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Hedge Funds Similar to BANNERMAN WEALTH GROUP,

13F Portfolio OverlapQ1 2026BANNERMAN WEALTH GROUP, portfolio →
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Most similar hedge funds by 13F overlap

BANNERMAN WEALTH MANAGEMENT GROUP, LLC is an institutional investor managing $171M across 38 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 BANNERMAN WEALTH GROUP, are Financial Harvest,, MAINSTAY /ADV, West Family Investments,, with shared positions in $IAU, $WT, $DIS, $DOV, $MCK, $WM. The full ranking of 25 similar funds is below.

#1Financial Harvest, LLCActive
Substantial overlap · 4 shared positions
$IAU$WT$DIS$DOV
$170M
57 positions
#2MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 4 shared positions
$IAU$WT$MCK$WM
$1.3B
143 positions
#3West Family Investments, Inc.Passive
Notable overlap · 3 shared positions
$IAU$DOV$WM
$285M
259 positions
#4Burton Enright WelchActive
Notable overlap · 3 shared positions
$IAU$AMN$MCK
$736M
134 positions
#5Moisand Fitzgerald Tamayo, LLCActive
Notable overlap · 4 shared positions
$IAU$AMN$WT$DIS
$931M
518 positions
#6STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCPassive
Notable overlap · 3 shared positions
$IAU$AMN$WT
$128M
62 positions
#7Burk Holdings LLCPassive
Notable overlap · 3 shared positions
$IAU$AMN$WT
$233M
676 positions
#8Plum Street Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$AMN$MCK
$289M
98 positions
#9Boyce & Associates Wealth Consulting, Inc.Active
Some overlap · 4 shared positions
$IAU$WT$AMN$DOV
$132M
80 positions
#10REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$WT$MCK
$697M
218 positions
#11Ballast Financial Advisors LLCActive
Some overlap · 3 shared positions
$IAU$AMN$DOV
$98M
68 positions
#12Frankly Finances, LLCActive
Some overlap · 5 shared positions
$IAU$AMN$DOV$WT$DIS
$110M
64 positions
#13Ridge Creek Global, IncActive
Some overlap · 3 shared positions
$IAU$WT$DIS
$118M
85 positions
#14Summit Place Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$WT$DIS
$208M
106 positions
#15Catalyst Investment Management LLCPassive
Some overlap · 3 shared positions
$IAU$WT$DOV
$90M
65 positions
#16Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$IAU$DOV$MCK
$578M
118 positions
#17MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$IAU$AMN$DOV
$114M
77 positions
#18Townsend & Associates, IncActive
Some overlap · 4 shared positions
$MCK$WM$IAU$DIS
$1.2B
115 positions
#19Apeiron RIA LLCPassive
Some overlap · 3 shared positions
$IAU$AMN$WT
$431M
204 positions
#20Hamilton Point Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$AMN$WM
$649M
186 positions
#21Wallington Asset Management, LLCActive
Some overlap · 3 shared positions
$IAU$AMN$DIS
$752M
61 positions
#22JSF Financial, LLCActive
Some overlap · 3 shared positions
$IAU$DIS$MCK
$510M
126 positions
#23Three Bridge Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$DOV$DIS
$364M
86 positions
#24LifeWealth Investments, LLCPassive
Some overlap · 3 shared positions
$IAU$WT$DIS
$335M
141 positions
#25IAM Advisory, LLCActive
Some overlap · 4 shared positions
$AMN$WT$MCK$WM
$446M
95 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.