How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to BCR Wealth Strategies

13F Portfolio OverlapQ2 2026BCR Wealth Strategies portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

BCR Wealth Strategies, LLC is an institutional investor managing $356M across 32 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 BCR Wealth Strategies are St. Louis, COTTONWOOD ADVISORS, Newton One Investments, with shared positions in $SO, $DOV, $EMR, $PEP, $DE, $WFC. The full ranking of 25 similar funds is below.

#1St. Louis Trust CoActive

Notable overlap · 4 shared positions

$SO $DOV $EMR $PEP

$875M

125 positions

#2COTTONWOOD CAPITAL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$DE $EMR $PEP $WFC

$166M

88 positions

#3Newton One Investments LLCActive

Notable overlap · 4 shared positions

$DOV $DE $PEP $EMR

$397M

146 positions

#4DMKC Advisory Services, LLCActive

Notable overlap · 5 shared positions

$DE $WFC $LOW $PEP $EMR

$530M

92 positions

#5Juno Financial Group LLCActive

Notable overlap · 3 shared positions

$DE $LOW $PEP

$282M

73 positions

#6Eldred Rock Partners, LLCActive

Notable overlap · 4 shared positions

$DE $EMR $WFC $PEP

$465M

29 positions

#7ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$EMR $DE $PEP $LOW

$878M

73 positions

#8Allied Investment Advisors, LLCPassive

Notable overlap · 5 shared positions

$DE $WFC $LOW $PEP $EMR

$797M

110 positions

#9BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive

Notable overlap · 3 shared positions

$DE $EMR $SO

$263M

90 positions

#10Wealth Management NebraskaSmart money

Notable overlap · 3 shared positions

$DOV $DE $SO

$1.1B

106 positions

#11PLANNING DIRECTIONS INCActive

Notable overlap · 4 shared positions

$DOV $DE $LOW $PEP

$216M

110 positions

#12Armor Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$SO $DE $LOW

$312M

155 positions

#13Orcam Financial GroupActive

Notable overlap · 3 shared positions

$DOV $DE $EMR

$205M

105 positions

#14Welch Group, LLCPassive

Notable overlap · 5 shared positions

$SFBS $SO $EMR $PEP $DE

$2.9B

326 positions

#15Silver Coast Investments LLCActive

Notable overlap · 3 shared positions

$DOV $DE $LOW

$336M

121 positions

#16Wilson & Boucher Capital Management, LLCPassive

Notable overlap · 5 shared positions

$DOV $PEP $WFC $LOW $EMR

$170M

121 positions

#17PROFFITT & GOODSON INCActive

Notable overlap · 3 shared positions

$DOV $EMR $PEP

$728M

298 positions

#18Shelter Mutual Insurance CoActive

Notable overlap · 3 shared positions

$DE $LOW $PEP

$473M

58 positions

#19PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$EMR $LOW $PEP $SO

$209M

54 positions

#20Rakuten Investment Management, Inc.Smart money

Notable overlap · 3 shared positions

$DOV $PEP $WFC

$34.6B

467 positions

#21Tarbox Group, Inc.Smart money

Notable overlap · 5 shared positions

$DE $WFC $LOW $PEP $EMR

$698M

96 positions

#22Financial & Tax Architects, LLCPassive

Notable overlap · 4 shared positions

$EMR $LOW $PEP $DOV

$474M

110 positions

#23CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$EMR $LOW $WFC $PEP

$1.3B

99 positions

#24Navigate Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SO $SFBS $LOW

$161M

79 positions

#25VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 4 shared positions

$SO $EMR $PEP $LOW

$201M

57 positions

Compare BCR Wealth Strategies’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View BCR Wealth Strategies’s holdings

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.