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Hedge Funds Similar to BCK Partners,

13F Portfolio OverlapQ1 2026BCK Partners, portfolio →
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Most similar hedge funds by 13F overlap

BCK Partners, Inc. is an institutional investor managing $185M across 26 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 BCK Partners, are MARYLAND ADVISORS, Lighthouse Financial, Fortress Financial Solutions,, with shared positions in $COP, $AMGN, $NSC, $UNH, $GLW, $AMAT. The full ranking of 25 similar funds is below.

#1MARYLAND CAPITAL ADVISORS INC.
Notable overlap · 3 shared positions
$COP$AMGN$NSC
$295M
271 positions
#2Lighthouse Financial LLCActive
Notable overlap · 3 shared positions
$COP$UNH$AMGN
$166M
76 positions
#3Fortress Financial Solutions, LLCActive
Some overlap · 3 shared positions
$COP$GLW$UNH
$96M
56 positions
#4Massachusetts Wealth ManagementPassive
Some overlap · 3 shared positions
$COP$GLW$AMGN
$231M
98 positions
#5Financial Plan, Inc.Active
Some overlap · 3 shared positions
$COP$GLW$NSC
$933M
94 positions
#6Castleview Partners, LLCPassive
Some overlap · 3 shared positions
$COP$UNH$AMGN
$195M
200 positions
#7Providence First Trust CoPassive
Some overlap · 3 shared positions
$COP$GLW$AMAT
$284M
179 positions
#8Smead Capital Management, Inc.Active
Some overlap · 3 shared positions
$COP$UNH$AMGN
$4.6B
32 positions
#9R.H. Investment Group, LLCPassive
Some overlap · 3 shared positions
$COP$UNH$AMGN
$130M
45 positions
#10Paulson Wealth Management Inc.Active
Some overlap · 3 shared positions
$COP$AMGN$UNH
$427M
137 positions
#11MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive
Some overlap · 3 shared positions
$GLW$COP$AMAT
$176M
81 positions
#12Insight Inv LLCPassive
Some overlap · 4 shared positions
$GLW$COP$AMAT$AMGN
$183M
104 positions
#13Estabrook Capital ManagementPassive
Some overlap · 4 shared positions
$COP$GLW$NSC$AMGN
$685M
380 positions
#14KWMG, LLCActive
Some overlap · 3 shared positions
$COP$GLW$AMGN
$1.2B
147 positions
#15Garner Asset Management CorpPassive
Some overlap · 3 shared positions
$GLW$COP$AMAT
$255M
156 positions
#16SHUFRO ROSE & CO LLCActive
Some overlap · 3 shared positions
$GLW$COP$AMGN
$1.5B
307 positions
#17CFC Planning Co LLCPassive
Some overlap · 3 shared positions
$COP$UNH$AMGN
$140M
72 positions
#18Eliot Finkel Investment Counsel, LLCActive
Some overlap · 4 shared positions
$GLW$NSC$AMAT$AMGN
$184M
32 positions
#19BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 3 shared positions
$COP$AMAT$AMGN
$2.4B
787 positions
#20Meiji Yasuda America IncActive
Some overlap · 3 shared positions
$COP$AMAT$AMGN
$404M
57 positions
#21Aull & Monroe Investment Management CorpPassive
Some overlap · 3 shared positions
$GLW$COP$AMGN
$215M
125 positions
#22CapWealth Advisors, LLCActive
Some overlap · 3 shared positions
$GLW$UNH$AMGN
$1.3B
118 positions
#23CONNING INC.Passive
Slight overlap · 3 shared positions
$COP$GLW$UNH
$3.0B
311 positions
#24Hershey Financial Advisers, LLCPassive
Slight overlap · 3 shared positions
$GLW$COP$AMAT
$116M
80 positions
#25WEDGEWOOD INVESTORS INC /PA/Passive
Slight overlap · 3 shared positions
$GLW$COP$NSC
$87M
99 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.