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Hedge Funds Similar to BELLEVUE ASSET ,

13F Portfolio OverlapQ1 2026BELLEVUE ASSET , portfolio →
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Most similar hedge funds by 13F overlap

BELLEVUE ASSET MANAGEMENT, LLC is an institutional investor managing $200M across 369 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 BELLEVUE ASSET , are Pine Haven Investment Counsel,, FMB WEALTH, Asset Advisors Investment ,, with shared positions in $SBUX, $AMGN, $ABT, $MAR, $LRCX, $BAC. The full ranking of 25 similar funds is below.

#1Pine Haven Investment Counsel, IncPassive
Some overlap · 4 shared positions
$SBUX$AMGN$ABT$MAR
$136M
114 positions
#2FMB WEALTH MANAGEMENTActive
Some overlap · 4 shared positions
$MAR$AMGN$LRCX$BAC
$242M
73 positions
#3Asset Advisors Investment Management, LLCActive
Some overlap · 3 shared positions
$MAR$AMGN$ABT
$1.0B
106 positions
#4Triangle Securities Wealth ManagementPassive
Some overlap · 5 shared positions
$MAR$AMGN$LRCX$BAC$KKR
$441M
206 positions
#5ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$SBUX$AMGN$ABT$ADBE
$853M
70 positions
#6JMAC ENTERPRISES LLCPassive
Some overlap · 4 shared positions
$MAR$AMGN$BAC$KKR
$522M
117 positions
#7Hartford Financial Management Inc.Passive
Some overlap · 4 shared positions
$MAR$ABT$KLAC$BAC
$392M
344 positions
#8Capital Planning LLCActive
Some overlap · 4 shared positions
$MAR$ABT$SBUX$PCAR
$307M
82 positions
#9CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 3 shared positions
$MAR$BPRE$KKR
$149M
96 positions
#10Sun Group Wealth PartnersPassive
Some overlap · 3 shared positions
$MAR$ABT$FDX
$127M
73 positions
#11Gibraltar Capital Management, Inc.Active
Some overlap · 5 shared positions
$MAR$KLAC$BAC$ADBE$BMY
$581M
125 positions
#12Wall Street Financial Group, Inc.Passive
Some overlap · 4 shared positions
$MAR$LRCX$INTC$KLAC
$169M
667 positions
#13FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive
Some overlap · 3 shared positions
$MAR$ABT$FDX
$1.1B
175 positions
#14EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$SBUX$AMGN$ABT$BAC$FDX$BMY
$1.4B
56 positions
#15HARBOR INVESTMENT ADVISORY, LLCPassive
Some overlap · 3 shared positions
$MAR$AMGN$BAC
$1.3B
1,233 positions
#16FIRST MERCHANTS CORPActive
Some overlap · 3 shared positions
$MAR$SBUX$LRCX
$2.6B
359 positions
#17Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$SBUX$AMGN$ABT
$353M
78 positions
#18R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 3 shared positions
$SBUX$AMGN$ADBE
$124M
40 positions
#19Hamrick Investment Counsel, llcPassive
Some overlap · 3 shared positions
$SBUX$AMGN$ADBE
$180M
359 positions
#20Baker Ellis Asset Management LLCPassive
Some overlap · 3 shared positions
$MAR$LRCX$KKR
$842M
254 positions
#21Curtis Advisory Group, LLCActive
Some overlap · 3 shared positions
$MAR$AMGN$KKR
$464M
118 positions
#22WIMMER ASSOCIATES 1, LLCPassive
Some overlap · 6 shared positions
$AMGN$ABT$SBUX$ADBE$FDX$KKR
$205M
110 positions
#23PeakShares LLCPassive
Some overlap · 3 shared positions
$MAR$KLAC$MO
$109M
116 positions
#24Junk Investment Group, LLCPassive
Some overlap · 3 shared positions
$MAR$AMGN$KKR
$191M
88 positions
#25Financial Perspectives, IncPassive
Some overlap · 3 shared positions
$MAR$AMGN$KKR
$358M
716 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.