What hedge funds are most similar to Brown Miller Wealth Management, LLC?

The funds with the most similar 13F portfolios to Brown Miller Wealth Management, LLC are MATTERN ,, Somerset, BARTLETT & WEALTH, 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 Brown Miller Wealth ,

13F Portfolio OverlapQ1 2026Brown Miller Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Brown Miller Wealth Management, LLC is an institutional investor managing $397M across 204 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 Brown Miller Wealth , are MATTERN ,, Somerset, BARTLETT & WEALTH, with shared positions in $NEE, $CB, $LIN, $LOW, $ABT, $GD. The full ranking of 25 similar funds is below.

#1MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 9 shared positions

$NEE $CB $LIN $LOW $ABT $GD

$835M

170 positions

#2Somerset Trust CoPassive

Notable overlap · 7 shared positions

$NEE $CB $LIN $LOW $ABT $ADI

$326M

174 positions

#3BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$NEE $LIN $LOW $ADI $ABT $CB

$7.8B

1,278 positions

#4Kesler, Norman & Wride, LLCPassive

Notable overlap · 8 shared positions

$CB $NEE $LOW $ADI $ABT $GD

$581M

245 positions

#5NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$NEE $ABT $ADI $KMI $CB $GD

$367M

141 positions

#6WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 8 shared positions

$NEE $CB $ABT $DIS $ICE $SYK

$2.1B

122 positions

#7Steigerwald, Gordon & Koch Inc.Passive

Some overlap · 7 shared positions

$NEE $LIN $KMI $DIS $IBM $SYK

$974M

782 positions

#8BRADY FAMILY WEALTH, LLCPassive

Some overlap · 7 shared positions

$CB $LOW $ABT $ADI $GD $SYK

$321M

110 positions

#9Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$NEE $CB $LIN $ABT $IBM $SYK

$446M

104 positions

#10Nicholson Wealth Management Group, LLCPassive

Some overlap · 7 shared positions

$LIN $CB $ADI $NEE $GD $PLD

$172M

114 positions

#11CAMDEN NATIONAL BANKPassive

Some overlap · 6 shared positions

$NEE $CB $LIN $KMI $PLD $ACN

$739M

164 positions

#12FULTON BREAKEFIELD BROENNIMAN LLCActive

Some overlap · 7 shared positions

$NEE $LIN $LOW $GD $UNH $SYK

$1.5B

200 positions

#13Cullen Capital Management, LLCActive

Some overlap · 6 shared positions

$NEE $CB $LOW $GD $UNH $PM

$9.8B

213 positions

#14PIONEER TRUST BANK N A/ORPassive

Some overlap · 6 shared positions

$NEE $LOW $ABT $DIS $UNH $ACN

$412M

83 positions

#15BKM Wealth Management, LLCPassive

Some overlap · 7 shared positions

$ADI $LIN $ABT $LOW $GD $IBM

$274M

148 positions

#16TCTC Holdings, LLCActive

Some overlap · 7 shared positions

$CB $LIN $NEE $IBM $LOW $PM

$3.5B

220 positions

#17FORBES J M & CO LLPActive

Some overlap · 6 shared positions

$NEE $LIN $ABT $IBM $ICE $PLD

$1.2B

150 positions

#18CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$CB $LIN $ADI $KMI $SYK $ACN

$6.4B

290 positions

#19Callahan Advisors, LLCPassive

Some overlap · 6 shared positions

$NEE $CB $LOW $UNH $KMI $SYK

$1.2B

177 positions

#20Minot DeBlois Advisors LLCPassive

Some overlap · 6 shared positions

$CB $ABT $ADI $NEE $DIS $ACN

$110M

226 positions

#21Smith, Salley & AssociatesPassive

Some overlap · 5 shared positions

$NEE $LIN $LOW $ADI $ABT

$2.0B

267 positions

#22BROADWATER CAPITAL MANAGEMENT LLC

Some overlap · 7 shared positions

$ABT $ADI $DIS $GD $IBM $SYK

$134M

211 positions

#23Loudon Investment Management, LLCPassive

Some overlap · 6 shared positions

$NEE $LOW $ABT $PLD $O $ACN

$186M

95 positions

#24FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive

Some overlap · 7 shared positions

$LOW $NEE $ABT $IBM $ICE $UNH

$1.1B

175 positions

#25ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Some overlap · 6 shared positions

$NEE $ADI $CB $KMI $GD $LIN

$331M

183 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.