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Hedge Funds Similar to Bedel Financial Consulting,

13F Portfolio OverlapQ1 2026Bedel Financial Consulting, portfolio →
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Most similar hedge funds by 13F overlap

Bedel Financial Consulting, Inc. is an institutional investor managing $888M across 296 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 Bedel Financial Consulting, are Level Wealth, VERUS WEALTH ,, Mustard Seed Financial,, with shared positions in $DDOG, $COP, $KO, $REGN, $MCD, $NKE. The full ranking of 25 similar funds is below.

#1Level Wealth Management LLCSmart money
Some overlap · 6 shared positions
$DDOG$COP$KO$REGN$MCD$NKE
$213M
67 positions
#2VERUS WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$DDOG$COP$NKE
$108M
49 positions
#3Mustard Seed Financial, LLCPassive
Some overlap · 3 shared positions
$DDOG$COP$NKE
$167M
92 positions
#4Altiora Financial Group, LLCActive
Some overlap · 4 shared positions
$DDOG$NKE$GSAT$COP
$607M
110 positions
#5Luminvest Wealth Management LLCSmart money
Some overlap · 3 shared positions
$DDOG$COP$MKL
$382M
55 positions
#6WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$DDOG$COP$MCD
$350M
95 positions
#7Lutz Financial Services LLCActive
Some overlap · 3 shared positions
$DDOG$COP$NKE
$1.5B
100 positions
#8AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 4 shared positions
$DDOG$REGN$KO$MKL
$206M
97 positions
#9K2 Financial Inc.Passive
Some overlap · 3 shared positions
$DDOG$NKE$MCD
$138M
59 positions
#10BAKER BOYER NATIONAL BANKSmart money
Some overlap · 3 shared positions
$DDOG$NKE$MCD
$333M
91 positions
#11STAGE HARBOR FINANCIAL, LLCActive
Some overlap · 3 shared positions
$DDOG$NKE$LEN
$151M
61 positions
#12Passive Capital Management, LLC.Active
Some overlap · 4 shared positions
$DDOG$NKE$MCD$MKL
$335M
104 positions
#13Orgel Wealth Management, LLCActive
Some overlap · 4 shared positions
$DDOG$SLV$GSAT$MKL
$4.6B
95 positions
#14Beaird Harris Wealth Management, LLCActive
Some overlap · 3 shared positions
$DDOG$NKE$MKL
$1.5B
686 positions
#15Towneley Capital Management, Inc / DESmart money
Some overlap · 5 shared positions
$DDOG$COP$JHG$MKL$NKE
$478M
42 positions
#16Topsail Wealth Management, LLCActive
Some overlap · 4 shared positions
$DDOG$COP$MKL$LEN
$678M
294 positions
#17MASTER'S WEALTH MANAGEMENT INC.Active
Some overlap · 3 shared positions
$DDOG$COP$KO
$295M
82 positions
#18Petersen Hastings Wealth Advisors Inc.Smart money
Some overlap · 4 shared positions
$DDOG$NKE$COP$REGN
$1.1B
81 positions
#19REGIMEN WEALTH, LLCActive
Some overlap · 5 shared positions
$DDOG$KO$LEN$REGN$MCD
$342M
70 positions
#20Sunflower Bank, N.A.Active
Some overlap · 3 shared positions
$DDOG$AMAT$KO
$392M
155 positions
#21ASPIRIANT, LLCActive
Some overlap · 3 shared positions
$DDOG$NKE$MKL
$3.5B
338 positions
#22Joel Adams & Associates, Inc.Active
Some overlap · 3 shared positions
$DDOG$LEN$MCD
$135M
64 positions
#23Astoria Strategic Wealth, Inc.Smart money
Some overlap · 3 shared positions
$DDOG$LEN$MKL
$394M
37 positions
#24Newton One Investments LLCActive
Some overlap · 3 shared positions
$DDOG$MKL$MCD
$368M
121 positions
#25MOLLER WEALTH PARTNERSActive
Some overlap · 3 shared positions
$DDOG$AMAT$MCD
$507M
67 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.