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Hedge Funds Similar to Brand Asset Group,

13F Portfolio OverlapQ1 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 $385M across 193 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 Brand Asset Group, are Shakespeare Wealth ,, Hound Partners,, Heritage Wealth , /CA/, with shared positions in $SE, $UNIT, $SNOW, $SHW, $WT, $PLTR. The full ranking of 25 similar funds is below.

#1Shakespeare Wealth Management, LLCActive
Notable overlap · 5 shared positions
$SE$UNIT$SNOW$SHW$WT
$422M
98 positions
#2Hound Partners, LLCActive
Some overlap · 3 shared positions
$SE$PLTR$UNH
$799M
35 positions
#3Heritage Wealth Management, Inc. /CA/Passive
Some overlap · 3 shared positions
$SE$PLTR$SNOW
$181M
94 positions
#4Westfuller Advisors, LLCPassive
Some overlap · 3 shared positions
$SE$SNOW$IAUM
$232M
756 positions
#5TIAA Wealth Investment Management LLCActive
Some overlap · 3 shared positions
$SE$SNOW$UNH
$13.1B
563 positions
#6Fedenia Advisers LLCActive
Some overlap · 3 shared positions
$SE$PLTR$SNOW
$135M
95 positions
#7Arcadia Wealth Management, LLCActive
Some overlap · 3 shared positions
$SE$SNOW$NKE
$276M
67 positions
#8Morningstar Investment Management LLCPassive
Some overlap · 3 shared positions
$SE$SNOW$RELX
$1.6B
315 positions
#9Fund Evaluation Group, LLCSmart money
Some overlap · 3 shared positions
$SE$SNOW$NKE
$3.3B
73 positions
#10Cornerstone National Bank & Trust CoPassive
Some overlap · 4 shared positions
$SE$SNOW$PLTR$NKE
$271M
209 positions
#11Topel & Distasi Wealth Management, LLCActive
Some overlap · 4 shared positions
$SE$UNIT$USB$SNOW
$193M
58 positions
#12KEYSTONE INVESTORS PTE LTD
Some overlap · 3 shared positions
$SE$SNOW$USB
$1.1B
77 positions
#13MMA ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$SE$SNOW$USB
$284M
179 positions
#14BLUELINE ADVISORS LLCActive
Some overlap · 5 shared positions
$SE$USB$SHW$WT$RELX
$129M
217 positions
#15SWP FINANCIAL LLCActive
Some overlap · 4 shared positions
$SE$DOV$SNOW$UNH
$196M
71 positions
#16Triad Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$SE$SNOW$WT
$1.3B
478 positions
#17rebel Financial LLCPassive
Some overlap · 5 shared positions
$SE$SNOW$UNIT$USB$WT
$231M
65 positions
#18SYM FINANCIAL CorpActive
Some overlap · 3 shared positions
$SE$DOV$WT
$1.0B
415 positions
#19Dodds Wealth, LLCSmart money
Some overlap · 3 shared positions
$SE$USB$DOV
$407M
51 positions
#20Center For Asset Management LLCPassive
Some overlap · 3 shared positions
$SE$UNIT$USB
$201M
144 positions
#21DORVAL CorpActive
Some overlap · 3 shared positions
$SE$DOV$WT
$322M
45 positions
#22TIGER GLOBAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$SE$UNH$SHW
$22.8B
54 positions
#23Spectrum Strategic Capital Management, LLCActive
Some overlap · 3 shared positions
$SE$IAUM$RELX
$186M
76 positions
#24Snider Financial GroupPassive
Some overlap · 3 shared positions
$SE$SHW$RELX
$331M
102 positions
#25Aspect Partners, LLCPassive
Some overlap · 5 shared positions
$SE$USB$WT$IAUM$PLTR
$245M
709 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.