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Hedge Funds Similar to Blake Schutter Theil Wealth Advisors

13F Portfolio OverlapQ2 2026Blake Schutter Theil Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Blake Schutter Theil Wealth Advisors, LLC is an institutional investor managing $148M across 110 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 Blake Schutter Theil Wealth Advisors are Cullen, GQG Partners, Kinloch, with shared positions in $MS, $DUK, $CB, $JCI, $PM, $GD. The full ranking of 25 similar funds is below.

#1Cullen Capital Management, LLCActive
Substantial overlap · 18 shared positions
$MS$DUK$CB$JCI$PM$GD
$10.2B
208 positions
#2GQG Partners LLCActive
Notable overlap · 9 shared positions
$CB$PM$DUK$NEE$TRV$MO
$53.8B
102 positions
#3Kinloch Capital, LLCPassive
Notable overlap · 7 shared positions
$CINF$PM$GD$NEE$MO$GPC
$274M
79 positions
#4Slagle Financial, LLCPassive
Notable overlap · 7 shared positions
$DUK$PM$NEE$C$MO$LOW
$334M
127 positions
#5ADVOCATE GROUP LLCPassive
Notable overlap · 6 shared positions
$MS$DUK$CB$MDT$TGT$UL
$646M
122 positions
#6EDGAR LOMAX CO/VAActive
Notable overlap · 6 shared positions
$DUK$MS$GD$NEE$T$TGT
$1.3B
58 positions
#7INSPIRE TRUST CO, N.A.Passive
Notable overlap · 6 shared positions
$CB$JCI$MS$NEE$C$TFC
$727M
111 positions
#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$DUK$PM$GD$C$MDT$T
$233M
122 positions
#9AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$PM$C$TRV$MO$LOW$MDT
$745M
184 positions
#10BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 6 shared positions
$PM$CB$DUK$TRV$MO$MDT
$504M
136 positions
#11Center for Wealth Management AdvisoryActive
Some overlap · 5 shared positions
$MS$DUK$GD$MO$MDT
$161M
62 positions
#12CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 7 shared positions
$DUK$PM$TRV$GPC$MDT$TFC
$3.3B
229 positions
#13Belleair Asset Management, LLCActive
Some overlap · 7 shared positions
$PM$NEE$TRV$DUK$LOW$TFC
$119M
84 positions
#14TriCert Investment Counsel Inc.Passive
Some overlap · 6 shared positions
$MS$GD$NVS$DUK$MDT$UL
$1.1B
88 positions
#15FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 5 shared positions
$MS$CB$NEE$LOW$MDT
$377M
75 positions
#16Somerset Trust CoPassive
Some overlap · 6 shared positions
$CB$GD$NEE$MS$LOW$MDT
$354M
186 positions
#17Insight Inv LLCPassive
Some overlap · 5 shared positions
$MS$JCI$GD$C$LOW
$210M
108 positions
#18VIKING FUND MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$MS$NEE$C$MO$GPC$T
$1.1B
141 positions
#19CROBANActive
Some overlap · 4 shared positions
$NIM$DUK$GD$NEE
$227M
81 positions
#20apricus wealth, LLCPassive
Some overlap · 6 shared positions
$CB$DUK$C$NVS$MDT$UL
$222M
128 positions
#21CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 6 shared positions
$PM$JCI$GD$NVS$MDT$UL
$857M
179 positions
#22InTrack Investment Management IncPassive
Some overlap · 5 shared positions
$CB$DUK$NEE$C$LOW
$207M
106 positions
#23OmniStar Financial Group, Inc.Passive
Some overlap · 5 shared positions
$MS$DUK$PM$NEE$TGT
$230M
116 positions
#24LONDON CO OF VIRGINIAActive
Some overlap · 5 shared positions
$CINF$PM$CB$MO$LOW
$17.5B
169 positions
#25Empire Financial Management Company, LLCPassive
Some overlap · 5 shared positions
$DUK$CB$TRV$NVS$MDT
$253M
139 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.