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Hedge Funds Similar to Bedminster,

13F Portfolio OverlapQ1 2026Bedminster, portfolio →
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Most similar hedge funds by 13F overlap

Bedminster, LLC is an institutional investor managing $107M across 53 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 Bedminster, are Aspect Partners,, Midwest Advisors,, Catalyst Investment, with shared positions in $SE, $IAU, $IAUM, $ED, $LOW, $DIA. The full ranking of 25 similar funds is below.

#1Aspect Partners, LLCPassive
Some overlap · 3 shared positions
$SE$IAU$IAUM
$245M
709 positions
#2Midwest Capital Advisors, LLCActive
Some overlap · 4 shared positions
$SE$IAU$ED$LOW
$214M
199 positions
#3Catalyst Investment Management LLCPassive
Some overlap · 3 shared positions
$IAU$SE$LOW
$90M
65 positions
#4Heck Capital Advisors, LLCActive
Some overlap · 4 shared positions
$SE$DIA$IAU$IAUM
$1.3B
202 positions
#5Sterling Financial Planning, Inc.Active
Some overlap · 4 shared positions
$IAU$SE$O$MMM
$337M
117 positions
#6Kelly Financial Services LLCPassive
Some overlap · 3 shared positions
$SE$IAU$AMAT
$414M
128 positions
#7Bull Oak Capital, LLCSmart money
Some overlap · 3 shared positions
$IAU$SE$SRE
$260M
38 positions
#8TSA Wealth Managment LLCPassive
Some overlap · 3 shared positions
$SE$IAU$MMM
$309M
105 positions
#9Financial Alternatives, IncActive
Some overlap · 3 shared positions
$IAU$DIA$SRE
$185M
79 positions
#10SWP FINANCIAL LLCActive
Some overlap · 3 shared positions
$SE$SRE$IAU
$196M
71 positions
#11ONE Advisory Partners, LLCActive
Some overlap · 3 shared positions
$SE$IAU$AMAT
$324M
72 positions
#12Shared Vision Wealth Group LLCActive
Some overlap · 3 shared positions
$SE$IAU$DIA
$245M
95 positions
#13Madson Wealth Advisors IncPassive
Some overlap · 3 shared positions
$SE$IAU$HON
$120M
84 positions
#14Henderson Brothers Financial Partners, LLCActive
Some overlap · 3 shared positions
$SE$MDY$IAU
$395M
105 positions
#15Shoker Investment Counsel, Inc.Active
Some overlap · 4 shared positions
$SE$MDY$AMAT$MMM
$337M
109 positions
#16STAR Financial BankPassive
Some overlap · 4 shared positions
$SE$MDY$HON$AMAT
$212M
104 positions
#17MERIDIAN INVESTMENT COUNSEL INC.Passive
Some overlap · 3 shared positions
$IAU$MDY$DIA
$420M
237 positions
#18Meridian Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$MDY$HON
$756M
202 positions
#19SEEDS INVESTOR LLCPassive
Some overlap · 3 shared positions
$IAU$MDY$SE
$735M
350 positions
#20Pettinga Financial Advisors LLCPassive
Some overlap · 3 shared positions
$DIA$SE$IAU
$531M
147 positions
#21Wealth Management Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$AMAT$DIA
$350M
147 positions
#22Ifrah Financial Services, Inc.Passive
Some overlap · 3 shared positions
$SE$IAU$ICFI
$378M
200 positions
#23Beacon Bridge Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$SE$MDY
$299M
101 positions
#24Virginia Estate & Retirement Planning Advisors Inc.Active
Some overlap · 3 shared positions
$SE$AMAT$LOW
$57M
159 positions
#25Omega Financial Group, LLCPassive
Some overlap · 3 shared positions
$SE$MDY$HON
$308M
101 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.