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Hedge Funds Similar to BROGAN FINANCIAL,

13F Portfolio OverlapQ1 2026BROGAN FINANCIAL, portfolio →
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Most similar hedge funds by 13F overlap

BROGAN FINANCIAL, INC. is an institutional investor managing $227M across 56 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 BROGAN FINANCIAL, are 6th Street Advisors,, KFG WEALTH ,, Clarus Group,, with shared positions in $DUK, $PWR, $FANG, $AMT, $VMC, $NEE. The full ranking of 25 similar funds is below.

#16th Street Advisors, LLCActive
Substantial overlap · 5 shared positions
$DUK$PWR$FANG$AMT$VMC
$159M
59 positions
#2KFG WEALTH MANAGEMENT, LLCActive
Substantial overlap · 3 shared positions
$DUK$NEE$PWR
$774M
216 positions
#3Clarus Group, Inc.Active
Substantial overlap · 4 shared positions
$DUK$PWR$FANG$KO
$279M
113 positions
#4GUARDIAN WEALTH ADVISORS, LLC / NCPassive
Notable overlap · 3 shared positions
$DUK$PWR$MS
$1.6B
611 positions
#5Second Line Capital, LLCActive
Notable overlap · 4 shared positions
$DUK$PWR$FANG$AMT
$528M
185 positions
#6Lord & Richards Wealth Management, LLCActive
Notable overlap · 4 shared positions
$DUK$PWR$FANG$AMT
$114M
50 positions
#7Cushing Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$DUK$NEE$LOW
$130M
96 positions
#8SevenBridge Financial Group, LLCPassive
Notable overlap · 5 shared positions
$DUK$NEE$PWR$FANG$MS
$640M
202 positions
#9Park Place Capital CorpPassive
Notable overlap · 6 shared positions
$DUK$PWR$NEE$KO$FANG$AMT
$499M
850 positions
#10Pandora Wealth, Inc.
Notable overlap · 3 shared positions
$DUK$ABT$PWR
$165M
224 positions
#11Sunburst Financial Group, LLCActive
Some overlap · 3 shared positions
$DUK$MS$PWR
$543M
132 positions
#12MBE Wealth Management, LLCActive
Some overlap · 3 shared positions
$DUK$TXN$MS
$241M
141 positions
#13EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$DUK$TXN$NEE$KO$AMT$ABT
$1.4B
56 positions
#14Aptus Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$DUK$PWR$FANG
$12.7B
1,671 positions
#15Bruce & Co., Inc.Active
Some overlap · 3 shared positions
$DUK$NEE$ABT
$350M
41 positions
#16PURSUIT WEALTH STRATEGIES, LLCPassive
Some overlap · 3 shared positions
$DUK$LDOS$SAIC
$72M
109 positions
#17CAPITAL & PLANNING, LLCActive
Some overlap · 4 shared positions
$DUK$TXN$LOW$KO
$165M
172 positions
#18ONE PLUS ONE WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$DUK$PWR$NEE$FANG
$237M
89 positions
#19Uniting Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$DUK$TXN$KO$NEE
$470M
205 positions
#20Compass Ion Advisors, LLCActive
Some overlap · 3 shared positions
$DUK$NEE$MS
$1.0B
279 positions
#21LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$DUK$NEE$KO$NOC
$970M
154 positions
#22Renasant BankPassive
Some overlap · 4 shared positions
$DUK$NEE$PWR$KO
$141M
137 positions
#23MARIPAU WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$DUK$PWR$FANG
$227M
166 positions
#24Measured Risk Portfolios, Inc.Passive
Some overlap · 3 shared positions
$DUK$TXN$KO
$91M
66 positions
#25Constitution Capital LLCActive
Some overlap · 3 shared positions
$DUK$NEE$KO
$200M
61 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.