How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Brio Consultants,

13F Portfolio OverlapQ1 2026Brio Consultants, portfolio →

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Most similar hedge funds by 13F overlap

Brio Consultants, LLC is an institutional investor managing $818M across 152 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 Brio Consultants, are JNBA Financial Advisors, EHRLICH FINANCIAL GROUP, JIM SAULNIER & ASSOCIATES,, with shared positions in $GMM, $HUM, $NOW, $SCHW, $DDOG, $MS. The full ranking of 25 similar funds is below.

#1JNBA Financial AdvisorsActive

Some overlap · 5 shared positions

$GMM $HUM $NOW $SCHW $DDOG

$1.2B

819 positions

#2EHRLICH FINANCIAL GROUPPassive

Some overlap · 5 shared positions

$GMM $HUM $MS $SNOW $KKR

$174M

112 positions

#3JIM SAULNIER & ASSOCIATES, LLCPassive

Some overlap · 5 shared positions

$GMM $BRZE $HUM $SCHW $SNOW

$205M

139 positions

#4Peak Financial Management, Inc.Active

Some overlap · 4 shared positions

$GMM $BRZE $NOW $SCHW

$394M

100 positions

#5Values Added Financial LLCPassive

Some overlap · 6 shared positions

$GMM $NOW $HUM $KKR $DDOG $ASML

$238M

134 positions

#6McNamara Financial Services, Inc.Smart money

Some overlap · 9 shared positions

$GMM $HUM $KKR $DDOG $NU $BAC

$528M

99 positions

#7Hobart Private Capital, LLCPassive

Some overlap · 6 shared positions

$GMM $NOW $HUM $LRCX $SNOW $DDOG

$509M

132 positions

#8David Kennon IncSmart money

Some overlap · 3 shared positions

$GMM $BRZE $SCHW

$279M

41 positions

#9TRB Wealth Management, LLCPassive

Some overlap · 7 shared positions

$GMM $BRZE $FLEX $MS $SNOW $KKR

$704M

285 positions

#10Walsh & Associates, LLCPassive

Some overlap · 5 shared positions

$GMM $HUM $SNOW $WFC $KKR

$101M

287 positions

#11Financial Planning Fort Collins, LLCSmart money

Some overlap · 3 shared positions

$GMM $NOW $NU

$133M

33 positions

#12Archer Investment Management, LLCPassive

Some overlap · 5 shared positions

$GMM $NOW $MS $HUM $DDOG

$238M

108 positions

#13Uptown Financial Advisors LLCActive

Some overlap · 6 shared positions

$GMM $SCHW $HUM $SNOW $WFC $KKR

$126M

76 positions

#14MA Private WealthActive

Some overlap · 6 shared positions

$GMM $NOW $HUM $SNOW $MU $KKR

$591M

86 positions

#15Tradewinds Capital Management, LLCActive

Some overlap · 6 shared positions

$GMM $API $WFC $MU $UPS $BAC

$504M

719 positions

#16Xena Financial Planning, LLCActive

Some overlap · 4 shared positions

$GMM $NOW $NU $DDOG

$89M

33 positions

#17LPWM LLCActive

Some overlap · 4 shared positions

$GMM $BRZE $SCHW $DDOG

$396M

94 positions

#18WealthTrak Capital Management LLCPassive

Some overlap · 4 shared positions

$GMM $REGN $SNOW $UPS

$140M

80 positions

#19BlueStem Wealth Partners, LLCActive

Some overlap · 6 shared positions

$GMM $REGN $NOW $HUM $WFC $BAC

$900M

124 positions

#20Chaney Capital Management, Inc.Smart money

Some overlap · 5 shared positions

$GMM $SCHW $HUM $KKR $FLEX

$284M

41 positions

#21Capital Investment Management, Inc.Active

Some overlap · 4 shared positions

$GMM $BRZE $SNOW $ASML

$291M

125 positions

#22Impact Partnership Wealth, LLCPassive

Some overlap · 3 shared positions

$GMM $FLEX $SCHW

$810M

363 positions

#23JDM Financial Group LLCActive

Some overlap · 6 shared positions

$GMM $SCHW $SNOW $KKR $MU $HUM

$259M

318 positions

#24Global Strategic Investment Solutions, LLCActive

Some overlap · 4 shared positions

$GMM $API $KKR $DDOG

$1.0B

145 positions

#25Schwallier Wealth Management LLCActive

Some overlap · 3 shared positions

$GMM $HUM $DDOG

$137M

58 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.