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Hedge Funds Similar to BCGM Wealth

13F Portfolio OverlapQ2 2026BCGM Wealth portfolio →
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Most similar hedge funds by 13F overlap

BCGM Wealth Management, LLC is an institutional investor managing $473M across 182 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 BCGM Wealth are Alpha Omega Wealth, GQG Partners, VAUGHAN & SECURITIES, with shared positions in $CVS, $VZ, $SPG, $GNTX, $PFE, $PM. The full ranking of 25 similar funds is below.

#1Alpha Omega Wealth Management LLCPassive
Notable overlap · 5 shared positions
$CVS$VZ$SPG$GNTX$PFE
$657M
208 positions
#2GQG Partners LLCActive
Notable overlap · 4 shared positions
$PM$VZ$CVS$DVN
$53.8B
102 positions
#3VAUGHAN & Co SECURITIES, INC.Smart money
Some overlap · 4 shared positions
$PM$CVS$VZ$PFE
$214M
61 positions
#4Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$PM$VZ$HWM$PFE
$513M
70 positions
#5O'Domhnaill Enterprises, Inc.Passive
Some overlap · 4 shared positions
$PM$GILD$NOC$HII
$125M
61 positions
#6BCWM, LLCPassive
Some overlap · 4 shared positions
$NOC$VZ$IAU$PFE
$342M
57 positions
#7BCU Wealth Advisors, LLCSmart money
Some overlap · 3 shared positions
$PM$CVS$IAU
$301M
63 positions
#8Oliver Luxxe Assets LLCPassive
Some overlap · 4 shared positions
$PM$CVS$SPG$GILD
$680M
199 positions
#91834 INVESTMENT ADVISORS COPassive
Some overlap · 4 shared positions
$CVS$DVN$VZ$PFE
$883M
211 positions
#10Hamlin Capital Management, LLCActive
Some overlap · 3 shared positions
$PM$CVS$SPG
$4.4B
30 positions
#11Adams Wealth ManagementActive
Some overlap · 6 shared positions
$NOC$FSLR$GILD$SPG$D$PM
$522M
147 positions
#12AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$PM$CVS$KR
$745M
184 positions
#13Altrius Capital Management IncPassive
Some overlap · 4 shared positions
$PM$GNTX$DVN$GILD
$526M
89 positions
#14Plan Group Financial, LLCPassive
Some overlap · 5 shared positions
$PM$IAU$VZ$PFE$D
$486M
249 positions
#15LifePlan Financial, LLCPassive
Some overlap · 4 shared positions
$CVS$IAU$VZ$GILD
$143M
89 positions
#16INVESTMENT MANAGEMENT ASSOCIATES INC /ADVActive
Some overlap · 3 shared positions
$PM$HII$DEO
$487M
31 positions
#17High Point Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PM$IAU$GILD
$122M
250 positions
#18CacheTech Inc.Passive
Some overlap · 5 shared positions
$FSLR$NOC$SPG$GILD$D
$618M
169 positions
#19Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$PM$IAU$D
$240M
74 positions
#20Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$PM$IAU$D
$1.2B
127 positions
#21CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$CVS$VZ$KR$PFE
$1.1B
157 positions
#22Te Ahumairangi Investment Management LtdActive
Some overlap · 5 shared positions
$VZ$KR$GILD$PFE$CHKP
$620M
86 positions
#23Hillman Capital Management, Inc.Passive
Some overlap · 4 shared positions
$CVS$VZ$PFE$DEO
$138M
54 positions
#24Canal Insurance COActive
Some overlap · 4 shared positions
$NOC$VZ$PFE$D
$456M
76 positions
#25SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$PM$IAU$VZ$GILD
$296M
134 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.