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Hedge Funds Similar to BIRCH FINANCIAL GROUP

13F Portfolio OverlapQ2 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 Q2 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 TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA, VESTOR, Global Frontier Investments, with shared positions in $AXP, $AMP, $T, $PM, $APP, $C. The full ranking of 25 similar funds is below.

#1TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICAActive
Notable overlap · 3 shared positions
$AXP$AMP$T
$91M
76 positions
#2VESTOR CAPITAL, LLCActive
Notable overlap · 4 shared positions
$AXP$PM$APP$C
$486M
276 positions
#3Global Frontier Investments LLCActive
Notable overlap · 3 shared positions
$AXP$PGR$C
$581M
30 positions
#4Holowesko Partners Ltd.Active
Notable overlap · 3 shared positions
$AXP$GD$PGR
$395M
34 positions
#5Maj Invest Holding A/SActive
Notable overlap · 4 shared positions
$AXP$AMP$CI$GD
$2.2B
40 positions
#6Colter Lewis Investment Partners LLCActive
Notable overlap · 4 shared positions
$AXP$AMP$WEC$CCJ
$225M
114 positions
#7SCHWERIN BOYLE CAPITAL MANAGEMENT INCActive
Notable overlap · 3 shared positions
$AXP$PSX$VZ
$816M
49 positions
#8DCM Advisors, LLCActive
Notable overlap · 5 shared positions
$AXP$PM$PSX$T$VZ
$253M
38 positions
#9Clayton Financial Group LLCActive
Some overlap · 3 shared positions
$AXP$AMP$PM
$181M
65 positions
#10GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 3 shared positions
$AXP$AMP$GD
$906M
153 positions
#11MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$GD$PM$T$WEC$VZ$C
$233M
122 positions
#12Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$AXP$GD$VZ$C$MO
$181M
81 positions
#13Cullen Capital Management, LLCActive
Some overlap · 6 shared positions
$GD$PM$T$NEE$C$MO
$10.2B
208 positions
#14Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 5 shared positions
$GD$PSX$AMP$NEE$CI
$111M
62 positions
#15CFC Planning Co LLCPassive
Some overlap · 4 shared positions
$AXP$PM$VZ$MO
$171M
71 positions
#16Financial Avengers, Inc.
Some overlap · 3 shared positions
$AXP$VZ$T
$241M
155 positions
#17GQG Partners LLCActive
Some overlap · 8 shared positions
$PM$T$NEE$VZ$PGR$MO
$53.8B
102 positions
#18Drexel Morgan & Co.Active
Some overlap · 3 shared positions
$AXP$T$VZ
$719M
60 positions
#19SWP Investment Management LLCPassive
Some overlap · 5 shared positions
$AXP$PM$NEE$PGR$C
$145M
43 positions
#20Strategic Wealth Partners, Ltd.Passive
Some overlap · 6 shared positions
$PM$AXP$NEE$CCJ$PGR$C
$1.6B
1,462 positions
#21Blake Schutter Theil Wealth Advisors, LLCActive
Some overlap · 6 shared positions
$PM$GD$T$NEE$C$MO
$148M
110 positions
#22EDMP, INC.Passive
Some overlap · 6 shared positions
$AMP$T$VZ$C$MO$CI
$124M
70 positions
#23HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$AXP$PM$MO$PGR$WEC
$252M
43 positions
#24VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 6 shared positions
$AXP$PM$NEE$WEC$C$AEP
$5.0B
245 positions
#25MORTON COMMUNITY BANKPassive
Some overlap · 6 shared positions
$PM$AXP$NEE$WEC$C$AEP
$491M
120 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.