13F Pro

Hedge Funds Similar to FELL

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

FELL CAPITAL MANAGEMENT /ADV is an institutional investor managing $119M across 96 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 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
$223M
81 positions
#2BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 6 shared positions
$AMGN$VZ$KMI$AXP$SBUX$MO
$515M
142 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
$330M
73 positions
#5Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$AMGN$MCK$SBUX$AXP$MS
$297M
103 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
$260M
95 positions
#10Tortuga Wealth Management, IncPassive
Some overlap · 4 shared positions
$AMGN$MCK$VZ$SBUX
$132M
135 positions
#11Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$AMGN$MCK$SBUX$MS$AXP
$358M
74 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
$375M
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
$169M
1,270 positions
#18Wynn Capital, LLCPassive
Some overlap · 5 shared positions
$MCK$AMGN$FDX$AXP$DIS
$224M
116 positions
#19Hudson Portfolio Management LLCPassive
Some overlap · 4 shared positions
$AMGN$KMI$MCK$VZ
$132M
117 positions
#20TriCert Investment Counsel Inc.Active
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
$649M
136 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
$255M
278 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.