Hedge Funds Similar to Brown Financial Advisory

13F Portfolio OverlapQ1 2026Brown Financial Advisory portfolio →

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Most similar hedge funds by 13F overlap

Brown Financial Advisory is an institutional investor managing $202M across 49 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 Financial Advisory are Wolff Financial, WOODMONT INVESTMENT COUNSEL, BRIGHTON SECURITIES, with shared positions in $GMM, $KKR, $UPST, $SO. The full ranking of 24 similar funds is below.

#1Wolff Financial Management LLCActive

Slight overlap · 3 shared positions

$GMM $KKR $UPST

$453M

103 positions

#2WOODMONT INVESTMENT COUNSEL LLCActive

Slight overlap · 3 shared positions

$GMM $KKR $UPST

$1.6B

263 positions

#3BRIGHTON SECURITIES CORP.Smart money

Slight overlap · 3 shared positions

$208M

47 positions

#4CREATIVE FINANCIAL DESIGNS INC /ADVPassive

Slight overlap · 3 shared positions

$KKR $GMM $UPST

$1.6B

2,162 positions

#5Walsh & Associates, LLCPassive

Slight overlap · 3 shared positions

$101M

287 positions

#6Clarity Capital Advisors, LLCActive

Slight overlap · 3 shared positions

$KKR $GMM $UPST

$215M

95 positions

#7Sunburst Financial Group, LLCActive

Slight overlap · 3 shared positions

$543M

132 positions

#8Salomon & Ludwin, LLCPassive

Slight overlap · 3 shared positions

$KKR $GMM $UPST

$1.1B

2,097 positions

#9Breakwater Investment ManagementPassive

Slight overlap · 3 shared positions

$KKR $UPST $GMM

$269M

506 positions

#10Excelsior Advisor Network LLCPassive

Slight overlap · 3 shared positions

$263M

226 positions

#11AEGON USA Investment Management, LLCSmart money

Slight overlap · 3 shared positions

$128M

41 positions

#12Global Wealth Management Investment Advisory, Inc.Passive

Slight overlap · 3 shared positions

$638M

158 positions

#13TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive

Slight overlap · 3 shared positions

$1.6B

271 positions

#14Kuhn & Co Investment CounselPassive

Slight overlap · 3 shared positions

$155M

142 positions

#15Approach Retirement Advisors, LLCActive

Slight overlap · 3 shared positions

$120M

79 positions

#16Sound Portfolio Advisors, LLCActive

Slight overlap · 3 shared positions

$123M

44 positions

#17LuminArx Capital Management LPActive

Slight overlap · 3 shared positions

$136M

83 positions

#18Rodgers & Associates, LTDActive

Slight overlap · 3 shared positions

$982M

101 positions

#19Valmark Advisers, Inc.Active

Slight overlap · 3 shared positions

$KKR $GMM $UPST

$8.4B

677 positions

#20Level Wealth Management LLCSmart money

Slight overlap · 3 shared positions

$213M

67 positions

#21Edge Financial Advisors LLC

Slight overlap · 3 shared positions

$238M

135 positions

#22Carroll Advisory Group, LLCActive

Slight overlap · 3 shared positions

$UPST $GMM $KKR

$258M

68 positions

#23Rockbridge Investment Management, LCCSmart money

Slight overlap · 3 shared positions

$GMM $KKR $UPST

$1.1B

137 positions

#24VANGUARD ADVISERS INCSmart money

Slight overlap · 3 shared positions

$UPST $KKR $GMM

$25.5B

668 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.