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Hedge Funds Similar to BECKER

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

BECKER CAPITAL MANAGEMENT INC is an institutional investor managing $3.7B across 303 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 BECKER are Inlet Private Wealth, DELTA, Cetera Company, N.A, with shared positions in $FLEX, $MCK, $QCOM, $AMGN, $NEM, $CB. The full ranking of 25 similar funds is below.

#1Inlet Private Wealth, LLCPassive
Notable overlap · 6 shared positions
$FLEX$MCK$QCOM$AMGN$NEM$CB
$413M
135 positions
#2DELTA CAPITAL MANAGEMENT LLCPassive
Notable overlap · 7 shared positions
$SCHW$QCOM$APD$AMGN$CARR$GD
$206M
105 positions
#3Cetera Trust Company, N.APassive
Some overlap · 7 shared positions
$MCK$BLK$SCHW$AMGN$NEM$FLEX
$199M
345 positions
#4Harvest Investment Advisors, LLCActive
Some overlap · 6 shared positions
$QCOM$ALL$BLK$KMI$AMGN$GD
$202M
58 positions
#5TOTH FINANCIAL ADVISORY CORPPassive
Some overlap · 6 shared positions
$MCK$BLK$SYY$AMGN$GD$UNP
$1.0B
1,024 positions
#6Ironwood Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$SCHW$QCOM$SYY$AMGN$USB
$762M
267 positions
#7Davis Capital ManagementPassive
Some overlap · 6 shared positions
$ALL$QCOM$KMI$AMGN$GD$UNP
$167M
1,175 positions
#8INSIGHT 2811, INC.Active
Some overlap · 5 shared positions
$SCHW$QCOM$MCK$ALL$NEM
$259M
108 positions
#9PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 5 shared positions
$SCHW$MCK$KMI$UNP$CARR
$175M
73 positions
#10TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$SCHW$BLK$SYY$APD$AMGN
$143M
104 positions
#11Banco de Sabadell, S.APassive
Some overlap · 6 shared positions
$BLK$QCOM$APD$AMGN$USB$UNP
$170M
61 positions
#12MEYER HANDELMAN COPassive
Some overlap · 5 shared positions
$MCK$ALL$QCOM$SYY$AMGN
$3.5B
274 positions
#13Kesler, Norman & Wride, LLCPassive
Some overlap · 6 shared positions
$BLK$APD$AMGN$GD$CB$UNP
$631M
271 positions
#14VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$QCOM$BLK$KMI$AMGN$CB
$203M
58 positions
#15KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Some overlap · 4 shared positions
$SCHW$EMBJ$QCOM$MCK
$198M
97 positions
#16OAK ASSOCIATES LTD /OH/Active
Some overlap · 5 shared positions
$SCHW$QCOM$AMGN$CB$MCK
$1.8B
139 positions
#17ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$SCHW$MCK$SYY$USB
$807M
209 positions
#18FourThought Financial Partners, LLCPassive
Some overlap · 6 shared positions
$AZN$APD$AMGN$QCOM$BLK$CB
$1.3B
393 positions
#19Harrington Investments, INCPassive
Some overlap · 4 shared positions
$SCHW$QCOM$SYY$AMGN
$209M
80 positions
#20BEACON FINANCIAL GROUPPassive
Some overlap · 7 shared positions
$KMI$BLK$QCOM$MCK$APD$CB
$1.1B
385 positions
#21ProVise Management Group, LLCPassive
Some overlap · 5 shared positions
$SCHW$BLK$MCK$GD$AMGN
$1.5B
282 positions
#22Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 5 shared positions
$MCK$SYY$KMI$AMGN$CARR
$1.0B
765 positions
#23GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 4 shared positions
$SCHW$QCOM$AMGN$GD
$906M
153 positions
#24Timber Creek Capital Management LLCPassive
Some overlap · 3 shared positions
$FLEX$SCHW$AZN
$490M
80 positions
#25Asset Advisors Investment Management, LLCActive
Some overlap · 5 shared positions
$SCHW$AMGN$KMI$CB$BLK
$1.1B
108 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.