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 Bravias Group,

13F Portfolio OverlapQ1 2026Bravias Group, portfolio →

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Most similar hedge funds by 13F overlap

Bravias Capital Group, LLC is an institutional investor managing $153M across 96 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 Bravias Group, are MAINSTAY /ADV, CATHY PARETO & ASSOCIATES,, Encompass More Asset, with shared positions in $WT, $SLV, $WM, $SIVR, $MAR, $REGN. The full ranking of 25 similar funds is below.

#1MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Substantial overlap · 4 shared positions

$WT $SLV $WM $SIVR

$1.3B

143 positions

#2CATHY PARETO & ASSOCIATES, INCPassive

Substantial overlap · 6 shared positions

$WT $MAR $SLV $REGN $SHW $NEE

$149M

96 positions

#3Encompass More Asset ManagementPassive

Substantial overlap · 5 shared positions

$WT $GLDM $SLV $SIVR $AGQ

$597M

251 positions

#4Premier Private Wealth Management LLCPassive

Substantial overlap · 4 shared positions

$WT $SLV $AGQ $DHR

$95M

53 positions

#5Team Financial Group, LLCActive

Substantial overlap · 3 shared positions

$WT $GLDM $REGN

$220M

273 positions

#6STAPP WEALTH MANAGEMENT, PLLCActive

Substantial overlap · 3 shared positions

$WT $GLDM $REGN

$78M

30 positions

#7MOULTON WEALTH MANAGEMENT, INCActive

Notable overlap · 4 shared positions

$WT $SLV $AGQ $SHW

$147M

52 positions

#8tru Independence LLCPassive

Notable overlap · 3 shared positions

$WT $MAR $AGQ

$202M

102 positions

#9IAM Advisory, LLCActive

Notable overlap · 5 shared positions

$WT $AGQ $REGN $WM $SHW

$446M

95 positions

#10Tidemark, LLCPassive

Notable overlap · 4 shared positions

$WT $GLDM $MAR $REGN

$393M

901 positions

#11IAG Wealth Partners, LLCPassive

Notable overlap · 4 shared positions

$WT $SLV $GMM $NEE

$896M

509 positions

#12Global View Capital Management LLCActive

Notable overlap · 6 shared positions

$WT $AGQ $SLV $SIVR $GLDM $VZ

$377M

140 positions

#13Key FInancial IncPassive

Notable overlap · 5 shared positions

$WT $AGQ $GMM $MAR $VZ

$562M

1,394 positions

#14Fortune Financial Group, Inc.Active

Notable overlap · 4 shared positions

$WT $AGQ $REGN $SIVR

$111M

84 positions

#15Bonfire FinancialActive

Notable overlap · 3 shared positions

$WT $SLV $MAR

$133M

57 positions

#16Lauer Wealth, LLCActive

Notable overlap · 5 shared positions

$WT $MAR $AGQ $VZ $SLV

$126M

67 positions

#17Oxinas Partners Wealth Management LLCPassive

Notable overlap · 3 shared positions

$WT $AGQ $MAR

$219M

145 positions

#18CAPITAL WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$WT $SLV $GMM

$370M

34 positions

#19AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 3 shared positions

$WT $GMM $REGN

$206M

97 positions

#20Boyce & Associates Wealth Consulting, Inc.Active

Notable overlap · 5 shared positions

$WT $GLDM $AGQ $SLV $SHW

$132M

80 positions

#21Sharper & Granite LLCPassive

Notable overlap · 3 shared positions

$WT $MAR $DHR

$293M

107 positions

#22TopTier Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$WT $SLV $DHR

$163M

795 positions

#23Lunt Capital Management, Inc.Active

Notable overlap · 4 shared positions

$WT $REGN $DHR $MAR

$260M

97 positions

#24Wealthcare Capital Partners, LLCActive

Notable overlap · 4 shared positions

$WT $GLDM $AGQ $SLV

$213M

153 positions

#25Melone Private Wealth, LLCPassive

Notable overlap · 3 shared positions

$WT $GMM $AGQ

$245M

60 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.