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 Xcel Wealth ,

13F Portfolio OverlapQ1 2026Xcel Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Xcel Wealth Management, LLC is an institutional investor managing $362M across 133 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 Xcel Wealth , are Henson-Edgewater ,, HOERTKORN RICHARD CHARLES, Spectrum Financial Alliance Ltd, with shared positions in $BAC, $BA, $PLTR, $VZ, $TJX, $CRWD. The full ranking of 25 similar funds is below.

#1Henson-Edgewater Management, LLCPassive

Notable overlap · 9 shared positions

$BAC $BA $PLTR $VZ $TJX $CRWD

$157M

66 positions

#2HOERTKORN RICHARD CHARLESActive

Notable overlap · 6 shared positions

$BAC $BA $F $GEV $AMD $PFE

$122M

75 positions

#3Spectrum Financial Alliance Ltd LLCActive

Notable overlap · 4 shared positions

$BAC $BA $F $COF

$520M

30 positions

#4DCM Advisors, LLCActive

Notable overlap · 6 shared positions

$BAC $MS $RH $BA $VZ $PFE

$220M

38 positions

#5Atlas Wealth LLCPassive

Notable overlap · 4 shared positions

$BAC $MS $NEE $CRWD

$334M

115 positions

#6R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$BAC $BA $PFE $FDX $ABT

$172M

38 positions

#7UDINE WEALTH MANAGEMENT, INC.Active

Notable overlap · 5 shared positions

$BAC $BA $RH $PLTR $UBER

$205M

35 positions

#8ADVENT CAPITAL MANAGEMENT /DE/Passive

Notable overlap · 4 shared positions

$BAC $NEE $BA $UBER

$3.6B

215 positions

#9Caldwell Investment Management Ltd.Active

Notable overlap · 4 shared positions

$BAC $MS $PFE $TJX

$255M

57 positions

#10Baugh & Associates, LLCActive

Notable overlap · 6 shared positions

$BAC $MS $NEE $PFE $VZ $ABT

$232M

44 positions

#11Rachor Investment Advisory Services, LLCActive

Notable overlap · 8 shared positions

$BAC $GEV $NEE $GLW $AMD $PFE

$190M

464 positions

#12TRED AVON FAMILY WEALTH, LLCPassive

Notable overlap · 7 shared positions

$BAC $NEE $ABT $PANW $VZ $TJX

$301M

261 positions

#13Provident Living Financial Services, Inc.Active

Notable overlap · 5 shared positions

$BAC $VZ $CRWD $AMD $NOW

$91M

48 positions

#14Morangie Management LLCActive

Notable overlap · 5 shared positions

$BAC $MS $PLTR $NOW $UBER

$109M

34 positions

#15HUTCHINSON CAPITAL MANAGEMENT/CAPassive

Notable overlap · 5 shared positions

$BAC $COF $NEE $BA $GLW

$544M

97 positions

#16Teewinot Capital Advisers, L.L.C.Active

Notable overlap · 4 shared positions

$BAC $COF $MS $UBER

$1.3B

33 positions

#17Newport Trust Company, LLCSmart money

Notable overlap · 4 shared positions

$F $BA $COF $GEV

$40.7B

64 positions

#18Cambridge Financial Group, Inc.Active

Notable overlap · 5 shared positions

$BAC $BA $FDX $GEV $TJX

$267M

33 positions

#19New England Research & Management, Inc.Passive

Notable overlap · 8 shared positions

$COF $GEV $NEE $MS $PANW $UBER

$237M

143 positions

#20BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active

Notable overlap · 3 shared positions

$BAC $MS $COF

$2.1B

108 positions

#21PIER 88 INVESTMENT PARTNERS LLCPassive

Notable overlap · 4 shared positions

$BAC $NEE $BA $UBER

$402M

112 positions

#22Blume Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$COF $BAC $PFE $FDX $UBER

$588M

337 positions

#23General Pension Society PZU Joint Stock CoSmart money

Notable overlap · 3 shared positions

$BAC $BA $FDX

$407M

15 positions

#24Cohen Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$BAC $NEE $BA $PFE $VZ $NOW

$210M

79 positions

#25American Assets Investment Management, LLCActive

Notable overlap · 4 shared positions

$BAC $COF $MS $FDX

$1.5B

146 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.