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Hedge Funds Similar to Bell Investment Advisors,

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

Bell Investment Advisors, Inc is an institutional investor managing $639M across 1,860 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 Bell Investment Advisors, are Employees' Retirement Fund of the City of Fort Worth, Family CFO, eCIO,, with shared positions in $VLTO, $HUM, $UNIT, $AFRM, $NOW, $MUFG. The full ranking of 25 similar funds is below.

#1Employees' Retirement Fund of the City of Fort WorthActive
Notable overlap · 3 shared positions
$VLTO$HUM$UNIT
$230M
21 positions
#2Family CFO IncActive
Notable overlap · 4 shared positions
$VLTO$HUM$AFRM$UNIT
$223M
41 positions
#3eCIO, Inc.Active
Notable overlap · 3 shared positions
$VLTO$NOW$MUFG
$228M
42 positions
#4Windward Private Wealth Management Inc.Smart money
Notable overlap · 3 shared positions
$VLTO$HUM$UNIT
$289M
44 positions
#5Quantum Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$VLTO$UNIT$KO
$891M
231 positions
#6Cornerstone Financial Management LLCPassive
Notable overlap · 5 shared positions
$VLTO$HUM$MUFG$UNIT$KO
$109M
1,311 positions
#7MATHER GROUP, LLC.Active
Some overlap · 3 shared positions
$VLTO$NOW$UNIT
$10.0B
1,896 positions
#8Ally Invest Advisors Inc.Smart money
Some overlap · 4 shared positions
$VLTO$NOW$MUFG$UNIT
$1.5B
75 positions
#9Level Financial AdvisorsActive
Some overlap · 5 shared positions
$VLTO$NOW$UNIT$AFRM$HUM
$392M
92 positions
#10Seek First Inc.Active
Some overlap · 3 shared positions
$VLTO$HUM$UNIT
$142M
58 positions
#11Graetz Wealth LLCPassive
Some overlap · 3 shared positions
$VLTO$HUM$UNIT
$112M
80 positions
#12Arrowroot Family Office, LLCPassive
Some overlap · 4 shared positions
$VLTO$HUM$NOW$UNIT
$275M
140 positions
#13MA Private WealthActive
Some overlap · 4 shared positions
$VLTO$NOW$HUM$MUFG
$591M
86 positions
#14ENTRUST FINANCIAL LLCActive
Some overlap · 3 shared positions
$VLTO$HUM$UNIT
$143M
433 positions
#15ALESCO ADVISORS LLCActive
Some overlap · 4 shared positions
$VLTO$NOW$MUFG$UNIT
$3.9B
243 positions
#16Brindle & Bay Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$VLTO$HUM$UNIT
$163M
67 positions
#17Hobart Private Capital, LLCPassive
Slight overlap · 3 shared positions
$VLTO$HUM$NOW
$509M
132 positions
#18Centennial Bank/AR/Passive
Slight overlap · 3 shared positions
$VLTO$NOW$MUFG
$279M
323 positions
#19Leeward Financial Partners, LLCPassive
Slight overlap · 3 shared positions
$VLTO$HUM$UNIT
$336M
97 positions
#20FC Advisory LLCActive
Slight overlap · 3 shared positions
$VLTO$HUM$AFRM
$342M
115 positions
#21NORTHSTAR ASSET MANAGEMENT INCActive
Slight overlap · 3 shared positions
$VLTO$AFRM$MUFG
$326M
86 positions
#22Schwallier Wealth Management LLCActive
Slight overlap · 3 shared positions
$VLTO$HUM$UNIT
$137M
58 positions
#23Terra Alpha Investments LLC
Slight overlap · 3 shared positions
$VLTO$NOW$A
$98M
32 positions
#24D.B. Root & Company, LLCActive
Slight overlap · 3 shared positions
$HUM$VLTO$KO
$419M
191 positions
#25Garde Capital, Inc.Active
Slight overlap · 4 shared positions
$HUM$AFRM$NOW$UNIT
$1.7B
198 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.