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Hedge Funds Similar to Bay Colony Advisory Group, d/b/a Bay Colony Advisors

13F Portfolio OverlapQ2 2026Bay Colony Advisory Group, d/b/a Bay Colony Advisors portfolio →
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Most similar hedge funds by 13F overlap

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors is an institutional investor managing $903M across 493 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 Bay Colony Advisory Group, d/b/a Bay Colony Advisors are Bank OZK, BFSG, STEVENS, with shared positions in $MRVL, $AMGN, $SO, $AZN, $IAU, $NEE. The full ranking of 25 similar funds is below.

#1Bank OZK
Some overlap · 4 shared positions
$MRVL$AMGN$SO$AZN
$337M
159 positions
#2BFSG, LLCPassive
Some overlap · 4 shared positions
$MRVL$SO$IAU$NEE
$1.1B
768 positions
#3STEVENS CAPITAL MANAGEMENT LPPassive
Some overlap · 4 shared positions
$MRVL$NBIS$CEG$NEE
$417M
213 positions
#4Owen LaRue, LLCPassive
Some overlap · 3 shared positions
$DNP$AMGN$CEG
$288M
141 positions
#5Kentucky Trust CoPassive
Some overlap · 3 shared positions
$DNP$AMGN$SO
$208M
316 positions
#6Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 3 shared positions
$MRVL$AMGN$IAU
$125M
365 positions
#7PEOPLES FINANCIAL SERVICES CORP.Passive
Some overlap · 4 shared positions
$MRVL$AMGN$SO$NEE
$231M
270 positions
#8PRIMORIS WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MRVL$SO$NEE
$219M
125 positions
#9ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Some overlap · 3 shared positions
$MRVL$IAU$LMT
$753M
223 positions
#10PFG Private Wealth Management, LLCActive
Some overlap · 3 shared positions
$MRVL$SO$AZN
$231M
75 positions
#11Mission Creek Capital Partners, Inc.Passive
Some overlap · 4 shared positions
$MRVL$AMGN$CEG$NEE
$569M
231 positions
#12Connective Portfolio Management, LLCPassive
Some overlap · 3 shared positions
$MRVL$PHYS$IAU
$60M
39 positions
#13Mengis Capital Management, Inc.Passive
Some overlap · 3 shared positions
$MRVL$IAU$AZN
$658M
218 positions
#14CHRISTINE MESSMER PCActive
Some overlap · 5 shared positions
$AMGN$CEG$LMT$MRVL$NEE
$177M
86 positions
#15Norway Savings BankPassive
Some overlap · 3 shared positions
$MRVL$AMGN$NEE
$239M
104 positions
#16ROGCO, LPActive
Some overlap · 4 shared positions
$MRVL$SO$IAU$LMT
$327M
224 positions
#17Hilltop National BankPassive
Some overlap · 3 shared positions
$MRVL$SO$IAU
$468M
805 positions
#18Silverleafe Capital Partners, LLCActive
Some overlap · 3 shared positions
$MRVL$IAU$NBIS
$367M
99 positions
#19Novak & Powell Financial Services, Inc.Passive
Some overlap · 5 shared positions
$AMGN$IAU$DNP$SO$NEE
$212M
171 positions
#20FIRST NATIONAL BANK OF OMAHAPassive
Some overlap · 4 shared positions
$MRVL$SO$AMGN$NEE
$3.5B
505 positions
#21Verity Asset Management, Inc.Passive
Some overlap · 4 shared positions
$AMGN$PHYS$IAU$LMT
$264M
223 positions
#22Concord Asset Management, LLC/VAPassive
Some overlap · 4 shared positions
$AMGN$MRVL$LMT$NEE
$646M
126 positions
#23Pathway Financial Advisers, LLCPassive
Some overlap · 3 shared positions
$MRVL$AMGN$SO
$397M
167 positions
#24REGATTA CAPITAL GROUP, LLCPassive
Some overlap · 3 shared positions
$MRVL$AMGN$IAU
$744M
223 positions
#25First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$AMGN$SO$LMT$NEE
$529M
75 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.