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 BRANDYWINE OAK PRIVATE WEALTH

13F Portfolio OverlapQ3 2026BRANDYWINE OAK PRIVATE WEALTH portfolio →

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Most similar hedge funds by 13F overlap

BRANDYWINE OAK PRIVATE WEALTH LLC is an institutional investor managing $1.3B across 243 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BRANDYWINE OAK PRIVATE WEALTH are Financial Guidance Group, Kraft, Davis & Associates, Alliance Wealth Advisors, with shared positions in $GLDM, $BAR, $PNC, $URI, $BITW, $DOV. The full ranking of 25 similar funds is below.

#1Financial Guidance Group, Inc.Active

Notable overlap · 3 shared positions

$GLDM $BAR $PNC

$279M

94 positions

#2Kraft, Davis & Associates, LLCActive

Notable overlap · 5 shared positions

$GLDM $BAR $URI $BITW $DOV

$474M

148 positions

#3Alliance Wealth Advisors, LLC /UTPassive

Notable overlap · 3 shared positions

$GLDM $MCD $DOV

$548M

224 positions

#4Bangor Savings BankActive

Notable overlap · 3 shared positions

$GLDM $MCD $DOV

$1.3B

543 positions

#5American National Bank of TexasActive

Notable overlap · 4 shared positions

$GLDM $MCD $DOV $UNP

$109M

52 positions

#6Mills Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$GLDM $MCD $LMT

$316M

78 positions

#7S. R. Schill & AssociatesSmart money

Notable overlap · 3 shared positions

$GLDM $UNP $LMT

$159M

22 positions

#8Fortis Advisors, LLCActive

Some overlap · 3 shared positions

$GLDM $UNP $BX

$214M

122 positions

#9CONTINUUM WEALTH ADVISORS, LLCActive

Some overlap · 3 shared positions

$GLDM $UNP $MCD

$307M

77 positions

#10Accretive Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$GLDM $MCD $UNP $BX

$412M

181 positions

#11Hollow Brook Wealth Management LLCActive

Some overlap · 3 shared positions

$GLDM $AEP $MCD

$504M

78 positions

#12Cassaday & Co Wealth Management LLCSmart money

Some overlap · 3 shared positions

$GLDM $MCD $LMT

$5.7B

1,264 positions

#13NavPoint Financial, Inc.Active

Some overlap · 3 shared positions

$GLDM $DOV $MCD

$283M

75 positions

#14New Perspectives, IncActive

Some overlap · 3 shared positions

$GLDM $UNP $AEP

$329M

48 positions

#15AA Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$GLDM $DOV $MCD

$840M

251 positions

#16MACROVIEW INVESTMENT MANAGEMENT LLCActive

Some overlap · 4 shared positions

$GLDM $DOV $UNP $LMT

$167M

106 positions

#17Red Mountain Financial, LLCActive

Some overlap · 7 shared positions

$CTVA $Q $MCD $UNP $DD $LMT

$119M

82 positions

#18Lynx Investment AdvisoryPassive

Some overlap · 3 shared positions

$GLDM $DOV $PNC

$303M

228 positions

#19SWP Investment Management LLCPassive

Some overlap · 5 shared positions

$AZN $URI $UNP $PNC $BX

$145M

43 positions

#20BRIAN LOW FINANCIAL GROUP, LLCPassive

Some overlap · 5 shared positions

$URI $AZN $UNP $PNC $BX

$171M

116 positions

#21Wealth Management NebraskaSmart money

Some overlap · 3 shared positions

$GLDM $UNP $DOV

$1.1B

109 positions

#22Strategic Wealth Partners, Ltd.Passive

Some overlap · 5 shared positions

$URI $AZN $UNP $PNC $BX

$1.6B

1,462 positions

#23Frederick Financial Consultants, LLCActive

Some overlap · 5 shared positions

$GLDM $AZN $DOV $LMT $PNC

$236M

121 positions

#24Gradient Investments LLCPassive

Some overlap · 3 shared positions

$GLDM $URI $MCD

$7.0B

457 positions

#25Brookmont Capital ManagementActive

Some overlap · 5 shared positions

$AZN $Q $MCD $DD $PNC

$176M

64 positions

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View BRANDYWINE OAK PRIVATE WEALTH’s holdings

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.