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Hedge Funds Similar to Bruce

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

Bruce & Co., Inc. is an institutional investor managing $369M across 41 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 Bruce are Slocum, Gordon & LLP, EDGAR LOMAX, Oppenheimer & Close, with shared positions in $NEE, $DUK, $PFE, $T, $ABT, $UHAL. The full ranking of 25 similar funds is below.

#1Slocum, Gordon & Co LLPPassive
Notable overlap · 4 shared positions
$NEE$DUK$PFE$T
$143M
66 positions
#2EDGAR LOMAX CO/VAActive
Notable overlap · 5 shared positions
$DUK$NEE$T$PFE$ABT
$1.3B
58 positions
#3Oppenheimer & Close, LLCPassive
Notable overlap · 3 shared positions
$UHAL$IIIN$NEM
$159M
57 positions
#4OPUS INVESTMENT MANAGEMENT INCSmart money
Notable overlap · 3 shared positions
$NEE$XEL$CMS
$183M
31 positions
#5Socorro Asset Management LPActive
Notable overlap · 3 shared positions
$NEE$XEL$PFE
$223M
33 positions
#6Magellan Asset Management LtdActive
Notable overlap · 5 shared positions
$XEL$CMS$DUK$NEE$WEC
$4.5B
78 positions
#7GQG Partners LLCActive
Notable overlap · 6 shared positions
$ALL$T$XEL$DUK$NEE$CMS
$53.8B
102 positions
#8CROBANActive
Notable overlap · 4 shared positions
$NEE$DUK$XEL$BG
$227M
81 positions
#9COLRAIN CAPITAL LLCActive
Notable overlap · 3 shared positions
$VICR$NEM$BG
$295M
25 positions
#10BCWM, LLCPassive
Notable overlap · 3 shared positions
$DUK$T$PFE
$342M
57 positions
#11Tandem Investment Advisors, Inc.Passive
Notable overlap · 3 shared positions
$NEE$ABT$WEC
$1.5B
68 positions
#12REAVES W H & CO INCActive
Notable overlap · 4 shared positions
$XEL$CMS$NEE$WEC
$6.6B
94 positions
#13Capital Innovations LLCActive
Some overlap · 4 shared positions
$NEE$XEL$DUK$CMS
$385M
51 positions
#14Canal Insurance COActive
Some overlap · 3 shared positions
$DUK$ABT$PFE
$426M
73 positions
#15Constitution Capital LLCActive
Some overlap · 3 shared positions
$NEE$DUK$T
$215M
62 positions
#16FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 4 shared positions
$NEE$DUK$PFE$T
$1.7B
256 positions
#17apricus wealth, LLCPassive
Some overlap · 5 shared positions
$ADM$BG$NEM$DUK$WEC
$222M
128 positions
#18BURKETT FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$DUK$T$ABT
$331M
376 positions
#19AEGON USA Investment Management, LLCActive
Some overlap · 3 shared positions
$NEE$CMS$WEC
$140M
42 positions
#20BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 4 shared positions
$ALL$PFE$DUK$ABT
$263M
90 positions
#21ADVENT CAPITAL MANAGEMENT /DE/Passive
Some overlap · 3 shared positions
$NEE$CMS$WEC
$4.5B
236 positions
#22CapWealth Advisors, LLCActive
Some overlap · 3 shared positions
$NEE$DUK$T
$1.3B
122 positions
#23Griffith & Werner, Inc.Passive
Some overlap · 3 shared positions
$T$DUK$PFE
$213M
71 positions
#24Center For Asset Management LLCPassive
Some overlap · 3 shared positions
$NEE$NEM$T
$222M
178 positions
#25Baugh & Associates, LLCActive
Some overlap · 3 shared positions
$NEE$ABT$PFE
$221M
41 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.