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Hedge Funds Similar to Bestgate Wealth Advisors

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

Bestgate Wealth Advisors, LLC is an institutional investor managing $63M across 45 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 Bestgate Wealth Advisors are Stockman Wealth, Thomasville National Bank, Banco de Sabadell, S.A, with shared positions in $ASML, $USB, $AXP, $VZ, $DUK, $NEE. The full ranking of 25 similar funds is below.

#1Stockman Wealth Management, Inc.Passive
Notable overlap · 4 shared positions
$ASML$USB$AXP$VZ
$968M
178 positions
#2Thomasville National BankPassive
Notable overlap · 4 shared positions
$ASML$USB$DUK$AXP
$1.8B
241 positions
#3Banco de Sabadell, S.APassive
Notable overlap · 4 shared positions
$ASML$NEE$USB$BLK
$170M
61 positions
#4ST GERMAIN D J CO INCPassive
Notable overlap · 4 shared positions
$ASML$NEE$BLK$VZ
$2.8B
914 positions
#5LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$ASML$AXP$DUK
$213M
124 positions
#6Minot DeBlois Advisors LLCPassive
Some overlap · 4 shared positions
$ASML$AXP$NEE$VZ
$116M
240 positions
#7FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 4 shared positions
$DUK$USB$NEE$VZ
$1.7B
256 positions
#8CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$USB$ASML$VZ
$1.6B
85 positions
#9Center for Wealth Management AdvisoryActive
Some overlap · 3 shared positions
$USB$VZ$DUK
$159M
62 positions
#10EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$USB$DUK$NEE
$1.3B
58 positions
#11Armor Investment Advisors, LLCActive
Some overlap · 4 shared positions
$ASML$DUK$VZ$NEE
$312M
155 positions
#12Slocum, Gordon & Co LLPPassive
Some overlap · 3 shared positions
$VZ$DUK$NEE
$151M
70 positions
#13Constitution Capital LLCActive
Some overlap · 3 shared positions
$DUK$AXP$NEE
$195M
62 positions
#14Griffith & Werner, Inc.Passive
Some overlap · 3 shared positions
$VZ$DUK$AXP
$213M
71 positions
#15Blue Chip Partners, LLCActive
Some overlap · 3 shared positions
$ASML$BLK$NEE
$1.6B
184 positions
#16OPAL CAPITAL LLCPassive
Some overlap · 3 shared positions
$VZ$ASML$NEE
$560M
136 positions
#17STOCK YARDS BANK & TRUST COActive
Some overlap · 3 shared positions
$ASML$NEE$BLK
$3.5B
397 positions
#18CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 3 shared positions
$ASML$BLK$NEE
$78M
44 positions
#19LifePlan Financial, LLCPassive
Some overlap · 3 shared positions
$USB$DUK$VZ
$143M
89 positions
#20Paradigm Capital Management, LLC/NVActive
Some overlap · 3 shared positions
$USB$VZ$DUK
$116M
65 positions
#21Baugh & Associates, LLCActive
Some overlap · 3 shared positions
$ASML$NEE$VZ
$226M
42 positions
#22COUNTRY TRUST BANKActive
Some overlap · 4 shared positions
$ASML$AXP$BLK$NEE
$5.7B
628 positions
#23VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 5 shared positions
$AXP$NEE$DUK$BLK$USB
$5.0B
245 positions
#24Alley Investment Management Company, LLCActive
Some overlap · 4 shared positions
$ASML$BLK$DUK$USB
$856M
89 positions
#25Signet Investment Advisory Group, Inc.Passive
Some overlap · 3 shared positions
$USB$NEE$AXP
$227M
73 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.