Hedge Funds Similar to Broussard Financial Group

13F Portfolio OverlapQ2 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 35 U.S. equity positions as of Q2 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 Upper Left Wealth, DWM Financial Group, Five Pine Wealth, with shared positions in $IAU, $IBIT, $FBTC, $SLV. The full ranking of 25 similar funds is below.

#1Upper Left Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$IAU $IBIT $FBTC

$180M

73 positions

#2DWM Financial Group, Inc.Active

Substantial overlap · 3 shared positions

$IAU $IBIT $SLV

$112M

40 positions

#3Five Pine Wealth ManagementActive

Substantial overlap · 3 shared positions

$IAU $SLV $FBTC

$177M

51 positions

#4WESCAP Management Group, Inc.Active

Notable overlap · 4 shared positions

$IAU $SLV $FBTC $IBIT

$536M

107 positions

#5Global Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $SLV

$196M

47 positions

#6Arkos Global AdvisorsActive

Notable overlap · 3 shared positions

$IAU $FBTC $SLV

$844M

124 positions

#7Proficio Capital Partners LLC

Notable overlap · 3 shared positions

$IAU $IBIT $SLV

$2.8B

691 positions

#8Wealth Quarterback LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $FBTC

$324M

172 positions

#9NKCFO LLCPassive

Notable overlap · 3 shared positions

$IAU $SLV $IBIT

$330M

92 positions

#10ALTERNA WEALTH MANAGEMENT, INCActive

Notable overlap · 3 shared positions

$IAU $SLV $IBIT

$174M

109 positions

#11Wealth Watch Advisors, INCActive

Notable overlap · 3 shared positions

$IAU $SLV $IBIT

$309M

142 positions

#12Capital Advisor Network LLCActive

Notable overlap · 3 shared positions

$SLV $IBIT $IAU

$80M

183 positions

#13Gibson Capital, LLCSmart money

Notable overlap · 3 shared positions

$IAU $IBIT $SLV

$610M

94 positions

#14Discipline Wealth Solutions, LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $IBIT

$1.1B

197 positions

#15Copia Wealth Management

Some overlap · 3 shared positions

$IBIT $SLV $IAU

$166M

570 positions

#16Pettinga Financial Advisors LLCActive

Some overlap · 3 shared positions

$SLV $IBIT $IAU

$624M

156 positions

#17CATHY PARETO & ASSOCIATES, INCPassive

Some overlap · 3 shared positions

$IAU $SLV $IBIT

$171M

102 positions

#18GK Wealth Management LLCPassive

Some overlap · 3 shared positions

$SLV $IBIT $FBTC

$190M

234 positions

#19Alamea Verwaltungs GmbHActive

Some overlap · 3 shared positions

$IBIT $SLV $FBTC

$125M

73 positions

#20PANORAMIC INVESTMENT ADVISORS, LLCPassive

Some overlap · 4 shared positions

$IBIT $IAU $FBTC $SLV

$209M

141 positions

#21Bayshore Capital Advisors, LLCSmart money

Some overlap · 3 shared positions

$IBIT $SLV $FBTC

$214M

42 positions

#22Synergy Investment Management, LLCPassive

Some overlap · 3 shared positions

$IAU $SLV $IBIT

$413M

1,086 positions

#23Go Invest LLCSmart money

Some overlap · 4 shared positions

$IBIT $FBTC $SLV $IAU

$426M

129 positions

#24Alpha Financial Partners, LLCActive

Some overlap · 4 shared positions

$IAU $IBIT $SLV $FBTC

$190M

118 positions

#25Hyposwiss Advisors SAActive

Some overlap · 3 shared positions

$SLV $IAU $IBIT

$106M

105 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.