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Hedge Funds Similar to Bridgelight Financial Advisors

13F Portfolio OverlapQ2 2026Bridgelight Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Bridgelight Financial Advisors, Inc. is an institutional investor managing $146M across 49 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 Bridgelight Financial Advisors are BLUE SQUARE ASSET, SailingStone Partners, Hurley, with shared positions in $ASML, $AMGN, $SCCO, $EPD, $WMB, $HUBB. The full ranking of 25 similar funds is below.

#1BLUE SQUARE ASSET MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$ASML$AMGN$SCCO
$247M
74 positions
#2SailingStone Capital Partners LLCActive
Notable overlap · 3 shared positions
$EPD$WMB$HUBB
$534M
19 positions
#3Hurley Capital, LLCPassive
Notable overlap · 3 shared positions
$EPD$LMT$UL
$193M
678 positions
#4Fund Advisors of America Inc/FLPassive
Notable overlap · 5 shared positions
$MAIN$ASML$EPD$WMB$SCCO
$110M
120 positions
#5Martin Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$AMGN$ASML$UL
$272M
72 positions
#6Birch Capital Management, LLCPassive
Notable overlap · 3 shared positions
$AMGN$EPD$WMB
$205M
79 positions
#7Trinity Legacy Partners, LLCPassive
Notable overlap · 5 shared positions
$MAIN$AMGN$YMM$EPD$IRM
$500M
110 positions
#8Tamar Securities, LLCActive
Some overlap · 3 shared positions
$ASML$AMGN$LMT
$1.1B
98 positions
#9R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 3 shared positions
$AMGN$EPD$HUBB
$130M
40 positions
#10Karras Company, Inc.Active
Some overlap · 4 shared positions
$ASML$EPD$LMT$AMGN
$110M
61 positions
#11Walter Public Investments Inc.Passive
Some overlap · 3 shared positions
$ASML$TT$HUBB
$416M
53 positions
#12SL ADVISORS, LLCActive
Some overlap · 3 shared positions
$EPD$WMB$LMT
$57M
32 positions
#13EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 3 shared positions
$EPD$TT$WMB
$3.0B
277 positions
#14Carolina Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$AMGN$SCCO$LMT$UL
$255M
278 positions
#15Saturna Capital CORPActive
Some overlap · 3 shared positions
$ASML$TT$UL
$8.2B
140 positions
#16FinArc Investments, Inc.Active
Some overlap · 3 shared positions
$AMGN$TT$IR
$110M
43 positions
#17Phraction Management LLCActive
Some overlap · 3 shared positions
$ASML$WMB$EPD
$596M
66 positions
#18DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$AMGN$EPD$WMB
$517M
137 positions
#1910Elms LLPPassive
Some overlap · 3 shared positions
$EPD$AMGN$WMB
$236M
526 positions
#20Security National BankPassive
Some overlap · 3 shared positions
$ASML$SCCO$HUBB
$838M
392 positions
#21HORAN Wealth, LLCActive
Some overlap · 4 shared positions
$ASML$TT$AMGN$WMB
$1.2B
217 positions
#22AXIOM INVESTORS LLC /DEActive
Some overlap · 3 shared positions
$ASML$SCCO$STM
$11.6B
133 positions
#23Trust Co of KansasActive
Some overlap · 3 shared positions
$ASML$LMT$AMGN
$195M
59 positions
#24LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$ASML$TT$LMT
$320M
82 positions
#25MAPLELANE CAPITAL, LLCActive
Some overlap · 3 shared positions
$ASML$STM$ECHO
$5.5B
86 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.