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Hedge Funds Similar to BAM Wealth

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

BAM Wealth Management, LLC is an institutional investor managing $160M across 166 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 BAM Wealth are Bristol Gate Partners, KANE INVESTMENT, Winslow, with shared positions in $KLAC, $APH, $EME, $TRGP, $CTAS, $HWM. The full ranking of 25 similar funds is below.

#1Bristol Gate Capital Partners Inc.Active
Notable overlap · 13 shared positions
$KLAC$APH$EME$TRGP$CTAS$HWM
$1.4B
33 positions
#2KANE INVESTMENT MANAGEMENT, INC.Active
Notable overlap · 8 shared positions
$KLAC$CTAS$HWM$TT$APH$EME
$235M
100 positions
#3Winslow Capital Management, LLCActive
Notable overlap · 7 shared positions
$KLAC$APH$HWM$TT$MCK$MSCI
$29.1B
66 positions
#4Dorsey Wright & AssociatesPassive
Some overlap · 6 shared positions
$APH$EME$TRGP$HWM$IBKR$FLEX
$590M
131 positions
#5RENAISSANCE GROUP LLCPassive
Some overlap · 5 shared positions
$KLAC$APH$EME$TT$HALO
$2.5B
234 positions
#6Davidson Capital Management Inc.Active
Some overlap · 5 shared positions
$KLAC$EME$IBKR$WRB$MCK
$624M
96 positions
#7PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$KLAC$TRGP$HWM$EME$WAB
$462M
86 positions
#8TimesSquare Capital Management, LLCActive
Some overlap · 6 shared positions
$EME$TRGP$IBKR$CTAS$VRSK$APH
$6.8B
158 positions
#9Inspire Investing, LLCPassive
Some overlap · 6 shared positions
$KLAC$APH$IBKR$EME$CTAS$MSCI
$2.4B
1,266 positions
#10Railway Pension Investments LtdActive
Some overlap · 5 shared positions
$KLAC$APH$MO$MCK$TT
$8.0B
102 positions
#11Stirlingshire Investments, Inc.Passive
Some overlap · 5 shared positions
$KLAC$HWM$EME$MO$IBKR
$135M
221 positions
#12COOKSON PEIRCE & CO INCPassive
Some overlap · 5 shared positions
$APH$EME$HWM$IBKR$FLEX
$3.0B
317 positions
#13Horizon Investment Services, LLCPassive
Some overlap · 5 shared positions
$KLAC$APH$EME$HALO$WAB
$360M
143 positions
#14Longbow Finance SAPassive
Some overlap · 5 shared positions
$KLAC$HWM$IBKR$WAB$MCK
$782M
59 positions
#15CONTRAVISORY INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$KLAC$APH$EME$HWM
$566M
391 positions
#16NatWest Group plcActive
Some overlap · 5 shared positions
$KLAC$HWM$TT$CTAS$MS
$560M
48 positions
#17Progressive Investment Management CorpActive
Some overlap · 5 shared positions
$KLAC$APH$TT$MSCI$CTAS
$454M
56 positions
#18Stonehage Fleming Financial Services Holdings LtdActive
Some overlap · 5 shared positions
$KLAC$APH$CTAS$VRSK$MCK
$2.9B
215 positions
#19VALLEY NATIONAL ADVISERS INCPassive
Some overlap · 6 shared positions
$KLAC$MO$TT$APH$WAB$MCK
$900M
1,056 positions
#20FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$KLAC$APH$EME$HWM
$490M
188 positions
#21JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$KLAC$APH$CTAS$VRSK
$4.1B
83 positions
#22WBI INVESTMENTS, LLCPassive
Some overlap · 5 shared positions
$APH$IBKR$MO$MCK$TROW
$403M
286 positions
#23Texas Capital Bank Wealth Management Services IncActive
Some overlap · 5 shared positions
$KLAC$APH$TT$MSCI$MS
$1.9B
349 positions
#24Axecap Investments, LLCPassive
Some overlap · 5 shared positions
$KLAC$TRGP$IBKR$MS$HWM
$181M
73 positions
#25VestGen Investment ManagementPassive
Some overlap · 5 shared positions
$APH$EME$HWM$FLEX$TRGP
$189M
218 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.