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 OverlapQ1 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 245 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 BRANDYWINE OAK PRIVATE WEALTH are Legacy Edge Advisors,, Financial Futures Ltd Liability, Financial Freedom,, with shared positions in $USB, $SNOW, $DDOG, $NOW, $COP, $CTVA. The full ranking of 25 similar funds is below.

#1Legacy Edge Advisors, LLCActive

Notable overlap · 8 shared positions

$USB $SNOW $DDOG $NOW $COP $CTVA

$951M

223 positions

#2Financial Futures Ltd Liability Co.Active

Notable overlap · 5 shared positions

$USB $SNOW $DDOG $UNIT $NOW

$228M

72 positions

#3Financial Freedom, LLCPassive

Notable overlap · 5 shared positions

$USB $MAR $UNIT $BRZE $NOW

$201M

426 positions

#4Strategic Financial Services, Inc.Smart money

Notable overlap · 5 shared positions

$USB $GLDM $BRZE $COP $DDOG

$2.1B

152 positions

#5Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 4 shared positions

$USB $MAR $GLDM $COP

$153M

344 positions

#6Benchmark Financial, LLCActive

Notable overlap · 4 shared positions

$USB $SNOW $DDOG $COP

$111M

52 positions

#7Sagace Wealth Management LLCPassive

Notable overlap · 5 shared positions

$USB $SNOW $UNIT $BRZE $COP

$149M

70 positions

#8Foundation Wealth Management, LLC\PAActive

Notable overlap · 7 shared positions

$USB $SNOW $AZN $CTVA $COP $MAR

$284M

91 positions

#9Longview Financial Advisors LLCActive

Notable overlap · 3 shared positions

$USB $SNOW $COP

$184M

157 positions

#1025 LLCActive

Notable overlap · 4 shared positions

$USB $DDOG $UNIT $BRZE

$324M

69 positions

#11Newton One Investments LLCActive

Notable overlap · 4 shared positions

$USB $DDOG $UNIT $SNOW

$368M

121 positions

#12DecisionPoint Financial, LLCActive

Notable overlap · 4 shared positions

$USB $MAR $BRZE $COP

$464M

679 positions

#13NEPC LLCSmart money

Notable overlap · 6 shared positions

$USB $GLDM $COP $NOW $BRZE $DDOG

$5.0B

51 positions

#14Pioneer Wealth Management GroupSmart money

Notable overlap · 5 shared positions

$USB $UNIT $DDOG $MAR $NOW

$357M

50 positions

#15Rosenberg Matthew HamiltonActive

Notable overlap · 4 shared positions

$USB $SNOW $COP $MAR

$488M

799 positions

#16KEYVANTAGE WEALTH, LLCActive

Notable overlap · 4 shared positions

$USB $DDOG $TXN $COP

$227M

92 positions

#17Hassell Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$USB $DDOG $COP

$298M

28 positions

#18Marion Wealth ManagementPassive

Notable overlap · 4 shared positions

$USB $MAR $CTVA $COP

$451M

146 positions

#19VERUS WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$USB $DDOG $COP

$108M

49 positions

#20Bishop & Co Investment Management, LLCSmart money

Notable overlap · 4 shared positions

$USB $CTVA $SNOW $UNIT

$292M

26 positions

#21Graetz Wealth LLCPassive

Notable overlap · 5 shared positions

$USB $SNOW $GLDM $UNIT $DDOG

$112M

80 positions

#22Shotwell Rutter Baer IncActive

Notable overlap · 4 shared positions

$USB $TXN $NOW $COP

$170M

38 positions

#23SpringVest Wealth Management LLCActive

Notable overlap · 3 shared positions

$USB $DDOG $COP

$146M

67 positions

#24Equita Financial Network, Inc.Active

Notable overlap · 8 shared positions

$USB $DDOG $TXN $NOW $BRZE $GLDM

$318M

87 positions

#25Envision Financial LLCActive

Notable overlap · 3 shared positions

$USB $DDOG $UNIT

$186M

46 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.