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Hedge Funds Similar to Anchor Bay

13F Portfolio OverlapQ2 2026Anchor Bay portfolio →
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Most similar hedge funds by 13F overlap

Anchor Bay Capital, Inc. is an institutional investor managing $185M across 341 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 Anchor Bay are Brentview Investment, Tortuga Wealth, Catherine Avery Investment, with shared positions in $WELL, $MCK, $NEE, $WM, $BLK, $CEG. The full ranking of 25 similar funds is below.

#1Brentview Investment Management LLCActive
Notable overlap · 7 shared positions
$WELL$MCK$NEE$WM$BLK$CEG
$253M
63 positions
#2Tortuga Wealth Management, IncPassive
Notable overlap · 3 shared positions
$MCK$VZ$T
$132M
135 positions
#3Catherine Avery Investment Management LLCPassive
Some overlap · 6 shared positions
$TFC$NEE$LHX$VZ$STX$CRM
$229M
166 positions
#4Capital Innovations LLCPassive
Some overlap · 6 shared positions
$WMB$NRG$NEE$WM$CEG$XYL
$385M
51 positions
#5SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$WMB$BA$WM$VZ$GILD$O
$296M
134 positions
#6Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 7 shared positions
$VZ$WM$CRM$O$NEE$T
$327M
94 positions
#7HF Advisory Group, LLCPassive
Some overlap · 5 shared positions
$VZ$SCHW$TFC$GILD$T
$323M
168 positions
#8TILIA FIDUCIARY PARTNERS, INC.
Some overlap · 4 shared positions
$MCK$GILD$NEE$HCA
$211M
127 positions
#9MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$BA$WMB$GILD$LHX
$112M
100 positions
#10Griffith & Werner, Inc.Passive
Some overlap · 5 shared positions
$VZ$TFC$GILD$CEG$T
$213M
71 positions
#11WealthBridge Investment Counsel Inc.Active
Some overlap · 4 shared positions
$BA$VZ$GILD$LHX
$375M
44 positions
#12Unifi Asset Management LPActive
Some overlap · 5 shared positions
$BA$VZ$HCA$T$NEE
$251M
62 positions
#13CONNORS INVESTOR SERVICES INCPassive
Some overlap · 5 shared positions
$WELL$WMB$VZ$WM$DASH
$1.2B
153 positions
#14Fairfield Financial Advisors, LTDActive
Some overlap · 6 shared positions
$MCK$WELL$NRG$CEG$HCA$NEE
$254M
66 positions
#15Resolute Capital Asset Partners LLCPassive
Some overlap · 4 shared positions
$BA$WMB$NRG$SCHW
$234M
48 positions
#16Parrish Capital LLC
Some overlap · 5 shared positions
$VZ$GILD$LHX$SCHW$T
$112M
86 positions
#17EQUITY INVESTMENT CORPActive
Some overlap · 4 shared positions
$VZ$TFC$SCHW$T
$5.2B
76 positions
#18BARLOW WEALTH PARTNERS, INC.Active
Some overlap · 4 shared positions
$MCK$SCHW$CEG$CRM
$926M
149 positions
#19BDFS Capital LLCActive
Some overlap · 4 shared positions
$BA$MCK$WM$NEE
$230M
116 positions
#20Stamos Capital Partners, L.P.Passive
Some overlap · 6 shared positions
$NEE$BA$VZ$BLK$CRM$T
$653M
140 positions
#21Twin Lakes Capital Management, LLC
Some overlap · 5 shared positions
$SCHW$GILD$LHX$STX$BA
$262M
208 positions
#22Ategra Capital Management, LLCActive
Some overlap · 3 shared positions
$BA$TFC$SCHW
$222M
24 positions
#23SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive
Some overlap · 5 shared positions
$WELL$WMB$NEE$CEG$IRM
$530M
308 positions
#24Cetera Trust Company, N.APassive
Some overlap · 5 shared positions
$MCK$SCHW$BLK$NEE$CRM
$199M
345 positions
#25Beech Hill Advisors, Inc.Passive
Some overlap · 4 shared positions
$BA$FSLR$NEE$CRM
$226M
97 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.