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Hedge Funds Similar to Brand Asset Group

13F Portfolio OverlapQ2 2026Brand Asset Group portfolio →
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Most similar hedge funds by 13F overlap

Brand Asset Management Group, Inc. is an institutional investor managing $452M across 223 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 Brand Asset Group are Cypress Point Wealth, Murphy & Mullick, SHEPHERD WEALTH Ltd LIABILITY, with shared positions in $PLTR, $KLAC, $CRWD, $DOV, $AXON, $CINF. The full ranking of 25 similar funds is below.

#1Cypress Point Wealth Management, LLCActive
Some overlap · 3 shared positions
$PLTR$KLAC$CRWD
$492M
142 positions
#2Murphy & Mullick Capital Management CorpPassive
Some overlap · 5 shared positions
$DOV$PLTR$KLAC$CRWD$AXON
$161M
666 positions
#3SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
Some overlap · 3 shared positions
$PLTR$CRWD$CINF
$181M
57 positions
#4Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$CRWD$KLAC$RBC
$819M
339 positions
#5McBroom & Associates, LLCActive
Some overlap · 3 shared positions
$PLTR$AXON$USB
$199M
37 positions
#6SBI Securities Co., Ltd.Passive
Some overlap · 3 shared positions
$DOV$PLTR$CRWD
$4.4B
4,072 positions
#7Destiny Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$PLTR$DOV$CRWD
$709M
186 positions
#8Realta Investment AdvisorsPassive
Some overlap · 3 shared positions
$PLTR$CRWD$KLAC
$322M
378 positions
#9Titan Wealth (CI) LtdPassive
Some overlap · 3 shared positions
$PLTR$CRWD$KLAC
$269M
51 positions
#10Keystone Financial GroupPassive
Some overlap · 3 shared positions
$PLTR$MDY$CRWD
$1.7B
567 positions
#11FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$PLTR$KLAC$CRWD
$490M
188 positions
#12Disciplined Equity Management, Inc.Smart money
Some overlap · 3 shared positions
$PLTR$CRWD$USB
$226M
45 positions
#13Menard Financial Group LLCActive
Some overlap · 3 shared positions
$PLTR$CRWD$KLAC
$184M
80 positions
#14MAYPORT, LLCSmart money
Some overlap · 4 shared positions
$DOV$PLTR$MDY$KLAC
$645M
134 positions
#15Wealth Management Associates, Inc.Passive
Some overlap · 3 shared positions
$PLTR$CRWD$AXON
$362M
254 positions
#16Rockline Wealth Management, LLCActive
Some overlap · 3 shared positions
$PLTR$KLAC$DOV
$522M
107 positions
#17SPIREPOINT PRIVATE CLIENT, LLCPassive
Some overlap · 3 shared positions
$PLTR$KLAC$AXON
$1.2B
332 positions
#18Wisconsin Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$CRWD$GLTR
$117M
90 positions
#19MontVue Capital Management, Inc.Active
Some overlap · 3 shared positions
$DOV$KLAC$MDY
$174M
78 positions
#20KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$PLTR$CRWD$KLAC
$351M
166 positions
#21Orcam Financial GroupActive
Some overlap · 3 shared positions
$DOV$KLAC$MDY
$205M
105 positions
#22FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$DOV$USB$AEE
$149M
155 positions
#23Markin Volterra Fund LPActive
Some overlap · 4 shared positions
$PLTR$KLAC$CRWD$JBL
$147M
69 positions
#24Benchmark Investment Advisors LLCPassive
Some overlap · 3 shared positions
$PLTR$CRWD$KLAC
$228M
70 positions
#25Secure Asset Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$DOV$CRWD
$714M
333 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.