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Hedge Funds Similar to Bellars Harris Wealth

13F Portfolio OverlapQ2 2026Bellars Harris Wealth portfolio →
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Most similar hedge funds by 13F overlap

Bellars Harris Wealth Management, LLC is an institutional investor managing $491M across 96 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 Bellars Harris Wealth are Yaupon, Longbow Finance SA, REAVES W H, with shared positions in $WMB, $NI, $DUK, $AEP, $DINO, $CMI. The full ranking of 25 similar funds is below.

#1Yaupon Capital Management LPActive
Notable overlap · 6 shared positions
$WMB$NI$DUK$AEP$DINO$CMI
$5.1B
124 positions
#2Longbow Finance SAPassive
Notable overlap · 7 shared positions
$WELL$PH$BNY$WMB$CMI$TJX
$782M
59 positions
#3REAVES W H & CO INCActive
Notable overlap · 5 shared positions
$WMB$NI$AEP$DY$ANET
$6.6B
94 positions
#4Delta Accumulation, LLCActive
Notable overlap · 4 shared positions
$WELL$BNY$CMI$TJX
$2.5B
156 positions
#5Dorsey Wright & AssociatesPassive
Notable overlap · 4 shared positions
$BNY$FIX$WELL$FTI
$590M
131 positions
#6OmniStar Financial Group, Inc.Passive
Notable overlap · 5 shared positions
$BNY$DUK$BMY$AEP$PH
$217M
118 positions
#7GLR Partners, LLCPassive
Some overlap · 4 shared positions
$CMI$FIX$PH$ANET
$215M
111 positions
#8Zimmer Partners, LPActive
Some overlap · 4 shared positions
$WELL$NI$PH$CTRE
$4.3B
121 positions
#9Brentview Investment Management LLCActive
Some overlap · 4 shared positions
$PH$MLI$WELL$TJX
$253M
63 positions
#10First Pacific FinancialPassive
Some overlap · 4 shared positions
$BNY$WELL$AEP$CMI
$839M
510 positions
#11Columbus Macro, LLCPassive
Some overlap · 4 shared positions
$WMB$CMI$PH$OHI
$1.0B
207 positions
#12DUFF & PHELPS INVESTMENT MANAGEMENT COActive
Some overlap · 5 shared positions
$WELL$WMB$NI$AEP$DUK
$10.6B
162 positions
#13OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 4 shared positions
$CMI$AEP$DUK$BMY
$2.7B
54 positions
#14POINCIANA ADVISORS GROUP, LLCActive
Some overlap · 5 shared positions
$FIX$DINO$CMI$ANET$FTI
$135M
113 positions
#15Transamerica Financial Advisors, LLC
Some overlap · 6 shared positions
$WELL$FIX$FTI$WMB$PH$TJX
$1.2B
2,188 positions
#16ADVISORS MANAGEMENT GROUP INC /ADVActive
Some overlap · 4 shared positions
$DUK$WELL$MLI$AEP
$604M
159 positions
#17Davidson Capital Management Inc.Active
Some overlap · 5 shared positions
$FIX$ANET$TJX$AEP$DUK
$624M
96 positions
#18Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$PH$FIX$ANET$TJX
$2.5B
166 positions
#19Kaufman Rossin Wealth, LLCActive
Some overlap · 5 shared positions
$FIX$JCI$ANET$DINO$FTI
$211M
112 positions
#20LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$PH$AEP$ANET$TJX
$218M
80 positions
#21CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Some overlap · 3 shared positions
$WELL$AEP$WMB
$7.2B
101 positions
#22NWK Group, Inc.Active
Some overlap · 4 shared positions
$BNY$FIX$ANET$TJX
$324M
71 positions
#23Ellsworth Advisors, LLCPassive
Some overlap · 5 shared positions
$AEP$ANET$FTI$DUK$BMY
$609M
182 positions
#24Regents Gate Capital LLPActive
Some overlap · 4 shared positions
$PH$JCI$SNA$CMI
$75M
37 positions
#25DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$FIX$WMB$PH$HIG$TJX
$517M
137 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.