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Hedge Funds Similar to Bedel Financial Consulting

13F Portfolio OverlapQ2 2026Bedel Financial Consulting portfolio →
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Most similar hedge funds by 13F overlap

Bedel Financial Consulting, Inc. is an institutional investor managing $1.1B across 309 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 Bedel Financial Consulting are ARBOR WEALTH ADVISORS, DAVIDSON, Atwater Malick, with shared positions in $CMI, $MCD, $PEP, $AXP, $LOW, $DIS. The full ranking of 25 similar funds is below.

#1ARBOR TRUST WEALTH ADVISORS, LLCPassive
Slight overlap · 5 shared positions
$CMI$MCD$PEP$AXP$LOW
$248M
96 positions
#2DAVIDSON TRUST COPassive
Slight overlap · 5 shared positions
$CMI$MCD$PEP$LOW$DIS
$256M
190 positions
#3Atwater Malick LLCActive
Slight overlap · 5 shared positions
$CMI$MCD$ISRG$LOW$DIS
$459M
130 positions
#4Stone Summit Wealth LLCPassive
Slight overlap · 5 shared positions
$CMI$PEP$AXP$LOW$DIS
$394M
144 positions
#5Ironwood Investment Counsel, LLCPassive
Slight overlap · 5 shared positions
$CMI$PEP$AXP$LOW$DIS
$762M
267 positions
#6WHITENER CAPITAL MANAGEMENT, INC.Passive
Slight overlap · 5 shared positions
$CMI$MCD$PEP$ISRG$LOW
$472M
184 positions
#7INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive
Slight overlap · 4 shared positions
$CMI$MCD$PEP$AXP
$347M
140 positions
#8JACOBS & CO/CAPassive
Slight overlap · 4 shared positions
$CMI$MCD$PEP$AXP
$1.2B
134 positions
#9Sterling Wealth Management, Inc.Active
Slight overlap · 4 shared positions
$CMI$MCD$PEP$AXP
$402M
116 positions
#10PHYSICIANS FINANCIAL SERVICES, INC.Active
Slight overlap · 4 shared positions
$CMI$MCD$PEP$LOW
$401M
106 positions
#11Wealth Group, Ltd.Passive
Slight overlap · 4 shared positions
$CMI$MCD$PEP$LOW
$401M
106 positions
#12Stonebridge Financial Group, LLCPassive
Slight overlap · 4 shared positions
$CMI$MCD$AXP$LOW
$1.3B
275 positions
#13Financial Solutions Advisory Group, Inc.Active
Slight overlap · 4 shared positions
$CMI$MCD$AXP$DIS
$791M
177 positions
#14Curat Global, LLCPassive
Slight overlap · 4 shared positions
$CMI$PEP$AXP$HBAN
$122M
251 positions
#15Rachor Investment Advisory Services, LLCActive
Slight overlap · 4 shared positions
$CMI$PEP$AXP$HBAN
$203M
203 positions
#16Allen Mooney & Barnes Investment Advisors LLCPassive
Slight overlap · 4 shared positions
$CMI$PEP$AXP$LOW
$658M
152 positions
#17Wallington Asset Management, LLCActive
Slight overlap · 4 shared positions
$CMI$PEP$LOW$DIS
$814M
61 positions
#18Westhampton Capital, LLCPassive
Slight overlap · 4 shared positions
$CMI$PEP$LOW$DIS
$241M
131 positions
#19Legacy TrustPassive
Slight overlap · 4 shared positions
$CMI$AXP$ISRG$DIS
$566M
210 positions
#20NOESIS CAPITAL MANGEMENT CORPActive
Slight overlap · 4 shared positions
$CMI$AXP$LOW$DIS
$832M
124 positions
#21WORLDQUANT MILLENNIUM ADVISORS LLCPassive
Slight overlap · 4 shared positions
$CMI$PEP$ISRG$LOW
$29.1B
702 positions
#22SIMA Wealth Partners, LLCActive
Slight overlap · 3 shared positions
$CMI$MCD$PEP
$141M
130 positions
#23ROGCO, LPActive
Slight overlap · 3 shared positions
$CMI$MCD$PEP
$327M
224 positions
#24STAR Financial BankActive
Slight overlap · 3 shared positions
$CMI$MCD$PEP
$245M
109 positions
#25River Street Advisors LLCPassive
Slight overlap · 3 shared positions
$CMI$MCD$PEP
$340M
177 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.