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Hedge Funds Similar to Bragg Financial Advisors,

13F Portfolio OverlapQ1 2026Bragg Financial Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Bragg Financial Advisors, Inc is an institutional investor managing $3.2B across 362 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 Bragg Financial Advisors, are TOWLE &, S&T BANK/PA, ENGLISH, with shared positions in $SNX, $ARW, $OSK, $IMKTA, $BRZE, $IDCC. The full ranking of 25 similar funds is below.

#1TOWLE & COPassive
Some overlap · 4 shared positions
$SNX$ARW$OSK$IMKTA
$257M
54 positions
#2S&T BANK/PAPassive
Some overlap · 4 shared positions
$SNX$BRZE$IDCC$AX
$268M
411 positions
#3ENGLISH CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$SNX$AMAT$ARW
$171M
36 positions
#4Alhambra Investment Partners LLCPassive
Some overlap · 4 shared positions
$UNIT$BRZE$DDOG$AXP
$217M
176 positions
#5Cherry Tree Wealth Management, LLCPassive
Some overlap · 4 shared positions
$UNIT$BRZE$DDOG$AXP
$473M
582 positions
#6Wrenne Financial Planning LLCSmart money
Some overlap · 3 shared positions
$UNIT$BRZE$DDOG
$255M
49 positions
#725 LLCActive
Some overlap · 3 shared positions
$UNIT$BRZE$DDOG
$324M
69 positions
#8San Luis Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$UNIT$BRZE$DDOG
$604M
175 positions
#9COLLECTIVE FAMILY OFFICE LLCPassive
Some overlap · 3 shared positions
$UNIT$BRZE$DDOG
$489M
161 positions
#10THEORY FINANCIAL LLCPassive
Some overlap · 3 shared positions
$UNIT$BRZE$DDOG
$285M
94 positions
#11Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$UNIT$BRZE$DDOG
$1.1B
121 positions
#12Brooklyn FI, LLCActive
Some overlap · 3 shared positions
$UNIT$BRZE$DDOG
$476M
78 positions
#13Donalies Financial Planning, LLCActive
Some overlap · 3 shared positions
$UNIT$BRZE$DDOG
$117M
74 positions
#14Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Some overlap · 3 shared positions
$UNIT$BRZE$IDCC
$111M
63 positions
#15SHENKMAN CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$UNIT$VSH$DDOG$JBTM
$831M
81 positions
#16CHRISTINE MESSMER PCActive
Some overlap · 3 shared positions
$UNIT$BRZE$DDOG
$156M
80 positions
#17CARDIFF PARK ADVISORS, LLCActive
Some overlap · 4 shared positions
$UNIT$BRZE$DDOG$AMAT
$1.3B
373 positions
#18Sterling Wealth Management, Inc.Active
Some overlap · 3 shared positions
$UNIT$BRZE$AXP
$364M
112 positions
#19Karani Asset Management LLCPassive
Some overlap · 3 shared positions
$AMAT$RLI$AXP
$122M
54 positions
#20Integrity Wealth Solutions LLCPassive
Some overlap · 3 shared positions
$UNIT$BRZE$DDOG
$255M
130 positions
#21SHAYNE & JACOBS, LLCActive
Some overlap · 4 shared positions
$AMAT$AXP$AGCO$UNIT
$324M
94 positions
#22Mustard Seed Financial, LLCPassive
Some overlap · 3 shared positions
$UNIT$BRZE$DDOG
$167M
92 positions
#23Buttonwood Financial Advisors Inc.Active
Some overlap · 3 shared positions
$AMAT$ARW$AXP
$299M
108 positions
#24Cambridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$UNIT$AXP$BRZE
$295M
168 positions
#25Analog Century Management LPActive
Some overlap · 3 shared positions
$AMAT$LFUS$FN
$2.1B
25 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.