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Hedge Funds Similar to Bruce & ,

13F Portfolio OverlapQ1 2026Bruce & , portfolio →
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Most similar hedge funds by 13F overlap

Bruce & Co., Inc. is an institutional investor managing $350M across 41 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 Bruce & , are Slocum, Gordon & LLP, EDGAR LOMAX /VA, apricus wealth,, with shared positions in $NEE, $DUK, $T, $PFE, $ABT, $BG. The full ranking of 25 similar funds is below.

#1Slocum, Gordon & Co LLPPassive
Notable overlap · 4 shared positions
$NEE$DUK$T$PFE
$147M
64 positions
#2EDGAR LOMAX CO/VAActive
Notable overlap · 5 shared positions
$DUK$NEE$T$PFE$ABT
$1.4B
56 positions
#3apricus wealth, LLCPassive
Notable overlap · 7 shared positions
$BG$ADM$NEM$PFE$DUK$LYB
$205M
120 positions
#4Socorro Asset Management LPPassive
Notable overlap · 3 shared positions
$NEE$XEL$PFE
$221M
32 positions
#5GQG Partners LLCActive
Notable overlap · 6 shared positions
$T$ALL$DUK$XEL$NEE$CMS
$63.1B
81 positions
#6Oppenheimer & Close, LLCPassive
Notable overlap · 3 shared positions
$UHAL$NEM$IIIN
$159M
56 positions
#7REAVES W H & CO INCActive
Notable overlap · 4 shared positions
$XEL$CMS$NEE$WEC
$6.0B
90 positions
#8Constitution Capital LLCActive
Notable overlap · 3 shared positions
$NEE$DUK$T
$200M
61 positions
#9Persium Advisors, LLCActive
Notable overlap · 4 shared positions
$T$DUK$PFE$ABT
$127M
60 positions
#10Griffith & Werner, Inc.Active
Notable overlap · 3 shared positions
$T$DUK$PFE
$202M
72 positions
#11Tandem Investment Advisors, Inc.Active
Notable overlap · 3 shared positions
$NEE$ABT$WEC
$2.0B
83 positions
#12COLRAIN CAPITAL LLCActive
Notable overlap · 3 shared positions
$NEM$VICR$BG
$259M
26 positions
#13OPUS INVESTMENT MANAGEMENT INCActive
Notable overlap · 3 shared positions
$XEL$NEE$CMS
$168M
30 positions
#14ADVENT CAPITAL MANAGEMENT /DE/Passive
Notable overlap · 4 shared positions
$NEE$CMS$DUK$WEC
$3.6B
215 positions
#15FUKOKU MUTUAL LIFE INSURANCE CoPassive
Notable overlap · 4 shared positions
$NEE$DUK$T$PFE
$1.5B
235 positions
#16Planning Center, Inc.Smart money
Notable overlap · 3 shared positions
$NEE$XEL$WEC
$987M
78 positions
#17Merewether Investment Management, LPActive
Notable overlap · 5 shared positions
$BG$XEL$DAR$LYB$VG
$5.2B
79 positions
#18Baugh & Associates, LLCActive
Notable overlap · 3 shared positions
$NEE$ABT$PFE
$232M
44 positions
#19SATOVSKY ASSET MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$NEE$PFE$T
$566M
73 positions
#20Petersen Hastings Wealth Advisors Inc.Smart money
Notable overlap · 3 shared positions
$NEE$ABT$WEC
$1.1B
81 positions
#21CapWealth Advisors, LLCActive
Some overlap · 3 shared positions
$T$DUK$NEE
$1.3B
118 positions
#22Code Waechter LLCPassive
Some overlap · 3 shared positions
$DUK$PFE$XEL
$168M
118 positions
#23VIKING FUND MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$NEE$XEL$T$PFE
$976M
142 positions
#24Lombard Odier Asset Management (Europe) LtdPassive
Some overlap · 3 shared positions
$DUK$NEE$CMS
$1.8B
190 positions
#25HOURGLASS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$NEM$PFE$LYB$T
$480M
130 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.