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Hedge Funds Similar to Benchmark Financial Wealth Advisors

13F Portfolio OverlapQ3 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 $419M across 162 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 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
$181M
134 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
$241M
98 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
$392M
279 positions
#8MontVue Capital Management, Inc.Active
Some overlap · 3 shared positions
$MDY$GLW$VZ
$171M
73 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
$226M
110 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
143 positions
#15Crescent Sterling, Ltd.Passive
Some overlap · 4 shared positions
$MDY$TXN$AMGN$VZ
$122M
92 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
$581M
182 positions
#18Pacific Center for Financial ServicesActive
Some overlap · 4 shared positions
$MDY$ASML$WFC$VZ
$477M
506 positions
#19LCM Capital Management IncActive
Some overlap · 3 shared positions
$MDY$GLW$ASML
$235M
125 positions
#20Curbstone Financial Management CorpPassive
Some overlap · 3 shared positions
$MDY$GLW$TXN
$579M
202 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
291 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.