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Hedge Funds Similar to BCO Wealth

13F Portfolio OverlapQ1 2026BCO Wealth portfolio →
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Most similar hedge funds by 13F overlap

BCO Wealth Management LLC is an institutional investor managing $183M across 45 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 BCO Wealth are COHEN & STEERS,, Timbercreek Asset Ltd., Vert Asset, with shared positions in $EXR, $IRM, $EPRT, $CBRE, $MPT, $STAG. The full ranking of 12 similar funds is below.

#1COHEN & STEERS, INC.Passive
Some overlap · 3 shared positions
$EXR$IRM$EPRT
$58M
442 positions
#2Timbercreek Asset Management Ltd.Active
Some overlap · 4 shared positions
$EXR$CBRE$EPRT$MPT
$537M
45 positions
#3Vert Asset Management LLCActive
Some overlap · 4 shared positions
$EXR$IRM$STAG$UMH
$315M
45 positions
#4HEITMAN REAL ESTATE SECURITIES LLCActive
Some overlap · 3 shared positions
$EXR$IRM$STAG
$1.4B
57 positions
#5Bayhunt Capital LLCActive
Some overlap · 3 shared positions
$EXR$EPRT$STAG
$106M
20 positions
#6Adelante Capital Management LLCActive
Some overlap · 4 shared positions
$IRM$EPRT$CBRE$EXR
$1.5B
42 positions
#7American Trust Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IRM$COP$CBRE
$181M
76 positions
#8B&I Capital AGActive
Some overlap · 3 shared positions
$IRM$EPRT$CBRE
$294M
24 positions
#9CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Some overlap · 3 shared positions
$IRM$STAG$EPRT
$6.7B
96 positions
#10LDR Capital Management LLCActive
Some overlap · 3 shared positions
$IRM$CBRE$UMH
$74M
44 positions
#11Daiwa Securities Group Inc.Passive
Slight overlap · 3 shared positions
$EXR$IRM$EPRT
$34.8B
1,176 positions
#12Muzinich & Co., Inc.Active
Slight overlap · 3 shared positions
$PFLA$IRM$EXR
$286M
38 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.