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Hedge Funds Similar to BFSG

13F Portfolio OverlapQ2 2026BFSG portfolio →
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Most similar hedge funds by 13F overlap

BFSG, LLC is an institutional investor managing $1.1B across 768 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 BFSG are Hamilton Point Investment Advisors, Bigelow Investment Advisors, Timber Creek, with shared positions in $IAU, $CHD, $CL, $TJX, $ASML, $AXP. The full ranking of 25 similar funds is below.

#1Hamilton Point Investment Advisors, LLCPassive
Notable overlap · 7 shared positions
$IAU$CHD$CL$TJX$ASML$AXP
$710M
193 positions
#2Bigelow Investment Advisors, LLCPassive
Notable overlap · 6 shared positions
$IAU$TJX$GD$AXP$NEE$MRVL
$276M
157 positions
#3Timber Creek Capital Management LLCPassive
Notable overlap · 4 shared positions
$IAU$SGOL$TTE$ASML
$490M
80 positions
#4Ridge Creek Global, IncPassive
Some overlap · 3 shared positions
$IAU$NEM$NEE
$129M
94 positions
#5Comprehensive Money Management Services LLCPassive
Some overlap · 5 shared positions
$NEM$IAU$FCX$WY$MWA
$159M
200 positions
#6Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$SGOL$IAU$GD$AXP$NEE
$1.3B
275 positions
#7SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$MRVL$CSX$APH$FCX$GD$ASML
$255M
144 positions
#8Wills Financial Group LLCPassive
Some overlap · 5 shared positions
$IAU$MOG-A$SO$NEE$NSC
$275M
82 positions
#9Blossom Wealth ManagementActive
Some overlap · 5 shared positions
$IAU$APH$TJX$NEE$ASML
$71M
72 positions
#10ALLIANZ SEActive
Some overlap · 4 shared positions
$NEM$IAU$AXP$TTE
$9.5B
519 positions
#11Cauble & Harre Wealth Management, Inc.Active
Some overlap · 3 shared positions
$IAU$SGOL$NEM
$125M
72 positions
#12ETF Store, Inc.Passive
Some overlap · 4 shared positions
$IAU$SGOL$CL$NEE
$120M
114 positions
#13Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$IAU$CSX$AXP$NEE
$227M
73 positions
#14Bank OZKPassive
Some overlap · 5 shared positions
$MRVL$CSX$TJX$SO$AXP
$337M
159 positions
#15Clear Retirement Advice LLCActive
Some overlap · 3 shared positions
$IAU$SGOL$TJX
$146M
54 positions
#16ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 6 shared positions
$APH$CHD$TJX$GD$ASML$AXP
$1.9B
88 positions
#17Advocacy Wealth Management, LLCActive
Some overlap · 4 shared positions
$IAU$APH$CHD$ASML
$2.8B
151 positions
#18ROGCO, LPActive
Some overlap · 4 shared positions
$IAU$MRVL$SO$GD
$327M
224 positions
#19EQ LLCActive
Some overlap · 3 shared positions
$IAU$APH$ASML
$407M
87 positions
#20Regency Capital Management Inc.\DEPassive
Some overlap · 3 shared positions
$IAU$APH$ASML
$251M
64 positions
#21Connective Portfolio Management, LLCPassive
Some overlap · 3 shared positions
$IAU$MRVL$AXP
$60M
39 positions
#22Skyline Advisors, Inc.Active
Some overlap · 5 shared positions
$IAU$SO$NEE$SGOL$NI
$319M
123 positions
#23VCI Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$APH$TJX
$399M
99 positions
#24LaSalle St. Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$SGOL$FCX$CSX
$818M
429 positions
#25FORBES J M & CO LLPActive
Some overlap · 4 shared positions
$IAU$APH$TJX$NEE
$1.3B
159 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.