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Hedge Funds Similar to Bryant Woods Investment Advisors,

13F Portfolio OverlapQ1 2026Bryant Woods Investment Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Bryant Woods Investment Advisors, LLC is an institutional investor managing $272M across 58 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 Bryant Woods Investment Advisors, are DIVERSIFIED, Mesirow Financial Investment ,, Mill ,, with shared positions in $BRZE, $HUM, $WTM, $SCHW, $MU, $LIN. The full ranking of 25 similar funds is below.

#1DIVERSIFIED MANAGEMENT INCPassive
Slight overlap · 5 shared positions
$BRZE$HUM$WTM$SCHW$MU
$583M
262 positions
#2Mesirow Financial Investment Management, Inc.Active
Slight overlap · 4 shared positions
$LIN$BRZE$HUM$UNP
$6.2B
517 positions
#3Mill Capital Management, LLCActive
Slight overlap · 4 shared positions
$LHX$LIN$UNP$MU
$1.3B
130 positions
#4Somerset Trust CoPassive
Slight overlap · 4 shared positions
$LHX$LIN$MU$ES
$326M
174 positions
#5ROBERTS GLORE & CO INC /IL/Passive
Slight overlap · 4 shared positions
$LIN$HUM$UNP$MTB
$364M
216 positions
#6Prudent Man Advisors, LLCPassive
Slight overlap · 4 shared positions
$LHX$BRZE$SCHW$MU
$334M
134 positions
#7UNIVEST FINANCIAL CorpActive
Slight overlap · 4 shared positions
$LHX$BRZE$SCHW$MU
$1.8B
254 positions
#8Town & Country Bank & Trust CO dba First Bankers Trust COPassive
Slight overlap · 4 shared positions
$LHX$LIN$UNP$MPC
$296M
146 positions
#9BKM Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$LHX$LIN$SCHW$MPC
$274M
148 positions
#10SEAMOUNT FINANCIAL GROUP INCPassive
Slight overlap · 4 shared positions
$BRZE$HUM$UNP$SCHW
$222M
135 positions
#11COMMUNITY TRUST & INVESTMENT COActive
Slight overlap · 4 shared positions
$LHX$LIN$SCHW$SLB
$1.8B
140 positions
#12Medallion Wealth Advisors, LLCPassive
Slight overlap · 4 shared positions
$BRZE$HUM$UNP$SCHW
$306M
1,121 positions
#13Nabity-Jensen Investment Management IncActive
Slight overlap · 4 shared positions
$BRZE$LIN$UNP$SCHW
$144M
70 positions
#14Note Advisors, LLCActive
Slight overlap · 4 shared positions
$BRZE$HUM$SCHW$MTB
$200M
85 positions
#15Clearbridge Investments, LLCPassive
Slight overlap · 3 shared positions
$LHX$LIN$UNP
$114.9B
690 positions
#16Unify Financial AdvisorsPassive
Slight overlap · 4 shared positions
$BRZE$HUM$SCHW$MU
$96M
89 positions
#17Scott & Selber, Inc.Active
Slight overlap · 4 shared positions
$BRZE$HUM$SCHW$MU
$387M
91 positions
#18Cambridge Advisors Inc.Active
Slight overlap · 4 shared positions
$HUM$BRZE$UNP$SCHW
$515M
178 positions
#19Spectrum Asset Management, Inc. (NB/CA)Passive
Slight overlap · 3 shared positions
$LHX$LIN$SCHW
$315M
109 positions
#20Artisan Partners Limited PartnershipActive
Slight overlap · 3 shared positions
$LHX$LIN$SCHW
$62.3B
334 positions
#21Meridian Financial Partners LLCActive
Slight overlap · 3 shared positions
$LHX$LIN$UNP
$263M
121 positions
#22Sunpointe, LLCPassive
Slight overlap · 4 shared positions
$HUM$BRZE$SCHW$MU
$305M
266 positions
#23Mattern Wealth Management LLCActive
Slight overlap · 3 shared positions
$LHX$LIN$UNP
$513M
158 positions
#24Shelter Mutual Insurance CoPassive
Slight overlap · 3 shared positions
$LIN$BRZE$UNP
$450M
58 positions
#25WETZEL INVESTMENT ADVISORS, INC.Active
Slight overlap · 4 shared positions
$BRZE$HUM$UNP$MPC
$252M
131 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.