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Hedge Funds Similar to Briaud Financial Planning,

13F Portfolio OverlapQ1 2026Briaud Financial Planning, portfolio →
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Most similar hedge funds by 13F overlap

Briaud Financial Planning, Inc is an institutional investor managing $381M across 38 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 Briaud Financial Planning, are Ipsen Advisor Group, MAINSTAY /ADV, McAlvany Wealth, with shared positions in $SLV, $IAU, $ADI, $AMGN, $LMT, $PPLT. The full ranking of 25 similar funds is below.

#1Ipsen Advisor Group LLCPassive
Notable overlap · 5 shared positions
$SLV$IAU$ADI$AMGN$LMT
$143M
104 positions
#2MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 3 shared positions
$SLV$IAU$AMGN
$1.3B
143 positions
#3McAlvany Wealth Management LLCPassive
Some overlap · 3 shared positions
$SLV$IAU$PPLT
$149M
42 positions
#4Corecam AGActive
Some overlap · 3 shared positions
$SLV$PPLT$LMT
$117M
59 positions
#5PTM WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SLV$KKR$LMT
$189M
56 positions
#6Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$SLV$IAU$AMGN
$477M
70 positions
#7Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 3 shared positions
$SLV$IAU$SAN
$414M
694 positions
#8Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 3 shared positions
$SLV$IAU$AMGN
$101M
307 positions
#9Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$SLV$IAU$KKR
$130M
96 positions
#10Principia Wealth Advisory, LLC
Some overlap · 3 shared positions
$SLV$IAU$KKR
$160M
1,015 positions
#11Vivaldi Capital Management LPPassive
Some overlap · 3 shared positions
$SLV$IAU$AMGN
$723M
290 positions
#12Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$SLV$IAU$AMGN
$701M
261 positions
#13CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 4 shared positions
$IAU$SLV$KKR$SAN
$149M
96 positions
#14Twelve Points Wealth Management LLCPassive
Some overlap · 3 shared positions
$SLV$IAU$JBL
$455M
200 positions
#15Independent Wealth Network Inc.Passive
Some overlap · 4 shared positions
$SLV$IAU$KKR$SAN
$337M
301 positions
#16ALTERNA WEALTH MANAGEMENT, INCPassive
Some overlap · 3 shared positions
$IAU$SLV$SAN
$132M
105 positions
#17Eagle Strategies LLCPassive
Some overlap · 3 shared positions
$SLV$IAU$KKR
$837M
258 positions
#18WealthCare Investment Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$SLV$SAN
$360M
191 positions
#19Cypress Capital GroupPassive
Some overlap · 4 shared positions
$IAU$SLV$AMGN$LMT
$889M
246 positions
#20WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 3 shared positions
$IAU$SLV$KKR
$284M
123 positions
#21CPR Investments Inc.Active
Some overlap · 3 shared positions
$IAU$SLV$LMT
$150M
51 positions
#22AUGUSTINE ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$SLV$AMGN$LMT
$444M
112 positions
#23DAHRING {-} CUSMANO LLCActive
Some overlap · 3 shared positions
$IAU$SLV$KKR
$163M
58 positions
#24STEPHEN J. GARRY & ASSOCIATES, LLCActive
Some overlap · 3 shared positions
$IAU$SLV$SAN
$124M
51 positions
#25Wealth Quarterback LLCPassive
Some overlap · 4 shared positions
$IAU$SLV$SAN$LMT
$254M
163 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.