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Hedge Funds Similar to Bell Bank

13F Portfolio OverlapQ3 2026Bell Bank portfolio →
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Most similar hedge funds by 13F overlap

Bell Bank is an institutional investor managing $2.7B across 204 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Bell Bank are Ranch Advisors, CANTOR FITZGERALD INVESTMENT ADVISORS, Catherine Avery Investment, with shared positions in $SO, $AMGN, $UPS, $ADM, $DUK, $VZ. The full ranking of 25 similar funds is below.

#1Ranch Capital Advisors Inc.Passive
Notable overlap · 10 shared positions
$SO$AMGN$UPS$ADM$DUK$VZ
$316M
157 positions
#2CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Notable overlap · 8 shared positions
$HPE$UPS$PFE$KMB$PFH$DUK
$3.3B
229 positions
#3Catherine Avery Investment Management LLCPassive
Notable overlap · 7 shared positions
$STX$HPE$AMGN$UPS$PFE$VZ
$116M
172 positions
#4P.A.W. CAPITAL CORPPassive
Notable overlap · 8 shared positions
$AMGN$UPS$PFE$KMB$PFH$VZ
$133M
66 positions
#5McKinney Capital Management, LLCActive
Some overlap · 8 shared positions
$HPE$PFH$UPS$VZ$SWK$KHC
$254M
87 positions
#6MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$RIO$SO$UPS$PFH$DUK$VZ
$233M
122 positions
#7Stablepoint Partners, LLCPassive
Some overlap · 7 shared positions
$STX$AMGN$VZ$DUK$GSK$PEP
$723M
260 positions
#8Verity & Verity, LLCActive
Some overlap · 7 shared positions
$AMGN$UPS$PFE$PFH$VZ$GILD
$1.5B
139 positions
#9Athena Investment ManagementPassive
Some overlap · 7 shared positions
$HPE$PFE$VZ$ADM$AMGN$PEP
$169M
132 positions
#10First Bank & TrustPassive
Some overlap · 7 shared positions
$TRP$AMGN$PFE$SO$DUK$VZ
$687M
277 positions
#11SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 7 shared positions
$SO$AMGN$KMB$DUK$VZ$PEP
$1.3B
97 positions
#12PINKERTON WEALTH, LLCActive
Some overlap · 7 shared positions
$SO$AMGN$KMB$DUK$VZ$PEP
$1.2B
103 positions
#13ALLEN WEALTH MANAGEMENT, LLCActive
Some overlap · 7 shared positions
$RIO$KMB$AMGN$DUK$PEP$SWK
$205M
60 positions
#14Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$STX$SO$AMGN$DUK$VZ$PEP
$231M
125 positions
#15Measured Risk Portfolios, Inc.Active
Some overlap · 7 shared positions
$UPS$KMB$PFH$DUK$VZ$KHC
$94M
64 positions
#16BCWM, LLCPassive
Some overlap · 7 shared positions
$UPS$PFE$DUK$VZ$PEP$SWK
$342M
57 positions
#17VIKING FUND MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$HPE$TRP$KMB$PFH$VZ$PEP
$1.1B
141 positions
#18NewSquare Capital LLCPassive
Some overlap · 6 shared positions
$STX$AMGN$PFH$DUK$GILD$SWK
$1.4B
236 positions
#19ARS Wealth Advisors Group, LLCActive
Some overlap · 7 shared positions
$SO$DUK$VZ$PEP$GSK$UPS
$1.4B
218 positions
#20Visionary Wealth AdvisorsPassive
Some overlap · 7 shared positions
$SO$AMGN$VZ$DUK$GSK$PEP
$2.5B
666 positions
#21Lifeworks Advisors, LLCPassive
Some overlap · 5 shared positions
$STX$HPE$SO$PFE$GILD
$955M
337 positions
#22apricus wealth, LLCPassive
Some overlap · 6 shared positions
$SO$ADM$AMGN$KMB$DUK$KMI
$222M
128 positions
#23Optimist Retirement Group LLCActive
Some overlap · 7 shared positions
$PFE$KMB$VZ$GSK$PEP$HPQ
$259M
118 positions
#24OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 6 shared positions
$SO$UPS$PFE$KMB$DUK$PEP
$2.2B
70 positions
#25Principal Street Partners, LLCPassive
Some overlap · 6 shared positions
$HPE$AMGN$DUK$VZ$GILD$KMI
$683M
277 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.