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Hedge Funds Similar to BROWN WEALTH

13F Portfolio OverlapQ3 2026BROWN WEALTH portfolio →
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Most similar hedge funds by 13F overlap

BROWN WEALTH MANAGEMENT, LLC is an institutional investor managing $456M across 135 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BROWN WEALTH are Robinswood Financial, Rinkey Investments, Verde, with shared positions in $SNPS, $TRV, $MS, $IBIT, $HOOD, $EW. The full ranking of 22 similar funds is below.

#1Robinswood Financial LLCPassive
Notable overlap · 3 shared positions
$SNPS$TRV$MS
$324M
72 positions
#2Rinkey InvestmentsActive
Some overlap · 3 shared positions
$SNPS$IBIT$TRV
$425M
128 positions
#3Verde Capital ManagementActive
Some overlap · 3 shared positions
$HOOD$SNPS$IBIT
$541M
80 positions
#4Objective Capital Management, LLCActive
Some overlap · 3 shared positions
$IBIT$EW$MS
$112M
99 positions
#5DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$JBTM$CVS$MS
$2.3B
170 positions
#6Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$GLTR$IBIT$DTB
$1.2B
196 positions
#7Foundations Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$HOOD$IBIT$MS
$9.7B
1,202 positions
#8PEAK FINANCIAL ADVISORS LLCPassive
Some overlap · 3 shared positions
$CVS$EW$MS
$242M
78 positions
#9Marex Group plcPassive
Some overlap · 3 shared positions
$IBIT$HOOD$AAOI
$23.6B
1,117 positions
#10FORA Capital, LLCPassive
Slight overlap · 3 shared positions
$SNPS$CVS$MS
$1.5B
345 positions
#11William B. Walkup & Associates, Inc.Passive
Slight overlap · 3 shared positions
$CVS$TRV$MS
$208M
258 positions
#12Hobbs Group Advisors, LLCActive
Slight overlap · 3 shared positions
$CVS$GLTR$MS
$380M
164 positions
#13Walleye Capital LLCPassive
Slight overlap · 3 shared positions
$IBIT$HOOD$CVS
$28.0B
4,674 positions
#14Powell Investment Advisors, LLCActive
Slight overlap · 3 shared positions
$IBIT$MS$GLTR
$313M
171 positions
#15GenTrust, LLCActive
Slight overlap · 3 shared positions
$IBIT$HOOD$SNPS
$2.6B
201 positions
#16Fortis Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$GLTR$MS$HOOD
$889M
408 positions
#17TSFG, LLCPassive
Slight overlap · 3 shared positions
$EW$CVS$IBIT
$434M
672 positions
#18Karani Asset Management LLCActive
Slight overlap · 3 shared positions
$SNPS$TRV$MS
$139M
57 positions
#19Blue Sparrow, LLC /DEActive
Slight overlap · 3 shared positions
$IBIT$MS$SNPS
$10.3B
126 positions
#20Truvestments Capital LLCPassive
Slight overlap · 3 shared positions
$IBIT$MS$AAOI
$673M
1,150 positions
#21Antonelli Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$DTB$GLTR$SNPS
$138M
51 positions
#22DIMENSION CAPITAL MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$MS$IBIT$WAY
$854M
141 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.