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Hedge Funds Similar to Brickley Wealth

13F Portfolio OverlapQ1 2026Brickley Wealth portfolio →
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Most similar hedge funds by 13F overlap

Brickley Wealth Management is an institutional investor managing $696M across 68 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 Brickley Wealth are Silver Coast Investments, Abacus Planning Group,, Alliance Wealth Strategies, d/b/a Brown Edwards Wealth S, with shared positions in $UNIT, $DOV, $LRCX, $BRZE, $LMT, $SCHW. The full ranking of 25 similar funds is below.

#1Silver Coast Investments LLCActive
Some overlap · 6 shared positions
$UNIT$DOV$LRCX$BRZE$LMT$SCHW
$313M
119 positions
#2Abacus Planning Group, Inc.Active
Some overlap · 5 shared positions
$UNIT$DOV$SE$AMN$BRZE
$743M
264 positions
#3Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Some overlap · 5 shared positions
$UNIT$DOV$SE$BRZE$UPST
$111M
63 positions
#4TrueWealth Financial PartnersActive
Some overlap · 5 shared positions
$UNIT$DOV$SE$UPST$SCHW
$251M
66 positions
#5Oath Planning, LLCActive
Some overlap · 4 shared positions
$UNIT$DOV$AMN$SCHW
$113M
69 positions
#6Efficient Advisors, LLCActive
Some overlap · 6 shared positions
$UNIT$DOV$SE$BRZE$UPST$SCHW
$1.4B
58 positions
#7Discipline Wealth Solutions, LLCActive
Some overlap · 5 shared positions
$UNIT$DOV$BRZE$UPST$SCHW
$950M
192 positions
#8Hegarty Advisors, LLCActive
Some overlap · 3 shared positions
$UNIT$DOV$UPST
$127M
57 positions
#9Asset Management Group, Inc.Passive
Some overlap · 3 shared positions
$UNIT$DOV$SCHW
$619M
138 positions
#10Mason Investment Advisory Services, Inc.Smart money
Some overlap · 5 shared positions
$UNIT$SE$AMN$UPST$SCHW
$2.2B
79 positions
#11LAM GROUP, INC.Passive
Some overlap · 4 shared positions
$UNIT$SE$AMN$SCHW
$182M
136 positions
#12FAMILY WEALTH PARTNERS, LLCActive
Some overlap · 6 shared positions
$UNIT$SE$AMN$BRZE$LMT$SCHW
$293M
105 positions
#13Family CFO IncActive
Some overlap · 4 shared positions
$UNIT$AFRM$BRZE$SCHW
$223M
41 positions
#14Fee-Only Financial Planning, L.C.Smart money
Some overlap · 4 shared positions
$UNIT$SE$BRZE$SCHW
$166M
43 positions
#15Traveka Wealth, LLCPassive
Some overlap · 4 shared positions
$UNIT$SE$BRZE$SCHW
$262M
186 positions
#16Opal Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$UNIT$AFRM$AMN
$442M
606 positions
#17BancFirst Trust & Investment ManagementSmart money
Some overlap · 4 shared positions
$UNIT$AMN$BRZE$UPST
$226M
42 positions
#18Arbor Wealth Advisors LLCActive
Some overlap · 4 shared positions
$UNIT$AMN$BRZE$SCHW
$143M
56 positions
#19FLYWHEEL PRIVATE WEALTH LLCPassive
Some overlap · 4 shared positions
$UNIT$AMN$BRZE$SCHW
$176M
104 positions
#2025 LLCActive
Some overlap · 3 shared positions
$UNIT$AFRM$BRZE
$324M
69 positions
#21ASPIRIANT, LLCActive
Some overlap · 3 shared positions
$UNIT$SE$SCHW
$3.5B
338 positions
#22Financial Advisory CorpSmart money
Some overlap · 3 shared positions
$UNIT$SE$SCHW
$720M
51 positions
#23Marotta Asset ManagementActive
Some overlap · 4 shared positions
$UNIT$LMT$UPST$SCHW
$543M
103 positions
#24WALLER FINANCIAL PLANNING GROUP, INCActive
Some overlap · 3 shared positions
$UNIT$DOV$SCHW
$453M
74 positions
#25Grey Fox Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$UNIT$BRZE$SCHW
$518M
140 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.