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Hedge Funds Similar to BAHL & GAYNOR

13F Portfolio OverlapQ2 2026BAHL & GAYNOR portfolio →
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Most similar hedge funds by 13F overlap

BAHL & GAYNOR INC is an institutional investor managing $21.7B across 341 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 BAHL & GAYNOR are Cambridge Financial Group, Weaver C. Barksdale & Associates, Socorro Asset, with shared positions in $WMB, $TRGP, $ETN, $TXN, $TJX, $NEE. The full ranking of 25 similar funds is below.

#1Cambridge Financial Group, Inc.Active
Some overlap · 5 shared positions
$WMB$TRGP$ETN$TXN$TJX
$287M
33 positions
#2Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 7 shared positions
$NEE$TXN$CINF$GD$SNA$CMI
$111M
62 positions
#3Socorro Asset Management LPActive
Some overlap · 5 shared positions
$PNC$NEE$SRE$TXN$HUBB
$223M
33 positions
#4Hamilton Point Investment Advisors, LLCPassive
Some overlap · 7 shared positions
$NEE$ETN$TJX$TXN$HUBB$CMI
$710M
193 positions
#5Harrison Street Private Wealth LLCActive
Some overlap · 4 shared positions
$WMB$NEE$TRGP$SRE
$71M
21 positions
#6Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$WMB$NEE$TXN$TJX$ADP
$467M
118 positions
#7PUREfi Wealth, LLCPassive
Some overlap · 9 shared positions
$ETN$PNC$NEE$APO$WMB$ADI
$182M
208 positions
#8Ipsen Advisor Group LLCPassive
Some overlap · 6 shared positions
$PNC$SRE$TXN$NEE$HIG$ADI
$155M
107 positions
#9MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$PNC$NEE$TXN$TEL$ADP
$1.2B
106 positions
#10ELCO Management Co., LLCPassive
Some overlap · 5 shared positions
$WMB$TRGP$NEE$HUBB$GLW
$232M
174 positions
#11FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 4 shared positions
$WMB$NEE$ETN$MDLZ
$5.3B
210 positions
#12Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$PNC$WMB$ETN$GLW$TXN
$739M
344 positions
#13Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 6 shared positions
$NEE$ETN$DRI$CMI$GLW$ADI
$251M
74 positions
#14DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$NEE$WMB$TXN$HIG$TJX
$517M
137 positions
#15Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$NEE$ETN$TXN$TJX$ADI
$170M
61 positions
#16REAVES W H & CO INCActive
Some overlap · 4 shared positions
$WMB$NEE$SRE$GLW
$6.6B
94 positions
#17Granite Group Advisors, LLCActive
Some overlap · 5 shared positions
$PNC$NEE$TXN$ADP$WMB
$169M
84 positions
#18Richard C. Young & CO., LTD.Passive
Some overlap · 5 shared positions
$WMB$PNC$TXN$CMI$ADI
$1.4B
101 positions
#19Bellars Harris Wealth Management, LLCPassive
Some overlap · 5 shared positions
$WMB$HIG$TJX$SNA$CMI
$491M
96 positions
#20JOHNSON INVESTMENT COUNSEL INCActive
Some overlap · 5 shared positions
$WMB$TJX$CINF$HUBB$ADI
$13.7B
840 positions
#21Phoenix Wealth AdvisorsActive
Some overlap · 6 shared positions
$NEE$ETN$DRI$CMI$ADI$TXN
$297M
129 positions
#22O'Brien Greene & Co. IncPassive
Some overlap · 5 shared positions
$WMB$NEE$CMI$ADP$GLW
$362M
141 positions
#23VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 5 shared positions
$WMB$ETN$NEE$APO$RGA
$5.0B
245 positions
#24CONNING INC.Passive
Some overlap · 6 shared positions
$PNC$TRV$GD$CMI$GLW$ADP
$3.3B
327 positions
#25Winthrop Partners - WNY, LLCPassive
Some overlap · 7 shared positions
$ETN$DRI$APO$NEE$GLW$ADI
$202M
87 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.