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Hedge Funds Similar to Braun-Bostich & Associates

13F Portfolio OverlapQ1 2026Braun-Bostich & Associates portfolio →
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Most similar hedge funds by 13F overlap

Braun-Bostich & Associates Inc. is an institutional investor managing $160M across 126 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 Braun-Bostich & Associates are Hurlow Wealth Group,, Strategic Financial Services,, WESCAP Group,, with shared positions in $USB, $COP, $IAU, $MCD, $TJX, $LRCX. The full ranking of 25 similar funds is below.

#1Hurlow Wealth Management Group, Inc.Active
Notable overlap · 5 shared positions
$USB$COP$IAU$MCD$TJX
$420M
120 positions
#2Strategic Financial Services, Inc.Smart money
Notable overlap · 5 shared positions
$USB$COP$LRCX$UPST$TJX
$2.1B
152 positions
#3WESCAP Management Group, Inc.Active
Notable overlap · 4 shared positions
$USB$COP$IAU$SE
$508M
107 positions
#4DecisionPoint Financial, LLCActive
Notable overlap · 4 shared positions
$USB$COP$IAU$UPST
$464M
679 positions
#5Marion Wealth ManagementPassive
Notable overlap · 5 shared positions
$USB$COP$UPST$VLTO$TJX
$451M
146 positions
#6Insight Wealth Partners, LLCSmart money
Notable overlap · 4 shared positions
$USB$COP$IAU$TJX
$713M
120 positions
#7Sagace Wealth Management LLCPassive
Notable overlap · 3 shared positions
$USB$COP$IAU
$149M
70 positions
#8Farrell Financial LLCPassive
Notable overlap · 3 shared positions
$USB$COP$IAU
$167M
76 positions
#9WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 5 shared positions
$USB$COP$UPST$VLTO$MCD
$350M
95 positions
#10TAGStone Capital, Inc.Passive
Some overlap · 5 shared positions
$USB$COP$SE$TJX$IAU
$283M
137 positions
#11Ballast Financial Advisors LLCActive
Some overlap · 4 shared positions
$USB$COP$IAU$TJX
$98M
68 positions
#12Northwest Bancshares, Inc.Active
Some overlap · 4 shared positions
$USB$COP$LRCX$AMAT
$502M
168 positions
#13PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active
Some overlap · 4 shared positions
$USB$COP$UPST$IAU
$1.6B
236 positions
#14KEYVANTAGE WEALTH, LLCActive
Some overlap · 4 shared positions
$USB$COP$LRCX$AMAT
$227M
92 positions
#15White Lighthouse Investment Management Inc.Active
Some overlap · 4 shared positions
$USB$COP$IAU$UPST
$721M
145 positions
#164WEALTH ADVISORS, INC.Passive
Some overlap · 5 shared positions
$USB$COP$UPST$SE$MCD
$117M
142 positions
#17Hilton Capital Management, LLCActive
Some overlap · 4 shared positions
$USB$COP$TJX$MCD
$1.3B
129 positions
#18Hassell Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$USB$COP$UPST
$298M
28 positions
#19NEPC LLCSmart money
Some overlap · 3 shared positions
$USB$COP$UPST
$5.0B
51 positions
#20Brucke Financial, Inc.Passive
Some overlap · 3 shared positions
$USB$COP$UPST
$197M
166 positions
#21Cordant, Inc.Active
Some overlap · 3 shared positions
$USB$COP$UPST
$246M
75 positions
#22Cascade Wealth Advisors, IncActive
Some overlap · 3 shared positions
$USB$COP$UPST
$228M
60 positions
#23PRUDENTIAL PLCActive
Some overlap · 4 shared positions
$USB$COP$SE$LRCX
$17.1B
680 positions
#241834 INVESTMENT ADVISORS COPassive
Some overlap · 4 shared positions
$USB$COP$UPST$VLTO
$801M
206 positions
#25Cornerstone Financial Management LLCPassive
Some overlap · 5 shared positions
$USB$COP$UPST$VLTO$SE
$109M
1,311 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.