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Hedge Funds Similar to Baer Investment Advisory

13F Portfolio OverlapQ1 2026Baer Investment Advisory portfolio →
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Most similar hedge funds by 13F overlap

Baer Investment Advisory LLC is an institutional investor managing $814M across 348 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 Baer Investment Advisory are VICTORY FINANCIAL GROUP,, WEALTH ,, Eagle Strategies, with shared positions in $SLV, $MS, $UNIT, $GMM, $KKR, $DHR. The full ranking of 25 similar funds is below.

#1VICTORY FINANCIAL GROUP, LLCPassive
Notable overlap · 11 shared positions
$SLV$MS$UNIT$GMM$KKR$DHR
$814M
348 positions
#2CAPITAL WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$SLV$UNIT$GMM
$370M
34 positions
#3Eagle Strategies LLCPassive
Notable overlap · 4 shared positions
$SLV$MS$UNIT$KKR
$837M
258 positions
#4truNorth Financial Services, Inc.Active
Some overlap · 5 shared positions
$SLV$MS$UNIT$KKR$PLTR
$97M
49 positions
#5VANTAGEPOINT INVESTMENT ADVISERS LLCActive
Some overlap · 4 shared positions
$SLV$MS$GMM$KKR
$11.8B
55 positions
#6Cambridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$MS$UNIT$GMM$KKR$DHR
$295M
168 positions
#7Allegheny Financial Group LTDActive
Some overlap · 3 shared positions
$SLV$MS$PM
$742M
290 positions
#8Bravias Capital Group, LLCActive
Some overlap · 3 shared positions
$SLV$GMM$DHR
$153M
96 positions
#9RoundAngle Advisors LLCPassive
Some overlap · 3 shared positions
$SLV$UNIT$PLTR
$134M
60 positions
#10Williams & Novak, LLCPassive
Some overlap · 3 shared positions
$SLV$MS$DHR
$134M
143 positions
#11ECLECTIC ASSOCIATES INC /ADVActive
Some overlap · 3 shared positions
$SLV$UNIT$PLTR
$753M
159 positions
#12Employees' Retirement Fund of the City of Fort WorthActive
Some overlap · 3 shared positions
$SLV$UNIT$KKR
$230M
21 positions
#13Rodgers & Associates, LTDActive
Some overlap · 5 shared positions
$SLV$UNIT$GMM$MS$KKR
$982M
101 positions
#14BEAM WEALTH ADVISORS, INC.Active
Some overlap · 4 shared positions
$SLV$MS$DHR$PLTR
$402M
108 positions
#15Integrated Investment Consultants, LLCPassive
Some overlap · 4 shared positions
$SLV$MS$GMM$KKR
$471M
263 positions
#16Wolff Financial Management LLCActive
Some overlap · 4 shared positions
$MS$GMM$UNIT$KKR
$453M
103 positions
#17Twelve Points Wealth Management LLCPassive
Some overlap · 3 shared positions
$SLV$MS$DHR
$455M
200 positions
#18Scott Capital Advisors, LLCActive
Some overlap · 3 shared positions
$MS$SLV$KKR
$493M
58 positions
#19Forbes Financial Planning, Inc.Active
Some overlap · 5 shared positions
$MS$UNIT$GMM$PM$PLTR
$173M
38 positions
#20TME FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$MS$UNIT$KKR
$144M
65 positions
#21Nelson, Van Denburg & Campbell Wealth Management Group, LLCPassive
Some overlap · 4 shared positions
$MS$SLV$UNIT$KKR
$3.5B
825 positions
#22Atlas Private Wealth AdvisorsPassive
Some overlap · 5 shared positions
$MS$GMM$DHR$ARKO$PLTR
$425M
132 positions
#23Strategies Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$MS$UNIT$PLTR
$995M
193 positions
#24TRB Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MS$GMM$KKR$PM
$704M
285 positions
#25FIFTH THIRD SECURITIES, INC.Passive
Some overlap · 5 shared positions
$MS$UNIT$SLV$MDY$DHR
$1.5B
341 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.