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Hedge Funds Similar to Brindle & Bay Financial Advisors,

13F Portfolio OverlapQ1 2026Brindle & Bay Financial Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Brindle & Bay Financial Advisors, LLC is an institutional investor managing $163M across 67 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 Brindle & Bay Financial Advisors, are Graetz Wealth, American Investment Services,, Piedmont ,, with shared positions in $USB, $SNOW, $HUM, $GLDM, $VLTO, $SCHW. The full ranking of 25 similar funds is below.

#1Graetz Wealth LLCPassive
Notable overlap · 7 shared positions
$USB$SNOW$HUM$GLDM$VLTO$SCHW
$112M
80 positions
#2American Investment Services, Inc.Active
Notable overlap · 6 shared positions
$GLDM$UNIT$SCHW$SNOW$USB$VZ
$448M
132 positions
#3Piedmont Capital Management, LLCActive
Notable overlap · 5 shared positions
$GLDM$USB$HUM$VZ$SCHW
$197M
50 positions
#4Silver Coast Investments LLCActive
Notable overlap · 5 shared positions
$SNOW$USB$UNIT$SCHW$GILD
$313M
119 positions
#5Thrive Capital Management, LLCPassive
Notable overlap · 19 shared positions
$UNIT$GLDM$SCHW$CF$EOG$FOX
$456M
169 positions
#6Hurlow Wealth Management Group, Inc.Active
Notable overlap · 4 shared positions
$USB$SNOW$SCHW$HUM
$420M
120 positions
#7Carolina Wealth Advisors, LLCPassive
Notable overlap · 9 shared positions
$GLDM$TXN$VZ$TROW$MO$GILD
$240M
278 positions
#8Capital Advisors Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$USB$SNOW$HUM$SCHW$UNIT
$745M
219 positions
#9Family CFO IncActive
Notable overlap · 6 shared positions
$USB$UNIT$HUM$VLTO$SCHW$GLDM
$223M
41 positions
#10Fortis Advisors, LLCPassive
Notable overlap · 5 shared positions
$SNOW$GLDM$USB$HUM$RELX
$200M
119 positions
#11Financial Futures Ltd Liability Co.Active
Notable overlap · 4 shared positions
$USB$SNOW$SCHW$UNIT
$228M
72 positions
#12Oakmont Advisory Group, LLCPassive
Notable overlap · 9 shared positions
$USB$HUM$VLTO$SNOW$SCHW$GLDM
$98M
119 positions
#13WINNOW WEALTH LLCPassive
Notable overlap · 17 shared positions
$USB$CF$EOG$FOX$VZ$MO
$130M
123 positions
#14SWAN Capital LLCPassive
Notable overlap · 4 shared positions
$USB$UNIT$SCHW$HUM
$272M
554 positions
#15Cassaday & Co Wealth Management LLCActive
Notable overlap · 3 shared positions
$GLDM$SNOW$SCHW
$4.7B
1,361 positions
#16Austin Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$GLDM$TXN$SCHW$UNIT$GILD
$440M
118 positions
#17Cedar Point Capital Partners, LLCPassive
Notable overlap · 4 shared positions
$GLDM$SCHW$USB$TXN
$154M
71 positions
#18Capital Advantage, Inc.Active
Notable overlap · 5 shared positions
$USB$UNIT$HUM$RELX$SCHW
$765M
145 positions
#19Sagace Wealth Management LLCPassive
Notable overlap · 3 shared positions
$USB$SNOW$UNIT
$149M
70 positions
#20My Portfolio Guide, LLCActive
Notable overlap · 3 shared positions
$GLDM$USB$MO
$181M
166 positions
#21Copley Financial Group, Inc.Active
Notable overlap · 4 shared positions
$GLDM$USB$EOG$GILD
$166M
115 positions
#22MATHER GROUP, LLC.Active
Notable overlap · 4 shared positions
$SNOW$UNIT$USB$VLTO
$10.0B
1,896 positions
#23Pioneer Wealth Management GroupSmart money
Notable overlap · 4 shared positions
$USB$SCHW$UNIT$HUM
$357M
50 positions
#24BRANDYWINE OAK PRIVATE WEALTH LLCActive
Notable overlap · 5 shared positions
$USB$GLDM$SNOW$UNIT$TXN
$1.2B
229 positions
#25PEAK FINANCIAL ADVISORS LLCPassive
Notable overlap · 3 shared positions
$GLDM$RELX$MO
$226M
70 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.