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 BXM Wealth

13F Portfolio OverlapQ2 2026BXM Wealth portfolio →

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Most similar hedge funds by 13F overlap

BXM Wealth LLC is an institutional investor managing $184M across 163 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 BXM Wealth are SHUFRO ROSE, TEALWOOD ASSET, Axecap Investments, with shared positions in $ALPS, $KLAC, $TXN, $QCOM, $ITW, $FTNT. The full ranking of 25 similar funds is below.

#1SHUFRO ROSE & CO LLCActive

Some overlap · 5 shared positions

$ALPS $KLAC $TXN $QCOM $ITW

$1.7B

315 positions

#2TEALWOOD ASSET MANAGEMENT INCPassive

Some overlap · 5 shared positions

$KLAC $TXN $FTNT $DELL $NVS

$261M

121 positions

#3Axecap Investments, LLCPassive

Some overlap · 5 shared positions

$KLAC $TXN $FTNT $DELL $QCOM

$181M

73 positions

#4Madson Wealth Advisors IncActive

Some overlap · 5 shared positions

$KLAC $TXN $IAU $NVS $QCOM

$147M

97 positions

#5Ariadne Wealth Management, LPPassive

Some overlap · 5 shared positions

$KLAC $DELL $TXN $PLTR $NVS

$226M

254 positions

#6Optimist Retirement Group LLCActive

Some overlap · 5 shared positions

$KLAC $DELL $NVS $FTNT $QCOM

$259M

118 positions

#7Trilogy Capital Inc.Active

Some overlap · 4 shared positions

$ALPS $KLAC $FTNT $PLTR

$2.6B

404 positions

#8PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 4 shared positions

$KLAC $TXN $DELL $IAU

$462M

86 positions

#9CULLINAN ASSOCIATES INCActive

Some overlap · 4 shared positions

$KLAC $TXN $QCOM $LOW

$1.3B

204 positions

#10Deseret Mutual Benefit AdministratorsPassive

Some overlap · 4 shared positions

$KLAC $TXN $QCOM $LOW

$306M

518 positions

#11Keebeck Wealth ManagementPassive

Some overlap · 4 shared positions

$KLAC $TXN $IAU $LOW

$1.0B

471 positions

#12Cerro Pacific Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$KLAC $QCOM $LOW $TXN $ITW

$442M

165 positions

#13Rafferty Asset Management, LLCActive

Some overlap · 4 shared positions

$KLAC $TXN $QCOM $PLTR

$43.9B

1,133 positions

#14Rockline Wealth Management, LLCActive

Some overlap · 4 shared positions

$KLAC $TXN $ITW $PLTR

$522M

107 positions

#15PROFUND ADVISORS LLCPassive

Some overlap · 4 shared positions

$KLAC $TXN $QCOM $PLTR

$3.6B

1,175 positions

#16Harvest Fund Management Co., Ltd

Some overlap · 4 shared positions

$KLAC $TXN $PLTR $IAU

$3.0B

455 positions

#17Proem Advisors LLCActive

Some overlap · 4 shared positions

$KLAC $TXN $DELL $PLTR

$1.9B

56 positions

#18ABSOLUTE CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$KLAC $TXN $QCOM $IAU $FTNT

$401M

162 positions

#19KOM Wealth Management Group, LLCActive

Some overlap · 4 shared positions

$KLAC $ITW $DELL $PLTR

$165M

96 positions

#20HOWARD HUGHES MEDICAL INSTITUTEActive

Some overlap · 4 shared positions

$KLAC $TXN $PLTR $QCOM

$445M

30 positions

#21NewEdge Wealth, LLCPassive

Some overlap · 4 shared positions

$KLAC $FTNT $NVS $QCOM

$10.0B

1,232 positions

#22PRIVATE CLIENT SERVICES, LLCPassive

Some overlap · 4 shared positions

$KLAC $IAU $PLTR $ALPS

$381M

229 positions

#23Procyon Advisors, LLCPassive

Some overlap · 4 shared positions

$KLAC $DELL $FTNT $QCOM

$2.3B

588 positions

#24FourThought Financial Partners, LLCPassive

Some overlap · 4 shared positions

$KLAC $FTNT $QCOM $LOW

$1.3B

393 positions

#25Hilltop National BankPassive

Some overlap · 4 shared positions

$KLAC $DELL $IAU $TXN

$468M

805 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.