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Hedge Funds Similar to Bogart Wealth

13F Portfolio OverlapQ2 2026Bogart Wealth portfolio →
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Most similar hedge funds by 13F overlap

Bogart Wealth, LLC is an institutional investor managing $2.9B across 2,011 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 Bogart Wealth are ATLANTIC FAMILY WEALTH, CANTOR FITZGERALD INVESTMENT ADVISORS, Paradigm, with shared positions in $CME, $PNC, $DUK, $PM, $MDT, $TFC. The full ranking of 25 similar funds is below.

#1ATLANTIC FAMILY WEALTH, LLCSmart money
Notable overlap · 8 shared positions
$CME$PNC$DUK$PM$MDT$TFC
$156M
64 positions
#2CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 7 shared positions
$DUK$PM$HPE$TGT$MDT$TFC
$3.3B
229 positions
#3Paradigm Capital Management, LLC/NVActive
Some overlap · 7 shared positions
$DUK$PM$HPE$KMI$TFC$VZ
$116M
65 positions
#4Raleigh Capital Management Inc.Passive
Some overlap · 7 shared positions
$PNC$PM$MDT$CME$VZ$PFE
$313M
610 positions
#5ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/Active
Some overlap · 7 shared positions
$PNC$PM$MDT$VZ$PFE$CME
$1.7B
1,629 positions
#6BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 6 shared positions
$CME$DUK$PM$MDT$KMI$VZ
$504M
136 positions
#7Measured Risk Portfolios, Inc.Active
Some overlap · 6 shared positions
$CME$DUK$PM$KMI$DLR$VZ
$94M
64 positions
#8Lloyd Advisory Services, LLC.Passive
Some overlap · 7 shared positions
$DUK$PNC$VZ$PFE$MDT$PM
$258M
628 positions
#9First Bank & TrustPassive
Some overlap · 6 shared positions
$PNC$DUK$PM$TFC$VZ$PFE
$687M
277 positions
#10Code Waechter LLCActive
Some overlap · 6 shared positions
$PNC$PM$DUK$TFC$VZ$PFE
$211M
126 positions
#11Argyle Capital Management, LLCPassive
Some overlap · 6 shared positions
$PNC$DUK$HPE$VZ$MDT$PFE
$347M
138 positions
#12SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$CME$MDT$KMI$TFC$VZ$PFE
$606M
79 positions
#13United Asset Strategies, Inc.Passive
Some overlap · 5 shared positions
$ASML$DUK$PM$SPGI$KMI
$1.4B
259 positions
#14ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$ASML$PNC$DLR$MELI$SPGI
$713M
97 positions
#15CORDA Investment Management, LLC.Active
Some overlap · 5 shared positions
$ASML$CME$MDT$VZ$PFE
$1.5B
78 positions
#16Martin Capital Partners, LLCPassive
Some overlap · 5 shared positions
$ASML$CME$MDT$VZ$PFE
$279M
73 positions
#17TrueMark Investments, LLCPassive
Some overlap · 5 shared positions
$ASML$CME$PM$KMI$VZ
$798M
187 positions
#18Ted Buchan & CoActive
Some overlap · 5 shared positions
$ASML$PNC$TFC$MELI$PFE
$303M
94 positions
#19Argent Advisors, Inc.Passive
Some overlap · 6 shared positions
$DUK$MDT$TFC$VZ$PFE$EME
$400M
186 positions
#20Center for Wealth Management AdvisoryActive
Some overlap · 5 shared positions
$CME$PNC$DUK$MDT$VZ
$161M
62 positions
#21Phillips Wealth Planners LLCPassive
Some overlap · 5 shared positions
$PNC$DUK$PM$CME$MDT
$136M
217 positions
#22MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$CME$DUK$PM$MDT$VZ
$233M
122 positions
#23Armor Investment Advisors, LLCActive
Some overlap · 5 shared positions
$ASML$DUK$DLR$KMI$VZ
$312M
155 positions
#24Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$DUK$PM$TGT$MDT$TFC
$10.2B
208 positions
#25AR ASSET MANAGEMENT INCActive
Some overlap · 6 shared positions
$PM$KMI$VZ$DLR$ASML$PFE
$546M
122 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.