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Hedge Funds Similar to BCO Wealth

13F Portfolio OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BCO Wealth are Bayhunt, Vert Asset, Econ Financial Services, with shared positions in $EXR, $STAG, $EPRT, $IRM, $UMH, $STT. The full ranking of 20 similar funds is below.

#1Bayhunt Capital LLCActive
Notable overlap · 3 shared positions
$EXR$STAG$EPRT
$77M
23 positions
#2Vert Asset Management LLCActive
Notable overlap · 4 shared positions
$IRM$EXR$STAG$UMH
$365M
44 positions
#3Econ Financial Services CorpPassive
Notable overlap · 3 shared positions
$STT$EXR$COP
$214M
72 positions
#4HEITMAN REAL ESTATE SECURITIES LLCActive
Notable overlap · 4 shared positions
$EXR$IRM$STAG$WPC
$1.6B
57 positions
#5Pensionfund PDNActive
Notable overlap · 5 shared positions
$IRM$WPC$EXR$STAG$EPRT
$194M
76 positions
#6Pensionfund SabicActive
Notable overlap · 5 shared positions
$IRM$WPC$EXR$STAG$EPRT
$94M
76 positions
#7COHEN & STEERS, INC.Active
Some overlap · 3 shared positions
$EXR$IRM$EPRT
$63.2B
442 positions
#8Timbercreek Asset Management Ltd.Active
Some overlap · 4 shared positions
$EXR$EPRT$CBRE$WPC
$722M
83 positions
#9Aegis Wealth Management, Inc.Active
Some overlap · 3 shared positions
$STAG$EXR$AGNC
$155M
119 positions
#10Adelante Capital Management LLCActive
Some overlap · 4 shared positions
$IRM$EXR$EPRT$CBRE
$1.5B
42 positions
#11Gillson Capital LPActive
Some overlap · 4 shared positions
$APLE$EXR$IRM$WPC
$1.7B
80 positions
#12Allie Family Office LLCActive
Some overlap · 4 shared positions
$STT$MPT$WPC$STAG
$269M
107 positions
#13American Trust Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IRM$CBRE$COP
$203M
81 positions
#14CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Some overlap · 3 shared positions
$IRM$STAG$EPRT
$7.2B
101 positions
#15HARRIS ASSOCIATES L PActive
Some overlap · 3 shared positions
$COP$CBRE$STT
$75.4B
162 positions
#16APG Asset Management US Inc.Smart money
Some overlap · 3 shared positions
$EXR$IRM$WPC
$14.3B
61 positions
#17LDR Capital Management LLCActive
Slight overlap · 3 shared positions
$IRM$CBRE$UMH
$87M
45 positions
#18Sophron Capital Management L.P.Active
Slight overlap · 3 shared positions
$STAG$EPRT$EXR
$323M
43 positions
#19Bramshill Investments, LLCActive
Slight overlap · 3 shared positions
$AGNC$EXR$IRM
$1.3B
157 positions
#20Muzinich & Co., Inc.Active
Slight overlap · 3 shared positions
$PFLA$IRM$EXR
$293M
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.