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Hedge Funds Similar to BridgePort Financial Solutions

13F Portfolio OverlapQ2 2026BridgePort Financial Solutions portfolio →
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Most similar hedge funds by 13F overlap

BridgePort Financial Solutions, LLC is an institutional investor managing $393M across 240 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 BridgePort Financial Solutions are Lifeworks Advisors, ETF Store, BCWM, with shared positions in $IAU, $PFE, $JBL, $IBIT, $MO, $PLTR. The full ranking of 25 similar funds is below.

#1Lifeworks Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$PFE$JBL$IBIT$MO
$955M
337 positions
#2ETF Store, Inc.Passive
Some overlap · 6 shared positions
$IAU$PFE$PLTR$BMY$AMGN$MO
$120M
114 positions
#3BCWM, LLCPassive
Some overlap · 4 shared positions
$IAU$PFE$BMY$MO
$342M
57 positions
#4Signet Investment Advisory Group, Inc.Passive
Some overlap · 3 shared positions
$IAU$PFE$AMGN
$227M
73 positions
#5Round Hill Asset ManagementActive
Some overlap · 4 shared positions
$PFE$FRME$BMY$AMGN
$159M
62 positions
#6Arnhold LLCActive
Some overlap · 3 shared positions
$IAU$PFE$BMY
$1.4B
113 positions
#7Plan Group Financial, LLCPassive
Some overlap · 4 shared positions
$IAU$PFE$NLY$MO
$486M
249 positions
#8Sharp Financial Services, LLCActive
Some overlap · 4 shared positions
$IAU$PFE$PLTR$MO
$216M
127 positions
#9Strathmore Capital Advisors, Inc.Active
Some overlap · 4 shared positions
$IAU$PLTR$LOW$MO
$371M
142 positions
#10Philadelphia Investment Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$PLTR$AMGN$MO
$161M
189 positions
#11Cobblestone Asset Management LLCActive
Some overlap · 4 shared positions
$IAU$IBIT$BMY$MO
$240M
74 positions
#12A4 Wealth Advisors LLCActive
Some overlap · 4 shared positions
$IAU$IBIT$LOW$AMGN
$151M
92 positions
#13TENET WEALTH PARTNERS, LLCActive
Some overlap · 4 shared positions
$IAU$IBIT$LOW$MO
$134M
101 positions
#14Regatta Research & Money ManagementPassive
Some overlap · 3 shared positions
$IAU$PFE$AMGN
$106M
495 positions
#15Mosley Wealth ManagementPassive
Some overlap · 4 shared positions
$IAU$PLTR$MO$AMGN
$314M
781 positions
#16Dynamic Financial GroupSmart money
Some overlap · 3 shared positions
$PFE$IAU$MO
$132M
76 positions
#17Forza Wealth Management, LLCPassive
Some overlap · 4 shared positions
$IAU$BMY$AMGN$LOW
$326M
194 positions
#18White Lighthouse Investment Management Inc.Active
Some overlap · 4 shared positions
$IAU$AMGN$NLY$MO
$802M
151 positions
#19Disciplined Equity Management, Inc.Smart money
Some overlap · 4 shared positions
$PFE$PLTR$LOW$MO
$226M
45 positions
#20PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money
Some overlap · 3 shared positions
$IAU$JBL$AMGN
$1.7B
240 positions
#21Clarion Wealth Managment Partners, LLCActive
Some overlap · 3 shared positions
$IAU$WPC$MO
$124M
87 positions
#22JSF Financial, LLCActive
Some overlap · 3 shared positions
$IAU$JBL$MO
$632M
142 positions
#23Bulltick Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IAU$PLTR$IBIT
$490M
134 positions
#24Modus Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$PLTR$IBIT
$405M
118 positions
#25NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$IAU$PLTR$IBIT
$270M
74 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.