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Hedge Funds Similar to BAYBAN

13F Portfolio OverlapQ1 2026BAYBAN portfolio →
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Most similar hedge funds by 13F overlap

BAYBAN is an institutional investor managing $115M across 671 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 BAYBAN are Solel Partners, EDGAR LOMAX /VA, R.H. Investment Group,, with shared positions in $UNH, $HUM, $BRZE, $USB, $TGT, $NEE. The full ranking of 25 similar funds is below.

#1Solel Partners LPActive
Notable overlap · 3 shared positions
$UNH$HUM$BRZE
$468M
19 positions
#2EDGAR LOMAX CO/VAActive
Notable overlap · 6 shared positions
$UNH$USB$TGT$NEE$WFC$KO
$1.4B
56 positions
#3R.H. Investment Group, LLCPassive
Notable overlap · 7 shared positions
$USB$UNH$WFC$ADP$EPD$BRZE
$130M
45 positions
#4MFF Capital Investments LtdActive
Notable overlap · 3 shared positions
$UNH$USB$KKR
$1.5B
19 positions
#5Birchwood Financial Partners, Inc.Passive
Some overlap · 6 shared positions
$UNH$MMM$XEL$SNOW$WFC$USB
$104M
348 positions
#6DMKC Advisory Services, LLCPassive
Some overlap · 5 shared positions
$USB$MMM$TGT$HUM$WFC
$240M
84 positions
#7Great Waters Wealth ManagementSmart money
Some overlap · 4 shared positions
$UNH$MMM$SNOW$XEL
$945M
121 positions
#8Capital Advisors Wealth Management, LLCPassive
Some overlap · 5 shared positions
$USB$HUM$SNOW$MAR$KKR
$745M
219 positions
#9MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$USB$TGT$NEE$WFC$KKR
$1.1B
105 positions
#10InvesTrustPassive
Some overlap · 8 shared positions
$TGT$MMM$USB$SNOW$WFC$KO
$238M
91 positions
#11Revisor Wealth Management LLCPassive
Some overlap · 5 shared positions
$USB$SNOW$HUM$WFC$KO
$362M
327 positions
#12White Lighthouse Investment Management Inc.Active
Some overlap · 6 shared positions
$USB$HUM$BRZE$MAR$SNOW$KKR
$721M
145 positions
#13HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$USB$HUM$NEE$KO$ADP
$280M
107 positions
#14Cornerstone Financial Management LLCPassive
Some overlap · 6 shared positions
$USB$HUM$SNOW$KKR$KO$UNH
$109M
1,311 positions
#15Palisade Asset Management, LLCActive
Some overlap · 6 shared positions
$UNH$USB$MMM$TGT$ADP$BALL
$996M
195 positions
#16Sagace Wealth Management LLCPassive
Some overlap · 6 shared positions
$USB$SNOW$BRZE$KKR$NEE$MMM
$149M
70 positions
#17Tandem Investment Partners LLCPassive
Some overlap · 5 shared positions
$USB$HUM$BRZE$MAR$NEE
$118M
73 positions
#18Piedmont Capital Management, LLCActive
Some overlap · 6 shared positions
$USB$HUM$KO$KKR$UNH$MMM
$197M
50 positions
#19WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$USB$HUM$NEE$SNOW$BRZE
$350M
95 positions
#20CAPE COD FIVE CENTS SAVINGS BANK
Some overlap · 5 shared positions
$USB$NEE$UNH$SNOW$ADP
$1.1B
189 positions
#21FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 4 shared positions
$USB$HUM$NEE$MAR
$354M
66 positions
#22Bridgewater Advisors Inc.Passive
Some overlap · 4 shared positions
$USB$NEE$HUM$MAR
$1.7B
456 positions
#23Hurlow Wealth Management Group, Inc.Active
Some overlap · 5 shared positions
$USB$HUM$SNOW$NEE$KKR
$420M
120 positions
#24OneAscent Wealth Management LLCActive
Some overlap · 4 shared positions
$USB$SNOW$HUM$WFC
$302M
157 positions
#25Arista Wealth Management, LLCPassive
Some overlap · 5 shared positions
$USB$BRZE$KO$NEE$ADP
$822M
253 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.