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 Bell & Brown Wealth Advisors,

13F Portfolio OverlapQ1 2026Bell & Brown Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Bell & Brown Wealth Advisors, LLC is an institutional investor managing $308M across 68 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 Bell & Brown Wealth Advisors, are Cambridge Financial Group,, Cohen Investment Advisors, Pavion Blue ,, with shared positions in $VLO, $FDX, $BA, $WMB, $C, $MCD. The full ranking of 25 similar funds is below.

#1Cambridge Financial Group, Inc.Active

Notable overlap · 6 shared positions

$VLO $FDX $BA $WMB $C $MCD

$267M

33 positions

#2Cohen Investment Advisors LLCActive

Notable overlap · 7 shared positions

$WFC $SBUX $BA $AMGN $DIS $MCD

$210M

79 positions

#3Pavion Blue Capital, LLCPassive

Notable overlap · 7 shared positions

$DIS $WFC $AXP $FDX $KO $MCD

$230M

108 positions

#4EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$FDX $SBUX $WFC $AMGN $UNH $KO

$1.4B

56 positions

#5Wynn Capital, LLCActive

Notable overlap · 8 shared positions

$WFC $AXP $FDX $AMGN $BABA $DIS

$195M

107 positions

#6HS Management Partners, LLCActive

Notable overlap · 6 shared positions

$DIS $WSM $SBUX $AXP $MCD $KO

$286M

24 positions

#7NWF Advisory Services Inc.Passive

Notable overlap · 7 shared positions

$OXY $BABA $AXP $UNH $C $DIS

$886M

411 positions

#8R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$BA $FDX $WMB $PYPL $C $KO

$172M

38 positions

#9INKWELL CAPITAL LLCActive

Notable overlap · 6 shared positions

$OXY $DIS $SBUX $AXP $UNH $WFC

$98M

31 positions

#10Focused Investors LLCActive

Some overlap · 5 shared positions

$FDX $DIS $AXP $UNH $MCD

$3.1B

22 positions

#11Adams Asset Advisors, LLCActive

Some overlap · 5 shared positions

$OXY $VLO $WFC $AMGN $C

$891M

88 positions

#12Perennial Advisors, LLCActive

Some overlap · 6 shared positions

$FDX $AXP $AMGN $MCD $DIS $SBUX

$587M

122 positions

#13FOUNDERS CAPITAL MANAGEMENT, LLCSmart money

Some overlap · 6 shared positions

$FDX $AXP $DIS $KO $AMGN $WFC

$608M

74 positions

#14STALEY CAPITAL ADVISERS INCActive

Some overlap · 4 shared positions

$FDX $BA $DIS $C

$2.4B

184 positions

#15William B. Walkup & Associates, Inc.Active

Some overlap · 6 shared positions

$VLO $UNH $WFC $MCD $FDX $KO

$167M

163 positions

#16RE ADVISERS CORPActive

Some overlap · 5 shared positions

$BA $DIS $UNH $C $MCD

$3.7B

111 positions

#17Chou Associates Management Inc.Smart money

Some overlap · 5 shared positions

$OXY $WFC $BABA $PYPL $C

$210M

31 positions

#18Capital Wealth Planning, LLCActive

Some overlap · 6 shared positions

$FDX $AXP $AMGN $MCD $KO $BABA

$18.1B

151 positions

#19Smead Capital Management, Inc.Active

Some overlap · 5 shared positions

$OXY $AXP $ULTA $AMGN $UNH

$4.6B

32 positions

#20Lincoln Capital LLCActive

Some overlap · 6 shared positions

$SBUX $DIS $MCD $KO $AXP $OXY

$528M

135 positions

#21MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 5 shared positions

$WFC $FDX $SBUX $AMGN $PYPL

$1.1B

105 positions

#22DCM Advisors, LLCActive

Some overlap · 5 shared positions

$DIS $WFC $AXP $MCD $BA

$220M

38 positions

#23Blume Capital Management, Inc.Passive

Some overlap · 4 shared positions

$FDX $DIS $WFC $C

$588M

337 positions

#24MeadowBrook Investment Advisors LLCPassive

Some overlap · 6 shared positions

$WFC $AXP $BA $UNH $DIS $SBUX

$113M

186 positions

#25ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive

Some overlap · 6 shared positions

$AXP $AMGN $UNH $BA $MCD $KO

$155M

150 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.