13F Pro

Hedge Funds Similar to BCS Wealth

13F Portfolio OverlapQ2 2026BCS Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

BCS Wealth Management is an institutional investor managing $555M across 270 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 BCS Wealth are Nicholson Wealth Group, Walsky Investment, Welch Group, with shared positions in $PH, $SHW, $CL, $NEE, $MCD, $STT. The full ranking of 25 similar funds is below.

#1Nicholson Wealth Management Group, LLCPassive
Some overlap · 5 shared positions
$PH$SHW$CL$NEE$MCD
$170M
111 positions
#2Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$SHW$CL$NEE$MCD$STT$TFC
$108M
52 positions
#3Welch Group, LLCPassive
Some overlap · 5 shared positions
$KMB$TFC$CL$NEE$MCD
$2.9B
326 positions
#4Atlas Wealth Partners, LLCActive
Some overlap · 3 shared positions
$RGLD$DUK$TFC
$92M
64 positions
#5Orion Investment CoActive
Some overlap · 3 shared positions
$RGLD$PH$NEE
$343M
73 positions
#6Dominguez Wealth Management Solutions, Inc.Active
Some overlap · 5 shared positions
$PH$KMB$NEE$MCD$T
$181M
75 positions
#7Integras Partners LLCPassive
Slight overlap · 5 shared positions
$TFC$CL$DUK$NEE$MCD
$181M
100 positions
#8WealthPoint Financial, LLCPassive
Slight overlap · 4 shared positions
$PH$TFC$DUK$T
$137M
126 positions
#9Global Wealth Management Investment Advisory, Inc.Passive
Slight overlap · 4 shared positions
$KMB$TFC$DUK$MCD
$703M
160 positions
#10CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Slight overlap · 4 shared positions
$KMB$TFC$DUK$STT
$1.5B
184 positions
#11Verity Asset Management, Inc.Passive
Slight overlap · 3 shared positions
$RGLD$DUK$PHYS
$264M
223 positions
#12TOWER BRIDGE ADVISORSPassive
Slight overlap · 4 shared positions
$PH$DUK$NEE$MCD
$1.1B
222 positions
#13Bath Savings Trust CoActive
Slight overlap · 4 shared positions
$SHW$CL$NEE$MCD
$965M
177 positions
#14WENDELL DAVID ASSOCIATES INCActive
Slight overlap · 4 shared positions
$SHW$CL$NEE$MCD
$947M
155 positions
#15Catherine Avery Investment Management LLCPassive
Slight overlap · 4 shared positions
$TFC$CL$NEE$MCD
$229M
166 positions
#16AMICA MUTUAL INSURANCE COActive
Slight overlap · 4 shared positions
$PH$NEE$MCD$STT
$1.2B
142 positions
#17Rather & Kittrell, Inc.Active
Slight overlap · 4 shared positions
$TFC$KMB$NEE$MCD
$716M
108 positions
#18PINKERTON WEALTH, LLCActive
Slight overlap · 4 shared positions
$KMB$DUK$MCD$STT
$1.2B
103 positions
#19SHERMAN PORFOLIOS, LLCSmart money
Slight overlap · 4 shared positions
$KMB$DUK$MCD$STT
$1.3B
97 positions
#20Strong Tower Advisory ServicesPassive
Slight overlap · 3 shared positions
$PH$KMB$NEE
$558M
94 positions
#21Kroeger Financial PartnersActive
Slight overlap · 6 shared positions
$NEE$STT$MCD$T$DUK$CL
$103M
141 positions
#22MONEY CONCEPTS CAPITAL CORPPassive
Slight overlap · 4 shared positions
$KMB$DUK$PHYS$MCD
$2.2B
633 positions
#23FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive
Slight overlap · 4 shared positions
$KMB$NEE$MCD$T
$492M
156 positions
#24Slagle Financial, LLCPassive
Slight overlap · 4 shared positions
$TFC$DUK$NEE$MCD
$334M
127 positions
#25BOSTON RESEARCH & MANAGEMENT INCPassive
Slight overlap · 4 shared positions
$CL$DUK$NEE$MCD
$453M
121 positions

Compare BCS Wealth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View BCS Wealth’s holdings

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.