What hedge funds are most similar to Baltimore-Washington Financial Advisors, Inc.?

The funds with the most similar 13F portfolios to Baltimore-Washington Financial Advisors, Inc. are Robbins Farley, Bluebird Wealth, ITHAKA GROUP, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Baltimore-Washington Financial Advisors

13F Portfolio OverlapQ2 2026Baltimore-Washington Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Baltimore-Washington Financial Advisors, Inc. is an institutional investor managing $2.7B across 206 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 Baltimore-Washington Financial Advisors are Robbins Farley, Bluebird Wealth, ITHAKA GROUP, with shared positions in $ANET, $UBER, $CRWD, $TJX, $SO, $NEE. The full ranking of 25 similar funds is below.

#1Robbins FarleyPassive

Notable overlap · 6 shared positions

$ANET $UBER $CRWD $TJX $SO $NEE

$260M

157 positions

#2Bluebird Wealth Management LLCPassive

Notable overlap · 5 shared positions

$CRWD $ANET $TJX $ASML $UBER

$115M

89 positions

#3ITHAKA GROUP LLCActive

Notable overlap · 4 shared positions

$ANET $CRWD $UBER $SHOP

$551M

40 positions

#4Left Brain Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$ANET $CRWD $RCL $UBER

$332M

99 positions

#5NIXON PEABODY TRUST COActive

Notable overlap · 8 shared positions

$TJX $ASML $BKNG $ICE $BLK $ANET

$1.4B

177 positions

#6Blue Chip Partners, LLCActive

Notable overlap · 7 shared positions

$TJX $ASML $CRWD $BLK $ICE $RCL

$1.6B

184 positions

#7Advocacy Wealth Management, LLCActive

Notable overlap · 5 shared positions

$ANET $UBER $ASML $ICE $SYK

$2.8B

151 positions

#8First Washington CORPActive

Notable overlap · 5 shared positions

$CRWD $ANET $UBER $ICE $NDAQ

$418M

51 positions

#9WD RUTHERFORD LLCPassive

Notable overlap · 5 shared positions

$ANET $CRWD $TJX $SYK $NEE

$276M

75 positions

#10Disciplined Equity Management, Inc.Smart money

Notable overlap · 4 shared positions

$ANET $CRWD $BKNG $SYK

$226M

45 positions

#11Titan Wealth (CI) LtdPassive

Notable overlap · 3 shared positions

$ANET $CRWD $UBER

$269M

51 positions

#12Benchmark Investment Advisors LLCPassive

Notable overlap · 5 shared positions

$ANET $CRWD $ASML $BKNG $UBER

$228M

70 positions

#13NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Notable overlap · 4 shared positions

$ANET $UBER $ASML $BLK

$606M

79 positions

#14Essential Investment Partners LLCPassive

Some overlap · 5 shared positions

$CRWD $TJX $BKNG $ARCC $SYK

$125M

312 positions

#15GUERRA PAN ADVISORS, LLCPassive

Some overlap · 4 shared positions

$CRWD $ANET $ASML $UBER

$179M

118 positions

#16Synergy Financial Group, LTDPassive

Some overlap · 4 shared positions

$ANET $CRWD $ASML $SHOP

$139M

119 positions

#17Thomasville National BankPassive

Some overlap · 5 shared positions

$CRWD $BKNG $ASML $UBER $SO

$1.8B

241 positions

#18Stony Point Wealth Management Inc.Passive

Some overlap · 4 shared positions

$CRWD $MAR $ANET $COF

$283M

103 positions

#19Dougherty & Associates, LLCActive

Some overlap · 6 shared positions

$MAR $BKNG $RCL $UBER $SO $NEE

$125M

52 positions

#20Asio Capital, LLCActive

Some overlap · 5 shared positions

$CRWD $UBER $ASML $ANET $COF

$781M

109 positions

#21Axecap Investments, LLCPassive

Some overlap · 3 shared positions

$CRWD $ANET $MAR

$181M

73 positions

#22LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Some overlap · 5 shared positions

$MAR $CRWD $ASML $SO $COF

$213M

124 positions

#23Titan Investment Solutions LtdActive

Some overlap · 5 shared positions

$ANET $BKNG $UBER $BLK $SYK

$894M

60 positions

#24Alaethes Wealth, LLCPassive

Some overlap · 5 shared positions

$ANET $CRWD $ASML $SO $NEE

$345M

111 positions

#25Parsonex Advisory Services, Inc.Passive

Some overlap · 6 shared positions

$CRWD $UBER $ICE $ASML $RCL $NDAQ

$115M

50 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.