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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
$137M
74 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
$231M
125 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
$714M
140 positions
#10Bank & Trust CoPassive
Some overlap · 6 shared positions
$ORI$TRV$DUK$TFC$SO$FITB
$159M
308 positions
#11Mayfair Advisory Group, LLCPassive
Some overlap · 6 shared positions
$RY$SO$PM$TFC$DUK$TRV
$345M
186 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
$168M
84 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
$363M
124 positions
#16Applied Capital LLC/FLActive
Some overlap · 6 shared positions
$TRV$RY$EPD$PM$ORI$FITB
$252M
93 positions
#17GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 5 shared positions
$FITB$TRV$TFC$SO$PM
$2.3B
224 positions
#18Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$RY$TRV$WM$CAH$GD
$265M
100 positions
#19Powers Advisory Group, LLCActive
Some overlap · 6 shared positions
$WM$DE$SO$DUK$EPD$PM
$330M
128 positions
#20Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$LOW$WM$DUK$HON$HONA
$292M
99 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
$898M
599 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
$3.3B
229 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.