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Hedge Funds Similar to Brio Consultants

13F Portfolio OverlapQ2 2026Brio Consultants portfolio →
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Most similar hedge funds by 13F overlap

Brio Consultants, LLC is an institutional investor managing $853M across 164 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 Brio Consultants are Moss Adams Wealth Advisors, ELEMENT POINTE ADVISORS, Walsh & Associates, with shared positions in $STT, $ASML, $UPS, $AXP, $CRM, $SCHW. The full ranking of 25 similar funds is below.

#1Moss Adams Wealth Advisors LLCSmart money
Some overlap · 4 shared positions
$STT$ASML$UPS$AXP
$1.6B
307 positions
#2ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 4 shared positions
$STT$ASML$CRM$SCHW
$709M
91 positions
#3Walsh & Associates, LLCActive
Some overlap · 3 shared positions
$STT$NU$WFC
$122M
245 positions
#4FLOW TRADERS U.S. LLCPassive
Some overlap · 4 shared positions
$STT$ASML$KLAC$HSBC
$2.4B
979 positions
#5WALLER FINANCIAL PLANNING GROUP, INCActive
Some overlap · 3 shared positions
$STT$WFC$UPS
$493M
80 positions
#6Marathon Mission, Inc.Active
Some overlap · 3 shared positions
$STT$ASML$SCHW
$198M
56 positions
#7GLOBALT Investments LLC / GAActive
Some overlap · 3 shared positions
$STT$WFC$KLAC
$2.9B
212 positions
#8Allie Family Office LLCActive
Some overlap · 3 shared positions
$STT$ASML$HSBC
$270M
107 positions
#9PGIM Custom Harvest LLCActive
Some overlap · 3 shared positions
$STT$KLAC$AXP
$8.0B
305 positions
#10Walkner Condon Financial Advisors LLCPassive
Some overlap · 3 shared positions
$STT$NU$KLAC
$871M
344 positions
#11Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 4 shared positions
$STT$NU$SCHW$AXP
$169M
339 positions
#12Opal Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$STT$ASML$AXP
$479M
225 positions
#13CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$STT$WFC$KLAC
$1.3B
99 positions
#14COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$STT$SCHW$KLAC
$427M
162 positions
#15Kagan Cocozza Asset ManagementActive
Some overlap · 3 shared positions
$STT$WFC$ADP
$162M
66 positions
#16WCG Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$STT$NU$SCHW
$4.2B
555 positions
#17Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$STT$WFC$ADP
$108M
52 positions
#18SIGNET FINANCIAL MANAGEMENT, LLC
Some overlap · 4 shared positions
$STT$ASML$WFC$KLAC
$892M
299 positions
#19Merit Financial Group, LLCPassive
Some overlap · 3 shared positions
$STT$UPS$KLAC
$16.4B
2,360 positions
#20One Wealth Map LLCActive
Some overlap · 3 shared positions
$STT$CRM$SCHW
$220M
106 positions
#21TIEMANN INVESTMENT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$STT$CRM$KLAC
$276M
207 positions
#22FLC Capital AdvisorsPassive
Some overlap · 4 shared positions
$STT$UPS$SCHW$KLAC
$622M
236 positions
#23DMKC Advisory Services, LLCActive
Some overlap · 3 shared positions
$STT$WFC$ADP
$530M
92 positions
#24Capital Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$STT$ASML$AXP
$7.7B
793 positions
#25True Vision MN LLC
Slight overlap · 3 shared positions
$STT$WFC$CRM
$194M
98 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.