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Hedge Funds Similar to BIRCH FINANCIAL GROUP,

13F Portfolio OverlapQ1 2026BIRCH FINANCIAL GROUP, portfolio →
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Most similar hedge funds by 13F overlap

BIRCH FINANCIAL GROUP, LLC is an institutional investor managing $195M across 135 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 BIRCH FINANCIAL GROUP, are DCM Advisors,, Holowesko Partners Ltd., GREATMARK INVESTMENT PARTNERS,, with shared positions in $AXP, $PSX, $BAC, $PM, $T, $VZ. The full ranking of 25 similar funds is below.

#1DCM Advisors, LLCActive
Notable overlap · 6 shared positions
$AXP$PSX$BAC$PM$T$VZ
$220M
38 positions
#2Holowesko Partners Ltd.Active
Notable overlap · 3 shared positions
$AXP$GD$PGR
$357M
31 positions
#3GREATMARK INVESTMENT PARTNERS, INC.Active
Notable overlap · 4 shared positions
$AXP$AMP$BAC$GD
$854M
145 positions
#4Bretton Capital Management, LLCActive
Notable overlap · 3 shared positions
$AXP$BAC$PGR
$109M
18 positions
#5Rayburn West Financial Services LLCPassive
Notable overlap · 6 shared positions
$AXP$BAC$GD$T$VZ$MO
$170M
82 positions
#6SCHWERIN BOYLE CAPITAL MANAGEMENT INCActive
Notable overlap · 3 shared positions
$AXP$PSX$VZ
$788M
47 positions
#7Financial Avengers, Inc.Active
Some overlap · 4 shared positions
$AXP$BAC$VZ$T
$219M
151 positions
#8TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICAActive
Some overlap · 4 shared positions
$AXP$AMP$T$SE
$80M
84 positions
#9Cullen Capital Management, LLCActive
Some overlap · 6 shared positions
$GD$BAC$PM$T$NEE$MO
$9.8B
213 positions
#10MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 7 shared positions
$PSX$GD$BAC$T$NEE$VZ
$246M
145 positions
#11SEARLE & CO.Passive
Some overlap · 4 shared positions
$AXP$BAC$PM$NEE
$398M
194 positions
#12NOESIS CAPITAL MANGEMENT CORPPassive
Some overlap · 3 shared positions
$AXP$NEE$SE
$676M
125 positions
#13PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$AXP$BAC$AMP
$166M
72 positions
#14CFC Planning Co LLCPassive
Some overlap · 4 shared positions
$AXP$PM$VZ$MO
$140M
72 positions
#15LETSON INVESTMENT MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$AXP$BAC$PM
$260M
101 positions
#16Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 4 shared positions
$GD$PSX$AMP$NEE
$105M
62 positions
#17Pavion Blue Capital, LLCPassive
Some overlap · 3 shared positions
$AXP$BAC$PSX
$230M
108 positions
#18Colter Lewis Investment Partners LLCPassive
Some overlap · 3 shared positions
$AXP$PSX$NEE
$106M
111 positions
#19MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$GD$PM$T$VZ$WEC
$220M
148 positions
#20Parkshore Wealth Management, Inc.Smart money
Some overlap · 3 shared positions
$AXP$AMP$BAC
$299M
69 positions
#21Drexel Morgan & Co.Active
Some overlap · 3 shared positions
$AXP$T$VZ
$682M
60 positions
#22BOYAR ASSET MANAGEMENT INC.Passive
Some overlap · 4 shared positions
$AMP$BAC$AXP$GD
$176M
78 positions
#23Exeter Financial, LLCPassive
Some overlap · 4 shared positions
$GD$BAC$PSX$VZ
$245M
98 positions
#24FOUNDERS CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$AXP$GD$BAC
$608M
74 positions
#25EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$GD$BAC$T$NEE
$1.4B
56 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.