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Hedge Funds Similar to BCGM Wealth ,

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

BCGM Wealth Management, LLC is an institutional investor managing $398M across 178 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 BCGM Wealth , are Beacon Harbor Wealth Advisors,, Stamos Partners,, Alaethes Wealth,, with shared positions in $PM, $VZ, $IAU, $SE, $UNH, $PFE. The full ranking of 25 similar funds is below.

#1Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 6 shared positions
$PM$VZ$IAU$SE$UNH$PFE
$477M
70 positions
#2Stamos Capital Partners, L.P.Active
Some overlap · 6 shared positions
$DDOG$DIS$VZ$CVS$UNH$PFE
$640M
142 positions
#3Alaethes Wealth, LLCPassive
Some overlap · 5 shared positions
$DDOG$PM$HII$IAU$KR
$351M
124 positions
#4Lifeworks Advisors, LLCPassive
Some overlap · 5 shared positions
$SE$IAU$KR$GILD$PFE
$779M
297 positions
#5CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$SE$VZ$KR$CVS
$971M
146 positions
#6ONE Advisory Partners, LLCActive
Some overlap · 4 shared positions
$SE$DDOG$IAU$RELX
$324M
72 positions
#7Centerline Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$SE$DDOG$IAU$DIS
$278M
73 positions
#8CURTIS WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$SE$DDOG$IAU
$107M
50 positions
#9DoubleLine ETF Adviser LPPassive
Some overlap · 6 shared positions
$VZ$DIS$SPG$UNH$GILD$PFE
$263M
176 positions
#10LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$NOC$KR$UNH$GILD$VZ
$970M
154 positions
#11Davis Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SE$DDOG$IAU$RELX
$120M
72 positions
#12Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$NOC$IAU$CVS$UNH$PFE
$218M
69 positions
#13DCM Advisors, LLCActive
Some overlap · 5 shared positions
$PM$VZ$DIS$CVS$PFE
$220M
38 positions
#14O'Domhnaill Enterprises, Inc.Passive
Some overlap · 5 shared positions
$PM$NOC$HII$GILD$VZ
$124M
55 positions
#15Shared Vision Wealth Group LLCActive
Some overlap · 3 shared positions
$SE$DDOG$IAU
$245M
95 positions
#16Archer Investment Management, LLCPassive
Some overlap · 3 shared positions
$SE$DDOG$IAU
$238M
108 positions
#17Partnership Wealth Management, LLCActive
Some overlap · 4 shared positions
$SE$CTRA$DIS$PFE
$131M
66 positions
#18Altrius Capital Management IncPassive
Some overlap · 5 shared positions
$PM$VZ$GILD$GNTX$PFE
$503M
87 positions
#19AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 3 shared positions
$SE$DDOG$PM
$206M
97 positions
#20YACKTMAN ASSET MANAGEMENT LPActive
Some overlap · 4 shared positions
$NOC$UHAL$DIS$UNH
$7.5B
76 positions
#21Sterling Financial Planning, Inc.Active
Some overlap · 3 shared positions
$SE$DDOG$IAU
$337M
117 positions
#22BCU Wealth Advisors, LLCSmart money
Some overlap · 4 shared positions
$SE$IAU$CVS$PM
$268M
60 positions
#23William B. Walkup & Associates, Inc.Active
Some overlap · 4 shared positions
$NOC$VZ$CVS$UNH
$167M
163 positions
#24Heritage Wealth Management, Inc. /CA/Passive
Some overlap · 3 shared positions
$SE$DDOG$IAU
$181M
94 positions
#25Center For Asset Management LLCPassive
Some overlap · 4 shared positions
$SE$VZ$IAU$NOC
$201M
144 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.