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 BCWM,

13F Portfolio OverlapQ1 2026BCWM, portfolio →

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Most similar hedge funds by 13F overlap

BCWM, LLC is an institutional investor managing $353M across 57 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 BCWM, are Signet Investment Advisory Group,, EDGAR LOMAX /VA, Measured Risk Portfolios,, with shared positions in $IAU, $USB, $DLR, $PFE, $NOC, $LMT. The full ranking of 25 similar funds is below.

#1Signet Investment Advisory Group, Inc.Passive

Notable overlap · 6 shared positions

$IAU $USB $DLR $PFE $NOC $LMT

$218M

69 positions

#2EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$DUK $USB $TGT $BMY $PFE $LMT

$1.4B

56 positions

#3Measured Risk Portfolios, Inc.Passive

Notable overlap · 6 shared positions

$DLR $DUK $KMI $VZ $MO $UPS

$91M

66 positions

#4Wills Financial Group LLCPassive

Notable overlap · 6 shared positions

$IAU $LMT $UNP $PFE $VZ $DUK

$265M

75 positions

#5Werlinich Asset Management, LLCActive

Notable overlap · 7 shared positions

$UNP $LMT $NOC $SRE $PFE $AMD

$206M

56 positions

#6Arnhold LLCActive

Notable overlap · 5 shared positions

$IAU $PFE $BMY $VZ $SONY

$1.4B

118 positions

#7LifePlan Financial, LLCPassive

Notable overlap · 7 shared positions

$IAU $USB $VZ $DUK $TGT $AMD

$135M

83 positions

#8Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$VZ $LMT $DUK $USB $PFE $UPS

$139M

62 positions

#9Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$SWK $VZ $TGT $BMY $PFE $UPS

$223M

109 positions

#10Keystone Financial Planning, Inc.Smart money

Notable overlap · 7 shared positions

$USB $VZ $BMY $MO $PFE $UPS

$374M

40 positions

#11ADVOCATE GROUP LLCPassive

Notable overlap · 7 shared positions

$VZ $TGT $BMY $DUK $PFE $UNP

$639M

126 positions

#12Mader & Shannon Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$IAU $DHI $USB

$216M

20 positions

#13PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADVActive

Notable overlap · 3 shared positions

$IAU $LMT $BMY

$112M

38 positions

#14Disciplined Equity Management, Inc.Active

Notable overlap · 5 shared positions

$KMI $VZ $MO $USB $PFE

$199M

44 positions

#15PENN DAVIS MCFARLAND INCActive

Notable overlap · 7 shared positions

$KMI $LMT $BMY $TGT $VZ $UPS

$1.0B

75 positions

#16MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$LMT $DUK $VZ $UPS $UNP

$220M

148 positions

#17CADINHA & CO LLCActive

Notable overlap · 3 shared positions

$IAU $DUK $UNP

$537M

103 positions

#18Forza Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$IAU $USB $VZ $TGT $BMY

$287M

188 positions

#19VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 4 shared positions

$KMI $DUK $VZ $TGT

$187M

55 positions

#20OmniStar Financial Group, Inc.Passive

Notable overlap · 6 shared positions

$TGT $BMY $DUK $LMT $UPS $VZ

$193M

108 positions

#21Financial Harvest, LLCActive

Notable overlap · 3 shared positions

$IAU $LMT $AMD

$170M

57 positions

#22Verity & Verity, LLCActive

Notable overlap · 6 shared positions

$VZ $PFE $TGT $MO $LMT $UPS

$1.3B

138 positions

#23Faithward Advisors, LLCPassive

Notable overlap · 5 shared positions

$IAU $BMY $KMI $USB $UNP

$701M

261 positions

#24Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 5 shared positions

$GNRC $LMT $USB $PFE $SONY

$942M

33 positions

#25Slocum, Gordon & Co LLPPassive

Notable overlap · 6 shared positions

$DUK $VZ $PFE $LMT $KMI $UNP

$147M

64 positions

Compare BCWM,’s portfolio side by side

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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.