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Hedge Funds Similar to Broadway Wealth Solutions

13F Portfolio OverlapQ2 2026Broadway Wealth Solutions portfolio →
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Most similar hedge funds by 13F overlap

Broadway Wealth Solutions, Inc. is an institutional investor managing $214M across 92 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 Broadway Wealth Solutions are MOTCO, AVITY INVESTMENT, Bell Asset Ltd, with shared positions in $MCHP, $APH, $BKNG, $ETN, $WM, $TMO. The full ranking of 25 similar funds is below.

#1MOTCOPassive
Notable overlap · 10 shared positions
$MCHP$APH$BKNG$ETN$WM$TMO
$1.2B
840 positions
#2AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 6 shared positions
$MRSH$APH$ETN$UBER$TMO$TJX
$1.6B
118 positions
#3Bell Asset Management LtdPassive
Some overlap · 7 shared positions
$MRSH$APH$ETN$WM$UBER$TMO
$375M
63 positions
#4BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 8 shared positions
$ETN$WM$DE$TMO$TJX$PEP
$8.0B
1,334 positions
#5ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 7 shared positions
$APH$BKNG$ETN$WM$TMO$TJX
$1.3B
109 positions
#6BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$APH$TMO$TJX$SCHW$UNP$PEP
$499M
73 positions
#7Town & Country Bank & Trust CO dba First Bankers Trust COPassive
Some overlap · 7 shared positions
$MRSH$ETN$TMO$TJX$UNP$PEP
$321M
153 positions
#8REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$APH$DE$IAU$UNP$UBER$TMO
$760M
229 positions
#9Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 6 shared positions
$MRSH$MCHP$TMO$TJX$MDLZ$ACN
$449M
45 positions
#10Foyston, Gordon, & Payne IncPassive
Some overlap · 5 shared positions
$MRSH$BKNG$UBER$UNP$MDLZ
$468M
68 positions
#11Harrington Investments, INCPassive
Some overlap · 5 shared positions
$MRSH$DE$TMO$TJX$SCHW
$206M
82 positions
#12JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 6 shared positions
$MRSH$APH$WM$TJX$PEP$ACN
$4.1B
83 positions
#13LYELL WEALTH MANAGEMENT, LPPassive
Some overlap · 6 shared positions
$APH$WM$UBER$DE$TMO$DELL
$1.6B
232 positions
#14Cornerstone Capital, Inc.Active
Some overlap · 6 shared positions
$APH$ETN$UBER$TMO$SCHW$PEP
$1.1B
120 positions
#15BRADLEY FOSTER & SARGENT INC/CTActive
Some overlap · 6 shared positions
$APH$MRSH$DE$TMO$PEP$UNP
$7.1B
535 positions
#16CINCINNATI FINANCIAL CORPActive
Some overlap · 6 shared positions
$MCHP$TJX$TMO$MRSH$MDLZ$ACN
$5.2B
56 positions
#17Birch Hill Investment Advisors LLCActive
Some overlap · 5 shared positions
$MRSH$APH$TJX$PEP$UBER
$2.5B
211 positions
#18BOSTON FAMILY OFFICE LLCPassive
Some overlap · 6 shared positions
$MRSH$ETN$TMO$UNP$PEP$TJX
$1.6B
314 positions
#19ALBION FINANCIAL GROUP /UTPassive
Some overlap · 6 shared positions
$APH$UBER$TMO$TJX$UNP$PEP
$1.7B
652 positions
#20FORBES J M & CO LLPActive
Some overlap · 6 shared positions
$APH$ETN$IAU$TJX$UNP$PEP
$1.3B
159 positions
#21Elmwood Wealth Management, Inc.Passive
Some overlap · 6 shared positions
$MCHP$SCHW$UNP$PEP$ETN$MRSH
$400M
200 positions
#22Chesley Taft & Associates LLCActive
Some overlap · 6 shared positions
$APH$WM$UBER$TMO$PEP$UNP
$2.6B
369 positions
#23Hamilton Point Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$ETN$WM$DE$IAU$TJX$DELL
$710M
193 positions
#24Haverford Financial Services, Inc.Active
Some overlap · 6 shared positions
$ETN$WM$TMO$TJX$PEP$ACN
$339M
49 positions
#25Mawer Investment Management Ltd.Active
Some overlap · 4 shared positions
$MRSH$APH$BKNG$UBER
$14.7B
142 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.