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Hedge Funds Similar to Birchwood Financial Partners,

13F Portfolio OverlapQ1 2026Birchwood Financial Partners, portfolio →
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Most similar hedge funds by 13F overlap

Birchwood Financial Partners, Inc. is an institutional investor managing $104M across 348 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 Birchwood Financial Partners, are Great Waters Wealth, Generali Powszechne Towarzystwo Emerytalne, BAYBAN, with shared positions in $UNH, $MMM, $DCI, $NOW, $SNOW, $XEL. The full ranking of 25 similar funds is below.

#1Great Waters Wealth ManagementSmart money
Notable overlap · 8 shared positions
$UNH$MMM$DCI$NOW$SNOW$XEL
$945M
121 positions
#2Generali Powszechne Towarzystwo EmerytalneActive
Notable overlap · 4 shared positions
$UNH$NOW$SNOW$CRM
$566M
28 positions
#3BAYBANPassive
Some overlap · 6 shared positions
$UNH$MMM$XEL$SNOW$WFC$USB
$115M
671 positions
#4Forefront Analytics, LLCSmart money
Some overlap · 5 shared positions
$MUFG$NOW$UNH$DE$MDT
$110M
39 positions
#5Balanced Rock Investment Advisors LLCPassive
Some overlap · 5 shared positions
$NOW$MUFG$SNOW$AFRM$MDT
$143M
96 positions
#6MAIRS & POWER INCActive
Some overlap · 7 shared positions
$UNH$CHRW$FAST$WFC$MMM$GGG
$9.8B
245 positions
#7SPINNAKER TRUSTActive
Some overlap · 6 shared positions
$NOW$MMM$IAU$UNH$AFRM$DE
$1.8B
285 positions
#8Somerset Group LLCActive
Some overlap · 5 shared positions
$MMM$CHRW$SNOW$WFC$USB
$135M
59 positions
#9rebel Financial LLCPassive
Some overlap · 4 shared positions
$MUFG$NOW$SNOW$USB
$231M
65 positions
#10Wealth Advisory Team LLC
Some overlap · 3 shared positions
$NOW$MUFG$SNOW
$113M
39 positions
#11Impact Investors, IncPassive
Some overlap · 4 shared positions
$NOW$MUFG$IAU$USB
$144M
106 positions
#12KELLY LAWRENCE W & ASSOCIATES INC/CAActive
Some overlap · 4 shared positions
$NOW$UNH$CRM$WFC
$360M
124 positions
#13HARBER ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$NOW$UNH$CRM
$156M
41 positions
#14Laurel Wealth Planning LLCActive
Some overlap · 3 shared positions
$MUFG$NOW$AFRM
$190M
59 positions
#15Torren Management, LLCActive
Some overlap · 3 shared positions
$MUFG$NOW$LRCX
$201M
983 positions
#16Veridan Wealth LLCActive
Some overlap · 6 shared positions
$NOW$SNOW$WFC$IAU$USB$MUFG
$270M
80 positions
#17Everest Financial Group LLCPassive
Some overlap · 5 shared positions
$NOW$UNH$IAU$CRM$SNOW
$607M
199 positions
#18WIREGRASS INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$UNH$FAST$MMM$CRM
$121M
96 positions
#19TIAA Wealth Investment Management LLCActive
Some overlap · 5 shared positions
$NOW$SNOW$MUFG$UNH$WFC
$13.1B
563 positions
#20Bond & Devick Financial Network, Inc.Passive
Some overlap · 6 shared positions
$NOW$UNH$BN$XEL$CRM$MUFG
$358M
188 positions
#21ISLAY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$NOW$SNOW$WFC$PHYS
$197M
204 positions
#22Williams & Novak, LLCPassive
Some overlap · 6 shared positions
$NOW$LRCX$IAU$CRM$MUFG$USB
$134M
143 positions
#23Centennial Bank/AR/Passive
Some overlap · 4 shared positions
$NOW$SNOW$MUFG$LRCX
$279M
323 positions
#24SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money
Some overlap · 3 shared positions
$NOW$MUFG$USB
$154M
39 positions
#25Midwest Financial Partners Investments, Inc.Active
Some overlap · 5 shared positions
$NOW$MUFG$MMM$DE$UNH
$189M
76 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.