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 BRANDYWINE

13F Portfolio OverlapQ1 2026BRANDYWINE portfolio →

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Most similar hedge funds by 13F overlap

BRANDYWINE TRUST CO is an institutional investor managing $552M across 31 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 BRANDYWINE are Alta Advisers Ltd, RETIREMENT STRATEGIES, Prentice Wealth, with shared positions in $DOV, $GE, $PM, $WFC, $KO, $BAC. The full ranking of 25 similar funds is below.

#1Alta Advisers LtdActive

Substantial overlap · 6 shared positions

$DOV $GE $PM $WFC $KO $BAC

$276M

206 positions

#2RETIREMENT CAPITAL STRATEGIESActive

Notable overlap · 3 shared positions

$DOV $GEV $GE

$265M

62 positions

#3Prentice Wealth Management LLCActive

Notable overlap · 5 shared positions

$DOV $GE $KO $NEE $BAC

$443M

117 positions

#4Intelligent Financial StrategiesSmart money

Notable overlap · 4 shared positions

$DOV $PM $KO $MDLZ

$192M

62 positions

#5ANGELES WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$DOV $WFC $GE

$1.8B

524 positions

#6HFM Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$DOV $GE $GEV $GEHC

$260M

1,210 positions

#7American National Bank of TexasActive

Notable overlap · 4 shared positions

$DOV $ABT $PM $KO

$105M

57 positions

#8HOGE FINANCIAL SERVICES, LLCActive

Notable overlap · 3 shared positions

$DOV $MO $KO

$187M

72 positions

#9Cogent Private Wealth, Inc.Passive

Notable overlap · 4 shared positions

$DOV $WFC $GE $BAC

$139M

98 positions

#10Rakuten Investment Management, Inc.Smart money

Notable overlap · 3 shared positions

$DOV $KO $GE

$49.2B

464 positions

#11Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$DOV $KO $BAC

$90M

65 positions

#12LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive

Some overlap · 5 shared positions

$DOV $PM $MO $KO $BAC

$2.7B

111 positions

#13Addison Capital CoPassive

Some overlap · 3 shared positions

$DOV $PM $MDLZ

$562M

182 positions

#14FSM Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$DOV $GE $GEV

$778M

317 positions

#15WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 4 shared positions

$DOV $ABT $KO $NEE

$2.1B

122 positions

#16AA Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$DOV $PM $GE $NEE

$710M

221 positions

#17Monte Financial Group, LLCPassive

Some overlap · 3 shared positions

$WFC $ABT $CPB

$282M

100 positions

#18CINCINNATI FINANCIAL CORPActive

Some overlap · 4 shared positions

$DOV $PM $MDLZ $CCZ

$5.0B

55 positions

#19Sageworth Trust CoActive

Some overlap · 4 shared positions

$DOV $ABT $GE $GEV

$2.3B

172 positions

#20Brookmont Capital ManagementActive

Some overlap · 4 shared positions

$WFC $ABT $CCZ $BAC

$179M

59 positions

#21SP Asset Management LLCActive

Some overlap · 5 shared positions

$WFC $ABT $PM $MDLZ $BAC

$1.1B

119 positions

#22SECURITY NATIONAL BANK OF SO DAKPassive

Some overlap · 3 shared positions

$DOV $ABT $KO

$207M

119 positions

#23DMKC Advisory Services, LLCPassive

Some overlap · 3 shared positions

$WFC $ABT $BAC

$240M

84 positions

#24Allied Investment Advisors, LLCActive

Some overlap · 3 shared positions

$WFC $ABT $BAC

$697M

100 positions

#25Swisher Financial Concepts, Inc.Passive

Some overlap · 6 shared positions

$ABT $PM $GE $MO $GEV $NEE

$179M

102 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.