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Hedge Funds Similar to Bellwether Advisors,

13F Portfolio OverlapQ1 2026Bellwether Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Bellwether Advisors, LLC is an institutional investor managing $590M across 159 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 Bellwether Advisors, are Castle Hook Partners, Braeburn Wealth, Wealthstar Advisors,, with shared positions in $WDC, $FIX, $DHR, $STLD, $LHX, $NUE. The full ranking of 25 similar funds is below.

#1Castle Hook Partners LPSmart money
Some overlap · 7 shared positions
$WDC$FIX$DHR$STLD$LHX$NUE
$23.4B
50 positions
#2Braeburn Wealth Management LLCActive
Some overlap · 5 shared positions
$IAU$FIX$WDC$HWM$GE
$175M
85 positions
#3Wealthstar Advisors, LLCActive
Some overlap · 4 shared positions
$WDC$IAU$DHR$PLTR
$213M
111 positions
#4PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$IAU$FIX$EME$STLD
$589M
488 positions
#5Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$FIX$URI$EME$PLTR$GE
$172M
76 positions
#6Dilation Capital Management LPActive
Some overlap · 4 shared positions
$WDC$ECHO$HWM$GE
$199M
20 positions
#7Value Aligned Research Advisors, LLCActive
Some overlap · 3 shared positions
$WDC$FIX$EME
$20.7B
107 positions
#8MITCHELL CAPITAL MANAGEMENT COPassive
Some overlap · 4 shared positions
$WDC$FIX$EME$PLTR
$545M
113 positions
#9Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$EME$DHR$DE
$649M
186 positions
#10Philadelphia Investment Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$URI$SCCO$PLTR
$147M
189 positions
#11Retireful, LLCPassive
Some overlap · 3 shared positions
$WDC$FIX$SCCO
$71M
84 positions
#12Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Active
Some overlap · 4 shared positions
$WDC$DOW$SCCO$GE
$1.2B
51 positions
#13Swisher Financial Concepts, Inc.Passive
Some overlap · 6 shared positions
$IAU$URI$ABT$GE$CINF$CAH
$179M
102 positions
#14Dedeker Financial LLCPassive
Some overlap · 3 shared positions
$WDC$FIX$PLTR
$115M
50 positions
#15Markin Volterra Fund LPActive
Some overlap · 3 shared positions
$WDC$FIX$PLTR
$65M
34 positions
#16Transamerica Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$FIX$EME$PLTR$HWM$CAH
$1.2B
1,940 positions
#17NAVELLIER & ASSOCIATES INCPassive
Some overlap · 5 shared positions
$FIX$EME$PLTR$HWM$CAH
$960M
326 positions
#18Dorsey Wright & AssociatesPassive
Some overlap · 5 shared positions
$FIX$EME$PLTR$HWM$CAH
$807M
158 positions
#19VestGen Investment ManagementPassive
Some overlap · 5 shared positions
$FIX$EME$PLTR$HWM$CAH
$181M
216 positions
#20AMF Tjanstepension ABActive
Some overlap · 3 shared positions
$WDC$FIX$GE
$15.1B
117 positions
#21Sculptor Capital LPPassive
Some overlap · 3 shared positions
$WDC$ECHO$HWM
$9.6B
363 positions
#22Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$IAU$FIX$AU
$477M
70 positions
#23QP WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$WDC$PLTR$HWM$GE
$58M
65 positions
#24AEGON ASSET MANAGEMENT UK PLCActive
Some overlap · 5 shared positions
$CINF$CFG$STLD$PLTR$GE
$7.5B
162 positions
#25HANSEATIC MANAGEMENT SERVICES INCPassive
Some overlap · 3 shared positions
$WDC$ECHO$GE
$104M
80 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.