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 Three Bearings Fiduciary Advisors

13F Portfolio OverlapQ2 2026Three Bearings Fiduciary Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Three Bearings Fiduciary Advisors, Inc. is an institutional investor managing $112M across 312 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 Three Bearings Fiduciary Advisors are MJT & Associates Financial Advisory Group, Stablepoint Partners, Gladwyn Financial Advisors, with shared positions in $NEE, $D, $MMM, $PEP, $MCD, $KLAC. The full ranking of 25 similar funds is below.

#1MJT & Associates Financial Advisory Group, Inc.Active

Some overlap · 6 shared positions

$NEE $D $MMM $PEP $MCD $KLAC

$151M

465 positions

#2Stablepoint Partners, LLCPassive

Slight overlap · 4 shared positions

$NEE $D $PEP $MCD

$723M

260 positions

#3Gladwyn Financial Advisors, Inc.Active

Slight overlap · 5 shared positions

$NEE $MMM $MDY $D $MCD

$160M

82 positions

#4BAYSHORE ASSET MANAGEMENT, LLCSmart money

Slight overlap · 3 shared positions

$NEE $D $ADP

$280M

52 positions

#5FARMERS TRUST CO

Slight overlap · 5 shared positions

$NEE $MMM $PEP $STT $MCD

$637M

203 positions

#6Somerset Group LLCActive

Slight overlap · 4 shared positions

$NEE $MMM $PEP $MCD

$142M

58 positions

#7Slocum, Gordon & Co LLPPassive

Slight overlap · 4 shared positions

$NEE $D $MMM $MCD

$151M

70 positions

#8Tandem Investment Partners LLCPassive

Slight overlap · 3 shared positions

$NEE $D $MDY

$130M

76 positions

#9NCM Capital Management, LLCPassive

Slight overlap · 5 shared positions

$NEE $MMM $MDY $PEP $MCD

$324M

194 positions

#10Robbins FarleyPassive

Slight overlap · 3 shared positions

$NEE $D $DIS

$260M

157 positions

#11Beech Hill Advisors, Inc.Passive

Slight overlap · 3 shared positions

$NEE $D $DIS

$226M

97 positions

#12Center for Financial Planning, Inc.Smart money

Slight overlap · 4 shared positions

$NEE $MMM $PEP $MCD

$1.1B

666 positions

#13INSPIRE TRUST CO, N.A.Passive

Slight overlap · 3 shared positions

$NEE $MMM $STT

$727M

111 positions

#14JOHN G ULLMAN & ASSOCIATES INCPassive

Slight overlap · 3 shared positions

$NEE $D $DIS

$824M

181 positions

#15MATRIX ASSET ADVISORS INC/NYActive

Slight overlap · 4 shared positions

$NEE $MDY $ADP $PEP

$1.2B

106 positions

#16Core Wealth Management, Inc.Smart money

Slight overlap · 3 shared positions

$NEE $MMM $MCD

$356M

42 positions

#17Strong Tower Advisory ServicesPassive

Slight overlap · 3 shared positions

$NEE $MMM $IBIT

$558M

94 positions

#18RWC Asset Management LLPActive

Slight overlap · 3 shared positions

$NEE $D $PEP

$2.6B

160 positions

#19General Partner, Inc.Active

Slight overlap · 4 shared positions

$NEE $MDY $PEP $MCD

$186M

167 positions

#20Mayflower Financial Advisors, LLCPassive

Slight overlap · 4 shared positions

$NEE $MDY $PEP $MCD

$1.2B

499 positions

#21BAYBANPassive

Slight overlap · 4 shared positions

$NEE $MMM $ADP $PEP

$130M

595 positions

#22RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Slight overlap · 5 shared positions

$NEE $ADP $PEP $MCD $MRVL

$794M

188 positions

#23SPRING CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 5 shared positions

$NEE $ADP $PEP $MCD $MRVL

$205M

55 positions

#24VIRTUE ASSET MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$NEE $MDY $PEP

$142M

108 positions

#25PETERSON WEALTH MANAGEMENTActive

Slight overlap · 3 shared positions

$NEE $MDY $PEP

$215M

184 positions

Compare Three Bearings Fiduciary Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Three Bearings Fiduciary Advisors’s holdings

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.