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 BRADY FAMILY WEALTH,

13F Portfolio OverlapQ1 2026BRADY FAMILY WEALTH, portfolio →

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Most similar hedge funds by 13F overlap

BRADY FAMILY WEALTH, LLC is an institutional investor managing $346M across 113 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 BRADY FAMILY WEALTH, are Somerset, Kesler, Norman & Wride,, ROFFMAN MILLER ASSOCIATES /PA/, with shared positions in $ADI, $LOW, $AMGN, $CB, $ABT, $GD. The full ranking of 25 similar funds is below.

#1Somerset Trust CoPassive

Notable overlap · 12 shared positions

$ADI $LOW $AMGN $CB $ABT $GD

$326M

174 positions

#2Kesler, Norman & Wride, LLCPassive

Notable overlap · 10 shared positions

$ADI $CB $LOW $AMGN $GD $PSX

$581M

245 positions

#3ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 9 shared positions

$SYK $CB $TXN $TJX $GD $MCD

$1.7B

86 positions

#4BONTEMPO OHLY CAPITAL MGMT LLCActive

Notable overlap · 9 shared positions

$LOW $TXN $AMGN $GD $BR $ITW

$222M

34 positions

#5Palisade Asset Management, LLCActive

Notable overlap · 9 shared positions

$AMGN $ABT $TJX $GD $TXN $SYK

$996M

195 positions

#6MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 9 shared positions

$PSX $LOW $CB $GD $ABT $BR

$835M

170 positions

#7LETSON INVESTMENT MANAGEMENT, INC.Active

Notable overlap · 8 shared positions

$SYK $ABT $AMGN $CB $ACN $MCD

$260M

101 positions

#8KANAWHA CAPITAL MANAGEMENT LLCActive

Notable overlap · 9 shared positions

$LOW $CB $ITW $ABT $MCD $ADP

$1.4B

221 positions

#9SMITH CHAS P & ASSOCIATES PA CPASActive

Notable overlap · 8 shared positions

$CB $AMGN $GD $ITW $ACN $APD

$1.8B

176 positions

#10Haverford Financial Services, Inc.Active

Notable overlap · 8 shared positions

$LOW $TJX $SYK $TXN $ACN $APD

$336M

46 positions

#11First Long Island Investors, LLCActive

Notable overlap · 8 shared positions

$LOW $AMGN $ABT $ITW $MCD $ADP

$1.2B

70 positions

#12CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

$LOW $ADI $TXN $SYK $SBUX $APH

$1.2B

103 positions

#13Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 7 shared positions

$PSX $AMGN $LOW $GD $ITW $ACN

$105M

62 positions

#14CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$ADI $CB $BR $TJX $SYK $ACN

$6.4B

283 positions

#15Walsky Investment Management, Inc.Active

Notable overlap · 8 shared positions

$ABT $TXN $LOW $AMGN $APD $MCD

$98M

50 positions

#16Bath Savings Trust CoActive

Notable overlap · 7 shared positions

$SYK $TJX $ABT $BR $ADP $MCD

$936M

168 positions

#17PIONEER TRUST BANK N A/ORActive

Notable overlap · 9 shared positions

$LOW $TJX $ABT $ITW $ACN $MCD

$412M

83 positions

#18Baker Chad RActive

Notable overlap · 7 shared positions

$ADI $TJX $ABT $LOW $SYK $ADP

$530M

56 positions

#19Exeter Financial, LLCPassive

Notable overlap · 8 shared positions

$AMGN $TXN $GD $MCD $PSX $APD

$245M

98 positions

#20Willis Investment CounselActive

Notable overlap · 8 shared positions

$CB $TXN $ACN $GD $MCD $ADP

$1.8B

123 positions

#21Boit C F DavidActive

Notable overlap · 7 shared positions

$CB $SYK $ADI $ABT $MCD $ADP

$225M

117 positions

#22Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$CB $SYK $TJX $TXN $ABT $MCD

$446M

104 positions

#23Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$LOW $TJX $AMGN $ABT $MCD $SBUX

$353M

78 positions

#24Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 7 shared positions

$ADI $AMGN $GD $ITW $APD $MCD

$184M

32 positions

#25VIRGINIA WEALTH MANAGEMENT GROUP, INC.Active

Notable overlap · 8 shared positions

$CB $PSX $AMGN $MCD $ADI $MDT

$187M

55 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.