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Hedge Funds Similar to BAM Wealth ,

13F Portfolio OverlapQ1 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 Q1 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, Brindle & Bay Financial Advisors,, MCDANIEL TERRY &, with shared positions in $TRGP, $AMAT, $WAB, $INTU, $APH, $MCK. The full ranking of 25 similar funds is below.

#1Bristol Gate Capital Partners Inc.Active
Notable overlap · 16 shared positions
$TRGP$AMAT$WAB$INTU$APH$MCK
$1.6B
31 positions
#2Brindle & Bay Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$USB$SNOW$TXN$RELX$VLTO$ACN
$163M
67 positions
#3MCDANIEL TERRY & COActive
Some overlap · 7 shared positions
$TXN$INTU$APH$ZBRA$CTAS$TMO
$1.2B
81 positions
#4Progressive Investment Management CorpActive
Some overlap · 8 shared positions
$AMAT$APH$TT$MCO$TMO$MSCI
$379M
58 positions
#5Guild Investment Management, Inc.Active
Some overlap · 3 shared positions
$GBTC$USB$ACN
$140M
47 positions
#6AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 6 shared positions
$TXN$NOW$AMAT$APH$ACN$TMO
$1.4B
114 positions
#7Veridan Wealth LLCActive
Some overlap · 6 shared positions
$USB$SNOW$NOW$VLTO$AMAT$MCK
$270M
80 positions
#8AdvisorShares Investments LLCPassive
Some overlap · 6 shared positions
$SNOW$APH$MCK$MCO$TMO$INTU
$549M
280 positions
#9Sandhill Capital Partners LLCActive
Some overlap · 6 shared positions
$NOW$TXN$APH$TT$GE$USB
$1.2B
95 positions
#10Winslow Capital Management, LLCActive
Some overlap · 6 shared positions
$SNOW$MCK$INTU$TT$GE$APH
$25.6B
60 positions
#11Suncoast Equity ManagementActive
Some overlap · 8 shared positions
$NOW$INTU$APH$MCK$TT$SHW
$833M
101 positions
#12Centennial Bank/AR/Passive
Some overlap · 6 shared positions
$SNOW$NOW$TMO$VLTO$SHW$TXN
$279M
323 positions
#13KANE INVESTMENT MANAGEMENT, INC.Active
Some overlap · 7 shared positions
$SHW$TT$GE$RELX$CTAS$MCK
$194M
99 positions
#14W.H. Cornerstone Investments Inc.Passive
Some overlap · 5 shared positions
$USB$SNOW$TXN$TMO$SHW
$160M
129 positions
#15ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Some overlap · 6 shared positions
$AMAT$TXN$APH$TT$SHW$INTU
$331M
183 positions
#16Generali Investments Towarzystwo Funduszy InwestycyjnychPassive
Some overlap · 5 shared positions
$NOW$TXN$SNOW$AMAT$INTU
$194M
146 positions
#17Local Pensions Partnership Investment LtdActive
Some overlap · 6 shared positions
$TXN$INTU$APH$MCO$TMO$MSCI
$4.6B
32 positions
#18Pflug Koory, LLCPassive
Some overlap · 5 shared positions
$SNOW$AMAT$USB$MCK$TMO
$218M
419 positions
#19DEARBORN PARTNERS LLCActive
Some overlap · 6 shared positions
$TXN$APH$SHW$ACN$VRSK$CTAS
$1.8B
269 positions
#20ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 7 shared positions
$INTU$APH$SHW$TMO$MCK$CTAS
$1.3B
100 positions
#21Dundas Partners LLPActive
Some overlap · 6 shared positions
$AMAT$INTU$APH$ACN$TMO$MSCI
$1.3B
49 positions
#22Haven Private, LLCPassive
Some overlap · 5 shared positions
$GBTC$MCK$TT$CTAS$AMAT
$230M
166 positions
#23ODDO BHF ASSET MANAGEMENT SASPassive
Some overlap · 6 shared positions
$NOW$APH$MCK$SNOW$AMAT$TMO
$2.5B
275 positions
#24DARA CAPITAL US, INC.Passive
Some overlap · 6 shared positions
$AMAT$NOW$TT$GE$TMO$INTU
$105M
119 positions
#25CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 6 shared positions
$INTU$APH$SHW$MCO$CTAS$TMO
$405M
73 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.