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Hedge Funds Similar to Burford Brothers,

13F Portfolio OverlapQ1 2026Burford Brothers, portfolio →
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Most similar hedge funds by 13F overlap

Burford Brothers, Inc. is an institutional investor managing $244M across 172 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 Burford Brothers, are Northwest Financial Advisors, Vista Private Wealth Partners., Hidden Cove Wealth ,, with shared positions in $JHG, $CRM, $VZ, $GE, $IBM, $GEV. The full ranking of 25 similar funds is below.

#1Northwest Financial AdvisorsPassive
Notable overlap · 6 shared positions
$JHG$CRM$VZ$GE$IBM$GEV
$52M
66 positions
#2Vista Private Wealth Partners. LLCPassive
Notable overlap · 6 shared positions
$JHG$VZ$TXN$GE$IBM$GEV
$291M
87 positions
#3Hidden Cove Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$JHG$VST$KO$GE$GEV
$156M
109 positions
#4WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$JHG$KO$VZ$ET
$156M
139 positions
#5Dynamic Financial GroupActive
Notable overlap · 5 shared positions
$JHG$VZ$MO$GE$GEV
$122M
69 positions
#6BLUE JEAN FINANCIAL LLCPassive
Notable overlap · 3 shared positions
$JHG$GEV$GE
$121M
68 positions
#7Advance Capital Management, Inc.Smart money
Notable overlap · 4 shared positions
$JHG$CRM$PGR$VZ
$2.6B
185 positions
#8TT Capital Management LLCActive
Notable overlap · 4 shared positions
$JHG$VZ$NNN$ET
$121M
73 positions
#9PARTNERS WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$JHG$MO$KO
$97M
109 positions
#10PFS Partners, LLCActive
Some overlap · 5 shared positions
$JHG$GE$VZ$GEV$IBM
$218M
590 positions
#11Stirlingshire Investments, Inc.Passive
Some overlap · 4 shared positions
$JHG$MO$GE$VZ
$114M
196 positions
#12Magnolia Private Wealth, LLCPassive
Some overlap · 4 shared positions
$JHG$TXN$GE$GEV
$150M
134 positions
#13First Financial Group CorpActive
Some overlap · 4 shared positions
$JHG$GE$GEV$IBM
$122M
80 positions
#14PARAGON CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$JHG$CRM$PGR
$118M
70 positions
#15AIFG Consultants Ltd.
Some overlap · 3 shared positions
$JHG$GE$GEV
$58M
54 positions
#16Weaver Consulting GroupPassive
Some overlap · 4 shared positions
$JHG$GE$GEV$VZ
$420M
275 positions
#17Symphony Financial Services, Inc.Passive
Some overlap · 4 shared positions
$JHG$MO$PGR$ET
$195M
99 positions
#18WESPAC Advisors SoCal, LLCPassive
Some overlap · 5 shared positions
$JHG$GEV$KO$IBM$GE
$470M
119 positions
#19Flagship Capital Management Inc.Active
Some overlap · 3 shared positions
$JHG$VZ$IBM
$136M
48 positions
#20NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$JHG$KO$IBM
$367M
141 positions
#21SeaBridge Investment Advisors LLCPassive
Some overlap · 3 shared positions
$JHG$ASML$PGR
$591M
188 positions
#22Future Financial Wealth Managment LLCActive
Some overlap · 3 shared positions
$JHG$VZ$IBM
$155M
128 positions
#23Paragon Advisors, LLCActive
Some overlap · 4 shared positions
$JHG$ASML$GEV$PGR
$371M
76 positions
#24Signature Wealth Management Partners, LLCPassive
Some overlap · 3 shared positions
$JHG$IBM$MO
$199M
116 positions
#25Orion Capital Management LLCPassive
Some overlap · 3 shared positions
$JHG$FSLR$IBM
$290M
485 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.