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Hedge Funds Similar to BBR PARTNERS,

13F Portfolio OverlapQ1 2026BBR PARTNERS, portfolio →
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Most similar hedge funds by 13F overlap

BBR PARTNERS, LLC is an institutional investor managing $1.8B across 253 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 BBR PARTNERS, are Manchester, Measured Wealth Private Client Group,, Accredited Investors, with shared positions in $UPS, $KKR, $DOV, $MDLZ, $MKL, $UNP. The full ranking of 25 similar funds is below.

#1Manchester Capital Management LLCPassive
Some overlap · 6 shared positions
$UPS$KKR$DOV$MDLZ$MKL$UNP
$694M
1,306 positions
#2Measured Wealth Private Client Group, LLCPassive
Some overlap · 5 shared positions
$UPS$KKR$MDLZ$MO$AMAT
$366M
726 positions
#3Accredited Investors Inc.Active
Some overlap · 4 shared positions
$UPS$DOV$MKL$MDLZ
$1.9B
281 positions
#4Drexel Morgan & Co.Active
Some overlap · 4 shared positions
$UPS$ABT$UNP$SHEL
$682M
60 positions
#5Centric Wealth ManagementPassive
Some overlap · 3 shared positions
$UPS$UNP$KMI
$501M
203 positions
#6Cove Private Wealth, LLCActive
Some overlap · 3 shared positions
$UPS$AMAT$PH
$440M
185 positions
#7Measured Risk Portfolios, Inc.Passive
Some overlap · 5 shared positions
$UPS$PM$MO$KMI$ABNB
$91M
66 positions
#8TrueMark Investments, LLCPassive
Some overlap · 5 shared positions
$UPS$PM$MO$BP$KMI
$514M
167 positions
#9CRAWFORD INVESTMENT COUNSEL INCPassive
Some overlap · 4 shared positions
$UPS$PM$DOV$MDLZ
$5.9B
300 positions
#10Miller Financial Services LLCPassive
Some overlap · 4 shared positions
$UPS$MO$ABT$KMI
$91M
120 positions
#11ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 4 shared positions
$UPS$PM$ABT$KMI
$123M
101 positions
#12Westshore Wealth, LLCActive
Some overlap · 3 shared positions
$UPS$PM$AMAT
$285M
102 positions
#13MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$UPS$PM$UNP
$220M
148 positions
#14TOWNSQUARE CAPITAL LLCPassive
Some overlap · 5 shared positions
$PM$UPS$KKR$MDLZ$SHEL
$444M
252 positions
#15Stokes Family Office, LLCPassive
Some overlap · 5 shared positions
$KKR$PM$DOV$MDLZ$MO
$969M
276 positions
#16Investmark Advisory Group LLCPassive
Some overlap · 4 shared positions
$PM$KKR$MDLZ$MO
$234M
142 positions
#17CLIFFORD SWAN INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$UPS$CTVA$PH
$2.9B
332 positions
#18OPAL CAPITAL LLCPassive
Some overlap · 3 shared positions
$UPS$PM$KMI
$565M
141 positions
#19RM Financial Services, LLCActive
Some overlap · 3 shared positions
$UPS$KKR$AMAT
$116M
75 positions
#20PCB Capital LLCPassive
Some overlap · 4 shared positions
$UPS$PM$MDLZ$SHEL
$63M
101 positions
#21INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADVPassive
Some overlap · 5 shared positions
$PM$KKR$UPS$MO$BP
$244M
182 positions
#22Pacer Advisors, Inc.Passive
Some overlap · 3 shared positions
$UPS$BP$SHEL
$38.8B
2,537 positions
#23OmniStar Financial Group, Inc.Passive
Some overlap · 3 shared positions
$UPS$PM$PH
$193M
108 positions
#24Cullen Capital Management, LLCActive
Some overlap · 3 shared positions
$UPS$PM$MO
$9.8B
213 positions
#25Rockingstone Advisors LLCPassive
Some overlap · 3 shared positions
$PM$KKR$DOV
$218M
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.