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Hedge Funds Similar to Bay Rivers Group

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

Bay Rivers Group is an institutional investor managing $293M across 126 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 Rivers Group are Legacy Bridge, PRAKASH INVESTMENT ADVISORS, Intrepid Financial Planning Group, with shared positions in $CLS, $STRL, $PLTR, $CRDO, $STX, $BE. The full ranking of 25 similar funds is below.

#1Legacy Bridge, LLCPassive
Some overlap · 5 shared positions
$CLS$STRL$PLTR$CRDO$STX
$324M
322 positions
#2PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$STRL$CLS$BE$PLTR$APP
$174M
92 positions
#3Intrepid Financial Planning Group LLCPassive
Some overlap · 5 shared positions
$MDY$PLTR$BX$AMGN$STX
$294M
135 positions
#4Eddie Patel IncPassive
Some overlap · 5 shared positions
$STRL$CLS$POWL$CRDO$APP
$167M
127 positions
#5Expressive Wealth LLCPassive
Some overlap · 4 shared positions
$MDY$PLTR$CLS$POWL
$106M
133 positions
#6Alpha Wealth Funds, LLCActive
Some overlap · 3 shared positions
$MDY$AMGN$PLTR
$183M
63 positions
#7MRP Capital Investments, LLCPassive
Some overlap · 4 shared positions
$STRL$PLTR$BE$VRTX
$136M
223 positions
#8LAM GROUP, INC.Active
Some overlap · 4 shared positions
$MDY$BA$AMGN$PLTR
$201M
139 positions
#9Balboa Wealth PartnersPassive
Some overlap · 5 shared positions
$STRL$MDY$PLTR$APP$BA
$734M
476 positions
#10CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 4 shared positions
$PLTR$CLS$BE$BX
$78M
44 positions
#11WESTCO ADVISORY SERVICES INC /ADVActive
Some overlap · 5 shared positions
$CLS$AMGN$BX$VRTX$STX
$166M
99 positions
#12Invst, LLCPassive
Some overlap · 5 shared positions
$STRL$CLS$POWL$PLTR$CRDO
$1.0B
343 positions
#13Riggs Asset Managment Co. Inc.Passive
Some overlap · 3 shared positions
$STRL$PLTR$BE
$560M
132 positions
#14Whale Rock Capital Management LLCActive
Some overlap · 4 shared positions
$CLS$BE$APP$STX
$12.5B
35 positions
#15Investment Advisory Group, LLCPassive
Some overlap · 4 shared positions
$MDY$AMGN$PLTR$O
$461M
220 positions
#16MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive
Some overlap · 3 shared positions
$CLS$PLTR$VRTX
$188M
513 positions
#17Dilation Capital Management LPActive
Some overlap · 3 shared positions
$CLS$BA$CRDO
$248M
20 positions
#18Ratan Capital Management LPActive
Some overlap · 4 shared positions
$PLTR$BA$BE$APP
$310M
47 positions
#19ELLERSON GROUP INC /ADVPassive
Some overlap · 5 shared positions
$AMGN$PLTR$BX$MDY$BA
$169M
64 positions
#20Waldron Private Wealth LLCActive
Some overlap · 3 shared positions
$MDY$BX$AMGN
$2.9B
350 positions
#21IAM Advisory, LLCActive
Some overlap · 4 shared positions
$AMGN$STRL$BE$PLTR
$513M
107 positions
#22Elevated Financial Group LLCActive
Some overlap · 3 shared positions
$STRL$CLS$CRDO
$365M
125 positions
#23CMG Global Holdings, LLCPassive
Some overlap · 3 shared positions
$MDY$BA$STRL
$236M
100 positions
#24Elite Wealth Management, Inc.Active
Some overlap · 4 shared positions
$CLS$PLTR$BE$BA
$337M
47 positions
#25SOMA EQUITY PARTNERS LPActive
Some overlap · 3 shared positions
$CLS$BE$CRDO
$1.4B
24 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.