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Hedge Funds Similar to BFI Wealth Solutions,

13F Portfolio OverlapQ1 2026BFI Wealth Solutions, portfolio →
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Most similar hedge funds by 13F overlap

BFI Wealth Solutions, LLC is an institutional investor managing $104M across 75 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 BFI Wealth Solutions, are REGIMEN WEALTH,, O'Connor Financial Group, Mraz, Amerine & Associates,, with shared positions in $WT, $AMN, $LEN. The full ranking of 10 similar funds is below.

#1REGIMEN WEALTH, LLCActive
Notable overlap · 3 shared positions
$WT$AMN$LEN
$342M
70 positions
#2O'Connor Financial Group LLCActive
Notable overlap · 3 shared positions
$AMN$WT$LEN
$244M
58 positions
#3Mraz, Amerine & Associates, Inc.Active
Notable overlap · 3 shared positions
$WT$AMN$LEN
$678M
190 positions
#4Unison Advisors LLCActive
Notable overlap · 3 shared positions
$AMN$WT$LEN
$1.3B
175 positions
#5Apeiron RIA LLCPassive
Some overlap · 3 shared positions
$AMN$WT$LEN
$431M
204 positions
#6CRA Financial Services, LLCPassive
Some overlap · 3 shared positions
$WT$LEN$AMN
$770M
296 positions
#7Premier Path Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$LEN$WT$AMN
$767M
398 positions
#8XY Planning Network, Inc.Passive
Some overlap · 3 shared positions
$WT$AMN$LEN
$626M
273 positions
#9Stratos Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$WT$LEN$AMN
$1.6B
609 positions
#10BlueStem Wealth Partners, LLCActive
Slight overlap · 3 shared positions
$AMN$LEN$WT
$900M
124 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.