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Hedge Funds Similar to BIP Wealth

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

BIP Wealth, LLC is an institutional investor managing $3.5B across 560 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 BIP Wealth are Hubbell Strickland Wealth, Novak & Powell Financial Services, Copia Wealth, with shared positions in $DOV, $PHYS, $AFL, $PLTR, $AMGN, $SO. The full ranking of 25 similar funds is below.

#1Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$DOV$PHYS$AFL$PLTR
$277M
87 positions
#2Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$AMGN$SO
$212M
171 positions
#3Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$DOV$AMGN$SO
$166M
570 positions
#4Windsor Advisory Group, LLCActive
Some overlap · 3 shared positions
$DOV$STRL$AMGN
$138M
97 positions
#5Value Investment Professionals, LLCPassive
Some overlap · 3 shared positions
$DOV$STRL$AFL
$119M
97 positions
#6LongView Wealth ManagementPassive
Some overlap · 3 shared positions
$DOV$AFL$SO
$390M
227 positions
#7BURKETT FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$DOV$AMGN$SSB
$320M
266 positions
#8WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADVPassive
Some overlap · 3 shared positions
$DOV$AMGN$PLTR
$405M
169 positions
#9Approach Retirement Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$AFL$SO
$138M
82 positions
#10Arcadia Wealth Management, LLCActive
Some overlap · 3 shared positions
$DOV$PHYS$PLTR
$319M
66 positions
#11ADE, LLCActive
Some overlap · 3 shared positions
$DOV$PHYS$AMGN
$237M
93 positions
#12Latitude Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$PHYS$PLTR
$251M
239 positions
#13Cannon Financial Strategists, Inc.Active
Some overlap · 4 shared positions
$DOV$PHYS$AMGN$SO
$879M
133 positions
#14LEAVELL INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$PHYS$DOV$AFL$SO
$2.7B
633 positions
#15UNITED BANKActive
Slight overlap · 3 shared positions
$DOV$AFL$AMGN
$853M
130 positions
#16CFS Investment Advisory Services, LLCPassive
Slight overlap · 3 shared positions
$DOV$AFL$AMGN
$1.5B
357 positions
#17Abacus Planning Group, Inc.Active
Slight overlap · 3 shared positions
$PHYS$DOV$AMGN
$809M
259 positions
#18Bay Rivers GroupPassive
Slight overlap · 3 shared positions
$STRL$AMGN$PLTR
$293M
126 positions
#19Dedeker Financial LLCActive
Slight overlap · 3 shared positions
$STRL$AFL$PLTR
$176M
55 positions
#20Beacon Financial Strategies CORPActive
Slight overlap · 3 shared positions
$DOV$AFL$SO
$201M
209 positions
#21MANCHESTER FINANCIAL INCActive
Slight overlap · 3 shared positions
$DOV$AMGN$PLTR
$563M
145 positions
#22Biltmore Family Office, LLCActive
Slight overlap · 3 shared positions
$PHYS$AFL$SO
$761M
333 positions
#23DB Fitzpatrick & Co, IncActive
Slight overlap · 3 shared positions
$DOV$AFL$AMGN
$124M
100 positions
#24Beaird Harris Wealth Management, LLCActive
Slight overlap · 3 shared positions
$PHYS$AMGN$PLTR
$1.6B
707 positions
#25IAM Advisory, LLCActive
Slight overlap · 3 shared positions
$STRL$AMGN$PLTR
$513M
107 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.