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 Financial Advisors

13F Portfolio OverlapQ1 2026Brown Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Brown Financial Advisors is an institutional investor managing $264M across 209 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 Financial Advisors are Paladin Wealth,, Gradient Investments, Safe Harbor Wealth Advisors,, with shared positions in $JHG, $GLDM, $MS, $TGT, $TMO, $MDT. The full ranking of 25 similar funds is below.

#1Paladin Wealth, LLCPassive

Substantial overlap · 20 shared positions

$JHG $GLDM $MS $TGT $TMO $MDT

$145M

125 positions

#2Gradient Investments LLCPassive

Notable overlap · 20 shared positions

$JHG $GLDM $MS $TGT $TMO $KO

$6.5B

420 positions

#3Safe Harbor Wealth Advisors, LLC

Notable overlap · 17 shared positions

$JHG $GLDM $MS $TGT $UNH $MDT

$103M

96 positions

#4Mattson Financial Services, LLCPassive

Notable overlap · 17 shared positions

$JHG $MS $TGT $UNH $MDT $KO

$419M

232 positions

#5Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$JHG $TMO $COP $LOW $ETN $PWR

$407M

601 positions

#6Asio Capital, LLCActive

Notable overlap · 9 shared positions

$JHG $UNH $TMO $LOW $COP $BAC

$712M

110 positions

#7Buck Wealth Strategies, LLCActive

Notable overlap · 5 shared positions

$JHG $GLDM $MS $UNH $KO

$810M

166 positions

#8VIAWEALTH, LLCPassive

Notable overlap · 6 shared positions

$JHG $UNH $MDT $COP $BAC $PANW

$180M

159 positions

#9ALBION FINANCIAL GROUP /UTActive

Notable overlap · 7 shared positions

$JHG $TMO $COP $MS $PWR $SBUX

$1.5B

737 positions

#10Haverford Trust CoActive

Some overlap · 7 shared positions

$JHG $TMO $KO $MDT $ETN $LOW

$10.9B

419 positions

#11NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$JHG $KO $MCD $ABT $ETN

$367M

141 positions

#12Ergawealth Advisors, Inc.Smart money

Some overlap · 5 shared positions

$JHG $TMO $ABT $BAC $PANW

$226M

55 positions

#13EDGAR LOMAX CO/VAActive

Some overlap · 8 shared positions

$MS $TGT $UNH $KO $ABT $COP

$1.4B

56 positions

#14CONNORS INVESTOR SERVICES INCActive

Some overlap · 8 shared positions

$MS $MDT $KO $ABT $ETN $LOW

$1.1B

149 positions

#15Englebert Financial Advisers, LLCActive

Some overlap · 4 shared positions

$JHG $UNH $MDT $PANW

$88M

55 positions

#16INSPIRION WEALTH ADVISORS, LLCActive

Some overlap · 4 shared positions

$JHG $GLDM $ABT $CNS

$803M

181 positions

#17Clearview Wealth Advisors LLC

Some overlap · 4 shared positions

$JHG $GLDM $BAC $MCD

$158M

103 positions

#18Generation Capital Management LLCPassive

Some overlap · 4 shared positions

$JHG $MCD $UNH $BAC

$137M

74 positions

#19Cullen Capital Management, LLCActive

Some overlap · 7 shared positions

$MS $TGT $UNH $MDT $LOW $COP

$9.8B

213 positions

#20ATWOOD & PALMER INCPassive

Some overlap · 4 shared positions

$JHG $TMO $LOW $URI

$1.8B

531 positions

#21Vertrix Wealth Management, LLCPassive

Some overlap · 7 shared positions

$MS $TMO $MDT $KO $MCD $LOW

$272M

95 positions

#22Greystone Financial Group, LLCPassive

Some overlap · 7 shared positions

$MS $TMO $KO $MCD $ABT $LOW

$353M

78 positions

#23IVC Wealth Advisors LLCPassive

Some overlap · 4 shared positions

$JHG $ETN $MCD $COP

$230M

173 positions

#24Northeast Financial Group, Inc.Active

Some overlap · 6 shared positions

$JHG $TMO $COP $KO $MS $MCD

$404M

90 positions

#25One Charles Private Wealth Services, LLCActive

Some overlap · 4 shared positions

$JHG $BAC $GLDM $LRCX

$400M

159 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.