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Hedge Funds Similar to Bernard Wealth

13F Portfolio OverlapQ2 2026Bernard Wealth portfolio →
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Most similar hedge funds by 13F overlap

Bernard Wealth Management Corp. is an institutional investor managing $271M across 325 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Bernard Wealth are Juno Financial Group, JACOBS, HOWE & RUSLING, with shared positions in $CRWD, $UBER, $LOW, $SCHW, $ETN, $HON. The full ranking of 25 similar funds is below.

#1Juno Financial Group LLCActive
Some overlap · 5 shared positions
$CRWD$UBER$LOW$SCHW$ETN
$286M
72 positions
#2JACOBS & CO/CAPassive
Some overlap · 4 shared positions
$CRWD$UBER$HON$SCHW
$1.2B
132 positions
#3HOWE & RUSLING INCPassive
Some overlap · 4 shared positions
$CRWD$DTB$HON$GD
$1.7B
479 positions
#4Asio Capital, LLCActive
Some overlap · 4 shared positions
$CRWD$UBER$LOW$COF
$816M
131 positions
#5Meadowbrook Wealth Management, LLCPassive
Some overlap · 7 shared positions
$CRWD$UBER$RDDT$ABT$PLTR$COF
$95M
72 positions
#6Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$CRWD$HON$LOW$ABT
$292M
99 positions
#7FSA Advisors, Inc.Passive
Some overlap · 5 shared positions
$DTM$DTB$GD$PLTR$ETN
$218M
261 positions
#8Morling Financial Advisors, LLCActive
Some overlap · 4 shared positions
$CRWD$UBER$RDDT$SCHW
$360M
123 positions
#9Volterra Technologies LPPassive
Some overlap · 5 shared positions
$CRWD$UBER$ABT$PLTR$COF
$694M
303 positions
#10Left Brain Wealth Management, LLCPassive
Some overlap · 4 shared positions
$CRWD$UBER$HON$BE
$332M
99 positions
#11Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$CRWD$DTB$ABT$ETN
$1.6B
184 positions
#12Directional Asset ManagementPassive
Some overlap · 4 shared positions
$CRWD$UBER$SCHW$ABT
$124M
90 positions
#13Titan Wealth (CI) LtdPassive
Some overlap · 4 shared positions
$CRWD$UBER$RDDT$PLTR
$269M
51 positions
#14Destiny Wealth Partners, LLCActive
Some overlap · 4 shared positions
$CRWD$UBER$RDDT$PLTR
$709M
186 positions
#15DOVER ADVISORS, LLCPassive
Slight overlap · 5 shared positions
$UBER$HON$LOW$ABT$ETN
$244M
153 positions
#16Trivant Custom Portfolio Group, LLCPassive
Slight overlap · 4 shared positions
$UBER$CRWD$LOW$ABT
$188M
82 positions
#17TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Slight overlap · 6 shared positions
$UBER$CRWD$SCHW$ABT$COF$ETN
$226M
113 positions
#18Equity Wealth Partners, LLCActive
Slight overlap · 4 shared positions
$CRWD$HON$LOW$PLTR
$304M
109 positions
#19Forefront Wealth Partners, LLCPassive
Slight overlap · 5 shared positions
$CRWD$UBER$SCHW$PLTR$ETN
$323M
177 positions
#20Secure Asset Management, LLCPassive
Slight overlap · 4 shared positions
$CRWD$UBER$SCHW$PLTR
$753M
338 positions
#21Modus Advisors, LLCPassive
Slight overlap · 4 shared positions
$CRWD$UBER$SCHW$PLTR
$405M
118 positions
#22Palacios Wealth Management, LLCSmart money
Slight overlap · 4 shared positions
$CRWD$UBER$SCHW$PLTR
$169M
76 positions
#23Bluebird Wealth Management LLCPassive
Slight overlap · 4 shared positions
$CRWD$UBER$RDDT$ETN
$115M
89 positions
#24Parsonex Advisory Services, Inc.Passive
Slight overlap · 4 shared positions
$CRWD$UBER$SCHW$ETN
$115M
50 positions
#25ARBOR TRUST WEALTH ADVISORS, LLCPassive
Slight overlap · 5 shared positions
$DTB$LOW$HON$SCHW$ABT
$248M
96 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.