What hedge funds are most similar to BNB Wealth Management, LLC?

The funds with the most similar 13F portfolios to BNB Wealth Management, LLC are McCarthy Asset ,, D'Orazio & Associates,, CORA ADVISORS, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to BNB Wealth ,

13F Portfolio OverlapQ1 2026BNB Wealth , portfolio →

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Most similar hedge funds by 13F overlap

BNB Wealth Management, LLC is an institutional investor managing $156M across 90 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 BNB Wealth , are McCarthy Asset ,, D'Orazio & Associates,, CORA ADVISORS, with shared positions in $BAH, $SNOW, $AMAT, $MAR, $REGN, $JHG. The full ranking of 25 similar funds is below.

#1McCarthy Asset Management, Inc.

Notable overlap · 3 shared positions

$BAH $SNOW $AMAT

$192M

27 positions

#2D'Orazio & Associates, Inc.Active

Notable overlap · 3 shared positions

$BAH $SNOW $MAR

$772M

299 positions

#3CORA CAPITAL ADVISORS LLCActive

Notable overlap · 4 shared positions

$BAH $REGN $MAR $JHG

$302M

134 positions

#4IFC & Insurance Marketing, Inc.Active

Notable overlap · 3 shared positions

$JHG $SNOW $MAR

$96M

72 positions

#5BARINGS LLCActive

Notable overlap · 3 shared positions

$JHG $SNOW $MAR

$6.2B

179 positions

#6Keystone Financial Services, LLCActive

Notable overlap · 3 shared positions

$BAH $SNOW $MAR

$149M

58 positions

#7LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$JHG $KLAC $REGN $MU

$174M

65 positions

#8Evergreen Wealth Solutions, LLCPassive

Notable overlap · 3 shared positions

$BAH $SNOW $JHG

$1.4B

406 positions

#9Advocate Investing Services LLCPassive

Notable overlap · 3 shared positions

$BAH $URI $MAR

$118M

448 positions

#10LifeGoal Investments, LLCPassive

Notable overlap · 3 shared positions

$BAH $SNOW $MU

$175M

112 positions

#11Medallion Wealth Advisors, LLCPassive

Notable overlap · 4 shared positions

$JHG $SNOW $CSX $REGN

$306M

1,121 positions

#12National Wealth Management Group, LLCPassive

Notable overlap · 6 shared positions

$BAH $SNOW $REGN $AMAT $MU $MAR

$269M

215 positions

#13Northeast Financial Group, Inc.Active

Notable overlap · 3 shared positions

$JHG $SNOW $MPC

$404M

90 positions

#14Comprehensive Financial Planning, Inc./PAPassive

Notable overlap · 4 shared positions

$JHG $MU $BAH $MAR

$144M

387 positions

#15Leelyn Smith, LLCPassive

Notable overlap · 3 shared positions

$JHG $KLAC $AMAT

$713M

154 positions

#16Flaharty Asset Management, LLCActive

Notable overlap · 3 shared positions

$JHG $SNOW $MU

$806M

133 positions

#17Sovereign Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$JHG $SNOW $PSX

$472M

106 positions

#1849 WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$JHG $SNOW $REGN

$1.3B

203 positions

#19Northwest Financial AdvisorsPassive

Notable overlap · 3 shared positions

$JHG $BAH $MAR

$52M

66 positions

#20Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$JHG $KLAC $URI

$407M

601 positions

#21Ballast Rock Private Wealth LLCPassive

Notable overlap · 4 shared positions

$SNOW $JHG $AMAT $REGN

$181M

177 positions

#22PARTNERS WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$JHG $CSX $GLW

$97M

109 positions

#23Sanchez Wealth Management GroupActive

Notable overlap · 4 shared positions

$JHG $REGN $CSX $AMAT

$462M

53 positions

#24PFS Partners, LLCActive

Notable overlap · 3 shared positions

$JHG $MU $MAR

$218M

590 positions

#25Traub Capital Management LLCPassive

Notable overlap · 3 shared positions

$JHG $SNOW $URI

$101M

130 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.