13F Pro

Hedge Funds Similar to BELLEVUE ASSET

13F Portfolio OverlapQ2 2026BELLEVUE ASSET portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

BELLEVUE ASSET MANAGEMENT, LLC is an institutional investor managing $217M across 578 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 BELLEVUE ASSET are Pine Haven Investment Counsel, Hamrick Investment Counsel, R.H. Dinel Investment Counsel, with shared positions in $SBUX, $AMGN, $ABT, $PEP, $ADBE, $PM. The full ranking of 25 similar funds is below.

#1Pine Haven Investment Counsel, IncPassive
Some overlap · 4 shared positions
$SBUX$AMGN$ABT$PEP
$149M
116 positions
#2Hamrick Investment Counsel, llcPassive
Some overlap · 3 shared positions
$SBUX$AMGN$ADBE
$151M
184 positions
#3R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 3 shared positions
$SBUX$AMGN$ADBE
$130M
40 positions
#4Alley Investment Management Company, LLCActive
Some overlap · 4 shared positions
$SBUX$AMGN$ABT$PM
$856M
89 positions
#5Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$AMGN$SBUX$ABT$KLAC
$297M
103 positions
#6EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$SBUX$AMGN$ABT$PEP$FDX$BMY
$1.3B
58 positions
#7Hofer & Associates. IncActive
Some overlap · 4 shared positions
$SBUX$AMGN$ABT$PEP
$207M
70 positions
#8COERENTE CAPITAL MANAGEMENTActive
Some overlap · 3 shared positions
$SBUX$ABT$PEP
$543M
43 positions
#9MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$SBUX$AMGN$ABT$PEP
$1.2B
106 positions
#10HARBOUR INVESTMENT MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$SBUX$ABT$PCAR$PEP$BMY
$194M
108 positions
#11Arlington Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SBUX$AMGN$SNDK
$787M
107 positions
#12WIMMER ASSOCIATES 1, LLCPassive
Some overlap · 5 shared positions
$AMGN$SBUX$ABT$PEP$ADBE
$221M
113 positions
#13Smart Portfolios, LLC
Some overlap · 5 shared positions
$AMGN$SBUX$ABT$PEP$FDX
$100M
99 positions
#14Granite Group Advisors, LLCActive
Some overlap · 4 shared positions
$SBUX$AMGN$PM$PEP
$169M
84 positions
#15CONNING INC.Passive
Some overlap · 4 shared positions
$AMGN$SBUX$ABT$BMY
$3.3B
327 positions
#16Oak Harvest Investment ServicesPassive
Some overlap · 4 shared positions
$SBUX$KLAC$AMGN$PM
$1.1B
168 positions
#17CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$SBUX$KLAC$PEP
$1.3B
99 positions
#18UNITED BANKActive
Some overlap · 4 shared positions
$AMGN$KLAC$ABT$PEP
$853M
130 positions
#19WOLFF WIESE MAGANA LLCPassive
Some overlap · 4 shared positions
$AMGN$KLAC$ABT$PEP
$217M
1,027 positions
#20WealthBridge Investment Counsel Inc.Active
Some overlap · 3 shared positions
$SBUX$ABT$FDX
$375M
44 positions
#21Aurdan Capital Management, LLCActive
Some overlap · 6 shared positions
$AMGN$ABT$WRB$PM$MO$BMY
$394M
99 positions
#22BRADY FAMILY WEALTH, LLCPassive
Some overlap · 4 shared positions
$AMGN$SBUX$ABT$PEP
$346M
113 positions
#23Palisade Asset Management, LLCPassive
Some overlap · 4 shared positions
$AMGN$KLAC$ABT$PEP
$1.1B
204 positions
#24Camarda Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$SBUX$KLAC$SNDK
$331M
122 positions
#25SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 4 shared positions
$AMGN$ABT$BPRE$PEP
$1.3B
97 positions

Compare BELLEVUE ASSET’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 BELLEVUE ASSET’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.