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Hedge Funds Similar to BRAVE ASSET

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

BRAVE ASSET MANAGEMENT INC is an institutional investor managing $467M across 146 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 BRAVE ASSET are Insight Inv, BOWEN HANES, Pflug Koory, with shared positions in $GLW, $AXP, $ALL, $AMGN, $C, $BX. The full ranking of 25 similar funds is below.

#1Insight Inv LLCPassive
Some overlap · 5 shared positions
$GLW$AXP$ALL$AMGN$C
$210M
108 positions
#2BOWEN HANES & CO INCActive
Some overlap · 5 shared positions
$GLW$AXP$BX$TXN$CRS
$4.1B
151 positions
#3Pflug Koory, LLCPassive
Some overlap · 7 shared positions
$GLW$ALL$NOC$AXP$CSX$VZ
$243M
424 positions
#4CACTI ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$GLW$AXP$BX
$1.9B
79 positions
#5CHEMUNG CANAL TRUST COActive
Some overlap · 4 shared positions
$GLW$AXP$AMGN$TRV
$541M
111 positions
#6Riggs Asset Managment Co. Inc.Passive
Some overlap · 3 shared positions
$GLW$AXP$C
$560M
132 positions
#7TRUST CO OF VIRGINIA /VAPassive
Some overlap · 5 shared positions
$GLW$NOC$BX$CSX$AMGN
$1.3B
220 positions
#8Godshalk Welsh Capital Management, Inc.Passive
Some overlap · 5 shared positions
$GLW$AXP$BX$CSX$VLO
$186M
137 positions
#9NAPLES GLOBAL ADVISORS, LLCPassive
Some overlap · 5 shared positions
$GLW$AXP$BX$TXN$AMGN
$1.6B
466 positions
#10BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$GLW$AXP$AMGN$VZ$TRV
$504M
136 positions
#11Piscataqua Savings BankPassive
Some overlap · 3 shared positions
$GLW$AXP$TXN
$146M
410 positions
#12Clearwave Capital, LLCPassive
Some overlap · 5 shared positions
$GLW$TXN$CRS$AMGN$VZ
$181M
166 positions
#13FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Some overlap · 4 shared positions
$GLW$NOC$TXN$VZ
$202M
327 positions
#14Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 4 shared positions
$GLW$BX$MMM$VZ
$327M
94 positions
#15Winthrop Partners - WNY, LLCPassive
Some overlap · 4 shared positions
$GLW$BX$VZ$APO
$202M
87 positions
#16Werlinich Asset Management, LLCActive
Some overlap · 3 shared positions
$GLW$NOC$BX
$258M
57 positions
#17Founders Capital ManagementActive
Some overlap · 4 shared positions
$GLW$NOC$VLO$TXN
$220M
67 positions
#18Hobbs Group Advisors, LLCActive
Some overlap · 3 shared positions
$GLW$AXP$C
$380M
164 positions
#19Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$GLW$NOC$TXN$AMGN$VZ$C
$739M
344 positions
#20MEYER HANDELMAN COPassive
Some overlap · 5 shared positions
$GLW$ALL$TXN$AMGN$VZ
$3.5B
274 positions
#21Hosking Partners LLPActive
Some overlap · 3 shared positions
$GLW$AXP$C
$2.8B
102 positions
#22SEARLE & CO.Passive
Some overlap · 5 shared positions
$AXP$GLW$NOC$YUM$TXN
$445M
194 positions
#23OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 4 shared positions
$GLW$NOC$BX$VLO
$501M
276 positions
#24VALICENTI ADVISORY SERVICES INCActive
Some overlap · 3 shared positions
$GLW$NOC$VZ
$531M
81 positions
#25KWMG, LLCPassive
Some overlap · 4 shared positions
$GLW$AMGN$VLO$TRV
$1.4B
155 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.