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Hedge Funds Similar to BNB Wealth

13F Portfolio OverlapQ2 2026BNB Wealth portfolio →
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Most similar hedge funds by 13F overlap

BNB Wealth Management, LLC is an institutional investor managing $183M across 94 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 BNB Wealth are Jones Kertz & Associates, Riverview, Progressive Investment, with shared positions in $KLAC, $CSX, $GLW, $MAR, $PEP, $URI. The full ranking of 25 similar funds is below.

#1Jones Kertz & Associates, Inc.Active
Some overlap · 4 shared positions
$KLAC$CSX$GLW$MAR
$217M
66 positions
#2Riverview Trust CoActive
Some overlap · 4 shared positions
$KLAC$CSX$GLW$PEP
$84M
166 positions
#3Progressive Investment Management CorpActive
Some overlap · 4 shared positions
$KLAC$GLW$URI$TJX
$454M
56 positions
#4OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 4 shared positions
$KLAC$GLW$VIK$PEP
$530M
275 positions
#5REXFORD CAPITAL INCPassive
Some overlap · 3 shared positions
$KLAC$GLW$WDC
$163M
301 positions
#6Camarda Financial Advisors, LLC
Some overlap · 4 shared positions
$KLAC$WDC$MAR$TJX
$331M
122 positions
#7Orange Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$KLAC$URI$MPC
$823M
143 positions
#8BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 3 shared positions
$KLAC$URI$MAR
$1.5B
234 positions
#9Applied Finance Capital Management, LLCPassive
Some overlap · 3 shared positions
$KLAC$URI$MAR
$1.3B
218 positions
#10Hartford Financial Management Inc.Passive
Some overlap · 5 shared positions
$KLAC$CSX$GLW$MPC$TJX
$448M
349 positions
#11Lafayette Investments, Inc.Active
Some overlap · 3 shared positions
$KLAC$GLW$PEP
$542M
162 positions
#12E Fund Management Co., Ltd.Active
Some overlap · 3 shared positions
$KLAC$GLW$WDC
$4.5B
488 positions
#13Shoker Investment Counsel, Inc.Active
Some overlap · 3 shared positions
$KLAC$MPC$PEP
$398M
113 positions
#14Alcosta Capital Management, Inc.Active
Some overlap · 3 shared positions
$KLAC$VIK$TJX
$148M
22 positions
#15Smith Group Asset Management, LLCActive
Some overlap · 3 shared positions
$KLAC$MPC$TJX
$2.5B
166 positions
#16Reliant Investment Partners, LLCPassive
Some overlap · 3 shared positions
$KLAC$CSX$WDC
$147M
126 positions
#17Henrickson Nauta Wealth Advisors, Inc.Smart money
Some overlap · 4 shared positions
$KLAC$MPC$PEP$TJX
$410M
118 positions
#18MinichMacGregor Wealth Management, LLCPassive
Some overlap · 3 shared positions
$KLAC$MAR$TJX
$659M
150 positions
#19COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$KLAC$PEP$TJX
$414M
164 positions
#20JLB & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$KLAC$PEP$TJX
$748M
68 positions
#21Blue Chip Partners, LLCActive
Some overlap · 3 shared positions
$KLAC$PEP$TJX
$1.6B
184 positions
#22Petros Family Wealth, LLCPassive
Some overlap · 3 shared positions
$KLAC$PSX$TJX
$164M
134 positions
#23PineStone Asset Management Inc.Active
Some overlap · 3 shared positions
$KLAC$PEP$TJX
$16.2B
44 positions
#24VISTA INVESTMENT PARTNERS II, LLCPassive
Some overlap · 3 shared positions
$KLAC$MAR$TJX
$255M
160 positions
#25CHAPIN DAVIS, INC.Passive
Some overlap · 3 shared positions
$KLAC$WDC$PEP
$569M
256 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.