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Hedge Funds Similar to BCU Wealth Advisors

13F Portfolio OverlapQ3 2026BCU Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

BCU Wealth Advisors, LLC is an institutional investor managing $309M across 64 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BCU Wealth Advisors are ATX Financial Planning, Parkside Investments, TSFG, with shared positions in $ABT, $IAU, $BX, $CVS, $BAX, $PM. The full ranking of 25 similar funds is below.

#1ATX Financial Planning, LLCActive
Notable overlap · 3 shared positions
$ABT$IAU$BX
$156M
79 positions
#2Parkside Investments, LLCActive
Some overlap · 3 shared positions
$IAU$CVS$BX
$879M
95 positions
#3TSFG, LLCPassive
Some overlap · 4 shared positions
$ABT$IAU$CVS$BAX
$434M
672 positions
#4BCGM Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PM$CVS$IAU
$473M
182 positions
#5VAUGHAN & Co SECURITIES, INC.Smart money
Some overlap · 3 shared positions
$CVS$PM$BX
$213M
61 positions
#6PATRICK M SWEENEY & ASSOCIATES, INCPassive
Some overlap · 3 shared positions
$ABT$CVS$BX
$177M
177 positions
#7Philadelphia Investment Partners, LLCPassive
Some overlap · 3 shared positions
$BX$IAU$PM
$161M
189 positions
#8MATRIX PRIVATE CAPITAL GROUP LLCActive
Some overlap · 3 shared positions
$PM$BX$CVS
$230M
143 positions
#9Koa Wealth Management, LLCActive
Some overlap · 3 shared positions
$BX$PM$IAU
$154M
55 positions
#10Storen Legacy Partners, LLCActive
Some overlap · 3 shared positions
$IAU$PM$CVS
$367M
116 positions
#11Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$PM$BX
$412M
181 positions
#12SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$PM$ABT
$298M
133 positions
#13Aurdan Capital Management, LLCActive
Some overlap · 3 shared positions
$PM$ABT$CVS
$394M
99 positions
#14AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$PM$CVS$ABT
$745M
184 positions
#15Clayton Financial Group LLCActive
Some overlap · 3 shared positions
$ABT$CVS$PM
$190M
304 positions
#16PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$IAU$CVS$EME
$389M
77 positions
#17Cardinal Point Capital Management, ULCPassive
Some overlap · 3 shared positions
$IAU$PM$CVS
$1.8B
283 positions
#18Bellwether Advisors, LLCActive
Some overlap · 3 shared positions
$EME$IAU$ABT
$675M
167 positions
#19Parkwood LLCPassive
Some overlap · 3 shared positions
$PM$CVS$BAX
$1.4B
72 positions
#20FAYEZ SAROFIM & COActive
Some overlap · 3 shared positions
$PM$BX$ABT
$42.5B
300 positions
#21Papamarkou Wellner Asset Management inc.Passive
Some overlap · 3 shared positions
$PM$ABT$BX
$159M
75 positions
#22Towerpoint Wealth, LLCActive
Some overlap · 3 shared positions
$IAU$ABT$BX
$284M
112 positions
#23Ariston Services GroupActive
Some overlap · 3 shared positions
$IAU$BX$CVS
$178M
72 positions
#24Regatta Research & Money ManagementPassive
Some overlap · 3 shared positions
$IAU$BAX$PM
$106M
495 positions
#25North Forty Two & Co.Passive
Some overlap · 3 shared positions
$IAU$CVS$ABT
$121M
106 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.