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 Bell & Brown Wealth Advisors

13F Portfolio OverlapQ3 2026Bell & Brown Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Bell & Brown Wealth Advisors, LLC is an institutional investor managing $320M across 72 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Bell & Brown Wealth Advisors are Cambridge Financial Group, STALEY ADVISERS, R.M.SINCERBEAUX, with shared positions in $VLO, $BA, $FDX, $C, $WMB, $MCD. The full ranking of 25 similar funds is below.

#1Cambridge Financial Group, Inc.Active

Notable overlap · 6 shared positions

$VLO $BA $FDX $C $WMB $MCD

$287M

33 positions

#2STALEY CAPITAL ADVISERS INCActive

Notable overlap · 5 shared positions

$QCOM $BA $FDX $DIS $C

$2.6B

193 positions

#3R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$QCOM $BA $C $PYPL $WMB $FDX

$188M

39 positions

#4SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 5 shared positions

$QCOM $BA $DIS $WFC $C

$3.2B

40 positions

#5Richwood Investment Advisors, LLCActive

Notable overlap · 8 shared positions

$AXP $BA $AMGN $WFC $FDX $C

$142M

106 positions

#6WealthBridge Investment Counsel Inc.Active

Notable overlap · 5 shared positions

$BA $FDX $DIS $SBUX $C

$377M

44 positions

#7Cohen Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$SBUX $WFC $BA $DIS $AMGN $MCD

$233M

81 positions

#8Fusion Capital, LLCActive

Notable overlap · 5 shared positions

$VLO $QCOM $AMGN $C $BA

$430M

112 positions

#9Aristotle Capital Management, LLCActive

Notable overlap · 5 shared positions

$QCOM $WSM $WFC $AMGN $COF

$47.7B

212 positions

#10Ark Wealth Advisors LLCPassive

Notable overlap · 5 shared positions

$VLO $QCOM $AXP $BABA $MCD

$113M

87 positions

#11MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 5 shared positions

$QCOM $SBUX $WFC $AMGN $PYPL

$1.2B

100 positions

#12WINSLOW ASSET MANAGEMENT INCActive

Some overlap · 6 shared positions

$BA $AXP $WFC $AMGN $DIS $ULTA

$575M

82 positions

#13Wynn Capital, LLCPassive

Some overlap · 7 shared positions

$WFC $AXP $AMGN $FDX $QCOM $DIS

$226M

116 positions

#14Insight Inv LLCPassive

Some overlap · 5 shared positions

$WSM $QCOM $AXP $C $AMGN

$210M

108 positions

#15GRIFFIN ASSET MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$QCOM $WFC $AXP $SBUX $DIS $C

$934M

240 positions

#16KLCM Advisors, Inc.Active

Some overlap · 5 shared positions

$BA $QCOM $WFC $C $DIS

$1.3B

299 positions

#17HS Management Partners, LLCActive

Some overlap · 5 shared positions

$WSM $DIS $SBUX $AXP $MCD

$291M

24 positions

#18Adams Asset Advisors, LLCActive

Some overlap · 5 shared positions

$VLO $WFC $OXY $C $AMGN

$984M

94 positions

#19McGinn Penninger Investment Management, Inc.Active

Some overlap · 4 shared positions

$BA $FDX $DIS $SBUX

$164M

38 positions

#20Collar Capital Management, LLCPassive

Some overlap · 5 shared positions

$QCOM $BA $C $FDX $SBUX

$170M

73 positions

#21Blume Capital Management, Inc.Passive

Some overlap · 5 shared positions

$FDX $DIS $WFC $C $COF

$678M

357 positions

#22ABNER HERRMAN & BROCK LLCActive

Some overlap · 5 shared positions

$BA $AXP $WFC $C $MCD

$1.0B

121 positions

#23VAN STRUM & TOWNE INC.Passive

Some overlap · 6 shared positions

$QCOM $DIS $AXP $AMGN $COF $WFC

$367M

111 positions

#24VIKING GLOBAL INVESTORS LPActive

Some overlap · 5 shared positions

$BA $FDX $DIS $MCD $QCOM

$35.1B

90 positions

#25Unified Investment ManagementPassive

Some overlap · 6 shared positions

$QCOM $PYPL $C $AXP $COF $FDX

$114M

146 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.