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 Bedell Frazier Investment Counselling

13F Portfolio OverlapQ1 2026Bedell Frazier Investment Counselling portfolio →

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Most similar hedge funds by 13F overlap

Bedell Frazier Investment Counselling, LLC is an institutional investor managing $495M across 128 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Bedell Frazier Investment Counselling are SNS Financial Group, Rayburn West Financial Services, Old West Investment, with shared positions in $C, $LMT, $CRWD, $BA, $FCX, $UTF. The full ranking of 25 similar funds is below.

#1SNS Financial Group, LLCPassive

Notable overlap · 11 shared positions

$C $LMT $CRWD $BA $FCX $UTF

$5.2B

549 positions

#2Rayburn West Financial Services LLCPassive

Notable overlap · 5 shared positions

$LMT $C $BLK $MCD $VZ

$181M

81 positions

#3Old West Investment Management, LLCPassive

Notable overlap · 5 shared positions

$LMT $EQT $FCX $ALB $BA

$944M

124 positions

#4BOSTON RESEARCH & MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$LMT $LIN $ALB $MCD $DIS $VZ

$453M

121 positions

#5SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 5 shared positions

$C $EQT $DIS $REGN $BA

$3.2B

40 positions

#6BOURGEON CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$C $FCX $ETN $BA $EOG $BLK

$696M

113 positions

#7RE ADVISERS CORPActive

Some overlap · 5 shared positions

$C $FCX $DIS $ETN $BA

$4.0B

124 positions

#8CASTLEKEEP INVESTMENT ADVISORS LLCActive

Some overlap · 6 shared positions

$C $DIS $BA $LIN $MCD $LMT

$200M

76 positions

#9FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 5 shared positions

$C $BLK $MCD $LMT $ETN

$5.3B

210 positions

#10Miramar Capital, LLCPassive

Some overlap · 5 shared positions

$LMT $BLK $MCD $VZ $EOG

$455M

57 positions

#11WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 6 shared positions

$LMT $BLK $LIN $DIS $BA $ETN

$1.3B

73 positions

#12Victrix Investment AdvisorsPassive

Some overlap · 5 shared positions

$LMT $REGN $DIS $BA $SCHW

$246M

74 positions

#13LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Some overlap · 6 shared positions

$BLK $LIN $MCD $CRWD $SCHW $BA

$155M

88 positions

#14MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$LMT $C $MCD $VZ

$233M

122 positions

#15Beaumont Asset Management, L.L.C.Smart money

Some overlap · 6 shared positions

$LMT $BLK $MCD $ROK $LIN $ALB

$289M

80 positions

#16Spectrum Financial Alliance Ltd LLCActive

Some overlap · 4 shared positions

$LMT $C $BA $SCHW

$679M

31 positions

#17Bluebird Wealth Management LLCPassive

Some overlap · 5 shared positions

$C $LIN $REGN $ETN $CRWD

$115M

89 positions

#18WealthBridge Investment Counsel Inc.Active

Some overlap · 5 shared positions

$C $DIS $ETN $BA $VZ

$377M

44 positions

#19WINSLOW ASSET MANAGEMENT INCActive

Some overlap · 6 shared positions

$LIN $ETN $BA $DIS $SCHW $EOG

$575M

82 positions

#20SHIKIAR ASSET MANAGEMENT INCActive

Some overlap · 4 shared positions

$C $FCX $LIN $EQT

$398M

113 positions

#21Palouse Capital Management, Inc.Passive

Some overlap · 5 shared positions

$C $DIS $BA $REGN $VZ

$160M

124 positions

#22First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 4 shared positions

$LMT $BLK $MCD $DIS

$529M

75 positions

#23SIERRA SUMMIT ADVISORS LLCPassive

Some overlap · 5 shared positions

$C $DIS $FCX $REGN $BA

$895M

185 positions

#24GREAT LAKES ADVISORS, LLCPassive

Some overlap · 6 shared positions

$LIN $BLK $DIS $ROK $BA $FCX

$13.1B

825 positions

#25Roberts Wealth Advisors, LLCActive

Some overlap · 6 shared positions

$LIN $DIS $CRWD $ROK $VZ $SCHW

$445M

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.