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Hedge Funds Similar to BCS Private Wealth

13F Portfolio OverlapQ2 2026BCS Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

BCS Private Wealth Management, Inc. is an institutional investor managing $332M across 187 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 BCS Private Wealth are Minot DeBlois Advisors, Harvest Investment Advisors, DB Fitzpatrick, with shared positions in $NTRS, $ECL, $UNP, $AXP, $VZ, $DHR. The full ranking of 25 similar funds is below.

#1Minot DeBlois Advisors LLCPassive
Notable overlap · 6 shared positions
$NTRS$ECL$UNP$AXP$VZ$DHR
$116M
240 positions
#2Harvest Investment Advisors, LLCActive
Notable overlap · 6 shared positions
$NTRS$GPC$KMI$MS$QCOM$AMGN
$202M
58 positions
#3DB Fitzpatrick & Co, IncActive
Notable overlap · 5 shared positions
$TMO$WM$ECL$DHR$AMGN
$124M
100 positions
#4HOURGLASS CAPITAL, LLCPassive
Notable overlap · 5 shared positions
$NEM$KMI$UNP$MS$VZ
$508M
127 positions
#5Drum Hill Capital, LLCActive
Notable overlap · 6 shared positions
$NEM$VZ$ERIC$QCOM$UNP$TMO
$98M
45 positions
#6Mirova US LLCActive
Notable overlap · 4 shared positions
$TMO$WM$ECL$DHR
$9.3B
45 positions
#7SECURITY NATIONAL BANK OF SO DAK
Notable overlap · 6 shared positions
$TMO$UNP$QCOM$VZ$ITW$DHR
$207M
119 positions
#8BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$TMO$UNP$VZ$MS$ECL
$499M
73 positions
#9PINKERTON WEALTH, LLCActive
Notable overlap · 6 shared positions
$VZ$WM$QCOM$KMB$GPC$AMGN
$1.2B
103 positions
#10NORRIS PERNE & FRENCH LLP/MIActive
Notable overlap · 5 shared positions
$ECL$UNP$WM$TMO$DHR
$1.7B
147 positions
#11Destination Wealth ManagementPassive
Notable overlap · 6 shared positions
$WM$ECL$AXP$QCOM$VZ$TMO
$4.3B
344 positions
#12SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 6 shared positions
$VZ$WM$QCOM$KMB$GPC$AMGN
$1.3B
97 positions
#13VESTOR CAPITAL, LLCActive
Some overlap · 5 shared positions
$WM$NTRS$AXP$ITW$MS
$486M
276 positions
#14ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 5 shared positions
$KMI$PPL$AXP$QCOM$TMO
$102M
87 positions
#15SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
Some overlap · 5 shared positions
$TMO$VZ$UNP$QCOM$DHR
$169M
104 positions
#16Galvin, Gaustad & Stein, LLCPassive
Some overlap · 5 shared positions
$WM$UNP$AXP$QCOM$PPL
$1.4B
262 positions
#17PENN DAVIS MCFARLAND INCActive
Some overlap · 7 shared positions
$KMI$QCOM$WM$KMB$AMGN$VZ
$1.1B
79 positions
#18Nordwand Advisors, LLCPassive
Some overlap · 6 shared positions
$UNP$WM$MS$AXP$TMO$AMGN
$652M
146 positions
#19O'Domhnaill Enterprises, Inc.Passive
Some overlap · 4 shared positions
$WM$NEM$KMB$CCJ
$125M
61 positions
#20Sustainable Growth Advisers, LPActive
Some overlap · 5 shared positions
$WM$ECL$AXP$DHR$SE
$10.2B
47 positions
#21Measured Risk Portfolios, Inc.Active
Some overlap · 4 shared positions
$KMI$VZ$KMB$QCOM
$112M
63 positions
#22Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$WM$TMO$MS$AMGN$AXP
$358M
74 positions
#23BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$WM$PPL$KMI$QCOM
$2.5B
270 positions
#24Miramar Capital, LLCPassive
Some overlap · 4 shared positions
$WM$UNP$VZ$QCOM
$455M
57 positions
#25NICHOLS & PRATT ADVISERS LLP /MAActive
Some overlap · 4 shared positions
$KMI$VZ$TMO$QCOM
$1.6B
109 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.