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Hedge Funds Similar to Base Wealth

13F Portfolio OverlapQ2 2026Base Wealth portfolio →
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Most similar hedge funds by 13F overlap

Base Wealth Management LLC is an institutional investor managing $215M across 66 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 Base Wealth are Signet Investment Advisory Group, M3 Wealth, Ausbil Investment Ltd, with shared positions in $PEP, $NEE, $CSX, $AIT, $CTAS, $ZIM. The full ranking of 23 similar funds is below.

#1Signet Investment Advisory Group, Inc.Passive
Some overlap · 3 shared positions
$PEP$NEE$CSX
$227M
73 positions
#2M3 Wealth Management, LLCActive
Some overlap · 3 shared positions
$PEP$NEE$CSX
$154M
35 positions
#3Ausbil Investment Management LtdPassive
Some overlap · 3 shared positions
$AIT$NEE$CSX
$221M
65 positions
#4Tandem Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$PEP$NEE$CTAS
$1.5B
68 positions
#5Cohen Capital Management, Inc.Active
Some overlap · 3 shared positions
$PEP$NEE$CSX
$735M
152 positions
#6PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$PEP$NEE$CTAS
$209M
54 positions
#7STUDIO INVESTMENT MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$NEE$PEP$CSX
$592M
181 positions
#8DAVIDSON TRUST COPassive
Slight overlap · 3 shared positions
$NEE$PEP$CSX
$256M
190 positions
#9Aull & Monroe Investment Management CorpPassive
Slight overlap · 3 shared positions
$NEE$PEP$CSX
$239M
126 positions
#10First National Advisers, LLCPassive
Slight overlap · 3 shared positions
$NEE$PEP$CSX
$712M
251 positions
#11Walsky Investment Management, Inc.Passive
Slight overlap · 3 shared positions
$PEP$CSX$NEE
$108M
52 positions
#12MBE Wealth Management, LLCActive
Slight overlap · 3 shared positions
$PEP$ZIM$NEE
$284M
170 positions
#13DAGCO, INC.Active
Slight overlap · 3 shared positions
$NEE$CSX$PEP
$541M
117 positions
#14American TrustActive
Slight overlap · 3 shared positions
$NEE$PEP$CTAS
$1.3B
334 positions
#15AssuredPartners Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$NEE$PEP$CSX
$1.0B
416 positions
#16Cottage Street Advisors LLCPassive
Slight overlap · 3 shared positions
$PEP$CSX$NEE
$259M
149 positions
#17Journey Advisory Group, LLCPassive
Slight overlap · 3 shared positions
$NEE$CSX$CTAS
$1.3B
282 positions
#18Costello Asset Management, INCPassive
Slight overlap · 3 shared positions
$PEP$CSX$NEE
$333M
710 positions
#19Southland Equity Partners LLCPassive
Slight overlap · 3 shared positions
$PEP$NEE$CTAS
$571M
306 positions
#20ABLES, IANNONE, MOORE & ASSOCIATES, INC.Active
Slight overlap · 3 shared positions
$CSX$PEP$NEE
$188M
62 positions
#21Ankerstar Wealth, LLCPassive
Slight overlap · 3 shared positions
$NEE$PEP$CSX
$119M
989 positions
#22Virginia Estate & Retirement Planning Advisors Inc.Active
Slight overlap · 3 shared positions
$CSX$PEP$NEE
$83M
186 positions
#23Elser Financial Planning, IncSmart money
Slight overlap · 3 shared positions
$CSX$PEP$NEE
$2.3B
124 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.