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Hedge Funds Similar to Bedminster

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

Bedminster, LLC is an institutional investor managing $117M across 51 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 Bedminster are Global Wealth Strategies & Associates, Firestone, NavPoint Financial, with shared positions in $IAU, $MDY, $MMM, $IAUM, $ED, $SRE. The full ranking of 12 similar funds is below.

#1Global Wealth Strategies & AssociatesActive
Notable overlap · 3 shared positions
$IAU$MDY$MMM
$528M
97 positions
#2Firestone Capital ManagementActive
Notable overlap · 3 shared positions
$MDY$IAU$IAUM
$537M
168 positions
#3NavPoint Financial, Inc.Active
Notable overlap · 3 shared positions
$IAU$MMM$IAUM
$270M
74 positions
#4TI-TRUST, INCPassive
Some overlap · 3 shared positions
$MDY$ED$SRE
$186M
132 positions
#5Mosley Wealth ManagementPassive
Some overlap · 3 shared positions
$IAU$MMM$SRE
$314M
781 positions
#6SILVIA MCCOLL WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$SRE$MDY
$166M
122 positions
#7New England Private Wealth Advisors LLCActive
Some overlap · 3 shared positions
$MDY$IAU$IAUM
$1.0B
205 positions
#8SFM, LLCActive
Some overlap · 3 shared positions
$MDY$IAUM$IAU
$195M
69 positions
#9Tarbox Group, Inc.Smart money
Slight overlap · 3 shared positions
$IAU$MMM$MDY
$698M
96 positions
#10ONTARIO TEACHERS PENSION PLAN BOARDSmart money
Slight overlap · 3 shared positions
$SRE$ED$MMM
$15.8B
60 positions
#11Scarborough Advisors, LLCActive
Slight overlap · 3 shared positions
$IAU$IAUM$MDY
$871M
147 positions
#12Gladwyn Financial Advisors, Inc.Active
Slight overlap · 3 shared positions
$MDY$MMM$ED
$160M
82 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.