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Hedge Funds Similar to BDFS

13F Portfolio OverlapQ3 2026BDFS portfolio →
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Most similar hedge funds by 13F overlap

BDFS Capital LLC is an institutional investor managing $203M across 117 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 BDFS are Gaddis Premier Wealth Advisors, Bauman Advisory Group, PREVAIL INNOVATIVE WEALTH ADVISORS, with shared positions in $CRS, $AMKR, $C, $MPWR, $FCFS, $LRN. The full ranking of 25 similar funds is below.

#1Gaddis Premier Wealth Advisors LLCActive
Notable overlap · 11 shared positions
$CRS$AMKR$C$MPWR$FCFS$LRN
$165M
99 positions
#2Bauman Advisory Group, LLCActive
Notable overlap · 11 shared positions
$CRS$AMKR$C$FCFS$MPWR$VSEC
$189M
81 positions
#3PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive
Notable overlap · 8 shared positions
$MPWR$ANET$ORLY$NEE$ETN$CRS
$776M
285 positions
#4DB Fitzpatrick & Co, IncActive
Notable overlap · 6 shared positions
$BA$ETN$WM$ORLY$ECL$SYK
$121M
100 positions
#5Cambridge Financial Group, Inc.Active
Notable overlap · 5 shared positions
$BA$C$ETN$ANET$COR
$287M
33 positions
#6InTrack Investment Management IncPassive
Notable overlap · 6 shared positions
$C$MCK$ETN$WM$NEE$SYK
$207M
106 positions
#7WealthBridge Investment Counsel Inc.Active
Some overlap · 4 shared positions
$BA$NOC$C$ETN
$377M
44 positions
#8Vantage Investment Partners, LLC
Some overlap · 5 shared positions
$NOC$ASML$ORLY$NEE$ETN
$1.6B
67 positions
#9QUEST INVESTMENT MANAGEMENT LLCActive
Some overlap · 6 shared positions
$MPWR$ETN$IAU$ANET$ECL$ORLY
$856M
115 positions
#10Pacific Point Advisors, LLCPassive
Some overlap · 6 shared positions
$ASML$ETN$IAU$ANET$ORLY$NEE
$219M
129 positions
#11Signet Investment Advisory Group, Inc.Passive
Some overlap · 6 shared positions
$NOC$IAU$ETN$ADBE$WM$NEE
$227M
73 positions
#12MARSICO CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$BA$C$ASML$VSEC$ORLY
$3.8B
69 positions
#13CLOUGH CAPITAL PARTNERS L PPassive
Some overlap · 4 shared positions
$BA$NOC$ASML$ETN
$1.2B
102 positions
#14ARCADIA INVESTMENT MANAGEMENT CORP/MI
Some overlap · 6 shared positions
$MPWR$ASML$ORLY$SYK$ADBE$ECL
$584M
366 positions
#15NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$ETN$ANET$BA$CL$NEE$ECL
$381M
144 positions
#16RE ADVISERS CORPActive
Some overlap · 4 shared positions
$NOC$BA$C$ETN
$4.0B
124 positions
#17Destination Wealth ManagementPassive
Some overlap · 6 shared positions
$ASML$CL$WM$ECL$ORLY$SYK
$4.3B
344 positions
#18Hamilton Point Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$ETN$IAU$CL$ASML$NEE$WM
$710M
193 positions
#19TimesSquare Capital Management, LLCActive
Some overlap · 4 shared positions
$CRS$MPWR$ORLY$COR
$6.8B
158 positions
#20KFG WEALTH MANAGEMENT, LLCActive
Some overlap · 8 shared positions
$NEE$ETN$CL$ECL$ASML$ANET
$922M
217 positions
#21Richwood Investment Advisors, LLCActive
Some overlap · 5 shared positions
$NOC$BA$ETN$C$WM
$142M
106 positions
#22Wellington Grp LLCPassive
Some overlap · 8 shared positions
$AMKR$FCFS$LRN$ADBE$APG$MCK
$325M
394 positions
#23Sage Investment Advisers LLCPassive
Some overlap · 5 shared positions
$BA$ETN$IAU$WM$C
$154M
96 positions
#24FORBES J M & CO LLPActive
Some overlap · 6 shared positions
$ETN$IAU$ANET$NEE$ECL$ORLY
$1.3B
157 positions
#25Chatterton & Associates Inc.Active
Some overlap · 4 shared positions
$BA$NOC$ETN$ASML
$170M
101 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.