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Hedge Funds Similar to Benchmark Financial Wealth Advisors

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

Benchmark Financial Wealth Advisors, LLC is an institutional investor managing $405M across 147 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 Benchmark Financial Wealth Advisors are TI, DUMONT & BLAKE INVESTMENT ADVISORS, CHARTER RESEARCH & INVESTMENT GROUP, with shared positions in $MDY, $BMY, $MO, $RY, $GLW, $TXN. The full ranking of 25 similar funds is below.

#1TI-TRUST, INCPassive
Some overlap · 4 shared positions
$MDY$BMY$MO$RY
$186M
132 positions
#2DUMONT & BLAKE INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$MDY$GLW$TXN$AMGN
$445M
204 positions
#3CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Some overlap · 4 shared positions
$MDY$BMY$MO$GLW
$165M
92 positions
#4Junk Investment Group, LLCActive
Some overlap · 5 shared positions
$MDY$WFC$TXN$AMGN$VZ
$226M
97 positions
#5Community Bank, N.A.Passive
Some overlap · 6 shared positions
$GLW$BMY$MDY$TXN$AMGN$VZ
$926M
530 positions
#6Waldron Private Wealth LLCActive
Some overlap · 4 shared positions
$MDY$BX$AMGN$IAU
$2.9B
350 positions
#7STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 4 shared positions
$MDY$BMY$WFC$VZ
$395M
283 positions
#8MontVue Capital Management, Inc.Active
Some overlap · 3 shared positions
$MDY$GLW$VZ
$174M
78 positions
#9Madison Park Capital Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$BX$FBTC
$140M
65 positions
#10Firestone Capital ManagementActive
Some overlap · 4 shared positions
$MDY$FBTC$IAU$RY
$537M
168 positions
#11CMG Global Holdings, LLCPassive
Some overlap · 3 shared positions
$MDY$MO$TXN
$236M
100 positions
#12Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$MO$TXN
$418M
232 positions
#13Intrepid Financial Planning Group LLCPassive
Some overlap · 3 shared positions
$MDY$BX$AMGN
$294M
135 positions
#14Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 4 shared positions
$MDY$WFC$TXN$AMGN
$246M
140 positions
#15Crescent Sterling, Ltd.Passive
Some overlap · 4 shared positions
$MDY$TXN$AMGN$VZ
$112M
85 positions
#16Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 4 shared positions
$MDY$AMGN$MAR$VZ
$281M
113 positions
#17Cambridge Advisors Inc.Active
Some overlap · 4 shared positions
$MDY$GLW$FBTC$AMGN
$582M
183 positions
#18Pacific Center for Financial ServicesActive
Some overlap · 4 shared positions
$MDY$ASML$WFC$VZ
$448M
500 positions
#19LCM Capital Management IncActive
Some overlap · 3 shared positions
$MDY$GLW$ASML
$230M
129 positions
#20Curbstone Financial Management CorpPassive
Some overlap · 3 shared positions
$MDY$GLW$TXN
$587M
215 positions
#21SMITH, MOORE & CO.Passive
Some overlap · 3 shared positions
$MDY$GLW$IAU
$1.5B
586 positions
#22Exit Wealth Advisors, LLC.Passive
Some overlap · 5 shared positions
$BMY$GLW$MO$ASML$IAU
$220M
150 positions
#23Canopy Partners, LLCPassive
Some overlap · 3 shared positions
$MDY$ASML$AMGN
$332M
256 positions
#24WASHINGTON TRUST CoPassive
Some overlap · 3 shared positions
$MDY$GLW$ASML
$3.2B
296 positions
#25Bay Rivers GroupPassive
Some overlap · 3 shared positions
$MDY$BX$AMGN
$293M
126 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.