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 Brady Martz Wealth Solutions,

13F Portfolio OverlapQ1 2026Brady Martz Wealth Solutions, portfolio →

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Most similar hedge funds by 13F overlap

Brady Martz Wealth Solutions, LLC is an institutional investor managing $587M across 195 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 Brady Martz Wealth Solutions, are Avantax Planning Partners,, Mills Wealth Advisors, Del-Sette ,, with shared positions in $ALPS, $AMN, $HUM, $TXN, $BRZE, $WT. The full ranking of 25 similar funds is below.

#1Avantax Planning Partners, Inc.Active

Notable overlap · 10 shared positions

$ALPS $AMN $HUM $TXN $BRZE $WT

$3.6B

435 positions

#2Mills Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$ALPS $NEE $LMT

$286M

80 positions

#3Del-Sette Capital Management, LLCActive

Notable overlap · 4 shared positions

$ALPS $AMN $WT $IBM

$167M

44 positions

#4Aprio Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$NEE $ALPS $HUM $WT $AMN

$1.8B

613 positions

#5Friday FinancialActive

Notable overlap · 9 shared positions

$NEE $AMN $HUM $WT $BRZE $TXN

$290M

93 positions

#6SHUFRO ROSE & CO LLCActive

Some overlap · 4 shared positions

$ALPS $TXN $AMGN $IBM

$1.5B

307 positions

#7Haven Private, LLCPassive

Some overlap · 3 shared positions

$ALPS $AMN $WT

$230M

166 positions

#8FAMILY WEALTH PARTNERS, LLCActive

Some overlap · 5 shared positions

$NEE $AMN $WT $BRZE $LMT

$293M

105 positions

#9Hamrick Investment Counsel, llcPassive

Some overlap · 4 shared positions

$ALPS $HUM $AMGN $IBM

$180M

359 positions

#10Stratos Investment Management, LLCPassive

Some overlap · 3 shared positions

$ALPS $WT $AMGN

$2.5B

371 positions

#11Approach Retirement Advisors, LLCActive

Some overlap · 5 shared positions

$NEE $AMN $HUM $KO $IBM

$120M

79 positions

#12Lineweaver Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$ALPS $NEE $AMGN

$742M

168 positions

#13Savant Capital, LLCActive

Some overlap · 5 shared positions

$NEE $AMN $WT $BRZE $KO

$20.7B

1,500 positions

#14Hamilton Wealth, LLCActive

Some overlap · 3 shared positions

$ALPS $WT $HUM

$1.4B

114 positions

#15CASTLE WEALTH MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$ALPS $AMN $WT $NEE $AMGN

$309M

132 positions

#16LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Some overlap · 3 shared positions

$ALPS $IBM $LMT

$192M

113 positions

#17RS CRUM INC.Active

Some overlap · 4 shared positions

$ALPS $AMGN $IBM $HUM

$517M

102 positions

#18HMV Wealth Advisors, LLCActive

Some overlap · 5 shared positions

$NEE $AMN $TXN $LMT $KO

$213M

81 positions

#19Argo Wealth Advisory, LLCActive

Some overlap · 5 shared positions

$NEE $HUM $WT $AMGN $LMT

$170M

48 positions

#20SC&H Financial Advisors, Inc.Active

Some overlap · 5 shared positions

$AMN $HUM $NEE $WT $BRZE

$663M

155 positions

#21Prota Financial, LLCActive

Some overlap · 3 shared positions

$ALPS $KO $LMT

$138M

67 positions

#22Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$NEE $HUM $TXN $KO $IBM $LMT

$446M

104 positions

#23American Alpha Advisors, LLCActive

Some overlap · 4 shared positions

$ALPS $WT $AMGN $MO

$188M

96 positions

#24EDGAR LOMAX CO/VAActive

Some overlap · 5 shared positions

$NEE $TXN $KO $AMGN $LMT

$1.4B

56 positions

#25McCartney Wealth Management LLCActive

Some overlap · 3 shared positions

$NEE $AMN $WT

$119M

65 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.