13F Pro

Hedge Funds Similar to Bell Investment Advisors

13F Portfolio OverlapQ2 2026Bell Investment Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Bell Investment Advisors, Inc is an institutional investor managing $681M across 1,820 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 Bell Investment Advisors are Cardinal, ZRC WEALTH, ASO GROUP Ltd, with shared positions in $KEYS, $MMM, $A, $BNY, $MUFG, $WTW. The full ranking of 15 similar funds is below.

#1Cardinal Capital ManagementPassive
Slight overlap · 4 shared positions
$KEYS$MMM$A$BNY
$826M
138 positions
#2ZRC WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$KEYS$MUFG$A
$334M
1,305 positions
#3ASO GROUP LtdSmart money
Slight overlap · 4 shared positions
$MMM$A$WTW$ELV
$236M
56 positions
#4Keystone Financial ServicesActive
Slight overlap · 4 shared positions
$MUFG$ELV$SNDK$BNY
$388M
131 positions
#5Financial Engines Advisors L.L.C.Active
Slight overlap · 3 shared positions
$MUFG$WTW$BNY
$56.3B
552 positions
#6Avise Financial Cooperative, Inc.Passive
Slight overlap · 3 shared positions
$MUFG$ELV$BNY
$141M
114 positions
#7CRUX WEALTH ADVISORSPassive
Slight overlap · 3 shared positions
$MUFG$ELV$BNY
$289M
192 positions
#8Oregon Pacific Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$MUFG$ELV$BNY
$107M
115 positions
#9AdvisorNet Financial, IncPassive
Slight overlap · 3 shared positions
$MMM$CARR$BNY
$2.2B
2,274 positions
#10DODGE & COXActive
Slight overlap · 3 shared positions
$CARR$WTW$BNY
$191.0B
222 positions
#11Artisan Partners Limited PartnershipActive
Slight overlap · 3 shared positions
$WTW$ELV$BNY
$63.1B
341 positions
#12First Eagle Investment Management, LLCActive
Slight overlap · 3 shared positions
$WTW$ELV$BNY
$59.9B
424 positions
#13Unique Wealth Strategies, LLCPassive
Slight overlap · 3 shared positions
$ELV$SNDK$BNY
$275M
223 positions
#14True Link Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$KEYS$A$MUFG
$1.7B
104 positions
#15Hikari Power LtdSmart money
Slight overlap · 3 shared positions
$BNY$A$MMM
$855M
43 positions

Compare Bell Investment Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Bell Investment Advisors’s holdings

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.