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 BROWN WEALTH ,

13F Portfolio OverlapQ1 2026BROWN WEALTH , portfolio →

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Most similar hedge funds by 13F overlap

BROWN WEALTH MANAGEMENT, LLC is an institutional investor managing $389M across 116 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 WEALTH , are CHRISTINE MESSMER PC, ForthRight Wealth ,, Discipline Wealth Solutions,, with shared positions in $SNOW, $DDOG, $UNIT, $AGQ, $TRV, $GLTR. The full ranking of 25 similar funds is below.

#1CHRISTINE MESSMER PCActive

Notable overlap · 3 shared positions

$SNOW $DDOG $UNIT

$156M

80 positions

#2ForthRight Wealth Management, LLCActive

Notable overlap · 4 shared positions

$SNOW $AGQ $DDOG $TRV

$353M

75 positions

#3Discipline Wealth Solutions, LLCActive

Notable overlap · 4 shared positions

$SNOW $AGQ $UNIT $GLTR

$950M

192 positions

#4Schiavi & Co LLCSmart money

Notable overlap · 3 shared positions

$SNOW $DDOG $CTVA

$337M

50 positions

#5TPG Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$SNOW $DDOG $JHG $GSAT

$307M

76 positions

#6Passive Capital Management, LLC.Active

Notable overlap · 3 shared positions

$SNOW $DDOG $UNIT

$335M

104 positions

#7Cranbrook Wealth Management, LLCActive

Notable overlap · 5 shared positions

$SNOW $IBIT $UNIT $DDOG $DTB

$492M

385 positions

#8FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 3 shared positions

$SNOW $GSAT $UNIT

$754M

345 positions

#9BRIGHTON SECURITIES CORP.Smart money

Notable overlap · 3 shared positions

$SNOW $SNPS $DDOG

$208M

47 positions

#10Cannon Financial Strategists, Inc.Active

Notable overlap · 3 shared positions

$SNOW $DDOG $UNIT

$761M

109 positions

#11MFA WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$SNOW $AGQ $GSAT

$508M

88 positions

#12Courage Miller Partners, LLCActive

Notable overlap · 3 shared positions

$SNOW $GLTR $TRV

$354M

92 positions

#13Windward Private Wealth Management Inc.Smart money

Notable overlap · 4 shared positions

$SNOW $UNIT $DDOG $CTVA

$289M

44 positions

#14Retirement Investment Advisors, Inc.Smart money

Notable overlap · 4 shared positions

$SNOW $UNIT $DDOG $CTVA

$1.2B

67 positions

#15PURE PORTFOLIOS HOLDINGS LLC

Notable overlap · 5 shared positions

$SNOW $DDOG $AGQ $IBIT $UNIT

$332M

104 positions

#16Heritage Financial Services, LLC

Notable overlap · 3 shared positions

$SNOW $DDOG $EPAM

$1.2B

126 positions

#17Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 3 shared positions

$SNOW $UNIT $EPAM

$931M

518 positions

#18CFG Wealth Management Services, Inc.Passive

Notable overlap · 3 shared positions

$SNOW $EPAM $CTVA

$110M

152 positions

#19VAUGHAN & Co SECURITIES, INC.Active

Notable overlap · 3 shared positions

$SNOW $CVS $CTVA

$193M

58 positions

#20WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$SNOW $JHG $UNIT

$156M

139 positions

#21Family Investment Center, Inc.Active

Notable overlap · 3 shared positions

$SNOW $UNIT $GLTR

$520M

91 positions

#22Sagace Wealth Management LLCPassive

Notable overlap · 4 shared positions

$SNOW $SNPS $IBIT $UNIT

$149M

70 positions

#23C M BIDWELL & ASSOCIATES LTDPassive

Notable overlap · 4 shared positions

$SNOW $DDOG $LEN $UNIT

$214M

483 positions

#24Fortis Advisors, LLCPassive

Notable overlap · 3 shared positions

$SNOW $AGQ $GSAT

$200M

119 positions

#25Erickson Financial Group, LLCSmart money

Notable overlap · 4 shared positions

$SNOW $AGQ $DDOG $NTRB

$160M

25 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.