What hedge funds are most similar to BCWM, LLC?

The funds with the most similar 13F portfolios to BCWM, LLC are RNC, Canal Insurance, MORGAN DEMPSEY, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to BCWM

13F Portfolio OverlapQ2 2026BCWM portfolio →

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Most similar hedge funds by 13F overlap

BCWM, LLC is an institutional investor managing $342M across 57 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 BCWM are RNC, Canal Insurance, MORGAN DEMPSEY, with shared positions in $MO, $SRE, $UPS, $ACN, $CCZ, $PEP. The full ranking of 25 similar funds is below.

#1RNC CAPITAL MANAGEMENT LLCActive

Notable overlap · 9 shared positions

$MO $SRE $UPS $ACN $CCZ $PEP

$2.4B

181 positions

#2Canal Insurance COActive

Notable overlap · 7 shared positions

$DUK $LMT $NOC $BMY $PFE $VZ

$456M

76 positions

#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$LMT $DUK $UPS $UNP $PEP $VZ

$233M

122 positions

#4Signet Investment Advisory Group, Inc.Passive

Notable overlap · 8 shared positions

$IAU $DLR $PFE $PEP $ACN $NOC

$227M

73 positions

#5Measured Risk Portfolios, Inc.Active

Notable overlap · 6 shared positions

$DUK $DLR $KMI $MO $UPS $VZ

$112M

63 positions

#6Center for Wealth Management AdvisoryActive

Notable overlap · 9 shared positions

$DUK $LMT $UPS $VZ $PEP $CCZ

$159M

62 positions

#7EDGAR LOMAX CO/VAActive

Notable overlap · 9 shared positions

$DUK $PFE $T $BMY $CCZ $UNP

$1.3B

58 positions

#8Wills Financial Group LLCPassive

Notable overlap · 6 shared positions

$IAU $LMT $UNP $PEP $PFE $VZ

$275M

82 positions

#9Arnhold LLCActive

Notable overlap · 6 shared positions

$IAU $T $BMY $PFE $VZ $SONY

$1.4B

113 positions

#10Miramar Capital, LLCPassive

Notable overlap · 5 shared positions

$UNP $LMT $BMY $PEP $VZ

$455M

57 positions

#11Mayflower Financial Advisors, LLCPassive

Notable overlap · 6 shared positions

$DUK $MO $BMY $PEP $VZ $UPS

$1.2B

499 positions

#12Ipsen Advisor Group LLCPassive

Notable overlap · 7 shared positions

$IAU $PEP $SRE $UNP $UPS $BMY

$155M

107 positions

#13Paradigm Capital Management, LLC/NVActive

Notable overlap · 8 shared positions

$KMI $MO $VZ $T $DUK $CCZ

$116M

65 positions

#14Keystone Financial Planning, Inc.Smart money

Notable overlap · 8 shared positions

$BMY $MO $UPS $PFE $VZ $T

$388M

39 positions

#15LifePlan Financial, LLCPassive

Notable overlap · 5 shared positions

$IAU $CCZ $DUK $VZ $USB

$143M

89 positions

#16Disciplined Equity Management, Inc.Smart money

Notable overlap · 6 shared positions

$KMI $MO $PFE $VZ $T $USB

$226M

45 positions

#17Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 6 shared positions

$LMT $PFE $PEP $VZ $BMY $DUK

$199M

38 positions

#18ALLEN WEALTH MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$LMT $SWK $PEP $DUK $PFE $NOC

$205M

60 positions

#19Lombard Odier Asset Management (USA) CorpActive

Notable overlap · 5 shared positions

$KMI $BMY $CCZ $PFE $UPS

$727M

142 positions

#20HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 6 shared positions

$UNP $PEP $DLR $DUK $LMT $BMY

$321M

107 positions

#21CapWealth Advisors, LLCActive

Notable overlap · 6 shared positions

$DUK $DHI $UPS $T $PEP $SONY

$1.5B

118 positions

#22PENN DAVIS MCFARLAND INCActive

Notable overlap · 8 shared positions

$KMI $LMT $ACN $BMY $UPS $VZ

$1.1B

79 positions

#23CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 8 shared positions

$SWK $UPS $BMY $ACN $DUK $CCZ

$1.5B

184 positions

#24Miller Financial Services LLCPassive

Notable overlap · 7 shared positions

$UPS $PEP $KMI $BMY $GNRC $MO

$124M

142 positions

#251834 INVESTMENT ADVISORS COPassive

Notable overlap · 8 shared positions

$MO $BMY $VZ $PFE $T $KMI

$883M

211 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.