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Hedge Funds Similar to Bauman Advisory Group,

13F Portfolio OverlapQ1 2026Bauman Advisory Group, portfolio →
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Most similar hedge funds by 13F overlap

Bauman Advisory Group, LLC is an institutional investor managing $143M across 63 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 Bauman Advisory Group, are M Wealth ,, CASTLE WEALTH, TABLEAUX, with shared positions in $IAUM, $JHG, $AMN, $TMO, $GLDM, $MCD. The full ranking of 25 similar funds is below.

#1M Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IAUM$JHG$AMN
$119M
55 positions
#2CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$AMN$IAUM$JHG$TMO
$309M
132 positions
#3TABLEAUX LLCPassive
Some overlap · 3 shared positions
$IAUM$GLDM$MCD
$206M
113 positions
#4Plum Street Advisors, LLCActive
Some overlap · 5 shared positions
$AMN$COP$TMO$MCK$IAUM
$289M
98 positions
#5Greenline Partners, LLCActive
Some overlap · 4 shared positions
$AMN$IAUM$COP$GLDM
$930M
144 positions
#6SAGE RHINO CAPITAL LLCPassive
Some overlap · 3 shared positions
$AMN$JHG$COP
$535M
330 positions
#7Sterneck Capital Management, LLCActive
Some overlap · 3 shared positions
$AMN$JHG$TMO
$223M
116 positions
#8PUFF WEALTH MANAGEMENT, LLC
Some overlap · 4 shared positions
$AMN$TMO$FBTC$FCFS
$77M
70 positions
#9COWA, LLCActive
Some overlap · 3 shared positions
$AMN$COP$UPS
$371M
158 positions
#10Peak Asset Management, LLCPassive
Some overlap · 4 shared positions
$AMN$COP$JHG$ADBE
$567M
148 positions
#11VOISARD ASSET MANAGEMENT GROUP, INC.Active
Some overlap · 5 shared positions
$AMN$JHG$COP$TMO$MCD
$469M
104 positions
#12Gaddis Premier Wealth Advisors LLCPassive
Some overlap · 13 shared positions
$TMO$COP$JHG$LRN$CRS$FCFS
$136M
85 positions
#13Great Point Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$AMN$JHG$FBTC
$542M
62 positions
#14Stegent Equity Advisors, Inc.Passive
Some overlap · 4 shared positions
$AMN$COP$QUBT$MCD
$117M
101 positions
#15Seed Wealth Management, Inc.Active
Some overlap · 4 shared positions
$AMN$JHG$MCK$MCD
$145M
98 positions
#16Wilkerson Advisory Group LLCPassive
Some overlap · 3 shared positions
$AMN$JHG$GLDM
$291M
617 positions
#17Avant Financial Advisors LLCActive
Some overlap · 3 shared positions
$AMN$COP$MCK
$142M
65 positions
#18Greater Midwest Financial Group, LLCPassive
Some overlap · 3 shared positions
$AMN$TMO$MCK
$186M
65 positions
#19ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$AMN$TMO$UPS$MCK
$555M
191 positions
#20Dogwood Wealth Management LLCPassive
Some overlap · 3 shared positions
$AMN$JHG$MPWR
$230M
860 positions
#21Morton Brown Family Wealth, LLCActive
Some overlap · 3 shared positions
$AMN$COP$MCD
$378M
292 positions
#22Financial Plan, Inc.Active
Some overlap · 3 shared positions
$AMN$COP$MCD
$933M
94 positions
#23Skyview Financial Group LLC
Some overlap · 4 shared positions
$AMN$TMO$FCFS$C
$97M
57 positions
#24Apeiron RIA LLCPassive
Some overlap · 3 shared positions
$AMN$SIVR$GLDM
$431M
204 positions
#25Collaborative Wealth Managment Inc.Passive
Some overlap · 5 shared positions
$AMN$GLDM$FCFS$UPS$MCD
$218M
162 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.