What hedge funds are most similar to BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC?

The funds with the most similar 13F portfolios to BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC are Saba ,, Bulldog Investors, LLP, INTREPID FAMILY OFFICE, based on overlapping conviction holdings in the latest SEC filings.

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 BLUE BELL PRIVATE WEALTH ,

13F Portfolio OverlapQ1 2026BLUE BELL PRIVATE WEALTH , portfolio →

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Most similar hedge funds by 13F overlap

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC is an institutional investor managing $696M across 724 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 BLUE BELL PRIVATE WEALTH , are Saba ,, Bulldog Investors, LLP, INTREPID FAMILY OFFICE, with shared positions in $GAM, $ASA, $RMT, $TY, $GDV, $BSTZ. The full ranking of 15 similar funds is below.

#1Saba Capital Management, L.P.Passive

Notable overlap · 12 shared positions

$GAM $ASA $RMT $TY $GDV $BSTZ

$3.6B

390 positions

#2Bulldog Investors, LLPPassive

Notable overlap · 4 shared positions

$GAM $CET $STEW $GDV

$445M

216 positions

#3INTREPID FAMILY OFFICE LLCActive

Some overlap · 4 shared positions

$ADX $RVT $BSTZ $PEO

$124M

38 positions

#4Thomas J. Herzfeld Advisors, Inc.Active

Some overlap · 9 shared positions

$ASA $BRW $GAM $STEW $BSTZ $CET

$294M

115 positions

#5GatePass Capital, LLCPassive

Some overlap · 4 shared positions

$ADX $STEW $SPE $GGZ

$214M

173 positions

#6Shaker Financial Services, LLCPassive

Some overlap · 5 shared positions

$RMT $STEW $TY $SPE $SABA

$287M

145 positions

#7Uncommon Cents Investing LLCPassive

Some overlap · 3 shared positions

$ASA $TY $ADX

$431M

208 positions

#8RIVERNORTH CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$BRW $BSTZ $RMT $RVT $SABA $BMEZ

$2.0B

542 positions

#9Quantedge Capital Pte LtdActive

Some overlap · 6 shared positions

$STEW $ASA $BSTZ $BMEZ $GDV $RMT

$183M

51 positions

#10Almitas Capital LLCActive

Some overlap · 4 shared positions

$ASA $MEGI $SABA $BMEZ

$443M

115 positions

#11FCA CORP /TXPassive

Some overlap · 3 shared positions

$ADX $RMT $PEO

$354M

191 positions

#121607 Capital Partners, LLCActive

Slight overlap · 3 shared positions

$GAM $STEW $CET

$1.4B

139 positions

#13Beckerman Institutional, LLCPassive

Slight overlap · 4 shared positions

$TY $NFJ $GGZ $BCV

$188M

121 positions

#14Z3 Capital Partners, LLCPassive

Slight overlap · 4 shared positions

$RVT $BSTZ $EMO $BMEZ

$395M

187 positions

#15Closed-End Fund Advisors, Inc.Passive

Slight overlap · 3 shared positions

$MEGI $SABA $EMO

$98M

162 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.