How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Marin Bay Wealth Advisors,

13F Portfolio OverlapQ1 2026Marin Bay Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Marin Bay Wealth Advisors, LLC is an institutional investor managing $166M across 127 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 Marin Bay Wealth Advisors, are CM WEALTH ADVISORS, RIA Advisory Group, Asempa Wealth Advisors, with shared positions in $MDLZ, $ASML, $MCD, $WFC, $NTRB, $PEG. The full ranking of 25 similar funds is below.

#1CM WEALTH ADVISORS LLCActive

Notable overlap · 3 shared positions

$MDLZ $ASML $MCD

$470M

146 positions

#2RIA Advisory Group LLCPassive

Notable overlap · 3 shared positions

$MDLZ $WFC $MCD

$421M

145 positions

#3Asempa Wealth AdvisorsPassive

Some overlap · 3 shared positions

$MDLZ $NTRB $MCD

$115M

115 positions

#4Fiduciary Planning LLCActive

Some overlap · 3 shared positions

$MDLZ $PEG $BAC

$331M

76 positions

#5EDGAR LOMAX CO/VAActive

Some overlap · 3 shared positions

$MDLZ $WFC $BAC

$1.4B

56 positions

#6Harbour Trust & Investment Management CoActive

Some overlap · 4 shared positions

$MDLZ $MDY $PANW $MCD

$943M

155 positions

#7Veridan Wealth LLCActive

Some overlap · 3 shared positions

$MDLZ $WFC $NTRB

$270M

80 positions

#8Runnymede Capital Advisors, Inc.Passive

Some overlap · 3 shared positions

$MDLZ $MDY $PANW

$116M

75 positions

#9Aft, Forsyth & Sober, LLCActive

Some overlap · 3 shared positions

$MDLZ $WFC $PANW

$328M

62 positions

#10VIRTUE ASSET MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$MDY $WFC $ASML $PEG $BAC $PANW

$126M

106 positions

#11Pavion Blue Capital, LLCPassive

Some overlap · 4 shared positions

$MDLZ $WFC $BAC $MCD

$230M

108 positions

#12CHARTER RESEARCH & INVESTMENT GROUP, INC.Active

Some overlap · 3 shared positions

$MDLZ $MDY $BAC

$150M

86 positions

#13BOURGEON CAPITAL MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$MDLZ $BAC $PANW

$578M

108 positions

#14Jackson Wealth Management, LLCActive

Some overlap · 3 shared positions

$MDLZ $NTRB $PH

$972M

148 positions

#15CORDA Investment Management, LLC.Active

Some overlap · 3 shared positions

$MDLZ $ASML $MCD

$1.4B

80 positions

#16BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Some overlap · 4 shared positions

$MDLZ $WFC $BAC $MCD

$2.3B

264 positions

#17Optivise Advisory Services LLCPassive

Some overlap · 3 shared positions

$MDLZ $NTRB $PH

$165M

183 positions

#18One Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$MDLZ $WFC $ASML

$803M

304 positions

#19ALPINE WOODS CAPITAL INVESTORS, LLCPassive

Some overlap · 3 shared positions

$MDLZ $WFC $BAC

$417M

199 positions

#20WHALEROCK POINT PARTNERS, LLCActive

Some overlap · 5 shared positions

$WFC $MDY $BAC $PANW $MCD

$518M

197 positions

#21Legacy Advisors, LLCActive

Some overlap · 3 shared positions

$MDY $MDLZ $MCD

$848M

279 positions

#22FIFTH THIRD BANCORPPassive

Some overlap · 4 shared positions

$MDLZ $BAC $PANW $MCD

$54.7B

4,303 positions

#23Oldfather Financial Services, LLC

Some overlap · 5 shared positions

$MDY $WFC $MCD $BAC $MDLZ

$336M

98 positions

#24OFS Enterprise LLCActive

Slight overlap · 5 shared positions

$MDY $WFC $MCD $BAC $MDLZ

$340M

94 positions

#25SCOPUS ASSET MANAGEMENT, L.P.Passive

Slight overlap · 3 shared positions

$MDLZ $ASML $PH

$5.8B

280 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.