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Hedge Funds Similar to Bell Asset Ltd

13F Portfolio OverlapQ2 2026Bell Asset Ltd portfolio →
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Most similar hedge funds by 13F overlap

Bell Asset Management Ltd is an institutional investor managing $375M across 63 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Bell Asset Ltd are Haverford Financial Services, Haverford, JENSEN INVESTMENT, with shared positions in $ETN, $AON, $SPGI, $LOW, $ACN, $MSI. The full ranking of 25 similar funds is below.

#1Haverford Financial Services, Inc.Active
Notable overlap · 8 shared positions
$ETN$AON$SPGI$LOW$ACN$MSI
$339M
49 positions
#2Haverford Trust CoActive
Notable overlap · 8 shared positions
$TMO$ETN$SPGI$AON$LOW$ACN
$11.6B
424 positions
#3JENSEN INVESTMENT MANAGEMENT INCActive
Notable overlap · 9 shared positions
$MRSH$WM$VEEV$APH$ABT$MSI
$4.1B
83 positions
#4Mawer Investment Management Ltd.Active
Notable overlap · 8 shared positions
$MRSH$AON$APH$SPGI$COR$UBER
$14.7B
142 positions
#5FLOSSBACH VON STORCH SEActive
Notable overlap · 7 shared positions
$TMO$SPGI$APH$ABT$ACN$MELI
$22.1B
106 positions
#6BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 8 shared positions
$ETN$TMO$LOW$ABT$WM$APH
$8.0B
1,334 positions
#7ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 6 shared positions
$TMO$ETN$WM$SPGI$APH$MELI
$1.3B
109 positions
#8MOTCOPassive
Some overlap · 7 shared positions
$ETN$APH$TMO$WM$AON$LOW
$1.2B
840 positions
#9Suncoast Equity ManagementActive
Some overlap · 8 shared positions
$ETN$AON$SPGI$APH$UBER$COR
$798M
63 positions
#10Sierra Legacy GroupPassive
Some overlap · 7 shared positions
$APH$MSI$OTIS$ACN$A$MTD
$129M
79 positions
#11AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 6 shared positions
$TMO$MRSH$ETN$APH$MELI$UBER
$1.6B
118 positions
#12Advocacy Wealth Management, LLCActive
Some overlap · 6 shared positions
$ETN$SPGI$LOW$APH$ABT$UBER
$2.8B
151 positions
#13J. Stern & Co. LLPActive
Some overlap · 8 shared positions
$TMO$ETN$APH$ABT$OTIS$MCD
$1.1B
51 positions
#14SCHARF INVESTMENTS, LLCActive
Some overlap · 7 shared positions
$TMO$MRSH$AON$OTIS$A$MELI
$3.0B
79 positions
#15First Long Island Investors, LLCActive
Some overlap · 6 shared positions
$ETN$LOW$APH$ABT$UBER$MCD
$1.4B
73 positions
#16HOWLAND CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$TMO$SPGI$APH$TEL$MELI$UBER
$2.8B
278 positions
#17DAVIS-REA LTD.Active
Some overlap · 6 shared positions
$TMO$SPGI$ABT$OTIS$MCD$ACN
$351M
45 positions
#18DEARBORN PARTNERS LLCActive
Some overlap · 6 shared positions
$SPGI$APH$ABT$MSI$ACN$MCD
$1.8B
269 positions
#19PIONEER TRUST BANK N A/ORPassive
Some overlap · 6 shared positions
$LOW$APH$ABT$ETN$ACN$MCD
$441M
87 positions
#20Broadway Wealth Solutions, Inc.Smart money
Some overlap · 7 shared positions
$MRSH$APH$ETN$WM$UBER$TMO
$214M
92 positions
#21Providence Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$TMO$ETN$WM$SPGI$LOW
$660M
385 positions
#22Ironvine Capital Partners, LLCActive
Some overlap · 5 shared positions
$TMO$AON$SPGI$LOW$APH
$1.1B
57 positions
#23CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 5 shared positions
$TMO$AON$SPGI$APH$MSI
$456M
67 positions
#24BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$TMO$SPGI$VEEV$APH$ACN
$499M
73 positions
#25Lazard Freres Gestion S.A.S.Active
Some overlap · 6 shared positions
$SPGI$APH$MSI$OTIS$ACN$MTD
$5.8B
115 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.