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Hedge Funds Similar to Birchwood Financial Partners

13F Portfolio OverlapQ2 2026Birchwood Financial Partners portfolio →
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Most similar hedge funds by 13F overlap

Birchwood Financial Partners, Inc. is an institutional investor managing $122M across 352 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 Birchwood Financial Partners are Somerset Group, Great Waters Wealth, Midwest Financial Partners Investments, with shared positions in $MMM, $CHRW, $WFC, $USB, $PEP, $ECL. The full ranking of 25 similar funds is below.

#1Somerset Group LLCActive
Notable overlap · 6 shared positions
$MMM$CHRW$WFC$USB$PEP$ECL
$142M
58 positions
#2Great Waters Wealth ManagementSmart money
Notable overlap · 6 shared positions
$MMM$DCI$XEL$TTC$MDT$ECL
$1.1B
127 positions
#3Midwest Financial Partners Investments, Inc.Active
Notable overlap · 4 shared positions
$MUFG$MMM$PEP$DE
$241M
80 positions
#4DMKC Advisory Services, LLCActive
Some overlap · 6 shared positions
$MMM$WFC$USB$PEP$DE$MDT
$530M
92 positions
#5Leverty Financial Group, LLCSmart money
Some overlap · 4 shared positions
$MMM$XEL$MUFG$ECL
$514M
49 positions
#6Clark & Stuart, IncPassive
Some overlap · 6 shared positions
$MMM$FAST$PEP$ECL$MDT$STX
$159M
57 positions
#7Vermillion Wealth Management, Inc.Passive
Some overlap · 8 shared positions
$XEL$WFC$USB$FAST$DE$MDT
$427M
1,545 positions
#8Aristotle Capital Management, LLCActive
Some overlap · 5 shared positions
$MUFG$XEL$WFC$USB$ECL
$47.7B
212 positions
#9LIFELONG WEALTH ADVISORS, INC.Smart money
Some overlap · 6 shared positions
$MMM$MUFG$XEL$IAU$WFC$STX
$426M
99 positions
#10Affiance Financial, LLCSmart money
Some overlap · 5 shared positions
$MUFG$MMM$DCI$XEL$ECL
$695M
111 positions
#11Forefront Analytics, LLCActive
Some overlap · 3 shared positions
$MUFG$DE$MDT
$92M
37 positions
#12Impact Investors, IncPassive
Some overlap · 3 shared positions
$MUFG$IAU$USB
$137M
88 positions
#13Kure Advisory, LLCActive
Some overlap · 5 shared positions
$MMM$WFC$XEL$IAU$USB
$211M
62 positions
#14Allied Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$MMM$WFC$USB$PEP$DE$MDT
$797M
110 positions
#15North Berkeley Wealth Management, LLCActive
Some overlap · 3 shared positions
$MUFG$WFC$STX
$247M
77 positions
#16Guardian Wealth Advisors, LLCActive
Some overlap · 6 shared positions
$CHRW$MMM$FAST$GGG$PEP$ECL
$200M
66 positions
#17ASO GROUP LtdSmart money
Some overlap · 4 shared positions
$MMM$BN$USB$MDT
$236M
56 positions
#18BAYBANPassive
Some overlap · 5 shared positions
$MMM$XEL$WFC$USB$PEP
$130M
595 positions
#19DUDLEY & SHANLEY, INC.Active
Some overlap · 3 shared positions
$DCI$FAST$ECL
$662M
37 positions
#20MAIRS & POWER INCActive
Some overlap · 6 shared positions
$FAST$CHRW$TTC$GGG$WFC$ECL
$10.9B
254 positions
#21Valtinson Bruner Financial Planning LLCActive
Some overlap · 6 shared positions
$XEL$WFC$GGG$MDT$ECL$STX
$399M
189 positions
#22SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MMM$WFC$USB$MDT
$606M
79 positions
#23Hoese & Co LLPActive
Some overlap · 9 shared positions
$USB$XEL$WFC$PEP$DE$GGG
$154M
183 positions
#24TIAA Wealth Investment Management LLCActive
Some overlap · 3 shared positions
$MUFG$WFC$CRWD
$15.0B
617 positions
#25WILKINS INVESTMENT COUNSEL INCActive
Some overlap · 4 shared positions
$MMM$FAST$PEP$MDT
$742M
119 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.