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Hedge Funds Similar to Bradley & Private Wealth ,

13F Portfolio OverlapQ1 2026Bradley & Private Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Bradley & Co. Private Wealth Management, LLC is an institutional investor managing $190M across 215 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 Bradley & Private Wealth , are CACTI ASSET, BERKSHIRE HATHAWAY, Financial Avengers,, with shared positions in $AXP, $DIS, $BRZE, $KO, $DAL, $SBUX. The full ranking of 25 similar funds is below.

#1CACTI ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$AXP$DIS$BRZE$KO
$2.0B
76 positions
#2BERKSHIRE HATHAWAY INCSmart money
Some overlap · 3 shared positions
$AXP$DAL$KO
$263.1B
29 positions
#3Financial Avengers, Inc.Active
Some overlap · 3 shared positions
$AXP$DIS$SBUX
$219M
151 positions
#4Chapman Investment Management, LLCActive
Some overlap · 4 shared positions
$AXP$DIS$SBUX$MKL
$121M
26 positions
#5Focused Investors LLCActive
Some overlap · 4 shared positions
$AXP$DIS$FDX$MCD
$3.1B
22 positions
#6NOESIS CAPITAL MANGEMENT CORPPassive
Some overlap · 3 shared positions
$AXP$DIS$NEE
$676M
125 positions
#7Pavion Blue Capital, LLCPassive
Some overlap · 7 shared positions
$AXP$DIS$FDX$SBUX$KO$MKL
$230M
108 positions
#8Iron Gate Global Advisors LLCActive
Some overlap · 3 shared positions
$AXP$PLTR$UNIT
$947M
105 positions
#9Drexel Morgan & Co.Active
Some overlap · 4 shared positions
$AXP$DIS$KO$MCD
$682M
60 positions
#10FOUNDERS CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$AXP$DIS$FDX$KO
$608M
74 positions
#11Colter Lewis Investment Partners LLCPassive
Some overlap · 5 shared positions
$AXP$IAU$MKL$NEE$MAR
$106M
111 positions
#12UNIO CAPITAL LLCActive
Some overlap · 3 shared positions
$AXP$MCD$KO
$466M
21 positions
#13AlpenGlobal Capital LLCPassive
Some overlap · 3 shared positions
$AXP$DIS$MCD
$157M
36 positions
#14HS Management Partners, LLCActive
Some overlap · 5 shared positions
$AXP$DIS$SBUX$KO$MCD
$286M
24 positions
#15Capital Wealth Planning, LLCActive
Some overlap · 4 shared positions
$AXP$FDX$KO$MCD
$18.1B
151 positions
#16CFC Planning Co LLCPassive
Some overlap · 3 shared positions
$AXP$DIS$KO
$140M
72 positions
#17TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICAActive
Some overlap · 3 shared positions
$AXP$KO$BRZE
$80M
84 positions
#18SHAYNE & JACOBS, LLCActive
Some overlap · 3 shared positions
$AXP$DIS$UNIT
$324M
94 positions
#19Chemistry Wealth Management LLCPassive
Some overlap · 4 shared positions
$AXP$IAU$MKL$UNIT
$569M
204 positions
#20Torrey Growth & Income AdvisorsActive
Some overlap · 3 shared positions
$AXP$PLTR$MAR
$239M
110 positions
#21INKWELL CAPITAL LLCActive
Some overlap · 5 shared positions
$AXP$DIS$BRZE$SBUX$MKL
$98M
31 positions
#22Hamilton Point Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$AXP$IAU$NEE
$649M
186 positions
#23DCM Advisors, LLCActive
Some overlap · 3 shared positions
$AXP$DIS$MCD
$220M
38 positions
#24Perennial Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$DIS$FDX$SBUX$MCD
$587M
122 positions
#25MFA WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$AXP$IAU$KO$MAR
$508M
88 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.