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Hedge Funds Similar to Buck Wealth Strategies

13F Portfolio OverlapQ2 2026Buck Wealth Strategies portfolio →
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Most similar hedge funds by 13F overlap

Buck Wealth Strategies, LLC is an institutional investor managing $956M across 1,170 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 Buck Wealth Strategies are EUBEL BRADY & SUTTMAN ASSET, Miramar, January Advisors, with shared positions in $PYPL, $CCZ, $INTU, $LMT, $VNT, $WM. The full ranking of 25 similar funds is below.

#1EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INCPassive
Notable overlap · 5 shared positions
$PYPL$CCZ$INTU$LMT$VNT
$842M
118 positions
#2Miramar Capital, LLCPassive
Notable overlap · 4 shared positions
$LMT$WM$KR$VZ
$455M
57 positions
#3January Capital Advisors LLCActive
Notable overlap · 3 shared positions
$AMGN$WM$GLDM
$120M
55 positions
#4Stillwater Wealth Management Group
Notable overlap · 4 shared positions
$WM$LMT$AMGN$VZ
$162M
77 positions
#5DB Fitzpatrick & Co, IncActive
Notable overlap · 5 shared positions
$WM$AMGN$LMT$INTU$FTNT
$124M
100 positions
#6LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Notable overlap · 6 shared positions
$WM$INTU$CCZ$FTNT$UBER$DELL
$138M
71 positions
#7Greystone Financial Group, LLCPassive
Notable overlap · 3 shared positions
$AMGN$WM$LMT
$358M
74 positions
#8Commonwealth Retirement Investments LLCPassive
Notable overlap · 6 shared positions
$LMT$HPQ$ALL$CCZ$INTU$AMGN
$368M
417 positions
#9Mendel Capital Management LLCActive
Notable overlap · 4 shared positions
$AMGN$KR$LMT$VZ
$222M
99 positions
#10HFR Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMGN$WM$INTU
$410M
53 positions
#11BCWM, LLCPassive
Notable overlap · 4 shared positions
$LMT$CCZ$SRE$VZ
$342M
57 positions
#12MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 4 shared positions
$AMGN$CCZ$LMT$PYPL
$1.2B
106 positions
#13Hamrick Investment Counsel, llcPassive
Some overlap · 4 shared positions
$AMGN$WM$VZ$LMT
$151M
184 positions
#14Financial Planning Hawaii, Inc.Passive
Some overlap · 5 shared positions
$GLDM$AMGN$LMT$VZ$KR
$186M
134 positions
#15COMMERZBANK AKTIENGESELLSCHAFT /FIActive
Some overlap · 5 shared positions
$CCZ$HPQ$AMGN$VZ$PYPL
$5.0B
347 positions
#16American Investment Services, Inc.Active
Some overlap · 3 shared positions
$AMGN$GLDM$VZ
$473M
133 positions
#17Purus Wealth Management, LLCPassive
Some overlap · 4 shared positions
$WM$GLDM$AMGN$LMT
$363M
171 positions
#18PENN DAVIS MCFARLAND INCActive
Some overlap · 5 shared positions
$PYPL$LMT$WM$AMGN$VZ
$1.1B
79 positions
#19First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$WM$LMT$AMGN
$529M
75 positions
#20Alexander Randolph Advisory, Inc.Active
Some overlap · 3 shared positions
$AMGN$ALL$PVH
$121M
41 positions
#21OPUS INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$AMGN$WM$LMT
$183M
31 positions
#22Tudor Financial Inc.Passive
Some overlap · 3 shared positions
$AMGN$ALL$CCZ
$222M
152 positions
#23Hudson Portfolio Management LLCPassive
Some overlap · 5 shared positions
$ALL$AMGN$VZ$CCZ$JAZZ
$132M
117 positions
#24Vertrix Wealth Management, LLCPassive
Some overlap · 3 shared positions
$AMGN$LMT$WM
$297M
103 positions
#25Joseph Group Capital ManagementPassive
Some overlap · 3 shared positions
$AMGN$GLDM$KR
$476M
387 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.