13F Pro

Hedge Funds Similar to FELL

13F Portfolio OverlapQ3 2026FELL portfolio →
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Most similar hedge funds by 13F overlap

FELL CAPITAL MANAGEMENT /ADV is an institutional investor managing $116M across 94 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 FELL are Cohen Investment Advisors, BENEDICT FINANCIAL ADVISORS, Wealth Planning, with shared positions in $AMGN, $KMI, $VZ, $SBUX, $BA, $DIS. The full ranking of 25 similar funds is below.

#1Cohen Investment Advisors LLCPassive
Notable overlap · 6 shared positions
$AMGN$KMI$VZ$SBUX$BA$DIS
$233M
81 positions
#2BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 6 shared positions
$AMGN$VZ$KMI$AXP$SBUX$MO
$504M
136 positions
#3Capital Wealth Planning, LLCActive
Some overlap · 5 shared positions
$AMGN$FDX$FCX$AXP$VZ
$20.0B
154 positions
#4Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$FDX$SBUX$AMGN$AXP$BA$DIS
$320M
72 positions
#5Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$AMGN$MCK$SBUX$AXP$MS
$292M
99 positions
#6Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 5 shared positions
$AMGN$KMI$MCK$DIS$BA
$1.0B
765 positions
#7BCS Private Wealth Management, Inc.Passive
Some overlap · 6 shared positions
$KMI$VZ$AXP$ITW$MS$AMGN
$332M
187 positions
#8Mendel Capital Management LLCActive
Some overlap · 5 shared positions
$AMGN$FDX$VZ$SBUX$AXP
$222M
99 positions
#9InvesTrustPassive
Some overlap · 6 shared positions
$VZ$SBUX$ITW$AXP$DIS$BA
$247M
91 positions
#10Tortuga Wealth Management, IncPassive
Some overlap · 4 shared positions
$AMGN$MCK$VZ$SBUX
$141M
141 positions
#11Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$AMGN$MCK$SBUX$MS$AXP
$360M
73 positions
#12Smart Portfolios, LLC
Some overlap · 5 shared positions
$AMGN$FDX$SBUX$BA$DIS
$100M
99 positions
#13Paradigm Capital Management, LLC/NVActive
Some overlap · 4 shared positions
$AMGN$KMI$VZ$MO
$116M
65 positions
#14Trinity Legacy Partners, LLCPassive
Some overlap · 4 shared positions
$AMGN$FCX$VZ$AXP
$500M
110 positions
#15WealthBridge Investment Counsel Inc.Active
Some overlap · 5 shared positions
$FDX$VZ$SBUX$BA$DIS
$377M
44 positions
#16Principal Street Partners, LLCPassive
Some overlap · 5 shared positions
$AMGN$KMI$VZ$MO$MS
$683M
277 positions
#17Davis Capital ManagementPassive
Some overlap · 4 shared positions
$AMGN$KMI$FDX$ITW
$167M
1,175 positions
#18Wynn Capital, LLCPassive
Some overlap · 5 shared positions
$MCK$AMGN$FDX$AXP$DIS
$226M
116 positions
#19Hudson Portfolio Management LLCPassive
Some overlap · 4 shared positions
$AMGN$KMI$MCK$VZ
$132M
117 positions
#20TriCert Investment Counsel Inc.Passive
Some overlap · 4 shared positions
$AMGN$VZ$SBUX$MS
$1.1B
88 positions
#21Perennial Advisors, LLCPassive
Some overlap · 5 shared positions
$FDX$AXP$AMGN$SBUX$DIS
$669M
137 positions
#22William B. Walkup & Associates, Inc.Passive
Some overlap · 5 shared positions
$KMI$MCK$VZ$MS$FDX
$208M
258 positions
#23Carolina Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$AMGN$VZ$ITW$MO
$263M
373 positions
#24Cornerstone Capital, Inc.Active
Some overlap · 4 shared positions
$AMGN$VZ$KMI$DIS
$1.1B
120 positions
#25ELLERSON GROUP INC /ADVPassive
Some overlap · 4 shared positions
$AMGN$KMI$FDX$BA
$169M
64 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.