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Hedge Funds Similar to BUSH INVESTMENT GROUP

13F Portfolio OverlapQ1 2026BUSH INVESTMENT GROUP portfolio →
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Most similar hedge funds by 13F overlap

BUSH INVESTMENT GROUP, LLC is an institutional investor managing $183M across 38 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BUSH INVESTMENT GROUP are Compass Wealth, GREATMARK INVESTMENT PARTNERS, Wealth Intelligence, with shared positions in $GLDM, $SO, $LOW, $AFL, $GPN. The full ranking of 16 similar funds is below.

#1Compass Wealth Management, LLC/GAActive
Notable overlap · 3 shared positions
$GLDM$SO$LOW
$251M
74 positions
#2GREATMARK INVESTMENT PARTNERS, INC.Active
Notable overlap · 3 shared positions
$AFL$LOW$SO
$906M
153 positions
#3Wealth Intelligence, LLCActive
Notable overlap · 3 shared positions
$LOW$SO$AFL
$215M
59 positions
#4PENINSULA ASSET MANAGEMENT INCActive
Notable overlap · 3 shared positions
$AFL$LOW$SO
$209M
54 positions
#5Cornerstone Management, Inc.Smart money
Some overlap · 3 shared positions
$AFL$GPN$SO
$695M
67 positions
#6VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 3 shared positions
$SO$AFL$LOW
$201M
57 positions
#7Pinnacle Financial Partners, Inc.Active
Some overlap · 3 shared positions
$GPN$SO$AFL
$14.7B
1,128 positions
#8Rodgers & Associates, LTDActive
Some overlap · 3 shared positions
$LOW$SO$GLDM
$1.1B
108 positions
#9WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$SO$LOW$AFL
$390M
103 positions
#10Three Magnolias Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$GLDM$LOW$SO
$179M
112 positions
#11CITY HOLDING COPassive
Some overlap · 3 shared positions
$LOW$SO$AFL
$884M
587 positions
#12CFS Investment Advisory Services, LLCPassive
Some overlap · 3 shared positions
$GLDM$AFL$LOW
$1.5B
357 positions
#13Ronald Blue Trust, Inc.Active
Some overlap · 3 shared positions
$GPN$AFL$SO
$9.5B
2,447 positions
#14CULLINAN ASSOCIATES INCActive
Slight overlap · 3 shared positions
$AFL$LOW$SO
$1.3B
204 positions
#15Acorn Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$LOW$SO$GLDM
$410M
303 positions
#16Churchill Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$GLDM$LOW$SO
$519M
125 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.