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Hedge Funds Similar to BANNERMAN WEALTH GROUP

13F Portfolio OverlapQ2 2026BANNERMAN WEALTH GROUP portfolio →
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Most similar hedge funds by 13F overlap

BANNERMAN WEALTH MANAGEMENT GROUP, LLC is an institutional investor managing $171M across 38 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 BANNERMAN WEALTH GROUP are Townsend & Associates, McKinley Carter Wealth Services, LEGACY FINANCIAL INDEPENDENT ADVISORS, with shared positions in $WM, $MCK, $DIS, $DOV, $ALNY. The full ranking of 11 similar funds is below.

#1Townsend & Associates, IncActive
Some overlap · 3 shared positions
$WM$MCK$DIS
$1.2B
115 positions
#2McKinley Carter Wealth Services, Inc.Active
Some overlap · 3 shared positions
$DOV$MCK$WM
$1.9B
322 positions
#3LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$WM$MCK$DIS
$213M
124 positions
#4ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MCK$WM$DIS
$807M
209 positions
#5DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$WM$DIS$DOV
$12.5B
186 positions
#6Forum Finance Group S.A.Passive
Some overlap · 3 shared positions
$DOV$WM$DIS
$278M
344 positions
#7Prudent Man Investment Management, Inc.Smart money
Some overlap · 3 shared positions
$DOV$DIS$WM
$293M
169 positions
#8BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 3 shared positions
$WM$MCK$DOV
$1.5B
234 positions
#9Disciplina Capital Management LLCSmart money
Slight overlap · 3 shared positions
$DOV$WM$MCK
$968M
68 positions
#10Lynch Asset Management, Inc.Smart money
Slight overlap · 3 shared positions
$DIS$WM$MCK
$366M
52 positions
#11Thayer Partners, LLC / MAActive
Slight overlap · 3 shared positions
$MCK$DIS$ALNY
$242M
100 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.