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Hedge Funds Similar to Burford Brothers

13F Portfolio OverlapQ2 2026Burford Brothers portfolio →
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Most similar hedge funds by 13F overlap

Burford Brothers, Inc. is an institutional investor managing $272M across 182 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Burford Brothers are Royal Palms, TrueMark Investments, AR ASSET, with shared positions in $TEVA, $TXN, $MO, $ET, $ASML, $VZ. The full ranking of 25 similar funds is below.

#1Royal Palms Capital LLCPassive
Some overlap · 4 shared positions
$TEVA$TXN$MO$ET
$114M
57 positions
#2TrueMark Investments, LLCPassive
Some overlap · 5 shared positions
$ASML$MO$TXN$VZ$MPLX
$798M
187 positions
#3AR ASSET MANAGEMENT INCActive
Some overlap · 6 shared positions
$MO$VZ$TXN$ASML$ET$BMY
$546M
122 positions
#4Adams Asset Advisors, LLCActive
Some overlap · 6 shared positions
$MO$VZ$ET$MPLX$BMY$DMLP
$882M
88 positions
#5TECTONIC ADVISORS LLCActive
Some overlap · 5 shared positions
$MO$ED$VZ$ET$MPLX
$2.1B
289 positions
#6TODD ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$TEVA$FSLR$MO
$5.6B
182 positions
#7MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$TEVA$MO$BMY
$112M
100 positions
#8Baugh & Associates, LLCActive
Some overlap · 5 shared positions
$ASML$MO$VZ$ET$PGR
$226M
42 positions
#9Coston, McIsaac & PartnersPassive
Some overlap · 4 shared positions
$MO$TXN$ED$VZ
$497M
948 positions
#10RAHLFS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$TXN$VZ$ET$MO$BMY
$136M
86 positions
#11Richard W. Paul & Associates, LLCPassive
Some overlap · 4 shared positions
$ASML$MO$FSLR$VZ
$327M
320 positions
#12Brindle & Bay Financial Advisors, LLCActive
Some overlap · 4 shared positions
$MO$TXN$VZ$PGR
$200M
86 positions
#13Parrish Capital LLC
Some overlap · 3 shared positions
$TEVA$VZ$AXP
$112M
86 positions
#14MEITAV INVESTMENT HOUSE LTDActive
Some overlap · 3 shared positions
$TEVA$VST$TXN
$14.9B
299 positions
#15Northside Capital Management, LLCActive
Some overlap · 4 shared positions
$VST$TXN$ET$MPLX
$1.2B
187 positions
#16Ellsworth Advisors, LLCPassive
Some overlap · 4 shared positions
$MO$VST$ED$BMY
$609M
182 positions
#17Bensler, LLCPassive
Some overlap · 4 shared positions
$VST$PGR$ASML$AXP
$1.1B
198 positions
#18Capital Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$ASML$MO$VZ$AXP
$7.6B
789 positions
#19OPAL CAPITAL LLCPassive
Some overlap · 4 shared positions
$ASML$MO$VZ$MPLX
$560M
136 positions
#20PROATHLETE WEALTH MANAGEMENT LLCSmart money
Some overlap · 5 shared positions
$TXN$VZ$PGR$AXP$ASML
$404M
300 positions
#211834 INVESTMENT ADVISORS COPassive
Some overlap · 4 shared positions
$MO$TXN$VZ$BMY
$883M
211 positions
#22Carolina Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$MO$TXN$VZ$BMY
$255M
278 positions
#23Mid-American Wealth Advisory Group, Inc.Active
Some overlap · 4 shared positions
$MO$TXN$VZ$BMY
$277M
66 positions
#24Principal Street Partners, LLCPassive
Some overlap · 4 shared positions
$MO$TXN$VZ$BMY
$683M
277 positions
#25FAYEZ SAROFIM & CO
Some overlap · 4 shared positions
$ASML$TXN$PGR$MO
$42.5B
300 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.