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Hedge Funds Similar to Bradyco,

13F Portfolio OverlapQ1 2026Bradyco, portfolio →
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Most similar hedge funds by 13F overlap

Bradyco, Inc. is an institutional investor managing $129M across 38 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 Bradyco, are MeadowBrook Investment Advisors, Focused Investors, Lincoln, with shared positions in $MKL, $AXP, $ETN, $DIS, $LIN, $UNH. The full ranking of 25 similar funds is below.

#1MeadowBrook Investment Advisors LLCPassive
Some overlap · 7 shared positions
$MKL$AXP$ETN$DIS$LIN$UNH
$113M
186 positions
#2Focused Investors LLCActive
Some overlap · 5 shared positions
$MS$DIS$AXP$UNH$LOW
$3.1B
22 positions
#3Lincoln Capital LLCActive
Some overlap · 6 shared positions
$MKL$DIS$AXP$KO$LIN$ECL
$528M
135 positions
#4M3 Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MKL$DIS$ETN$PANW
$130M
35 positions
#5INKWELL CAPITAL LLCActive
Some overlap · 5 shared positions
$MKL$DIS$AXP$UNH$WFC
$98M
31 positions
#6DCM Advisors, LLCActive
Some overlap · 4 shared positions
$MS$DIS$AXP$WFC
$220M
38 positions
#7Van Cleef Asset Management,IncActive
Some overlap · 6 shared positions
$MKL$AXP$DIS$LIN$CL$PAYX
$929M
118 positions
#8Pavion Blue Capital, LLCPassive
Some overlap · 6 shared positions
$DIS$MKL$AXP$KO$DEO$WFC
$230M
108 positions
#9Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$MKL$DIS$AXP$NVS$ECL
$110M
226 positions
#10Telos Capital Management, Inc.Active
Some overlap · 4 shared positions
$MKL$MS$PANW$NOW
$1.0B
191 positions
#11SCHARF INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$MKL$DIS$NVS$UNH
$3.2B
70 positions
#12F/m Investments LLCPassive
Some overlap · 5 shared positions
$MKL$PANW$ETN$ANET$NOW
$1.5B
333 positions
#13Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$MKL$MS$LOW
$123M
111 positions
#14Socorro Asset Management LPPassive
Some overlap · 3 shared positions
$MS$DIS$KO
$221M
32 positions
#15Sandy Cove Advisors, LLCPassive
Some overlap · 4 shared positions
$MKL$MS$KO$CL
$334M
144 positions
#16Mattson Financial Services, LLCPassive
Some overlap · 7 shared positions
$MS$ETN$PANW$KO$ECL$UNH
$419M
232 positions
#17CONNORS INVESTOR SERVICES INCActive
Some overlap · 7 shared positions
$MS$ETN$PANW$KO$LIN$LOW
$1.1B
149 positions
#18Safe Harbor Wealth Advisors, LLC
Some overlap · 7 shared positions
$MS$ETN$PANW$KO$ECL$UNH
$103M
96 positions
#19Giverny Capital Inc.Active
Some overlap · 3 shared positions
$MKL$DIS$ANET
$2.7B
51 positions
#20Buttonwood Financial Advisors Inc.Active
Some overlap · 4 shared positions
$MKL$AXP$DIS$NOW
$299M
108 positions
#21Evergreen Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MKL$DIS$UNH
$194M
54 positions
#22Intesa Sanpaolo Wealth ManagementPassive
Some overlap · 5 shared positions
$DIS$AXP$PANW$LIN$ETN
$410M
299 positions
#23MORTON COMMUNITY BANKPassive
Some overlap · 3 shared positions
$MS$AXP$ETN
$460M
115 positions
#24Community Financial Services Group, LLCPassive
Some overlap · 7 shared positions
$AXP$ETN$PANW$LIN$ECL$LOW
$568M
460 positions
#25Live Oak Private Wealth LLCPassive
Some overlap · 6 shared positions
$MKL$DIS$NVS$DEO$UNH$LOW
$717M
207 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.