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Hedge Funds Similar to Bell Bank

13F Portfolio OverlapQ1 2026Bell Bank portfolio →
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Most similar hedge funds by 13F overlap

Bell Bank is an institutional investor managing $2.6B across 195 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 Bell Bank are 1620 INVESTMENT ADVISORS,, Ranch Advisors, Elevated Advisors,, with shared positions in $JHG, $STX, $PFE, $SO, $VZ, $IBM. The full ranking of 25 similar funds is below.

#11620 INVESTMENT ADVISORS, INC.Passive
Some overlap · 8 shared positions
$JHG$STX$PFE$SO$VZ$IBM
$148M
658 positions
#2Ranch Capital Advisors Inc.Passive
Some overlap · 9 shared positions
$PFE$SO$VZ$IBM$AMGN$UPS
$277M
154 positions
#3Elevated Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$VLTO$JHG$IBM$STX$PFE$VZ
$397M
843 positions
#4SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 8 shared positions
$JHG$PFE$VZ$IBM$GILD$DUK
$119M
61 positions
#5DB&C Advisors, LLCPassive
Some overlap · 8 shared positions
$PFE$SO$VZ$IBM$AMGN$UPS
$77M
67 positions
#6Sterling Investment Management, Inc.Passive
Some overlap · 5 shared positions
$VLTO$RIO$PFE$VZ$KMB
$167M
65 positions
#7SeaBridge Investment Advisors LLCPassive
Some overlap · 4 shared positions
$VLTO$JHG$STX$AMGN
$591M
188 positions
#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 8 shared positions
$RIO$SO$VZ$IBM$UPS$DUK
$220M
148 positions
#9apricus wealth, LLCPassive
Some overlap · 8 shared positions
$PFE$SO$ADM$AMGN$TRP$DUK
$205M
120 positions
#10WFA of San Diego, LLCPassive
Some overlap · 4 shared positions
$VLTO$JHG$IBM$AMGN
$125M
404 positions
#11CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 5 shared positions
$VLTO$PFE$UPS$DUK$PFH
$1.4B
178 positions
#12RAHLFS CAPITAL, LLCPassive
Some overlap · 6 shared positions
$JHG$PFE$SO$VZ$ADM$DUK
$136M
86 positions
#13CAPITAL ADVISORS INC/OKPassive
Some overlap · 6 shared positions
$JHG$RIO$PFE$SO$VZ$IBM
$6.2B
357 positions
#14LFG Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$JHG$RIO$PFE$VZ$T$ARCC
$166M
89 positions
#15Aull & Monroe Investment Management CorpPassive
Some overlap · 7 shared positions
$STX$SO$VZ$IBM$AMGN$DUK
$215M
125 positions
#16Old Port AdvisorsPassive
Some overlap · 7 shared positions
$STX$RIO$PFE$IBM$GSK$LYB
$434M
239 positions
#17First Bank & TrustPassive
Some overlap · 7 shared positions
$PFE$SO$VZ$AMGN$TRP$GILD
$621M
257 positions
#18Griffith & Werner, Inc.Active
Some overlap · 7 shared positions
$PFE$SO$VZ$IBM$GILD$DUK
$202M
72 positions
#19FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 7 shared positions
$PFE$SO$VZ$IBM$GILD$DUK
$1.5B
235 positions
#20Future Financial Wealth Managment LLCActive
Some overlap · 6 shared positions
$JHG$VZ$IBM$PFE$DUK$T
$155M
128 positions
#21POM Investment Strategies, LLCPassive
Some overlap · 7 shared positions
$PFE$SO$VZ$IBM$DUK$GSK
$80M
433 positions
#22TT Capital Management LLCActive
Some overlap · 6 shared positions
$JHG$PFE$VZ$DUK$LYB$DOW
$121M
73 positions
#23Argyle Capital Management, LLCPassive
Some overlap · 7 shared positions
$PFE$VZ$IBM$AMGN$DUK$T
$308M
137 positions
#24TECTONIC ADVISORS LLCActive
Some overlap · 7 shared positions
$PFE$VZ$IBM$GILD$DUK$T
$1.9B
267 positions
#25NewSquare Capital LLCPassive
Some overlap · 7 shared positions
$STX$IBM$AMGN$GILD$DUK$LYB
$1.2B
211 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.