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 Bedell Frazier Investment Counselling,

13F Portfolio OverlapQ1 2026Bedell Frazier Investment Counselling, portfolio →

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Most similar hedge funds by 13F overlap

Bedell Frazier Investment Counselling, LLC is an institutional investor managing $495M across 128 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 Bedell Frazier Investment Counselling, are Catherine Avery Investment, MORGAN DEMPSEY, Spectrum Financial Alliance Ltd, with shared positions in $KO, $C, $IBM, $FCX, $MCD, $BAC. The full ranking of 25 similar funds is below.

#1Catherine Avery Investment Management LLCPassive

Notable overlap · 7 shared positions

$KO $C $IBM $FCX $MCD $BAC

$223M

109 positions

#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$LMT $KO $C $IBM $MCD $VZ

$220M

148 positions

#3Spectrum Financial Alliance Ltd LLCActive

Notable overlap · 6 shared positions

$AGQ $LMT $C $BAC $BA $SCHW

$520M

30 positions

#4Rayburn West Financial Services LLCPassive

Notable overlap · 7 shared positions

$LMT $C $IBM $BAC $MCD $VZ

$170M

82 positions

#5RE ADVISERS CORPActive

Notable overlap · 7 shared positions

$C $FCX $MCD $BAC $DIS $ETN

$3.7B

111 positions

#6Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$LMT $IBM $KO $LIN $MCD $CRWD

$353M

78 positions

#7SageGuard Financial Group, LLCPassive

Notable overlap · 5 shared positions

$KO $LMT $AGQ $MCD $IBM

$646M

196 positions

#8Stokes Capital Advisors, LLCPassive

Notable overlap · 5 shared positions

$KO $LMT $IBM $LIN $MCD

$446M

104 positions

#9LYNCH & ASSOCIATES/INPassive

Notable overlap · 6 shared positions

$LMT $IBM $KO $MCD $BAC $BA

$533M

126 positions

#10Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$IBM $MCD $LMT $BAC $LIN $KO

$245M

98 positions

#11Vertrix Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$LMT $IBM $LIN $KO $MCD $CRWD

$272M

95 positions

#12SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 6 shared positions

$C $EQT $BAC $DIS $REGN $BA

$3.0B

40 positions

#13Slagle Financial, LLCPassive

Notable overlap · 6 shared positions

$KO $LMT $IBM $BAC $C $EOG

$303M

121 positions

#14FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 6 shared positions

$KO $C $LMT $MCD $BAC $ETN

$5.0B

201 positions

#15Game Creek Capital, LPPassive

Notable overlap · 6 shared positions

$AGQ $IBM $BAC $EQT $REGN $VZ

$301M

93 positions

#16Griffith & Werner, Inc.Active

Notable overlap · 6 shared positions

$KO $C $BAC $LMT $VZ $IBM

$202M

72 positions

#17SCHULHOFF & CO INCPassive

Notable overlap · 6 shared positions

$LMT $KO $IBM $VZ $MCD $BAC

$243M

133 positions

#18Retirement Planning Co of New England, Inc.Passive

Notable overlap · 7 shared positions

$AGQ $ETN $BA $SCHW $BAC $FCX

$246M

248 positions

#19CASTLEKEEP INVESTMENT ADVISORS LLCPassive

Notable overlap · 8 shared positions

$C $DIS $BA $IBM $LIN $KO

$184M

66 positions

#20Stillwater Wealth Management GroupPassive

Notable overlap · 6 shared positions

$LMT $KO $MCD $AGQ $REGN $VZ

$162M

77 positions

#21Financial & Tax Architects, LLCPassive

Notable overlap · 5 shared positions

$AGQ $KO $IBM $MCD $SCHW

$448M

108 positions

#22Beech Hill Advisors, Inc.Passive

Some overlap · 6 shared positions

$FCX $KO $IBM $DIS $ETN $BA

$200M

94 positions

#23Kimelman & Baird, LLCActive

Some overlap · 7 shared positions

$IBM $LIN $BAC $BA $DIS $REGN

$1.2B

263 positions

#24Victrix Investment AdvisorsPassive

Some overlap · 6 shared positions

$LMT $BAC $REGN $BA $DIS $SCHW

$275M

107 positions

#25BOURGEON CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$C $FCX $BAC $ETN $BA $EOG

$578M

108 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.