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Hedge Funds Similar to LEIGH BALDWIN & ,

13F Portfolio OverlapQ1 2026LEIGH BALDWIN & , portfolio →
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Most similar hedge funds by 13F overlap

LEIGH BALDWIN & CO., LLC is an institutional investor managing $154M across 163 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 LEIGH BALDWIN & , are Prota Financial,, Powers Advisory Group,, AXIOM INVESTORS /DE, with shared positions in $MS, $GEV, $GILD, $LMT, $CRM, $GE. The full ranking of 25 similar funds is below.

#1Prota Financial, LLCActive
Notable overlap · 7 shared positions
$MS$GEV$GILD$LMT$CRM$GE
$138M
67 positions
#2Powers Advisory Group, LLCActive
Notable overlap · 5 shared positions
$MS$LMT$WM$DE$GLW
$284M
125 positions
#3AXIOM INVESTORS LLC /DEActive
Notable overlap · 4 shared positions
$MS$GEV$GE$MU
$9.0B
121 positions
#4PFS Partners, LLCActive
Notable overlap · 5 shared positions
$MS$MU$SLV$GE$GEV
$218M
590 positions
#5Accel Wealth ManagementPassive
Notable overlap · 6 shared positions
$MS$SLV$DE$MU$SAN$PLTR
$383M
290 positions
#6J.P. Marvel Investment Advisors, LLCActive
Notable overlap · 5 shared positions
$MS$GE$GEV$GLW$DE
$705M
60 positions
#7Bouvel Investment Partners, LLCPassive
Some overlap · 4 shared positions
$MS$GE$ETN$PLTR
$345M
78 positions
#8truNorth Financial Services, Inc.Active
Some overlap · 4 shared positions
$MS$SLV$PLTR$DE
$97M
49 positions
#9Morangie Management LLCActive
Some overlap · 3 shared positions
$MS$CRM$PLTR
$109M
34 positions
#10Vista Cima Wealth Management LLCPassive
Some overlap · 4 shared positions
$MS$MU$PLTR$GE
$101M
48 positions
#11Stonebridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$MS$GLW$IAU
$1.2B
262 positions
#12APS Management Group, Inc.Passive
Some overlap · 3 shared positions
$MS$QUBT$GILD
$117M
72 positions
#13LifeGoal Investments, LLCPassive
Some overlap · 3 shared positions
$MS$MU$GEV
$175M
112 positions
#14Rooted Wealth Advisors, Inc.Active
Some overlap · 3 shared positions
$MS$SLV$QUBT
$379M
144 positions
#15American TrustActive
Some overlap · 3 shared positions
$MS$SLV$DE
$1.1B
313 positions
#16Silver Coast Investments LLCActive
Some overlap · 4 shared positions
$MS$GILD$LMT$DE
$313M
119 positions
#17Madrid Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MS$GE$PLTR
$133M
70 positions
#18New Republic Capital, LLCPassive
Some overlap · 3 shared positions
$MS$IAU$GE
$297M
312 positions
#19Fullerton Fund Management Co Ltd.Active
Some overlap · 4 shared positions
$MS$GLW$ETN$GEV
$1.2B
125 positions
#20Directional Asset ManagementPassive
Some overlap · 3 shared positions
$MS$WM$GLW
$109M
90 positions
#21Meridian Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$MS$WM$LMT
$183M
141 positions
#22Adirondack Capital Advisors, LLCSmart money
Some overlap · 3 shared positions
$MS$GEV$GE
$156M
44 positions
#23DAGCO, INC.Passive
Some overlap · 3 shared positions
$MS$ETN$SLV
$461M
353 positions
#24MORTON COMMUNITY BANKPassive
Some overlap · 4 shared positions
$MS$LMT$DE$ETN
$460M
115 positions
#25Strategies Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$MS$GEV$PLTR$GE
$995M
193 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.