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 BESSEMER GROUP

13F Portfolio OverlapQ2 2026BESSEMER GROUP portfolio →

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Most similar hedge funds by 13F overlap

BESSEMER GROUP INC is an institutional investor managing $72.7B across 2,558 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 BESSEMER GROUP are Walleye, FULTON BREAKEFIELD BROENNIMAN, Sandro Wealth, with shared positions in $KLAC, $MCD, $COR, $TTWO, $COF, $BA. The full ranking of 25 similar funds is below.

#1Walleye Capital LLCPassive

Some overlap · 7 shared positions

$KLAC $MCD $COR $TTWO $COF $BA

$28.0B

4,674 positions

#2FULTON BREAKEFIELD BROENNIMAN LLCPassive

Some overlap · 5 shared positions

$NEE $HWM $MCD $XPO $SPOT

$1.7B

208 positions

#3Sandro Wealth Management LLCPassive

Some overlap · 4 shared positions

$NEE $KLAC $MCD $C

$138M

103 positions

#4LYNCH & ASSOCIATES/INPassive

Some overlap · 4 shared positions

$NEE $COF $MCD $BA

$699M

128 positions

#5BUFFALO BUSINESS & ESTATE SERVICES LTDActive

Some overlap · 4 shared positions

$NEE $KLAC $COF $BA

$793M

105 positions

#6TOWER TRUST & INVESTMENT CoPassive

Some overlap · 5 shared positions

$KLAC $NEE $COR $BA $C

$165M

247 positions

#7EAGLE ROCK INVESTMENT COMPANY, LLCActive

Some overlap · 5 shared positions

$KLAC $COF $COR $TTWO $C

$799M

156 positions

#8River Street Advisors LLCPassive

Some overlap · 4 shared positions

$NEE $KLAC $COF $MCD

$324M

176 positions

#9FIRST AMERICAN TRUST, FSBPassive

Some overlap · 4 shared positions

$NEE $MCD $TTWO $C

$1.7B

307 positions

#10Cohen Investment Advisors LLCPassive

Some overlap · 4 shared positions

$NEE $MCD $BA $C

$233M

81 positions

#11Close Asset Management LtdActive

Some overlap · 5 shared positions

$KLAC $COF $COR $MCD $C

$3.8B

269 positions

#12Wheelhouse Advisory Group LLCActive

Slight overlap · 4 shared positions

$NEE $MCD $BA $AEE

$378M

56 positions

#13BDFS Capital LLCActive

Slight overlap · 4 shared positions

$NEE $COR $BA $C

$203M

117 positions

#14BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Slight overlap · 3 shared positions

$NEE $KLAC $MCD

$405M

98 positions

#15HOWE & RUSLING INCPassive

Slight overlap · 3 shared positions

$NEE $KLAC $MCD

$1.7B

479 positions

#16KCM INVESTMENT ADVISORS LLCActive

Slight overlap · 3 shared positions

$NEE $KLAC $MCD

$3.4B

411 positions

#17Chesapeake Wealth ManagementPassive

Slight overlap · 3 shared positions

$NEE $KLAC $MCD

$357M

168 positions

#18Community Financial Services Group, LLCPassive

Slight overlap · 3 shared positions

$NEE $KLAC $MCD

$655M

539 positions

#19FIRST COMMONWEALTH FINANCIAL CORP /PA/Active

Slight overlap · 4 shared positions

$KLAC $HWM $MCD $C

$715M

269 positions

#20Beacon Harbor Wealth Advisors, Inc.Passive

Slight overlap · 3 shared positions

$NEE $HWM $MCD

$513M

70 positions

#21MIZUHO MARKETS AMERICAS LLCPassive

Slight overlap · 4 shared positions

$KLAC $NEE $COR $LYV

$6.5B

234 positions

#22CAPE COD FIVE CENTS SAVINGS BANKPassive

Slight overlap · 3 shared positions

$NEE $KLAC $MCD

$1.2B

203 positions

#23EASTERN BANKPassive

Slight overlap · 3 shared positions

$NEE $KLAC $MCD

$6.6B

1,107 positions

#24First Fiduciary Investment Counsel, Inc.Passive

Slight overlap · 3 shared positions

$NEE $COF $MCD

$521M

77 positions

#25Stablepoint Partners, LLCPassive

Slight overlap · 3 shared positions

$NEE $COF $MCD

$723M

260 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.