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Hedge Funds Similar to BAYBAN

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

BAYBAN is an institutional investor managing $130M across 595 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 BAYBAN are DMKC Advisory Services, MATRIX ASSET ADVISORS, InvesTrust, with shared positions in $USB, $MMM, $TGT, $WFC, $ADP, $PEP. The full ranking of 25 similar funds is below.

#1DMKC Advisory Services, LLCActive
Notable overlap · 6 shared positions
$USB$MMM$TGT$WFC$ADP$PEP
$530M
92 positions
#2MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 6 shared positions
$USB$TGT$NEE$WFC$ADP$PEP
$1.2B
100 positions
#3InvesTrustPassive
Notable overlap · 7 shared positions
$USB$MMM$TGT$WFC$ADP$PEP
$247M
91 positions
#4Allied Investment Advisors, LLCPassive
Notable overlap · 5 shared positions
$USB$MMM$TGT$WFC$PEP
$1.1B
112 positions
#5Somerset Group LLCActive
Notable overlap · 7 shared positions
$MMM$USB$NEE$WFC$PEP$TRV
$142M
58 positions
#6R.H. Investment Group, LLCActive
Some overlap · 7 shared positions
$USB$WFC$ADP$EPD$PM$TRV
$133M
47 positions
#7Flagstone Financial ManagementSmart money
Some overlap · 5 shared positions
$USB$WFC$NEE$PEP$PM
$447M
77 positions
#8EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$USB$TGT$NEE$WFC$PEP
$1.3B
58 positions
#9Wealth Forward, LLCActive
Some overlap · 3 shared positions
$USB$TGT$OTTR
$221M
50 positions
#10Palisade Asset Management, LLCPassive
Some overlap · 7 shared positions
$TGT$USB$MMM$ADP$BALL$PEP
$1.1B
204 positions
#11Tarbox Group, Inc.Smart money
Some overlap · 5 shared positions
$USB$WFC$MMM$PEP$PIPR
$711M
100 positions
#12LOUNTZIS ASSET MANAGEMENT, LLCSmart money
Some overlap · 4 shared positions
$USB$WFC$PEP$PM
$316M
55 positions
#13Lakeside Advisors, INC.Active
Some overlap · 3 shared positions
$USB$MMM$WFC
$171M
66 positions
#14Kure Advisory, LLCActive
Some overlap · 5 shared positions
$MMM$USB$XEL$WFC$TRV
$216M
62 positions
#15Granite Group Advisors, LLCActive
Some overlap · 6 shared positions
$USB$TGT$NEE$ADP$PEP$PM
$158M
78 positions
#16EQUITY INVESTMENT CORPActive
Some overlap · 4 shared positions
$USB$TGT$WFC$TRV
$5.2B
76 positions
#17Kentucky Trust CoPassive
Some overlap · 3 shared positions
$USB$MMM$NSC
$200M
316 positions
#18COERENTE CAPITAL MANAGEMENTActive
Some overlap · 3 shared positions
$USB$ADP$PEP
$543M
43 positions
#19REIK & CO., LLCSmart money
Some overlap · 3 shared positions
$USB$ADP$PEP
$356M
60 positions
#20Birchwood Financial Partners, Inc.Passive
Some overlap · 5 shared positions
$MMM$XEL$WFC$USB$PEP
$122M
352 positions
#21Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$USB$TGT$ADP$PEP$ADM$TRV
$265M
100 positions
#22Bruce & Co., Inc.Active
Some overlap · 4 shared positions
$VICR$XEL$NEE$ADM
$369M
41 positions
#23LIFELONG WEALTH ADVISORS, INC.Smart money
Some overlap · 5 shared positions
$MMM$XEL$TGT$WFC$OTTR
$432M
104 positions
#24S.E.E.D. Planning Group LLCPassive
Some overlap · 4 shared positions
$USB$NEE$ADP$PEP
$408M
98 positions
#25Detalus Advisors, LLCActive
Some overlap · 4 shared positions
$USB$PEP$PM$NEE
$507M
188 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.