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 Bruce G. Allen Investments,

13F Portfolio OverlapQ1 2026Bruce G. Allen Investments, portfolio →

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Most similar hedge funds by 13F overlap

Bruce G. Allen Investments, LLC is an institutional investor managing $153M across 1,084 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 Bruce G. Allen Investments, are CULTIVAR ,, Sonoma Private Wealth, FULCRUM WEALTH ADVISORS,, with shared positions in $DJP, $GE, $GEV, $KO, $T, $NEE. The full ranking of 25 similar funds is below.

#1CULTIVAR CAPITAL, INC.Smart money

Some overlap · 7 shared positions

$DJP $GE $GEV $KO $T $NEE

$156M

46 positions

#2Sonoma Private Wealth LLCPassive

Some overlap · 5 shared positions

$PHYS $GE $T $UNIT $VZ

$81M

67 positions

#3FULCRUM WEALTH ADVISORS, LLCActive

Some overlap · 4 shared positions

$PHYS $GE $WT $CMI

$121M

72 positions

#4Stonehearth Capital Management, LLCActive

Some overlap · 4 shared positions

$DJP $GE $GEV $VZ

$252M

96 positions

#5HC Advisors, LLCActive

Some overlap · 8 shared positions

$PHYS $WT $KO $SNOW $BAC $GE

$149M

60 positions

#6CROBANPassive

Some overlap · 4 shared positions

$DJP $WT $UNP $NEE

$213M

73 positions

#7Viewpoint Capital Management LLCActive

Some overlap · 6 shared positions

$PHYS $GE $WT $GEV $T $BAC

$214M

135 positions

#8O'Brien Greene & Co. IncPassive

Some overlap · 5 shared positions

$PHYS $CMI $KO $UNP $NEE

$353M

133 positions

#9Evanson Asset Management, LLCActive

Some overlap · 4 shared positions

$PHYS $WT $UNIT $NEE

$1.9B

321 positions

#10Alpha Advisors, LLC/VAActive

Some overlap · 4 shared positions

$PHYS $GE $GEV $WFC

$127M

47 positions

#11Basepoint Wealth LLCActive

Some overlap · 4 shared positions

$PHYS $VZ $__PARK_1390777 $NEE

$175M

643 positions

#12Harbour Wealth Management Group, Inc.Passive

Some overlap · 3 shared positions

$PHYS $WT $KO

$133M

89 positions

#13Intesa Sanpaolo Wealth ManagementPassive

Some overlap · 4 shared positions

$PHYS $T $__PARK_1390777 $TTE

$410M

299 positions

#14CERTUITY, LLCPassive

Some overlap · 8 shared positions

$GE $WT $VZ $DJP $T $PHYS

$1.5B

659 positions

#15RPS ADVISORY SOLUTIONS LLCActive

Some overlap · 6 shared positions

$PHYS $GEV $T $GE $WT $HUM

$176M

108 positions

#16Estabrook Capital ManagementPassive

Some overlap · 9 shared positions

$GE $GEV $VZ $T $__PARK_1390777 $BAC

$685M

380 positions

#17Valued Retirements, Inc.Passive

Some overlap · 3 shared positions

$PHYS $WT $HUM

$102M

90 positions

#18Eaton Financial Holdings Company, LLCPassive

Some overlap · 5 shared positions

$PHYS $WT $SNOW $BAC $WFC

$305M

125 positions

#19SIG BROKERAGE, LPPassive

Some overlap · 4 shared positions

$PHYS $KO $BAC $NEE

$3.8B

769 positions

#20TCP Asset Management, LLCActive

Some overlap · 3 shared positions

$PHYS $WT $SNOW

$778M

133 positions

#21ANDERSON HOAGLAND & COPassive

Some overlap · 7 shared positions

$GE $WT $GEV $PHYS $CMI $SNOW

$1.2B

136 positions

#22Hedges Asset Management LLC

Some overlap · 5 shared positions

$PHYS $GE $SHEL $VZ $WFC

$142M

108 positions

#23VanWeelden Wealth Management, LLCActive

Some overlap · 3 shared positions

$PHYS $KO $SNOW

$125M

31 positions

#24MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$PHYS $HUM $UNP $__PARK_1390777

$144M

99 positions

#25SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive

Some overlap · 3 shared positions

$PHYS $VZ $WFC

$482M

173 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.