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Hedge Funds Similar to BCM ADVISORS

13F Portfolio OverlapQ2 2026BCM ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

BCM ADVISORS, LLC is an institutional investor managing $514M across 80 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 BCM ADVISORS are Kinloch, NORTHCAPE WEALTH, Canal Insurance, with shared positions in $ED, $ATO, $PEP, $GD, $ADM, $AFL. The full ranking of 25 similar funds is below.

#1Kinloch Capital, LLCPassive
Some overlap · 7 shared positions
$ED$ATO$PEP$GD$ADM$AFL
$274M
79 positions
#2NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$DUK$CL$DE$PEP$KMI$GD
$381M
144 positions
#3Canal Insurance COActive
Some overlap · 5 shared positions
$DUK$EPD$KMI$COP$GD
$426M
73 positions
#4Energy Income Partners, LLCActive
Some overlap · 5 shared positions
$DUK$EPD$ATO$KMI$CNP
$6.4B
88 positions
#5Nicholson Wealth Management Group, LLCPassive
Some overlap · 6 shared positions
$PH$CL$ATO$PEP$GD$AFL
$170M
111 positions
#6Paradiem, LLCPassive
Some overlap · 4 shared positions
$ATO$CL$VLO$GD
$464M
68 positions
#7Cherokee Insurance CoPassive
Some overlap · 5 shared positions
$EPD$ED$VLO$IP$COP
$259M
124 positions
#8Powers Advisory Group, LLCActive
Some overlap · 7 shared positions
$DE$PEP$DUK$EPD$CL$ED
$330M
128 positions
#9OUTFITTERS FINANCIAL LLCPassive
Some overlap · 5 shared positions
$EPD$DE$PEP$DUK$GD
$137M
74 positions
#10Armor Investment Advisors, LLCActive
Some overlap · 4 shared positions
$DUK$DE$VLO$KMI
$312M
155 positions
#11CROBANActive
Some overlap · 3 shared positions
$ATO$DUK$GD
$227M
81 positions
#12Allen Capital Group, LLCPassive
Some overlap · 5 shared positions
$SGOL$DE$PEP$KMI$GLDM
$1.2B
319 positions
#13Bollard Group LLCActive
Some overlap · 7 shared positions
$EPD$DE$KMI$DUK$GIS$VLO
$3.3B
309 positions
#14EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$DUK$PEP$COP$GD
$1.3B
58 positions
#15A. D. Beadell Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$SGOL$EPD$PEP$KMI
$151M
100 positions
#16Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$DUK$PEP$CL$GD
$161M
62 positions
#17Dougherty & Associates, LLCActive
Some overlap · 3 shared positions
$DUK$ED$GD
$125M
52 positions
#18TECTONIC ADVISORS LLCPassive
Some overlap · 4 shared positions
$EPD$ED$DUK$PEP
$2.2B
277 positions
#19Harrison Street Private Wealth LLCActive
Some overlap · 4 shared positions
$ATO$ED$CNI$CNP
$73M
21 positions
#20Eliot Finkel Investment Counsel, LLCActive
Some overlap · 4 shared positions
$DUK$DE$GD$PEP
$214M
33 positions
#21Ellsworth Advisors, LLCPassive
Some overlap · 4 shared positions
$EPD$DUK$ED$PEP
$620M
193 positions
#22Ranch Capital Advisors Inc.Passive
Some overlap · 6 shared positions
$DUK$GD$PEP$IP$ADM$AFL
$316M
157 positions
#23VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$DUK$PEP$KMI$AFL
$203M
58 positions
#24MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$BRO$ATO$PH$GD$AFL
$857M
166 positions
#25ALBERT D MASON INCPassive
Some overlap · 4 shared positions
$ATO$PH$KMI$EPD
$176M
139 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.