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Hedge Funds Similar to Bauman Advisory Group

13F Portfolio OverlapQ2 2026Bauman Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

Bauman Advisory Group, LLC is an institutional investor managing $189M across 81 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 Bauman Advisory Group are BDFS, Gaddis Premier Wealth Advisors, Red Tortoise, with shared positions in $CRS, $AMKR, $C, $FCFS, $MPWR, $VSEC. The full ranking of 25 similar funds is below.

#1BDFS Capital LLCActive
Notable overlap · 11 shared positions
$CRS$AMKR$C$FCFS$MPWR$VSEC
$230M
116 positions
#2Gaddis Premier Wealth Advisors LLCPassive
Notable overlap · 10 shared positions
$CRS$AMKR$C$FCFS$MPWR$LRN
$165M
99 positions
#3Red Tortoise LLC
Some overlap · 3 shared positions
$IAUM$SIVR$FLEX
$240M
591 positions
#4Wellington Grp LLCPassive
Some overlap · 7 shared positions
$AMKR$FCFS$LRN$ADBE$APG$MCK
$325M
394 positions
#5Sankala Group LLCPassive
Some overlap · 3 shared positions
$IAUM$FBTC$GLDM
$150M
631 positions
#6SG Capital Management LLCPassive
Some overlap · 4 shared positions
$CRS$VSEC$APG$FLEX
$1.2B
80 positions
#7PVG ASSET MANAGEMENT CORPPassive
Some overlap · 3 shared positions
$CRS$C$FCFS
$173M
132 positions
#8PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$MPWR$CRS$VSEC$C$ANET
$671M
197 positions
#9LEUTHOLD GROUP, LLCPassive
Some overlap · 4 shared positions
$C$UPS$MCK$FLEX
$995M
237 positions
#10Aubrey Capital Management LtdPassive
Some overlap · 4 shared positions
$FCFS$CRS$APG$ANET
$160M
39 positions
#11Upper Left Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAUM$FBTC$GLDM
$180M
73 positions
#12Collar Capital Management, LLCPassive
Some overlap · 3 shared positions
$UPS$C$ADBE
$170M
73 positions
#13Future Fund LLCPassive
Some overlap · 3 shared positions
$CRS$VSEC$FCFS
$349M
118 positions
#14CHASE INVESTMENT COUNSEL CORPPassive
Some overlap · 3 shared positions
$CRS$APG$VSEC
$474M
138 positions
#15Intrinsic Edge Capital Management LLCPassive
Some overlap · 3 shared positions
$CRS$VSEC$FLEX
$967M
120 positions
#16Firestone Capital ManagementActive
Some overlap · 3 shared positions
$IAUM$FBTC$FLEX
$537M
168 positions
#17Third Point LLCActive
Some overlap · 3 shared positions
$CRS$APG$FLEX
$4.7B
43 positions
#18Patient Capital Management, LLCActive
Some overlap · 3 shared positions
$C$FBTC$ADBE
$3.1B
40 positions
#19Fortis Advisors, LLCPassive
Some overlap · 3 shared positions
$UPS$C$GLDM
$214M
122 positions
#20Sompo Asset Management Co., Ltd.Active
Some overlap · 3 shared positions
$UPS$C$ADBE
$609M
177 positions
#21InTrack Investment Management IncPassive
Some overlap · 3 shared positions
$C$MCK$GLDM
$202M
110 positions
#22Measured Wealth Private Client Group, LLCPassive
Some overlap · 3 shared positions
$UPS$C$FLEX
$414M
723 positions
#23Bluebird Wealth Management LLCPassive
Some overlap · 3 shared positions
$C$UPS$ANET
$115M
89 positions
#24SIGMA INVESTMENT COUNSELORS INCActive
Some overlap · 3 shared positions
$IAUM$UPS$ANET
$2.1B
218 positions
#25Versant Capital Management, IncPassive
Some overlap · 3 shared positions
$IAUM$GLDM$C
$1.1B
2,745 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.