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Hedge Funds Similar to BLUE BELL PRIVATE WEALTH

13F Portfolio OverlapQ2 2026BLUE BELL PRIVATE WEALTH portfolio →
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Most similar hedge funds by 13F overlap

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC is an institutional investor managing $802M across 716 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 BLUE BELL PRIVATE WEALTH are Saba, Bulldog Investors, LLP, Atlas Wealth, with shared positions in $GAM, $RMT, $ASA, $BSTZ, $GDV, $NFJ. The full ranking of 25 similar funds is below.

#1Saba Capital Management, L.P.Passive
Notable overlap · 15 shared positions
$GAM$RMT$ASA$BSTZ$GDV$NFJ
$3.9B
400 positions
#2Bulldog Investors, LLPPassive
Notable overlap · 6 shared positions
$GAM$CET$STEW$GDV$ECF$DPG
$455M
225 positions
#3Atlas Wealth LLCPassive
Notable overlap · 9 shared positions
$CET$GAM$STEW$BTX$MEGI$GGZ
$701M
178 positions
#4Shaker Financial Services, LLCPassive
Notable overlap · 8 shared positions
$RVT$GAM$RMT$STEW$GDV$SPE
$319M
148 positions
#5INTREPID FAMILY OFFICE LLCActive
Notable overlap · 4 shared positions
$ADX$RVT$BSTZ$PEO
$135M
36 positions
#6Thomas J. Herzfeld Advisors, Inc.Active
Some overlap · 8 shared positions
$PSUS$BSTZ$ASA$BRW$BTX$SABA
$326M
129 positions
#7Quantedge Capital Pte LtdActive
Some overlap · 10 shared positions
$ASA$STEW$RVT$BTX$BMEZ$EMO
$132M
49 positions
#8Advisory Advocates, LLCPassive
Some overlap · 3 shared positions
$ADX$RVT$STEW
$117M
188 positions
#9RIVERNORTH CAPITAL MANAGEMENT, LLCPassive
Some overlap · 8 shared positions
$PSUS$BSTZ$BRW$RMT$BTX$RVT
$2.1B
585 positions
#10PMG Family Office LLCPassive
Some overlap · 4 shared positions
$ADX$BSTZ$RVT$ASG
$109M
114 positions
#11GatePass Capital, LLCPassive
Some overlap · 3 shared positions
$ADX$STEW$GGZ
$263M
189 positions
#12FCA CORP /TXPassive
Some overlap · 4 shared positions
$ADX$RMT$MEGI$PEO
$406M
203 positions
#131607 Capital Partners, LLCActive
Some overlap · 5 shared positions
$CET$STEW$GAM$BMEZ$ASG
$1.1B
141 positions
#14Almitas Capital LLCActive
Some overlap · 7 shared positions
$ASA$MEGI$STEW$SABA$BMEZ$ASG
$417M
130 positions
#15Beckerman Institutional, LLCPassive
Some overlap · 4 shared positions
$TY$NFJ$BCV$GGZ
$210M
124 positions
#16Comprehensive Money Management Services LLCPassive
Some overlap · 3 shared positions
$RVT$RMT$SABA
$159M
200 positions
#17Uncommon Cents Investing LLCPassive
Some overlap · 3 shared positions
$ASA$TY$ADX
$461M
215 positions
#18Z3 Capital Partners, LLCPassive
Some overlap · 5 shared positions
$BSTZ$RVT$BTX$BMEZ$EMO
$476M
192 positions
#19Matisse CapitalPassive
Some overlap · 3 shared positions
$CET$STEW$DMA
$250M
158 positions
#20Samalin Investment Counsel, LLCPassive
Slight overlap · 3 shared positions
$RVT$ADX$GAM
$320M
336 positions
#21Concorde Asset Management, LLCPassive
Slight overlap · 3 shared positions
$RVT$ADX$DPG
$173M
152 positions
#22Karpus Management, Inc.Passive
Slight overlap · 3 shared positions
$GDV$BSTZ$ASG
$3.5B
233 positions
#23ACCREDITED INVESTOR SERVICES, LLCSmart money
Slight overlap · 3 shared positions
$NFJ$BTX$MEGI
$177M
81 positions
#24FLAX POND CAPITAL, LLCPassive
Slight overlap · 3 shared positions
$BRW$SABA$ASA
$127M
51 positions
#25Fund Advisors of America Inc/FLPassive
Slight overlap · 3 shared positions
$BSTZ$NFJ$GLW
$110M
120 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.