What hedge funds are most similar to FULTON BREAKEFIELD BROENNIMAN LLC?

The funds with the most similar 13F portfolios to FULTON BREAKEFIELD BROENNIMAN LLC are Stokes Advisors,, NIXON PEABODY, BARTLETT & WEALTH, based on overlapping conviction holdings in the latest SEC filings.

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 FULTON BREAKEFIELD BROENNIMAN

13F Portfolio OverlapQ1 2026FULTON BREAKEFIELD BROENNIMAN portfolio →

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Most similar hedge funds by 13F overlap

FULTON BREAKEFIELD BROENNIMAN LLC is an institutional investor managing $1.5B across 200 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 FULTON BREAKEFIELD BROENNIMAN are Stokes Advisors,, NIXON PEABODY, BARTLETT & WEALTH, with shared positions in $LIN, $TJX, $NEE, $SYK, $MCD, $AXP. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$LIN $TJX $NEE $SYK $MCD $AXP

$446M

104 positions

#2NIXON PEABODY TRUST COActive

Some overlap · 8 shared positions

$TJX $ASML $SYK $GD $NEE $LOW

$1.3B

161 positions

#3BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$LIN $TJX $NEE $LOW $ASML $UNH

$7.8B

1,278 positions

#4NORTHEAST INVESTMENT MANAGEMENTActive

Some overlap · 7 shared positions

$NEE $ASML $LOW $MCD $TJX $HUM

$2.4B

189 positions

#5MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$LIN $NEE $LOW $MCD $GD $UNH

$835M

170 positions

#6WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 7 shared positions

$PGR $NEE $ASML $SYK $EOG $DHR

$2.1B

122 positions

#7Brown Miller Wealth Management, LLCPassive

Some overlap · 7 shared positions

$NEE $LIN $LOW $GD $UNH $SYK

$352M

191 positions

#8InTrack Investment Management IncPassive

Some overlap · 7 shared positions

$NEE $GLDM $SYK $MCD $APO $LOW

$175M

108 positions

#9Avalon Trust CoActive

Some overlap · 6 shared positions

$LIN $PGR $LOW $TJX $SYK $DHR

$1.5B

460 positions

#10Smith, Salley & AssociatesPassive

Some overlap · 5 shared positions

$TJX $NEE $LIN $ASML $LOW

$2.0B

267 positions

#11CHILTON CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$TJX $LIN $LOW $ASML $AXP $SYK

$2.9B

658 positions

#12ROFFMAN MILLER ASSOCIATES INC /PA/Active

Some overlap · 6 shared positions

$TJX $ASML $SYK $MCD $GD $AXP

$1.7B

86 positions

#13Callahan Advisors, LLCPassive

Some overlap · 6 shared positions

$NEE $ASML $LOW $SYK $MCD $UNH

$1.2B

177 positions

#14Saturna Capital CORPActive

Some overlap · 6 shared positions

$TJX $ASML $LOW $SYK $LIN $GWW

$7.1B

148 positions

#15Sky Investment Group LLCPassive

Some overlap · 7 shared positions

$LIN $MCD $SYK $AXP $GD $PGR

$583M

140 positions

#16Accretive Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$GLDM $PGR $HUM $GD $TJX $MCD

$356M

180 positions

#17Meadowbrook Advisors Group, LLCPassive

Some overlap · 6 shared positions

$NEE $PGR $TJX $MCD $GD $UNH

$168M

136 positions

#18Freedom Day Solutions, LLCActive

Some overlap · 6 shared positions

$ASML $LIN $LOW $PGR $MCD $DHR

$373M

96 positions

#19Haverford Trust CoActive

Some overlap · 6 shared positions

$TJX $NEE $LOW $HUM $SYK $MCD

$10.9B

419 positions

#20PIONEER TRUST BANK N A/ORPassive

Some overlap · 6 shared positions

$TJX $NEE $LOW $MCD $UNH $DHR

$412M

83 positions

#21Miller Capital Partners, Inc.Passive

Some overlap · 7 shared positions

$ASML $MCD $LIN $AXP $HUM $TJX

$208M

262 positions

#22BCV Asset Management Inc.Active

Some overlap · 7 shared positions

$NEE $ASML $HUM $TJX $UNH $WCN

$2.9B

120 positions

#23DAVIS R M INCActive

Some overlap · 6 shared positions

$TJX $LIN $ASML $NEE $WCN $DHR

$5.6B

273 positions

#24FORBES J M & CO LLPActive

Some overlap · 5 shared positions

$LIN $TJX $NEE $PGR $HUM

$1.2B

150 positions

#25DJE Kapital AGActive

Some overlap · 5 shared positions

$LIN $TJX $NEE $ASML $VRT

$4.5B

113 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.