What hedge funds are most similar to Bull Street Advisors, LLC?

The funds with the most similar 13F portfolios to Bull Street Advisors, LLC are HFR Wealth, Michael Brady, Wallington Asset, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Bull Street Advisors

13F Portfolio OverlapQ2 2026Bull Street Advisors portfolio →

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Most similar hedge funds by 13F overlap

Bull Street Advisors, LLC is an institutional investor managing $219M across 95 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 Bull Street Advisors are HFR Wealth, Michael Brady, Wallington Asset, with shared positions in $TJX, $AMGN, $DHR, $ADP, $DUK, $UNP. The full ranking of 25 similar funds is below.

#1HFR Wealth Management, LLCActive

Notable overlap · 6 shared positions

$TJX $AMGN $DHR $ADP $DUK $UNP

$410M

53 positions

#2Michael Brady & Co., LLCActive

Notable overlap · 9 shared positions

$AXP $DHR $TJX $PEP $EMR $ADP

$113M

58 positions

#3Wallington Asset Management, LLCActive

Notable overlap · 8 shared positions

$TJX $AMGN $UNP $HON $HONA $DIS

$814M

61 positions

#4Vertrix Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$AMGN $TJX $AXP $EMR $DUK $MS

$297M

103 positions

#5Focused Investors LLCActive

Notable overlap · 6 shared positions

$TJX $AXP $PEP $DIS $ELV $MS

$3.0B

23 positions

#6Minot DeBlois Advisors LLCPassive

Notable overlap · 7 shared positions

$DHR $AXP $TJX $PEP $ADP $DIS

$116M

240 positions

#7HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 9 shared positions

$PEP $TJX $AXP $ADP $EMR $DUK

$321M

107 positions

#8Sawyer & Company, IncPassive

Notable overlap · 7 shared positions

$TJX $AMGN $ADP $DIS $AXP $SYY

$298M

202 positions

#9Wilkinson Global Asset Management LLCActive

Notable overlap · 4 shared positions

$TJX $AMGN $DIS $UNP

$1.3B

62 positions

#10Greystone Financial Group, LLCPassive

Notable overlap · 8 shared positions

$AMGN $TJX $EMR $DUK $HON $HONA

$358M

74 positions

#11Delaney Dennis R

Notable overlap · 6 shared positions

$TJX $DHR $AXP $ADP $HON $PEP

$282M

60 positions

#12CAMBIAR INVESTORS LLCActive

Notable overlap · 8 shared positions

$AXP $SYY $PEP $ELV $UNP $USB

$2.3B

150 positions

#13Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$TJX $AXP $PEP $ADP $UNP $MS

$467M

118 positions

#14VAN STRUM & TOWNE INC.Passive

Notable overlap · 6 shared positions

$AMGN $PEP $AXP $EMR $ADP $DIS

$367M

111 positions

#15Hemenway Trust Co LLCActive

Notable overlap · 5 shared positions

$TJX $DHR $AXP $ADP $UNP

$1.4B

135 positions

#16JLB & ASSOCIATES INCPassive

Notable overlap · 4 shared positions

$TJX $AMGN $PEP $AXP

$748M

68 positions

#17Capital Wealth Planning, LLCActive

Notable overlap · 4 shared positions

$TJX $AMGN $AXP $DUK

$20.0B

154 positions

#18Insight Inv LLCPassive

Notable overlap · 6 shared positions

$AXP $AMGN $TJX $PEP $EMR $MS

$212M

109 positions

#19First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 8 shared positions

$AMGN $DHR $MDLZ $DIS $UNP $HON

$529M

75 positions

#20Bill Few Associates, Inc.Passive

Notable overlap · 7 shared positions

$TJX $AXP $PEP $D $ADP $USB

$470M

227 positions

#21Kerusso Capital Management LLCPassive

Notable overlap · 5 shared positions

$AMGN $AXP $SYY $TJX $PEP

$274M

58 positions

#22Dempze Nancy EPassive

Notable overlap · 5 shared positions

$TJX $DHR $AXP $ADP $MS

$209M

91 positions

#23Hendershot Investments Inc.Active

Notable overlap · 4 shared positions

$TJX $PEP $ADP $AXP

$766M

134 positions

#24ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 7 shared positions

$AXP $PEP $ADP $TJX $DIS $HON

$1.9B

88 positions

#25Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 5 shared positions

$TJX $AMGN $AXP $ADP $DHR

$710M

193 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.