What hedge funds are most similar to Brindle & Bay Financial Advisors, LLC?

The funds with the most similar 13F portfolios to Brindle & Bay Financial Advisors, LLC are WINNOW WEALTH, Thrive, Measured Risk Portfolios, based on overlapping conviction holdings in the latest SEC filings.

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 Brindle & Bay Financial Advisors

13F Portfolio OverlapQ2 2026Brindle & Bay Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Brindle & Bay Financial Advisors, LLC is an institutional investor managing $200M across 86 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 Brindle & Bay Financial Advisors are WINNOW WEALTH, Thrive, Measured Risk Portfolios, with shared positions in $SNA, $TROW, $MO, $CL, $KMB, $ITW. The full ranking of 25 similar funds is below.

#1WINNOW WEALTH LLCPassive

Substantial overlap · 16 shared positions

$SNA $TROW $MO $CL $KMB $ITW

$147M

137 positions

#2Thrive Capital Management, LLCPassive

Substantial overlap · 15 shared positions

$KMB $MO $AOS $TROW $PGR $ITW

$530M

170 positions

#3Measured Risk Portfolios, Inc.Active

Notable overlap · 9 shared positions

$KMB $TROW $TXN $MO $GIS $KHC

$112M

63 positions

#4Carolina Wealth Advisors, LLCPassive

Notable overlap · 8 shared positions

$TXN $MO $CL $TROW $PEP $ITW

$255M

278 positions

#5Verity & Verity, LLCActive

Notable overlap · 8 shared positions

$TXN $GILD $MO $PEP $VICI $VZ

$1.5B

138 positions

#6Coston, McIsaac & PartnersPassive

Notable overlap · 7 shared positions

$KMB $TXN $MO $PEP $PAYX $VZ

$497M

948 positions

#7Center for Wealth Management AdvisoryActive

Notable overlap · 8 shared positions

$GILD $CCZ $PEP $VZ $CME $CL

$159M

62 positions

#8CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$PGR $TROW $SNA $CL $GILD $PAYX

$6.4B

290 positions

#9Monte Financial Group, LLCPassive

Notable overlap · 7 shared positions

$TXN $AVY $EOG $AOS $CME $ACN

$312M

102 positions

#10Welch Group, LLCPassive

Notable overlap · 6 shared positions

$TXN $KMB $CL $PEP $PAYX $VZ

$2.9B

326 positions

#11Martin Capital Partners, LLCPassive

Notable overlap · 6 shared positions

$TROW $TXN $PEP $PAYX $VZ $CME

$272M

72 positions

#12McKinney Capital Management, LLCActive

Notable overlap · 9 shared positions

$TROW $MO $PGR $SNA $PAYX $KHC

$254M

87 positions

#13BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Notable overlap · 6 shared positions

$TXN $ITW $GIS $PAYX $VZ $ACN

$235M

33 positions

#14TECTONIC ADVISORS LLCPassive

Notable overlap · 7 shared positions

$MO $VZ $GILD $VICI $PAYX $PEP

$2.1B

289 positions

#15DEARBORN PARTNERS LLCPassive

Notable overlap · 6 shared positions

$SNA $ITW $TXN $VZ $CME $ACN

$1.8B

269 positions

#16Signature Wealth Management Group

Notable overlap · 6 shared positions

$KMB $TXN $PEP $PAYX $GIS $SNA

$263M

128 positions

#17Peak Retirement Planning, Inc.Passive

Notable overlap · 8 shared positions

$KMB $CL $TROW $ITW $SNA $PGR

$632M

194 positions

#18Miramar Capital, LLCPassive

Notable overlap · 6 shared positions

$PEP $PAYX $EOG $VZ $CME $SNA

$455M

57 positions

#19Oakmont Advisory Group, LLCPassive

Notable overlap · 8 shared positions

$KMB $SNA $ITW $PGR $TROW $MO

$119M

526 positions

#20Windle Wealth, LLCActive

Notable overlap · 5 shared positions

$TROW $ITW $MO $PEP $VZ

$249M

35 positions

#21Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 5 shared positions

$SNA $TXN $GILD $ITW $CCZ

$111M

62 positions

#22Guinness Asset Management LTDActive

Notable overlap · 5 shared positions

$TXN $ITW $PEP $PAYX $CME

$5.9B

141 positions

#23Kerusso Capital Management LLCPassive

Notable overlap · 5 shared positions

$TROW $GILD $PEP $EOG $VZ

$274M

58 positions

#24HF Advisory Group, LLCPassive

Notable overlap · 6 shared positions

$PEP $VZ $MO $TXN $GILD $GIS

$323M

168 positions

#25BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$TXN $PEP $VZ $CL $ACN $EOG

$499M

73 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.