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Hedge Funds Similar to BCS Private Wealth ,

13F Portfolio OverlapQ1 2026BCS Private Wealth , portfolio →
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Most similar hedge funds by 13F overlap

BCS Private Wealth Management, Inc. is an institutional investor managing $329M across 186 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 BCS Private Wealth , are Faithward Advisors,, Marshall & Sterling Wealth Advisors, SKBA, with shared positions in $KMI, $USB, $IBM, $CCJ, $NTR, $ITW. The full ranking of 25 similar funds is below.

#1Faithward Advisors, LLCPassive
Notable overlap · 8 shared positions
$KMI$USB$IBM$CCJ$NTR$ITW
$701M
261 positions
#2Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 7 shared positions
$SAN$TMO$USB$IBM$AMGN$WM
$153M
344 positions
#3SKBA CAPITAL MANAGEMENT LLCActive
Notable overlap · 6 shared positions
$KMI$VZ$USB$IBM$UNP$AMGN
$728M
79 positions
#4Drum Hill Capital, LLCActive
Some overlap · 7 shared positions
$NEM$VZ$USB$ERIC$IBM$UNP
$109M
46 positions
#5NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 6 shared positions
$WM$ECL$TMO$UNP$DHR$EPAM
$1.5B
139 positions
#6O'Domhnaill Enterprises, Inc.Passive
Some overlap · 7 shared positions
$NEM$WM$IBM$CCJ$KMB$VZ
$124M
55 positions
#7Strategic Wealth Investment Group, LLCPassive
Some overlap · 6 shared positions
$TMO$USB$AXP$IBM$DHR$WM
$788M
94 positions
#8Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$WM$IBM$AXP$TMO$MS$AMGN
$272M
95 positions
#9Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$VZ$WM$USB$IBM$ITW$AMGN
$245M
98 positions
#10Royal Palms Capital LLCPassive
Some overlap · 5 shared positions
$KMI$NEM$PPL$IBM$AMGN
$101M
50 positions
#11Minot DeBlois Advisors LLCPassive
Some overlap · 6 shared positions
$ECL$AXP$NTRS$UNP$VZ$DHR
$110M
226 positions
#12KORNITZER CAPITAL MANAGEMENT INC /KSPassive
Some overlap · 6 shared positions
$KMI$WM$IBM$VZ$NEM$KMB
$4.6B
505 positions
#13Koa Wealth Management, LLCActive
Some overlap · 5 shared positions
$NEM$TMO$USB$WM$DHR
$138M
56 positions
#14Miramar Capital, LLCPassive
Some overlap · 5 shared positions
$WM$VZ$UNP$GPC$OKE
$449M
56 positions
#15WealthTrust Axiom LLCPassive
Some overlap · 4 shared positions
$KMI$NTR$VZ$IBM
$406M
290 positions
#16ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 6 shared positions
$USB$AXP$WM$MS$DHR$TMO
$555M
191 positions
#17ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$NTR$VZ$IBM$UNP$MS
$639M
126 positions
#18Nordwand Advisors, LLCPassive
Some overlap · 6 shared positions
$WM$UNP$TMO$MS$AXP$AMGN
$572M
150 positions
#19Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$WM$TMO$IBM$MS$AMGN
$353M
78 positions
#20apricus wealth, LLCPassive
Some overlap · 5 shared positions
$NEM$KMI$KMB$OKE$AMGN
$205M
120 positions
#21ECOFI INVESTISSEMENTS SAPassive
Some overlap · 4 shared positions
$WM$TMO$ECL$DHR
$55M
36 positions
#22Mirova US LLCActive
Some overlap · 4 shared positions
$WM$TMO$ECL$DHR
$8.8B
42 positions
#23BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$TMO$VZ$UNP$MS$DHR
$506M
75 positions
#24Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$NTR$VZ$IBM$USB$AMGN
$873M
189 positions
#25OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 5 shared positions
$KMI$ECL$VZ$IBM$AMGN
$311M
318 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.