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Hedge Funds Similar to Berkeley Partners

13F Portfolio OverlapQ2 2026Berkeley Partners portfolio →
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Most similar hedge funds by 13F overlap

Berkeley Capital Partners, LLC is an institutional investor managing $486M across 203 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 Berkeley Partners are Cullen, Blake Schutter Theil Wealth Advisors, Aspen Wealth Strategies, with shared positions in $QCOM, $COP, $DUK, $PM, $MS, $CB. The full ranking of 25 similar funds is below.

#1Cullen Capital Management, LLCActive
Notable overlap · 12 shared positions
$QCOM$COP$DUK$PM$MS$CB
$10.2B
208 positions
#2Blake Schutter Theil Wealth Advisors, LLCActive
Some overlap · 10 shared positions
$DUK$PM$MS$CB$C$JCI
$148M
110 positions
#3Aspen Wealth Strategies, LLCActive
Some overlap · 7 shared positions
$COP$DUK$SBUX$QCOM$MS$C
$207M
89 positions
#4INSPIRE TRUST CO, N.A.Passive
Some overlap · 7 shared positions
$SBUX$MS$CB$C$JCI$TFC
$727M
111 positions
#5EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$COP$DUK$SBUX$MS$NEE$GD
$1.3B
58 positions
#6Slagle Financial, LLCPassive
Some overlap · 6 shared positions
$DUK$SBUX$PM$C$TFC$NEE
$334M
127 positions
#7TCTC Holdings, LLCActive
Some overlap · 6 shared positions
$QCOM$PM$CB$COP$NEE$NVS
$3.8B
240 positions
#8BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$QCOM$DUK$SBUX$PM$CB
$515M
142 positions
#9KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Some overlap · 5 shared positions
$QCOM$COP$FNV$PM$JCI
$192M
89 positions
#10Empire Financial Management Company, LLCPassive
Some overlap · 5 shared positions
$QCOM$COP$DUK$CB$NVS
$253M
139 positions
#11Voya Financial Advisors, Inc.Smart money
Some overlap · 6 shared positions
$SBUX$PM$COP$TFC$GD$NVS
$1.1B
208 positions
#12Cardinal Capital ManagementPassive
Some overlap · 5 shared positions
$QCOM$COP$SBUX$TFC$NVS
$826M
138 positions
#13Orca Wealth Management, LLCPassive
Some overlap · 5 shared positions
$QCOM$DUK$PM$CB$GD
$167M
83 positions
#14VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 5 shared positions
$COP$DUK$PM$C$NEE
$5.0B
245 positions
#15MORTON COMMUNITY BANKPassive
Some overlap · 5 shared positions
$COP$DUK$PM$C$NEE
$491M
120 positions
#16Baugh & Associates, LLCActive
Some overlap · 5 shared positions
$QCOM$COP$MS$TFC$NEE
$226M
42 positions
#17Bravera WealthActive
Some overlap · 5 shared positions
$COP$QCOM$PM$MS$NVS
$261M
352 positions
#18Coign Capital Advisors LLCActive
Some overlap · 5 shared positions
$COP$PM$MS$CB$C
$222M
88 positions
#19BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$QCOM$DUK$CB$TFC$NEE
$223M
114 positions
#20MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$DUK$SBUX$PM$C$GD
$233M
122 positions
#21Aster Capital Management (DIFC) LtdPassive
Some overlap · 5 shared positions
$QCOM$SBUX$CB$MS$GD
$470M
808 positions
#22OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 5 shared positions
$COP$PM$CB$TFC$NEE
$329M
323 positions
#23Tranquilli Financial Advisor LLCPassive
Some overlap · 5 shared positions
$COP$QCOM$PM$GD$NVS
$186M
135 positions
#24ProVise Management Group, LLCPassive
Some overlap · 5 shared positions
$COP$DUK$PM$GD$NVS
$1.5B
282 positions
#25HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$QCOM$PM$MS$NEE$GD
$1.7B
479 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.