How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to BNC WEALTH

13F Portfolio OverlapQ3 2026BNC WEALTH portfolio →

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Most similar hedge funds by 13F overlap

BNC WEALTH MANAGEMENT, LLC is an institutional investor managing $436M across 104 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 BNC WEALTH are Vivid Wealth, Teamwork Financial Advisors, Sun Financial, with shared positions in $KLAC, $PWR, $ANET, $PNC, $CDNS, $APD. The full ranking of 25 similar funds is below.

#1Vivid Wealth Management, LLCPassive

Substantial overlap · 17 shared positions

$KLAC $PWR $ANET $PNC $CDNS $APD

$284M

73 positions

#2Teamwork Financial Advisors, LLCPassive

Substantial overlap · 18 shared positions

$KLAC $ANET $PWR $HOOD $PNC $MNST

$908M

182 positions

#3Sun Financial IncPassive

Substantial overlap · 17 shared positions

$ANET $MNST $BNY $ETN $PWR $TJX

$212M

161 positions

#4Axecap Investments, LLCPassive

Notable overlap · 5 shared positions

$KLAC $ANET $BNY $CDNS $MNST

$169M

77 positions

#5Covenant Asset Management, LLCPassive

Notable overlap · 6 shared positions

$KLAC $PWR $HOOD $ANET $AXP $BE

$746M

169 positions

#6Smith Group Asset Management, LLCActive

Notable overlap · 5 shared positions

$KLAC $ANET $CDNS $AXP $TJX

$2.5B

166 positions

#7Blue Chip Partners, LLCActive

Notable overlap · 5 shared positions

$KLAC $PWR $ETN $MNST $TJX

$1.6B

184 positions

#8Broadleaf Partners, LLCPassive

Notable overlap · 6 shared positions

$ANET $PWR $KLAC $PLTR $BE $MRVL

$517M

86 positions

#9Bluebird Wealth Management LLCPassive

Notable overlap · 7 shared positions

$ANET $AXP $HOOD $TJX $ETN $VST

$115M

89 positions

#10CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 4 shared positions

$KLAC $ANET $ETN $AXP

$195M

67 positions

#11Gunderson Capital Management Inc.Active

Notable overlap · 4 shared positions

$KLAC $ANET $PWR $MRVL

$359M

54 positions

#12Longbow Finance SAPassive

Notable overlap · 7 shared positions

$BNY $AXP $TJX $KLAC $CDNS $ANET

$782M

59 positions

#13Bensler, LLCPassive

Notable overlap · 5 shared positions

$KLAC $VST $AXP $ANET $PWR

$1.1B

198 positions

#14Taylor Hoffman Capital Management LLCActive

Notable overlap · 5 shared positions

$ANET $KLAC $DE $MNST $UNP

$412M

122 positions

#15BRISTOL JOHN W & CO INC /NY/Active

Notable overlap · 6 shared positions

$ANET $APD $DE $ENTG $UNP $MRVL

$6.8B

62 positions

#16Community Financial Services Group, LLCPassive

Notable overlap · 5 shared positions

$KLAC $PNC $ETN $ANET $AXP

$655M

539 positions

#17Titan Wealth (CI) LtdPassive

Notable overlap · 4 shared positions

$KLAC $ANET $PLTR $NOW

$269M

51 positions

#18E20 Capital LtdActive

Notable overlap · 4 shared positions

$KLAC $CDNS $HOOD $ENTG

$1.2B

22 positions

#19Kessler Investment Group, LLCPassive

Notable overlap · 4 shared positions

$KLAC $ANET $PLTR $NOW

$207M

82 positions

#20Walsky Investment Management, Inc.Passive

Notable overlap · 5 shared positions

$BNY $APD $PNC $ETN $UNP

$108M

52 positions

#21TCW GROUP INCActive

Notable overlap · 7 shared positions

$KLAC $ANET $ETN $CDNS $BNY $MRVL

$14.9B

640 positions

#22Westerkirk Capital Inc.Active

Notable overlap · 5 shared positions

$KLAC $TJX $ANET $ETN $APD

$1.0B

212 positions

#23CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 5 shared positions

$PWR $CDNS $MNST $APD $TJX

$435M

70 positions

#24Ayrshire Capital Management LLCPassive

Notable overlap · 4 shared positions

$KLAC $ANET $ETN $TJX

$219M

50 positions

#25Benchmark Investment Advisors LLCActive

Notable overlap · 5 shared positions

$KLAC $ANET $PLTR $NOW $MRVL

$228M

70 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.