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Hedge Funds Similar to Broussard Financial Group

13F Portfolio OverlapQ1 2026Broussard Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Broussard Financial Group LLC is an institutional investor managing $125M across 29 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 Broussard Financial Group are Lauer Wealth,, MAINSTAY /ADV, TopTier Wealth ,, with shared positions in $WT, $IBIT, $UPST, $USB, $SLV, $IAU. The full ranking of 25 similar funds is below.

#1Lauer Wealth, LLCActive
Substantial overlap · 5 shared positions
$WT$IBIT$UPST$USB$SLV
$126M
67 positions
#2MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Substantial overlap · 4 shared positions
$IAU$WT$SLV$USB
$1.3B
143 positions
#3TopTier Wealth Management, LLCPassive
Substantial overlap · 3 shared positions
$WT$SLV$IAU
$163M
795 positions
#4Lee-Kelleher Wealth ManagementSmart money
Substantial overlap · 3 shared positions
$WT$SLV$IAU
$168M
41 positions
#5Exit Wealth Advisors, LLC.Active
Substantial overlap · 4 shared positions
$WT$IAU$SLV$IBIT
$195M
131 positions
#6Halbert, Hargrove/Russell LLCSmart money
Substantial overlap · 3 shared positions
$WT$EPAM$USB
$2.1B
372 positions
#7Global View Capital Management LLCActive
Substantial overlap · 4 shared positions
$WT$USB$SLV$EPAM
$377M
140 positions
#8MOULTON WEALTH MANAGEMENT, INCActive
Substantial overlap · 4 shared positions
$WT$SLV$USB$IAU
$147M
52 positions
#9Envision Financial LLCActive
Substantial overlap · 3 shared positions
$WT$USB$DDOG
$186M
46 positions
#10Boyce & Associates Wealth Consulting, Inc.Active
Substantial overlap · 3 shared positions
$WT$IAU$SLV
$132M
80 positions
#11IAM Advisory, LLCActive
Substantial overlap · 3 shared positions
$WT$USB$SNDK
$446M
95 positions
#12Morton Capital Management LLC/CASmart money
Substantial overlap · 3 shared positions
$WT$IAU$USB
$672M
139 positions
#13WESCAP Management Group, Inc.Active
Substantial overlap · 5 shared positions
$WT$IAU$USB$SLV$IBIT
$508M
107 positions
#14CATHY PARETO & ASSOCIATES, INCPassive
Substantial overlap · 5 shared positions
$WT$IAU$SLV$USB$IBIT
$149M
96 positions
#15Encompass More Asset ManagementPassive
Substantial overlap · 4 shared positions
$WT$IBIT$SLV$USB
$597M
251 positions
#16Systelligence, LLCPassive
Substantial overlap · 3 shared positions
$WT$IAU$USB
$514M
56 positions
#17LIFE LINE WEALTH MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$IAU$WT$UPST
$224M
35 positions
#18AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Notable overlap · 3 shared positions
$WT$DDOG$USB
$206M
97 positions
#19truNorth Financial Services, Inc.Active
Notable overlap · 3 shared positions
$WT$SLV$UPST
$97M
49 positions
#20Alpha Zero LLCActive
Notable overlap · 3 shared positions
$WT$IAU$IBIT
$198M
79 positions
#21Glassman Wealth ServicesSmart money
Notable overlap · 4 shared positions
$WT$DDOG$IBIT$USB
$736M
187 positions
#22Yeomans Consulting Group, Inc.
Notable overlap · 3 shared positions
$IAU$USB$DDOG
$341M
113 positions
#23Rather & Kittrell, Inc.Active
Notable overlap · 3 shared positions
$IAU$USB$FHN
$648M
113 positions
#24Independent Family Office, LLCActive
Notable overlap · 3 shared positions
$IAU$USB$IBIT
$243M
90 positions
#25Clearwater Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$WT$USB$DDOG
$1.2B
177 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.