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Hedge Funds Similar to Bernard Wealth

13F Portfolio OverlapQ1 2026Bernard Wealth portfolio →
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Most similar hedge funds by 13F overlap

Bernard Wealth Management Corp. is an institutional investor managing $234M across 360 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 Bernard Wealth are Balanced Rock Investment Advisors, Bouvel Investment Partners,, Madrid Wealth ,, with shared positions in $MS, $NOW, $XYZ, $SCHW, $PANW, $CRWD. The full ranking of 25 similar funds is below.

#1Balanced Rock Investment Advisors LLCActive
Notable overlap · 4 shared positions
$MS$NOW$XYZ$SCHW
$143M
96 positions
#2Bouvel Investment Partners, LLCPassive
Some overlap · 5 shared positions
$MS$PANW$CRWD$HON$PLTR
$345M
78 positions
#3Madrid Wealth Management, LLCActive
Some overlap · 3 shared positions
$MS$NOW$PLTR
$133M
70 positions
#4Directional Asset ManagementPassive
Some overlap · 5 shared positions
$MS$CRWD$UBER$SCHW$ABT
$109M
90 positions
#5Hughes Financial Services, LLCActive
Some overlap · 3 shared positions
$MS$XYZ$NOW
$651M
1,720 positions
#6Destiny Wealth Partners, LLCPassive
Some overlap · 7 shared positions
$MS$XYZ$CRWD$UBER$RDDT$AMD
$914M
1,148 positions
#7SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Some overlap · 4 shared positions
$MS$PANW$HON$SCHW
$482M
173 positions
#8Coign Capital Advisors LLCActive
Some overlap · 5 shared positions
$MS$UBER$HON$SCHW$AMD
$190M
80 positions
#9Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$MS$NOW$CRWD$HON$LOW$ABT
$353M
78 positions
#10GFG Capital, LLCActive
Some overlap · 6 shared positions
$NOW$CRWD$PANW$XYZ$UBER$AMD
$313M
88 positions
#11Meridian Financial Partners LLCActive
Some overlap · 3 shared positions
$MS$CRWD$AMD
$263M
121 positions
#12Xcel Wealth Management, LLCPassive
Some overlap · 8 shared positions
$MS$PANW$CRWD$UBER$NOW$ABT
$362M
133 positions
#13Modus Advisors, LLCPassive
Some overlap · 5 shared positions
$MS$PANW$CRWD$UBER$PLTR
$363M
117 positions
#14Morangie Management LLCActive
Some overlap · 4 shared positions
$MS$NOW$UBER$PLTR
$109M
34 positions
#15Ledyard National BankPassive
Some overlap · 3 shared positions
$MS$HON$LOW
$1.2B
236 positions
#16Capital Investment Advisors, LLCActive
Some overlap · 4 shared positions
$MS$HON$AGQ$SCHW
$6.2B
693 positions
#17New Republic Capital, LLCPassive
Some overlap · 3 shared positions
$MS$UBER$SCHW
$297M
312 positions
#18Legacy Financial Strategies, LLCActive
Some overlap · 4 shared positions
$MS$LOW$ABT$PLTR
$554M
140 positions
#19Lynch Investment Planning, LLCActive
Some overlap · 4 shared positions
$MS$HON$LOW$GD
$111M
54 positions
#20ITHAKA GROUP LLCActive
Some overlap · 6 shared positions
$NOW$PANW$CRWD$UBER$AMD$PLTR
$482M
38 positions
#21American TrustActive
Some overlap · 4 shared positions
$MS$HON$SCHW$ABT
$1.1B
313 positions
#22Provident Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$MS$HON$AGQ
$331M
134 positions
#23JGP Wealth Management, LLCActive
Some overlap · 3 shared positions
$MS$LOW$ABT
$961M
223 positions
#24Stonebridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$MS$LOW$GD
$1.2B
262 positions
#25Quad-Cities Investment Group, LLCPassive
Some overlap · 3 shared positions
$MS$UBER$AGQ
$251M
200 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.