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 BCM ADVISORS,

13F Portfolio OverlapQ1 2026BCM ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

BCM ADVISORS, LLC is an institutional investor managing $507M across 78 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 BCM ADVISORS, are ACCESS FINANCIAL SERVICES,, Longview Financial Advisors, Gordian Advisors, with shared positions in $SNOW, $KO, $VLO, $WT, $COP, $PH. The full ranking of 25 similar funds is below.

#1ACCESS FINANCIAL SERVICES, INC.Active

Substantial overlap · 3 shared positions

$SNOW $KO $VLO

$282M

95 positions

#2Longview Financial Advisors LLCActive

Substantial overlap · 4 shared positions

$SNOW $WT $COP $PH

$184M

157 positions

#3Gordian Advisors LLCSmart money

Substantial overlap · 3 shared positions

$SNOW $COP $CL

$150M

55 positions

#4ACORN CREEK CAPITAL LLCActive

Substantial overlap · 3 shared positions

$SNOW $WT $AMD

$280M

84 positions

#5Moisand Fitzgerald Tamayo, LLCActive

Substantial overlap · 5 shared positions

$SNOW $DE $VLO $WT $KO

$931M

518 positions

#6Heritage Financial Services, LLC

Substantial overlap · 3 shared positions

$SNOW $KO $WT

$1.2B

126 positions

#7Holcombe Financial, Inc.Active

Substantial overlap · 3 shared positions

$SNOW $DUK $KO

$170M

49 positions

#8Echo Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$SNOW $GIS $AFL

$174M

47 positions

#9Family Investment Center, Inc.Active

Substantial overlap · 3 shared positions

$SNOW $COP $WT

$520M

91 positions

#10SOUTHERN MICHIGAN BANK & TRUSTActive

Substantial overlap · 3 shared positions

$SNOW $GD $WT

$261M

424 positions

#11NORTHLAND SECURITIES, INC.Active

Substantial overlap · 3 shared positions

$SNOW $SGOL $DE

$105M

107 positions

#12Sage Financial Management Group, Inc.Active

Substantial overlap · 3 shared positions

$SNOW $COP $KO

$325M

57 positions

#13NavPoint Financial, Inc.Active

Notable overlap · 5 shared positions

$SNOW $COP $GLDM $KO $GIS

$247M

71 positions

#14Darrow Company, Inc.Active

Notable overlap · 3 shared positions

$SNOW $WT $COP

$222M

56 positions

#15CHRISTINE MESSMER PCActive

Notable overlap · 3 shared positions

$SNOW $COP $GD

$156M

80 positions

#16Armor Investment Advisors, LLCActive

Notable overlap · 5 shared positions

$SNOW $DUK $DE $VLO $KMI

$278M

160 positions

#17VAUGHAN & Co SECURITIES, INC.Active

Notable overlap · 3 shared positions

$SNOW $WT $VLO

$193M

58 positions

#18MFA WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$SNOW $KO $DUK $AMD

$508M

88 positions

#19HOGE FINANCIAL SERVICES, LLCActive

Notable overlap · 3 shared positions

$SNOW $COP $KO

$187M

72 positions

#20Clear Retirement Advice LLCActive

Notable overlap · 3 shared positions

$SNOW $SGOL $COP

$127M

54 positions

#21Cornerstone Planning Group LLCPassive

Notable overlap · 3 shared positions

$SNOW $WT $GLDM

$749M

1,818 positions

#22OPTIMA CAPITAL LLCPassive

Notable overlap · 4 shared positions

$WT $SNOW $AMD $KO

$215M

159 positions

#23S Harris Financial Group, LLCActive

Notable overlap · 3 shared positions

$SNOW $DE $VLO

$110M

107 positions

#24Milestone Investment Advisors LLCActive

Notable overlap · 3 shared positions

$SNOW $WT $COP

$414M

139 positions

#25Efficient Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $COP $WT

$1.4B

58 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.