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 Chris Bulman

13F Portfolio OverlapQ3 2026Chris Bulman portfolio →

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Most similar hedge funds by 13F overlap

Chris Bulman Inc is an institutional investor managing $285M across 169 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Chris Bulman are Providence Wealth Advisors, Tudor Financial, TKG Advisors, with shared positions in $ALL, $WFC, $GILD, $AMGN, $LOW, $KEYS. The full ranking of 25 similar funds is below.

#1Providence Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$ALL $WFC $GILD $AMGN $LOW

$170M

84 positions

#2Tudor Financial Inc.Passive

Some overlap · 4 shared positions

$ALL $WFC $AMGN $LOW

$222M

152 positions

#3TKG Advisors, LLCPassive

Some overlap · 5 shared positions

$KEYS $MDY $DELL $CMI $AMGN

$288M

94 positions

#4Slagle Financial, LLCPassive

Some overlap · 6 shared positions

$WFC $EIX $DELL $ES $AMGN $LOW

$334M

127 positions

#5Davis Capital ManagementPassive

Some overlap · 4 shared positions

$ALL $UNP $AMGN $LOW

$167M

1,175 positions

#6Harvest Investment Advisors, LLCActive

Some overlap · 4 shared positions

$ALL $BX $GILD $AMGN

$202M

58 positions

#7Intrepid Financial Planning Group LLCPassive

Some overlap · 6 shared positions

$MDY $DELL $PLTR $BX $AMGN $LOW

$294M

135 positions

#8Brookstone Capital ManagementPassive

Some overlap · 6 shared positions

$EIX $DELL $ES $MDY $BX $AMGN

$10.1B

1,315 positions

#9PEDDOCK CAPITAL ADVISORS, LLCActive

Slight overlap · 5 shared positions

$ALL $MDY $CMI $GILD $LOW

$514M

167 positions

#10SWEENEY & MICHEL, LLCPassive

Slight overlap · 6 shared positions

$WFC $BX $UNP $CMI $PLTR $AMGN

$376M

166 positions

#11DMKC Advisory Services, LLCActive

Slight overlap · 4 shared positions

$ALL $WFC $CMI $LOW

$530M

92 positions

#12MEYER HANDELMAN COPassive

Slight overlap · 4 shared positions

$ALL $DELL $GILD $AMGN

$3.5B

274 positions

#13William B. Walkup & Associates, Inc.Passive

Slight overlap · 3 shared positions

$ALL $WFC $LOW

$208M

258 positions

#14Karras Company, Inc.Active

Slight overlap · 4 shared positions

$ALL $DELL $UNP $AMGN

$109M

65 positions

#15PARTNERS WEALTH MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$ALL $WFC $LOW

$102M

108 positions

#16Kelsey Financial, LLCActive

Slight overlap · 5 shared positions

$KEYS $WFC $UNP $AMGN $MDY

$132M

65 positions

#17Buck Wealth Strategies, LLCPassive

Slight overlap · 3 shared positions

$ALL $DELL $AMGN

$956M

1,170 positions

#18Heritage Investment Group, Inc.Active

Slight overlap · 4 shared positions

$ALL $WFC $UNP $AMGN

$744M

135 positions

#19Networth Advisors, LLCActive

Slight overlap · 3 shared positions

$ALL $PLTR $LOW

$172M

383 positions

#20BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Slight overlap · 3 shared positions

$ALL $CMI $AMGN

$405M

98 positions

#21MATRIX PRIVATE CAPITAL GROUP LLCActive

Slight overlap · 4 shared positions

$ALL $WFC $PLTR $BX

$230M

143 positions

#22Argyle Capital Management, LLCPassive

Slight overlap · 4 shared positions

$ALL $WFC $DELL $AMGN

$347M

138 positions

#23Silver Coast Investments LLCActive

Slight overlap · 4 shared positions

$ALL $CMI $GILD $LOW

$336M

121 positions

#24FCA CORP /TXPassive

Slight overlap · 3 shared positions

$ALL $AMGN $LOW

$406M

203 positions

#25Insight Inv LLCPassive

Slight overlap · 3 shared positions

$ALL $AMGN $LOW

$210M

108 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.