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Hedge Funds Similar to BRIGHT FINANCIAL ADVISORS

13F Portfolio OverlapQ2 2026BRIGHT FINANCIAL ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

BRIGHT FINANCIAL ADVISORS, INC. is an institutional investor managing $239M across 72 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 BRIGHT FINANCIAL ADVISORS are PEAK FINANCIAL ADVISORS, SAGE PRIVATE WEALTH GROUP, PENOBSCOT WEALTH, with shared positions in $GLDM, $ETN, $MO, $IAU, $TGT, $SYK. The full ranking of 25 similar funds is below.

#1PEAK FINANCIAL ADVISORS LLCPassive
Notable overlap · 3 shared positions
$GLDM$ETN$MO
$242M
78 positions
#2SAGE PRIVATE WEALTH GROUP, LLCActive
Notable overlap · 4 shared positions
$GLDM$IAU$ETN$TGT
$222M
100 positions
#3PENOBSCOT WEALTH MANAGEMENTActive
Notable overlap · 3 shared positions
$GLDM$ETN$IAU
$374M
117 positions
#4MAIMON WEALTH MANAGEMENT LTD.Passive
Notable overlap · 4 shared positions
$SYK$IAU$PM$MO
$130M
80 positions
#5Compass Wealth Management, LLC/GAActive
Notable overlap · 4 shared positions
$GLDM$IAU$PM$MO
$251M
74 positions
#6Beckerman Institutional, LLCPassive
Notable overlap · 4 shared positions
$GLDM$IAU$PM$MO
$210M
124 positions
#7Henderson Brothers Financial Partners, LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$VZ
$211M
77 positions
#8American Investment Services, Inc.Active
Some overlap · 3 shared positions
$GLDM$IAU$VZ
$473M
133 positions
#9NOTTINGHAM ADVISORS, INC.Active
Some overlap · 3 shared positions
$GLDM$IAU$VZ
$838M
122 positions
#10TruNorth Capital Management, LLCSmart money
Some overlap · 3 shared positions
$SYK$ETN$IAU
$623M
123 positions
#11NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$GLDM$IAU$TGT
$270M
74 positions
#12Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$GLDM$IAU$PM
$412M
181 positions
#13Private Harbour Investment Management & Counsel, LLCActive
Some overlap · 4 shared positions
$ETN$SYK$IAU$ZTS
$84M
36 positions
#14Chatterton & Associates Inc.Passive
Some overlap · 3 shared positions
$GLDM$ETN$ROK
$170M
101 positions
#15Copley Financial Group, Inc.Active
Some overlap · 3 shared positions
$GLDM$ETN$TGT
$165M
118 positions
#16CWS Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SYK$PM$MO
$451M
171 positions
#17RETIREMENT INCOME SOLUTIONS, INCSmart money
Some overlap · 3 shared positions
$GLDM$IAU$ETN
$581M
172 positions
#18Evernest Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$GLDM$SYK$MO
$478M
191 positions
#19My Portfolio Guide, LLC
Some overlap · 3 shared positions
$GLDM$PM$MO
$181M
166 positions
#20Bangor Savings BankActive
Some overlap · 3 shared positions
$GLDM$SYK$VZ
$1.4B
543 positions
#21Magnolia Private Wealth, LLCPassive
Some overlap · 3 shared positions
$GLDM$IAU$PM
$182M
153 positions
#22Ridge Creek Global, IncPassive
Some overlap · 3 shared positions
$ETN$SYK$IAU
$129M
94 positions
#23WORMSER FRERES GESTIONActive
Some overlap · 3 shared positions
$SYK$IAU$ZTS
$177M
66 positions
#24Parcion Private Wealth LLCPassive
Some overlap · 3 shared positions
$GLDM$IAU$ETN
$1.8B
529 positions
#25Zhang Financial LLCActive
Some overlap · 3 shared positions
$SYK$IAU$GLDM
$3.4B
392 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.