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Hedge Funds Similar to Belleair Asset

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

Belleair Asset Management, LLC is an institutional investor managing $119M across 84 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 Belleair Asset are First Fiduciary Investment Counsel, Slagle Financial, Armor Investment Advisors, with shared positions in $LOW, $WM, $PM, $NEE, $SO, $HON. The full ranking of 25 similar funds is below.

#1First Fiduciary Investment Counsel, Inc.Passive
Notable overlap · 7 shared positions
$LOW$WM$PM$NEE$SO$HON
$529M
75 positions
#2Slagle Financial, LLCPassive
Notable overlap · 6 shared positions
$LOW$ORI$TFC$PM$NEE$DUK
$334M
127 positions
#3Armor Investment Advisors, LLCActive
Notable overlap · 6 shared positions
$LOW$DE$RY$DUK$SO$NEE
$312M
155 positions
#4LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 6 shared positions
$CAH$WM$DUK$SO$DE$TRV
$1.0B
154 positions
#5OUTFITTERS FINANCIAL LLCPassive
Notable overlap · 7 shared positions
$WM$DE$FITB$EPD$DUK$SO
$143M
80 positions
#6Cullen Capital Management, LLCActive
Notable overlap · 7 shared positions
$TRV$TFC$LOW$PM$NEE$DUK
$10.2B
208 positions
#7Aull & Monroe Investment Management CorpPassive
Notable overlap · 7 shared positions
$DE$WM$NEE$DUK$SO$RY
$239M
126 positions
#8Loudon Investment Management, LLCPassive
Notable overlap · 5 shared positions
$LOW$TFC$DE$EPD$NEE
$204M
95 positions
#9Trust Co of the SouthActive
Some overlap · 5 shared positions
$RY$LOW$DUK$TFC$WM
$710M
146 positions
#10Bank & Trust CoPassive
Some overlap · 6 shared positions
$ORI$TRV$DUK$TFC$SO$FITB
$158M
303 positions
#11Mayfair Advisory Group, LLCPassive
Some overlap · 6 shared positions
$RY$SO$PM$TFC$DUK$TRV
$332M
185 positions
#12BCV Asset Management Inc.Active
Some overlap · 3 shared positions
$RY$DE$NEE
$3.3B
116 positions
#13Orca Wealth Management, LLCPassive
Some overlap · 7 shared positions
$ORI$FITB$PM$DUK$GD$HON
$167M
83 positions
#14Blake Schutter Theil Wealth Advisors, LLCActive
Some overlap · 7 shared positions
$PM$NEE$TRV$DUK$LOW$TFC
$148M
110 positions
#15Family Legacy, Inc.Passive
Some overlap · 6 shared positions
$LOW$DE$DUK$SO$WM$GD
$375M
124 positions
#16Applied Capital LLC/FLActive
Some overlap · 6 shared positions
$TRV$RY$EPD$PM$ORI$FITB
$246M
93 positions
#17GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 5 shared positions
$FITB$TRV$TFC$SO$PM
$2.2B
268 positions
#18Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$RY$TRV$WM$CAH$GD
$261M
101 positions
#19Powers Advisory Group, LLCActive
Some overlap · 6 shared positions
$WM$DE$SO$DUK$EPD$PM
$319M
130 positions
#20Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$LOW$WM$DUK$HON$HONA
$297M
103 positions
#21BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$DE$LOW$NEE$DUK$WM
$8.0B
1,334 positions
#22Rather & Kittrell, Inc.Active
Some overlap · 5 shared positions
$LOW$TFC$PM$SO$NEE
$716M
108 positions
#23CITY HOLDING COPassive
Some overlap · 5 shared positions
$WM$DE$LOW$NEE$SO
$884M
587 positions
#24Edgemoor Investment Advisors, Inc.Active
Some overlap · 6 shared positions
$LOW$DE$GD$EPD$NEE$SO
$1.5B
188 positions
#25CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 5 shared positions
$TRV$TFC$FITB$PM$DUK
$1.5B
184 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.