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Hedge Funds Similar to Beck Bode,

13F Portfolio OverlapQ1 2026Beck Bode, portfolio →
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Most similar hedge funds by 13F overlap

Beck Bode, LLC is an institutional investor managing $591M across 100 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 Beck Bode, are REAVES W H &, Harrison Street Private Wealth, Ausbil Investment Ltd, with shared positions in $XEL, $NI, $CEG, $VST, $NEE, $AEE. The full ranking of 25 similar funds is below.

#1REAVES W H & CO INCActive
Notable overlap · 7 shared positions
$XEL$NI$CEG$VST$NEE$AEE
$6.0B
90 positions
#2Harrison Street Private Wealth LLCActive
Notable overlap · 4 shared positions
$NEE$XEL$AEE$ED
$76M
21 positions
#3Ausbil Investment Management LtdPassive
Notable overlap · 4 shared positions
$NEE$NI$PEG$CEG
$201M
63 positions
#4Catherine Avery Investment Management LLCPassive
Notable overlap · 4 shared positions
$NEE$TGT$FCX$KEY
$223M
109 positions
#5Yaupon Capital Management LPActive
Notable overlap · 4 shared positions
$NI$VST$PEG$AEE
$3.2B
98 positions
#6Electron Capital Partners, LLCActive
Notable overlap · 3 shared positions
$NEE$XEL$CEG
$2.6B
46 positions
#7Cambridge Financial Group, Inc.Active
Notable overlap · 3 shared positions
$CAH$TGT$ANET
$267M
33 positions
#8HITE Hedge Asset Management LLCPassive
Notable overlap · 4 shared positions
$XEL$AEE$NI$ED
$1.8B
126 positions
#9OPUS INVESTMENT MANAGEMENT INCActive
Notable overlap · 3 shared positions
$XEL$NEE$PEG
$168M
30 positions
#10Kinloch Capital, LLCPassive
Notable overlap · 4 shared positions
$NEE$CAH$ED$TGT
$245M
83 positions
#11Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Active
Notable overlap · 4 shared positions
$CRWD$FCX$CEG$WDC
$1.2B
51 positions
#12Kessler Investment Group, LLCPassive
Notable overlap · 3 shared positions
$ANET$CRWD$FCX
$211M
79 positions
#13EDGAR LOMAX CO/VAActive
Notable overlap · 3 shared positions
$TGT$NEE$CVS
$1.4B
56 positions
#14Financial Sense Advisors, Inc.Passive
Some overlap · 3 shared positions
$NEE$FCX$WPM
$493M
142 positions
#15Railway Pension Investments LtdActive
Some overlap · 3 shared positions
$NEE$CEG$PEG
$7.0B
103 positions
#16Fox Hill Wealth ManagementPassive
Some overlap · 6 shared positions
$ANET$NI$VST$NEE$AEE$PEG
$208M
117 positions
#17CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Some overlap · 3 shared positions
$XEL$PEG$CEG
$6.7B
96 positions
#18Andrew Hill Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$NEE$CEG$ANET
$112M
54 positions
#19High Point Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ED$PEG$AEE
$104M
250 positions
#20GFS Advisors, LLCPassive
Some overlap · 3 shared positions
$CAH$CRWD$DELL
$785M
159 positions
#21Robbins FarleyPassive
Some overlap · 4 shared positions
$NEE$ANET$CRWD$DELL
$226M
143 positions
#22DUFF & PHELPS INVESTMENT MANAGEMENT COActive
Some overlap · 4 shared positions
$XEL$NEE$NI$AEE
$9.6B
148 positions
#23WD RUTHERFORD LLCPassive
Some overlap · 3 shared positions
$ANET$CRWD$NEE
$225M
71 positions
#24Energy Income Partners, LLCActive
Some overlap · 5 shared positions
$PEG$XEL$NEE$VST$AEE
$6.2B
87 positions
#25Merewether Investment Management, LPActive
Some overlap · 3 shared positions
$VST$XEL$FCX
$5.2B
79 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.