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Hedge Funds Similar to BCS Wealth

13F Portfolio OverlapQ1 2026BCS Wealth portfolio →
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Most similar hedge funds by 13F overlap

BCS Wealth Management is an institutional investor managing $555M across 270 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 BCS Wealth are Findlay Park Partners LLP, Ankerstar Wealth,, Paulson Wealth, with shared positions in $COP, $RGLD, $TXN, $REGN, $BRZE, $ZBRA. The full ranking of 25 similar funds is below.

#1Findlay Park Partners LLPActive
Some overlap · 3 shared positions
$COP$RGLD$TXN
$7.2B
56 positions
#2Ankerstar Wealth, LLCPassive
Some overlap · 3 shared positions
$COP$REGN$BRZE
$95M
955 positions
#3Paulson Wealth Management Inc.Active
Some overlap · 3 shared positions
$COP$TXN$ZBRA
$427M
137 positions
#4CFC Planning Co LLCPassive
Some overlap · 3 shared positions
$COP$TXN$AGQ
$140M
72 positions
#5PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$RGLD$TXN$COP$AGQ
$166M
72 positions
#6Equita Financial Network, Inc.Active
Some overlap · 3 shared positions
$COP$TXN$BRZE
$318M
87 positions
#7SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$COP$TXN$TFC$T
$728M
79 positions
#8Lionsbridge Wealth Management LLCPassive
Some overlap · 5 shared positions
$COP$AGQ$REGN$BRZE$LEN
$99M
59 positions
#9J. Team Financial, Inc.Passive
Some overlap · 3 shared positions
$COP$TXN$T
$89M
84 positions
#10SpringVest Wealth Management LLCActive
Some overlap · 4 shared positions
$COP$AGQ$REGN$PHYS
$146M
67 positions
#11W.H. Cornerstone Investments Inc.Passive
Some overlap · 3 shared positions
$COP$TXN$SHW
$160M
129 positions
#12Compass Advisory Group LLCActive
Some overlap · 3 shared positions
$COP$REGN$LEN
$374M
86 positions
#131834 INVESTMENT ADVISORS COPassive
Some overlap · 4 shared positions
$COP$TXN$TFC$T
$801M
206 positions
#14VAN STRUM & TOWNE INC.Passive
Some overlap · 3 shared positions
$COP$TXN$BRZE
$343M
111 positions
#15Stegent Equity Advisors, Inc.Passive
Some overlap · 3 shared positions
$COP$REGN$LEN
$117M
101 positions
#16Castleview Partners, LLCPassive
Some overlap · 3 shared positions
$COP$AGQ$T
$195M
200 positions
#17Winter & Associates, Inc.Passive
Some overlap · 3 shared positions
$COP$REGN$BRZE
$114M
84 positions
#18DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$COP$TXN$KMB$CL
$16.0B
187 positions
#19Long Island Wealth Management, Inc.Active
Some overlap · 4 shared positions
$COP$REGN$AGQ$LEN
$216M
89 positions
#20Powers Advisory Group, LLCActive
Some overlap · 3 shared positions
$COP$REGN$CL
$284M
125 positions
#21Beacon Financial Strategies CORPActive
Some overlap · 4 shared positions
$COP$BRZE$TXN$TFC
$176M
177 positions
#22Beacon Capital Management, Inc.Active
Some overlap · 3 shared positions
$COP$TXN$AGQ
$1.8B
57 positions
#23WestEnd Advisors, LLCActive
Some overlap · 3 shared positions
$COP$TXN$REGN
$4.1B
391 positions
#24Stirlingshire Investments, Inc.Passive
Some overlap · 3 shared positions
$COP$AGQ$LEN
$114M
196 positions
#25HTG Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$COP$BRZE$CL
$352M
85 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.