What hedge funds are most similar to Brendel Financial Advisors LLC?

The funds with the most similar 13F portfolios to Brendel Financial Advisors LLC are CHILTON INVESTMENT, PENINSULA ASSET, Kinloch ,, based on overlapping conviction holdings in the latest SEC filings.

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 Brendel Financial Advisors

13F Portfolio OverlapQ1 2026Brendel Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Brendel Financial Advisors LLC is an institutional investor managing $202M across 95 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 Brendel Financial Advisors are CHILTON INVESTMENT, PENINSULA ASSET, Kinloch ,, with shared positions in $SHW, $CTAS, $AXP, $IBM, $NEE, $NDSN. The full ranking of 25 similar funds is below.

#1CHILTON INVESTMENT CO INC.Active

Notable overlap · 4 shared positions

$SHW $CTAS $AXP $IBM

$4.3B

280 positions

#2PENINSULA ASSET MANAGEMENT INCPassive

Notable overlap · 5 shared positions

$SHW $NEE $CTAS $NDSN $IBM

$196M

53 positions

#3Kinloch Capital, LLCPassive

Notable overlap · 6 shared positions

$NEE $TGT $GD $IBM $ADM $ATO

$245M

83 positions

#4Stokes Capital Advisors, LLCPassive

Notable overlap · 5 shared positions

$AXP $IBM $CB $NEE $SHW

$446M

104 positions

#5WESPAC Advisors SoCal, LLCPassive

Notable overlap · 5 shared positions

$SHW $GD $PLTR $VRT $IBM

$470M

119 positions

#6Mason & Associates IncActive

Notable overlap · 4 shared positions

$SHW $BAR $PLTR $VRT

$516M

160 positions

#7Orion Investment CoActive

Notable overlap · 5 shared positions

$NEE $GD $PLTR $CMI $ATO

$315M

69 positions

#8Catherine Avery Investment Management LLCPassive

Notable overlap · 5 shared positions

$NEE $TGT $IBM $SWK $CMI

$223M

109 positions

#9Asset Advisors Investment Management, LLCActive

Notable overlap · 6 shared positions

$CTAS $CB $DOV $SHW $NEE $ATO

$1.0B

106 positions

#10DEMMING FINANCIAL SERVICES CORP /ADVSmart money

Notable overlap · 3 shared positions

$SHW $PLTR $CMI

$138M

37 positions

#11CONTRAVISORY INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 5 shared positions

$TGT $AXP $CTAS $IBM $PLTR

$488M

366 positions

#12Aragon Global Management, LPActive

Notable overlap · 3 shared positions

$SHW $PLTR $VRT

$143M

18 positions

#13ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 4 shared positions

$AXP $CB $NDSN $GD

$1.7B

86 positions

#14Cornerstone Select Advisors, LLCPassive

Notable overlap · 6 shared positions

$PLTR $LRCX $SHW $ARCC $VRT $IBM

$160M

124 positions

#15Cullen Capital Management, LLCActive

Notable overlap · 4 shared positions

$NEE $GD $CB $TGT

$9.8B

213 positions

#16HFR Wealth Management, LLCActive

Notable overlap · 3 shared positions

$DOV $NEE $CTAS

$407M

49 positions

#17Rayburn West Financial Services LLCPassive

Some overlap · 4 shared positions

$AXP $TGT $IBM $GD

$170M

82 positions

#18Legacy Financial Strategies, LLCActive

Some overlap · 7 shared positions

$SHW $ATO $NEE $CTAS $NDSN $EXPD

$554M

140 positions

#19Rockline Wealth Management, LLCActive

Some overlap · 6 shared positions

$PLTR $LRCX $GD $NEE $VRT $DOV

$460M

108 positions

#20Financial & Tax Architects, LLCPassive

Some overlap · 4 shared positions

$NEE $IBM $GD $SHW

$448M

108 positions

#21WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 4 shared positions

$DOV $NEE $CB $GD

$2.1B

122 positions

#22Paradiem, LLCPassive

Some overlap · 4 shared positions

$NEE $GD $LRCX $ATO

$454M

70 positions

#23MCDANIEL TERRY & COActive

Some overlap · 4 shared positions

$DOV $CTAS $NDSN $LRCX

$1.2B

81 positions

#24Shelter Mutual Insurance CoPassive

Some overlap · 4 shared positions

$IBM $AXP $NEE $TGT

$450M

58 positions

#25Kozak & Associates, Inc.Active

Some overlap · 4 shared positions

$SHW $XYZ $AXP $NEE

$576M

451 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.