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 OverlapQ2 2026Brown Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Brown Financial Advisors is an institutional investor managing $286M across 212 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 Brown Financial Advisors are Paladin Wealth, Gradient Investments, Mattson Financial Services, with shared positions in $GLDM, $MS, $TGT, $MDT, $ETN, $LOW. The full ranking of 25 similar funds is below.

#1Paladin Wealth, LLCPassive

Notable overlap · 14 shared positions

$GLDM $MS $TGT $MDT $ETN $LOW

$185M

156 positions

#2Gradient Investments LLCPassive

Notable overlap · 13 shared positions

$GLDM $MS $TGT $ETN $MDT $URI

$7.0B

457 positions

#3Mattson Financial Services, LLCPassive

Notable overlap · 12 shared positions

$MS $TGT $MDT $ETN $MCD $URI

$478M

235 positions

#4MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 6 shared positions

$MS $TGT $MDT $LOW $SBUX $ABT

$1.2B

100 positions

#5Orange Investment Advisors, Inc.Passive

Some overlap · 7 shared positions

$MS $MDT $URI $PWR $APH $SBUX

$802M

137 positions

#6Cullen Capital Management, LLCActive

Some overlap · 5 shared positions

$MS $TGT $MDT $LOW $COP

$10.2B

208 positions

#7EDGAR LOMAX CO/VAActive

Some overlap · 5 shared positions

$MS $TGT $ABT $COP $SBUX

$1.3B

58 positions

#8DMKC Advisory Services, LLCActive

Some overlap · 5 shared positions

$TGT $MDT $ABT $ETN $LOW

$530M

92 positions

#9Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$MS $MCD $ABT $LOW $SBUX

$292M

99 positions

#10A4 Wealth Advisors LLCActive

Some overlap · 5 shared positions

$MS $GLDM $ETN $LOW $SBUX

$153M

76 positions

#11BRADY FAMILY WEALTH, LLCPassive

Some overlap · 6 shared positions

$ABT $LOW $MCD $ETN $SBUX $APH

$346M

113 positions

#12KANAWHA CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$MCD $ABT $LOW $ECL $MDT $APH

$1.6B

228 positions

#13Willis Investment CounselActive

Some overlap · 5 shared positions

$MDT $ABT $ETN $MCD $COP

$2.0B

128 positions

#14Somerset Trust CoPassive

Some overlap · 5 shared positions

$MCD $ABT $MDT $MS $LOW

$354M

186 positions

#15ADVOCATE GROUP LLCPassive

Some overlap · 4 shared positions

$MS $TGT $MDT $MCD

$646M

122 positions

#16Lionsbridge Wealth Management LLCActive

Some overlap · 5 shared positions

$MS $ETN $COP $PWR $APH

$90M

63 positions

#17Ascension Capital Advisors, Inc.Active

Some overlap · 7 shared positions

$ABT $MCD $GLDM $APH $SBUX $ETN

$356M

97 positions

#18Cypress Capital, LLCActive

Some overlap · 5 shared positions

$MDT $MCD $ETN $LOW $SBUX

$377M

117 positions

#19MRWM Advisors, LLCActive

Some overlap · 5 shared positions

$MDT $MCD $ETN $LOW $SBUX

$243M

80 positions

#20WealthBridge Investment Counsel Inc.Active

Some overlap · 5 shared positions

$MDT $ABT $ETN $COP $SBUX

$377M

44 positions

#21Oak Asset Management, LLCActive

Some overlap · 5 shared positions

$MS $MCD $LOW $MDT $TGT

$317M

112 positions

#22TriCert Investment Counsel Inc.Passive

Some overlap · 5 shared positions

$MS $ETN $SBUX $MDT $MLM

$1.1B

88 positions

#23InTrack Investment Management IncPassive

Some overlap · 5 shared positions

$GLDM $MCD $ETN $LOW $MLM

$207M

106 positions

#24Capital Analysts, LLCPassive

Some overlap · 5 shared positions

$MS $MDT $COP $ABT $MCD

$4.3B

1,536 positions

#25PIONEER TRUST BANK N A/ORPassive

Some overlap · 5 shared positions

$ABT $ETN $MCD $LOW $APH

$441M

87 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.