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Hedge Funds Similar to Bogart Wealth,

13F Portfolio OverlapQ1 2026Bogart Wealth, portfolio →
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Most similar hedge funds by 13F overlap

Bogart Wealth, LLC is an institutional investor managing $2.6B across 1,825 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 Bogart Wealth, are Shelter Mutual Insurance, OmniStar Financial Group,, SKBA, with shared positions in $BRZE, $IBM, $CME, $PFE, $TGT, $VRTX. The full ranking of 25 similar funds is below.

#1Shelter Mutual Insurance CoPassive
Some overlap · 6 shared positions
$BRZE$IBM$CME$PFE$TGT$VRTX
$450M
58 positions
#2OmniStar Financial Group, Inc.Passive
Some overlap · 6 shared positions
$BRZE$IBM$VZ$DUK$PM$TGT
$193M
108 positions
#3SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 7 shared positions
$IBM$CME$VZ$KMI$PFE$TFC
$728M
79 positions
#4Principal Street Partners, LLCPassive
Some overlap · 5 shared positions
$BRZE$VZ$KMI$DUK$HPE
$613M
247 positions
#5Financial Symmetry IncSmart money
Some overlap · 4 shared positions
$BRZE$IBM$DUK$VRTX
$281M
63 positions
#6Persium Advisors, LLCActive
Some overlap · 7 shared positions
$IBM$PANW$VZ$DUK$PFE$AMAT
$127M
60 positions
#7Argyle Capital Management, LLCPassive
Some overlap · 7 shared positions
$IBM$VZ$DUK$PFE$HPE$PNC
$308M
137 positions
#8FEDERATED HERMES, INC.Passive
Some overlap · 7 shared positions
$VZ$DUK$PFE$PM$CME$PNC
$61.5B
2,049 positions
#9Raleigh Capital Management Inc.Passive
Some overlap · 7 shared positions
$CME$VZ$PFE$PM$PNC$TFC
$290M
775 positions
#10Alaethes Wealth, LLCPassive
Some overlap · 6 shared positions
$CME$PANW$ASML$KMI$PM$AMAT
$351M
124 positions
#11IBEX WEALTH ADVISORSPassive
Some overlap · 6 shared positions
$CME$PANW$VZ$KMI$PFE$TFC
$1.1B
203 positions
#12MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$IBM$CME$VZ$DUK$PM$MDT
$220M
148 positions
#13Advisors Capital Management, LLCPassive
Some overlap · 6 shared positions
$IBM$VZ$KMI$DUK$PFE$PM
$8.6B
566 positions
#14Measured Risk Portfolios, Inc.Passive
Some overlap · 6 shared positions
$CME$VZ$KMI$DUK$PM$DLR
$91M
66 positions
#15Obermeyer Wealth PartnersPassive
Some overlap · 3 shared positions
$BRZE$CME$ASML
$2.2B
299 positions
#16GODSEY & GIBB, INCPassive
Some overlap · 6 shared positions
$IBM$CME$DUK$PNC$TFC$MDT
$1.1B
389 positions
#17BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 6 shared positions
$CME$VZ$KMI$DUK$PM$MDT
$480M
133 positions
#18CAPITAL ADVISORS INC/OKPassive
Some overlap · 6 shared positions
$IBM$PANW$VZ$PFE$AMAT$MDT
$6.2B
357 positions
#19Columbia Asset ManagementActive
Some overlap · 6 shared positions
$IBM$BRZE$VZ$PFE$TGT$MDT
$525M
170 positions
#20Stiles Financial Services IncPassive
Some overlap · 6 shared positions
$CME$ASML$DUK$TGT$DLR$AMAT
$327M
177 positions
#21Catherine Avery Investment Management LLCPassive
Some overlap · 6 shared positions
$IBM$VZ$PFE$TGT$HPE$TFC
$223M
109 positions
#22ADVOCATE GROUP LLCPassive
Some overlap · 6 shared positions
$IBM$VZ$DUK$PFE$TGT$MDT
$639M
126 positions
#23Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$IBM$VZ$DUK$PFE$PNC$MDT
$685M
380 positions
#24Good Harbor Advisors, Inc.Passive
Some overlap · 3 shared positions
$BRZE$VZ$PFE
$92M
82 positions
#25CORDA Investment Management, LLC.Active
Some overlap · 6 shared positions
$CME$ASML$VZ$PFE$AMAT$MDT
$1.4B
80 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.