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Hedge Funds Similar to Baker Ellis Asset

13F Portfolio OverlapQ3 2026Baker Ellis Asset portfolio →
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Most similar hedge funds by 13F overlap

Baker Ellis Asset Management LLC is an institutional investor managing $917M across 252 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Baker Ellis Asset are Candelo, Riggs Asset Managment, Family Legacy Financial Solutions, with shared positions in $ADI, $KGS, $TKR, $LIN, $STRL, $MLI. The full ranking of 25 similar funds is below.

#1Candelo Capital Management LPPassive
Some overlap · 4 shared positions
$ADI$KGS$TKR$LIN
$162M
34 positions
#2Riggs Asset Managment Co. Inc.Passive
Some overlap · 3 shared positions
$STRL$MLI$ETN
$560M
132 positions
#3Family Legacy Financial Solutions, LLCActive
Some overlap · 5 shared positions
$ADI$SYK$DOV$CARR$LIN
$173M
51 positions
#4LONE PINE CAPITAL LLCActive
Some overlap · 3 shared positions
$STRL$LIN$KGS
$16.4B
34 positions
#5PROFESSIONAL ADVISORY SERVICES INCActive
Some overlap · 4 shared positions
$ADI$SYK$CARR$PEP
$837M
90 positions
#6HALL LAURIE J TRUSTEEPassive
Some overlap · 4 shared positions
$ADI$SYK$CARR$PEP
$314M
98 positions
#7Night Squared LPPassive
Some overlap · 4 shared positions
$ADI$CARR$TAP$ETN
$930M
69 positions
#8Albar Capital Partners LLPActive
Some overlap · 4 shared positions
$ADI$CARR$DOV$LIN
$767M
38 positions
#9MeadowBrook Investment Advisors LLCPassive
Some overlap · 5 shared positions
$SYK$LIN$DOV$ETN$PEP
$126M
196 positions
#10PineStone Asset Management Inc.Active
Some overlap · 4 shared positions
$ADI$CARR$LIN$PEP
$15.4B
43 positions
#11McCollum Christoferson Group LLCPassive
Some overlap · 5 shared positions
$ADI$LIN$NOC$PEP$COF
$343M
88 positions
#12Miller Capital Partners, Inc.Active
Some overlap · 5 shared positions
$ON$LIN$ETN$SYK$ADI
$257M
258 positions
#13HENDLEY & CO INCActive
Some overlap · 5 shared positions
$SYK$LIN$SLB$ETN$PEP
$283M
47 positions
#14Sterling Capital Management LLCPassive
Some overlap · 5 shared positions
$ADI$LIN$ETN$PEP$DOV
$4.9B
3,244 positions
#15Fruth Investment ManagementPassive
Some overlap · 5 shared positions
$ADI$LIN$ETN$TKR$PEP
$409M
224 positions
#16L. Roy Papp & Associates, LLPPassive
Some overlap · 4 shared positions
$ADI$SYK$LIN$PEP
$981M
193 positions
#17CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$ADI$SYK$ETN$PEP
$1.3B
99 positions
#18BRADY FAMILY WEALTH, LLCPassive
Some overlap · 4 shared positions
$ADI$SYK$ETN$PEP
$346M
113 positions
#19CYPRESS ASSET MANAGEMENT INC/TXActive
Some overlap · 4 shared positions
$ADI$LIN$ETN$PEP
$506M
107 positions
#20BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$ADI$LIN$ETN$PEP
$8.0B
1,334 positions
#21LANSDOWNE PARTNERS (UK) LLPSmart money
Some overlap · 4 shared positions
$ADI$LIN$SLB$ETN
$2.4B
26 positions
#22BROADWATER CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$ADI$SYK$NOC$PEP
$138M
208 positions
#23Boit C F DavidPassive
Some overlap · 4 shared positions
$ADI$SYK$PEP$LIN
$238M
85 positions
#24OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 5 shared positions
$COF$DOV$ETN$NOC$PEP
$501M
276 positions
#25Midwest Professional Planners, LTD.Passive
Some overlap · 4 shared positions
$OSK$COF$ADI$ETN
$510M
131 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.