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Hedge Funds Similar to BCU Wealth Advisors

13F Portfolio OverlapQ2 2026BCU Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

BCU Wealth Advisors, LLC is an institutional investor managing $301M across 63 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 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
$151M
83 positions
#2Parkside Investments, LLCActive
Some overlap · 3 shared positions
$IAU$CVS$BX
$902M
91 positions
#3TSFG, LLCPassive
Some overlap · 4 shared positions
$ABT$IAU$CVS$BAX
$794M
891 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
$214M
61 positions
#6PATRICK M SWEENEY & ASSOCIATES, INCPassive
Some overlap · 3 shared positions
$ABT$CVS$BX
$174M
172 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
$147M
54 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
$296M
134 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
$181M
65 positions
#16PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$IAU$CVS$EME
$462M
86 positions
#17Cardinal Point Capital Management, ULCPassive
Some overlap · 3 shared positions
$IAU$PM$CVS
$1.8B
294 positions
#18Bellwether Advisors, LLCPassive
Some overlap · 3 shared positions
$EME$IAU$ABT
$675M
167 positions
#19Parkwood LLCActive
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
$289M
115 positions
#23Ariston Services GroupActive
Some overlap · 3 shared positions
$IAU$BX$CVS
$181M
70 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
$118M
104 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.