13F Pro

Hedge Funds Similar to Baker Ellis Asset

13F Portfolio OverlapQ1 2026Baker Ellis Asset portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Baker Ellis Asset Management LLC is an institutional investor managing $842M across 254 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 Baker Ellis Asset are APS Group,, White Lighthouse Investment, Capco Asset ,, with shared positions in $MAR, $KKR, $DHR, $LRCX, $WT, $ADI. The full ranking of 25 similar funds is below.

#1APS Management Group, Inc.Passive
Notable overlap · 3 shared positions
$MAR$KKR$DHR
$117M
72 positions
#2White Lighthouse Investment Management Inc.Active
Notable overlap · 3 shared positions
$MAR$KKR$DHR
$721M
145 positions
#3Capco Asset Management, LLCSmart money
Notable overlap · 3 shared positions
$MAR$LRCX$DHR
$367M
27 positions
#4ORBA Wealth Advisors, L.L.C.Passive
Some overlap · 4 shared positions
$LRCX$KKR$WT$MAR
$84M
65 positions
#5Family Legacy Financial Solutions, LLCActive
Some overlap · 6 shared positions
$DHR$WT$ADI$SYK$CARR$DOV
$124M
44 positions
#6TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADVPassive
Some overlap · 4 shared positions
$MAR$DHR$WT$SLB
$277M
187 positions
#7Catalyst Investment Management LLCPassive
Some overlap · 4 shared positions
$KKR$DHR$WT$DOV
$90M
65 positions
#8SNOWWATER INVESTMENT PARTNERS, LLCPassive
Some overlap · 3 shared positions
$MAR$LRCX$DHR
$106M
89 positions
#9McGuire Investment Group, LLCActive
Some overlap · 4 shared positions
$LRCX$WT$ADI$SYK
$885M
121 positions
#10Seek First Inc.Active
Some overlap · 4 shared positions
$LRCX$KKR$WT$GLDM
$142M
58 positions
#11Eldridge Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$MAR$DHR$KKR$WT
$456M
154 positions
#12Manchester Global Management (UK) LtdActive
Some overlap · 3 shared positions
$LRCX$DHR$ADI
$749M
23 positions
#13FOUNDERS GROVE WEALTH PARTNERS, LLCPassive
Some overlap · 3 shared positions
$MAR$KKR$WT
$440M
162 positions
#14Triangle Securities Wealth ManagementPassive
Some overlap · 3 shared positions
$MAR$KKR$LRCX
$441M
206 positions
#15NZS Capital, LLCActive
Some overlap · 3 shared positions
$LRCX$DHR$SYK
$3.0B
58 positions
#16Waldron Private Wealth LLCActive
Some overlap · 5 shared positions
$KKR$DHR$SYK$DOV$MAR
$2.6B
342 positions
#17Kuhn & Co Investment CounselPassive
Some overlap · 3 shared positions
$LRCX$KKR$PNW
$155M
142 positions
#18Atlas Legacy Advisors, LLCPassive
Some overlap · 3 shared positions
$MAR$KKR$DHR
$550M
195 positions
#19Aspetuck Financial Management LLCActive
Some overlap · 4 shared positions
$LRCX$WT$GLDM$NOC
$146M
75 positions
#20Strategic Family Wealth Counselors, L.L.C.Passive
Some overlap · 4 shared positions
$KKR$WT$MAR$DOV
$381M
163 positions
#21MontVue Capital Management, Inc.Active
Some overlap · 4 shared positions
$MAR$DHR$DOV$COF
$147M
67 positions
#22DAGCO, INC.Passive
Some overlap · 4 shared positions
$KKR$MAR$ADI$DHR
$461M
353 positions
#23Safe Harbor Family Capital, LLCSmart money
Some overlap · 3 shared positions
$KKR$MAR$PSA
$128M
55 positions
#24LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$KKR$MAR$WT$DOV
$595M
360 positions
#25Junk Investment Group, LLCPassive
Some overlap · 4 shared positions
$MAR$KKR$DOV$NOC
$191M
88 positions

Compare Baker Ellis Asset’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Baker Ellis Asset’s holdings

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.