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Hedge Funds Similar to J. L. Bainbridge

13F Portfolio OverlapQ2 2026J. L. Bainbridge portfolio →
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Most similar hedge funds by 13F overlap

J. L. Bainbridge & Co., Inc. is an institutional investor managing $1.3B across 115 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 J. L. Bainbridge are Beech Hill Advisors, Kazazian Asset, J. Stern & LLP, with shared positions in $BX, $ETN, $DIS, $NEE, $CRM, $GM. The full ranking of 25 similar funds is below.

#1Beech Hill Advisors, Inc.Passive
Notable overlap · 5 shared positions
$BX$ETN$DIS$NEE$CRM
$226M
97 positions
#2Kazazian Asset Management, LLCActive
Some overlap · 3 shared positions
$BX$DIS$GM
$111M
51 positions
#3J. Stern & Co. LLPActive
Some overlap · 3 shared positions
$ETN$DIS$CRM
$1.1B
51 positions
#4CACTI ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$BX$DIS$AXP
$2.0B
76 positions
#5Game Plan Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$ETN$AXP$PM
$269M
465 positions
#6StrongBox Wealth, LLCPassive
Some overlap · 3 shared positions
$ETN$BX$NEE
$351M
267 positions
#7BECK MACK & OLIVER LLCActive
Some overlap · 3 shared positions
$BX$AXP$SCHW
$5.1B
201 positions
#8Tranquility Partners, LLCPassive
Some overlap · 3 shared positions
$BX$ETN$NEE
$291M
232 positions
#9Winthrop Partners - WNY, LLCPassive
Some overlap · 4 shared positions
$ETN$NEE$BX$PM
$202M
87 positions
#10Lantern Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$BX$ETN$NEE$DIS$SCHW
$218M
184 positions
#11Ridge Creek Global, IncPassive
Some overlap · 3 shared positions
$ETN$DIS$NEE
$129M
94 positions
#12Pegasus Asset Management, Inc.Passive
Some overlap · 4 shared positions
$ETN$DIS$CRM$BLK
$351M
75 positions
#13CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 6 shared positions
$ETN$AXP$NEE$CRM$BLK$SCHW
$195M
67 positions
#14Focused Investors LLCActive
Some overlap · 3 shared positions
$CI$DIS$AXP
$3.0B
23 positions
#15St. Clair Advisors, LLCSmart money
Some overlap · 3 shared positions
$ETN$BX$CRM
$389M
78 positions
#16SANDERS MORRIS HARRIS LLCActive
Some overlap · 4 shared positions
$BX$BLK$SCHW$PM
$172M
75 positions
#17Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$DIS$AXP$BX$NEE$CRM
$116M
240 positions
#18Strategic Wealth Investment Group, LLCPassive
Some overlap · 5 shared positions
$BX$AXP$ETN$NEE$CRM
$825M
104 positions
#19MOSELEY INVESTMENT MANAGEMENT INC
Some overlap · 3 shared positions
$ETN$NEE$BX
$314M
163 positions
#20Phoenix Wealth AdvisorsActive
Some overlap · 3 shared positions
$ETN$NEE$AXP
$297M
129 positions
#21Bill Few Associates, Inc.Passive
Some overlap · 5 shared positions
$AXP$BX$ETN$DIS$USB
$470M
227 positions
#22Hudson Capital Management LLCPassive
Some overlap · 3 shared positions
$GM$CI$CRM
$414M
74 positions
#23RE ADVISERS CORPActive
Some overlap · 3 shared positions
$ETN$DIS$CI
$4.0B
124 positions
#24DOVER ADVISORS, LLCPassive
Some overlap · 5 shared positions
$ETN$AXP$DIS$NEE$CRM
$244M
153 positions
#25M3 Wealth Management, LLCActive
Some overlap · 3 shared positions
$ETN$DIS$NEE
$154M
35 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.