60 positions
#13MB Generational Wealth, LLCActive
Notable overlap · 4 shared positions
$NEE$UNIT$NKE$SE
$181M
66 positions
#14Three Arch Wealth Management LLCActive
Notable overlap · 4 shared positions
$NEE$NKE$UNIT$NOW
$556M
61 positions
#15Avant Financial Advisors LLCActive
Notable overlap · 4 shared positions
$USB$TXN$NKE$UNIT
$142M
65 positions
#16CLARIS ADVISORS, LLC / MO /Active
Notable overlap · 4 shared positions
$NEE$NKE$UNIT$SE
$334M
70 positions
#17Petersen Hastings Wealth Advisors Inc.Smart money
Notable overlap · 5 shared positions
$NEE$NKE$SE$USB$UNIT
$1.1B
81 positions
#18Timonier Family Office, LTD.
Notable overlap · 3 shared positions
$NEE$NKE$USB
$315M
56 positions
#19Longview Financial Advisors LLCActive
Notable overlap · 3 shared positions
$USB$NKE$SE
$184M
157 positions
#20DiNuzzo Private Wealth, Inc.Active
Notable overlap · 3 shared positions
$NEE$NKE$USB
$928M
1,345 positions
#21Sagace Wealth Management LLCPassive
Notable overlap · 3 shared positions
$USB$UNIT$NEE
$149M
70 positions
#22BRANDYWINE OAK PRIVATE WEALTH LLCActive
Notable overlap · 4 shared positions
$USB$UNIT$TXN$NOW
$1.2B
229 positions
#23Torren Management, LLCActive
Notable overlap · 3 shared positions
$NEE$NOW$UNIT
$201M
983 positions
#24Arista Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$USB$UNIT$NEE
$822M
253 positions
#25Envision Financial Planning, LLCActive
Notable overlap · 3 shared positions
$NEE$UNIT$SE
$276M
51 positions

Compare BRIDGE GENERATIONS WEALTH’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View BRIDGE GENERATIONS WEALTH’s holdings

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.