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Hedge Funds Similar to Marin Bay Wealth Advisors

13F Portfolio OverlapQ2 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 $186M across 129 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 Marin Bay Wealth Advisors are Balboa Wealth Partners, Value Aligned Research Advisors, MITCHELL, with shared positions in $VRT, $MDY, $ASML, $NBIS, $EME, $VLO. The full ranking of 25 similar funds is below.

#1Balboa Wealth PartnersPassive
Some overlap · 4 shared positions
$VRT$MDY$ASML$NBIS
$748M
467 positions
#2Value Aligned Research Advisors, LLCActive
Some overlap · 4 shared positions
$VRT$ASML$NBIS$EME
$40.1B
123 positions
#3MITCHELL CAPITAL MANAGEMENT COPassive
Some overlap · 4 shared positions
$VRT$ASML$NBIS$EME
$657M
117 positions
#4Legacy Bridge, LLCPassive
Some overlap · 4 shared positions
$VRT$ASML$NBIS$VLO
$324M
322 positions
#5SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$VRT$WFC$ASML
$254M
141 positions
#6VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MDY$WFC$ASML
$147M
106 positions
#7OFS Enterprise LLCActive
Some overlap · 3 shared positions
$MDY$WFC$NBIS
$382M
104 positions
#8Pacific Center for Financial ServicesActive
Some overlap · 4 shared positions
$MDY$ASML$WFC$VLO
$477M
506 positions
#9WASHINGTON TRUST CoPassive
Some overlap · 3 shared positions
$MDY$ASML$EME
$3.2B
291 positions
#10Element Wealth, LLCPassive
Some overlap · 3 shared positions
$MDY$WFC$VLO
$267M
214 positions
#11Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$VRT$ASML$NBIS
$819M
339 positions
#12Benchmark Investment Advisors LLCActive
Some overlap · 3 shared positions
$VRT$ASML$EME
$228M
70 positions
#13Veracity Capital LLCPassive
Some overlap · 3 shared positions
$MDY$ASML$VRT
$372M
222 positions
#14Innovative Asset Advisors Group, LLCPassive
Some overlap · 3 shared positions
$VRT$ASML$NBIS
$229M
287 positions
#15Omnitrust Wealth Management, Inc
Some overlap · 3 shared positions
$WFC$VRT$NBIS
$77M
64 positions
#16PEDDOCK CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$MDY$PEG$VLO
$514M
167 positions
#17Geneva Partners, LLCPassive
Some overlap · 3 shared positions
$VRT$ASML$VLO
$334M
81 positions
#18Benchmark Financial Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$ASML$WFC
$419M
162 positions
#19STEVENS CAPITAL MANAGEMENT LPPassive
Some overlap · 4 shared positions
$NBIS$ASML$WFC$VLO
$417M
213 positions
#20Acumen Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$VRT$ASML$WFC
$472M
493 positions
#21PEAK6 LLCPassive
Some overlap · 3 shared positions
$VRT$ASML$NBIS
$48.6B
2,662 positions
#22KENNEDY INVESTMENT GROUPPassive
Slight overlap · 3 shared positions
$VRT$WFC$PEG
$311M
148 positions
#23ELEMENT POINTE ADVISORS, LLCSmart money
Slight overlap · 3 shared positions
$MDY$ASML$VRT
$709M
91 positions
#24Defiance ETFs, LLCPassive
Slight overlap · 3 shared positions
$VRT$ASML$NBIS
$7.4B
388 positions
#25LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$MDY$NBIS$WFC
$1.2B
232 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.