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Hedge Funds Similar to Bruce G. Allen Investments

13F Portfolio OverlapQ2 2026Bruce G. Allen Investments portfolio →
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Most similar hedge funds by 13F overlap

Bruce G. Allen Investments, LLC is an institutional investor managing $157M across 1,037 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 G. Allen Investments are CULTIVAR, Basepoint Wealth, O'Brien Greene, with shared positions in $DJP, $NEE, $GSK, $PHYS, $VZ, $BNY. The full ranking of 25 similar funds is below.

#1CULTIVAR CAPITAL, INC.Smart money
Notable overlap · 3 shared positions
$DJP$NEE$GSK
$155M
40 positions
#2Basepoint Wealth LLCPassive
Some overlap · 4 shared positions
$PHYS$VZ$BNY$NEE
$175M
632 positions
#3O'Brien Greene & Co. IncPassive
Some overlap · 4 shared positions
$PHYS$CMI$UNP$NEE
$362M
141 positions
#4Sonoma Private Wealth LLCPassive
Some overlap · 3 shared positions
$PHYS$T$VZ
$93M
72 positions
#5Entruity Wealth, LLCActive
Some overlap · 3 shared positions
$PHYS$WFC$UNP
$155M
54 positions
#6MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$PHYS$BNY$UNP
$162M
106 positions
#7SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$PHYS$WFC$VZ
$524M
174 positions
#8MATRIX PRIVATE CAPITAL GROUP LLCActive
Some overlap · 3 shared positions
$PHYS$WFC$VZ
$230M
143 positions
#9Stamos Capital Partners, L.P.Passive
Some overlap · 6 shared positions
$VZ$SHEL$T$UNP$NEE$GSK
$653M
140 positions
#10CSM Advisors, LLCPassive
Some overlap · 5 shared positions
$CMI$BNY$VZ$SHEL$NEE
$4.7B
406 positions
#11MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$CMI$VZ$T$WFC$UNP
$233M
122 positions
#12Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$BNY$CL$WFC$UNP$NVS$NEE
$108M
52 positions
#13Boston Common Asset Management, LLCPassive
Some overlap · 5 shared positions
$BNY$VZ$CMI$CL$NVS
$1.7B
186 positions
#14Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$CMI$VZ$T$UNP$NEE
$239M
126 positions
#15Hedges Asset Management LLCPassive
Some overlap · 4 shared positions
$PHYS$VZ$SHEL$WFC
$152M
108 positions
#16CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 5 shared positions
$CMI$BNY$WFC$UNP$NVS
$827M
181 positions
#17HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 5 shared positions
$CMI$VZ$WFC$UNP$NEE
$461M
144 positions
#18Phoenix Wealth AdvisorsActive
Some overlap · 5 shared positions
$CMI$VZ$WFC$UNP$NEE
$297M
129 positions
#19Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$VZ$BNY$T$WFC$UNP
$739M
344 positions
#20SouthState Bank CorpPassive
Some overlap · 3 shared positions
$PHYS$UNP$NEE
$2.4B
1,313 positions
#21Tulsa Wealth Advisors, INCActive
Some overlap · 5 shared positions
$CMI$VZ$WFC$UNP$NEE
$710M
166 positions
#22EQUITY INVESTMENT CORPActive
Some overlap · 5 shared positions
$VZ$SHEL$T$WFC$GSK
$5.2B
76 positions
#23TODD ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$CMI$BNY$SHEL$ING
$5.6B
182 positions
#24TriCert Investment Counsel Inc.Active
Some overlap · 5 shared positions
$VZ$SHEL$UNP$NVS$ING
$1.1B
88 positions
#25Peak Financial Management, Inc.Active
Some overlap · 3 shared positions
$DJP$PHYS$VZ
$436M
114 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.