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 BRAVE ASSET

13F Portfolio OverlapQ1 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 Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BRAVE ASSET are Signet Investment Advisory Group,, CHATHAM GROUP,, Chemistry Wealth, with shared positions in $IAU, $AXP, $NOC, $KO, $AMGN, $CSX. The full ranking of 25 similar funds is below.

#1Signet Investment Advisory Group, Inc.Passive

Some overlap · 7 shared positions

$IAU $AXP $NOC $KO $AMGN $CSX

$218M

69 positions

#2CHATHAM CAPITAL GROUP, INC.Passive

Some overlap · 3 shared positions

$IAU $MKL $AXP

$689M

198 positions

#3Chemistry Wealth Management LLCPassive

Some overlap · 4 shared positions

$IAU $MKL $AXP $BAC

$569M

204 positions

#4Regency Capital Management Inc.\DEPassive

Some overlap · 3 shared positions

$IAU $MKL $WTM

$224M

60 positions

#5Red Mountain Financial, LLCPassive

Some overlap · 3 shared positions

$IAU $MKL $AMGN

$106M

79 positions

#6Rachor Investment Advisory Services, LLCActive

Some overlap · 5 shared positions

$IAU $AXP $GLW $ALL $BAC

$190M

464 positions

#7MBA Advisors LLCPassive

Some overlap · 5 shared positions

$IAU $MKL $IBM $VZ $AMGN

$260M

146 positions

#8Narwhal Capital ManagementActive

Some overlap · 4 shared positions

$IAU $AXP $NOC $VLO

$1.4B

169 positions

#9ASL Financial, LLCActive

Some overlap · 5 shared positions

$IAU $MKL $AMGN $IBM $GLW

$125M

91 positions

#10Smith Thornton Advisors LLCPassive

Some overlap · 6 shared positions

$IAU $IBM $VZ $KO $BAC $T

$199M

130 positions

#11FORBES J M & CO LLPActive

Some overlap · 5 shared positions

$IAU $IBM $VZ $KO $BAC

$1.2B

150 positions

#12Catalyst Investment Management LLCPassive

Some overlap · 4 shared positions

$IAU $MKL $KO $BAC

$90M

65 positions

#13Bigelow Investment Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $AXP $BAC

$250M

153 positions

#14EQUITABLE TRUST COPassive

Some overlap · 4 shared positions

$IAU $AXP $KO $BAC

$2.2B

463 positions

#15Moisand Fitzgerald Tamayo, LLCActive

Some overlap · 6 shared positions

$IAU $MKL $AXP $VLO $KO $NOC

$931M

518 positions

#16Hamilton Point Investment Advisors, LLCPassive

Some overlap · 5 shared positions

$IAU $AXP $IBM $VZ $AMGN

$649M

186 positions

#17Pinnacle Financial Group, LLC / ILPassive

Some overlap · 3 shared positions

$IAU $MKL $ALL

$365M

111 positions

#18ROGCO, LPActive

Some overlap · 5 shared positions

$IAU $IBM $BAC $VZ $HON

$300M

205 positions

#19Financial Alternatives, IncActive

Some overlap · 3 shared positions

$IAU $MKL $BAC

$185M

79 positions

#20Wealth Quarterback LLCPassive

Some overlap · 4 shared positions

$IAU $IBM $VZ $KO

$254M

163 positions

#21CAPE ANN SAVINGS BANKPassive

Some overlap · 4 shared positions

$IAU $IBM $MKL $BAC

$199M

121 positions

#22Forza Wealth Management, LLCPassive

Some overlap · 4 shared positions

$IAU $IBM $VZ $AMGN

$287M

188 positions

#23Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 5 shared positions

$IAU $VZ $KO $AMGN $C

$477M

70 positions

#24Global Wealth Management, LLCActive

Some overlap · 3 shared positions

$IAU $MKL $AMGN

$183M

44 positions

#25TWIN FOCUS CAPITAL PARTNERS, LLCActive

Some overlap · 3 shared positions

$IAU $MKL $GLW

$871M

173 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.