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Hedge Funds Similar to Brucke Financial

13F Portfolio OverlapQ3 2026Brucke Financial portfolio →
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Most similar hedge funds by 13F overlap

Brucke Financial, Inc. is an institutional investor managing $238M across 185 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Brucke Financial are LSV ASSET, GRIFFIN ASSET, STABLEFORD II, with shared positions in $WFC, $QCOM, $C, $T, $DIS, $VZ. The full ranking of 25 similar funds is below.

#1LSV ASSET MANAGEMENTActive
Some overlap · 7 shared positions
$WFC$QCOM$C$T$DIS$VZ
$55.1B
889 positions
#2GRIFFIN ASSET MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$ASML$WFC$QCOM$DIS$C
$934M
240 positions
#3STABLEFORD CAPITAL II LLCPassive
Some overlap · 5 shared positions
$ASML$WFC$C$TMUS$PLD
$288M
144 positions
#4United Super Pty Ltd in its capacity as Trustee for the ConsActive
Some overlap · 6 shared positions
$QCOM$C$T$WFC$VZ$CRM
$5.6B
184 positions
#5RBA Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ASML$QCOM$TMUS$PLD$CRM
$273M
80 positions
#6Larry Mathis Financial Planning, LLCPassive
Some overlap · 5 shared positions
$WFC$QCOM$TMUS$C$VZ
$118M
116 positions
#7Teucrium Investment Advisors, LLCActive
Some overlap · 4 shared positions
$ASML$WFC$QCOM$C
$112M
47 positions
#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$WFC$C$T$PLD$VZ
$233M
122 positions
#9Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$QCOM$DIS$C$T$VZ
$160M
124 positions
#10ST GERMAIN D J CO INCPassive
Some overlap · 4 shared positions
$ASML$WFC$QCOM$VZ
$2.8B
914 positions
#11Stamos Capital Partners, L.P.Passive
Some overlap · 5 shared positions
$ASML$DIS$T$VZ$CRM
$653M
140 positions
#12Encore Global Management, LPPassive
Some overlap · 5 shared positions
$QCOM$TMUS$C$T$CRM
$102M
53 positions
#13Stronghold Wealth Management L.L.C.Passive
Some overlap · 5 shared positions
$ASML$QCOM$WFC$C$PLD
$72M
125 positions
#14CMT Capital Markets Trading GmbHActive
Some overlap · 5 shared positions
$ASML$C$QCOM$CRM$TMUS
$11.8B
385 positions
#15Pacer Advisors, Inc.Passive
Some overlap · 5 shared positions
$QCOM$TMUS$T$VZ$CRM
$39.3B
2,614 positions
#16Ardmore Road Asset Management LPPassive
Some overlap · 4 shared positions
$ASML$QCOM$TMUS$VZ
$1.7B
70 positions
#17Destination Wealth ManagementPassive
Some overlap · 4 shared positions
$ASML$QCOM$DIS$VZ
$4.3B
344 positions
#18Crake Asset Management LLPActive
Some overlap · 5 shared positions
$WFC$TMUS$DIS$C$VZ
$4.2B
23 positions
#19Maloon Powers Pitre Higgins & Dennehy, LLCActive
Some overlap · 5 shared positions
$WFC$T$QCOM$VZ$DIS
$291M
147 positions
#20Capital Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$ASML$QCOM$C$VZ
$7.7B
793 positions
#21SWEENEY & MICHEL, LLCPassive
Some overlap · 5 shared positions
$WFC$ASML$PLD$VZ$QCOM
$376M
166 positions
#22Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$WFC$QCOM$DIS$C
$320M
72 positions
#23SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 4 shared positions
$WFC$QCOM$DIS$C
$3.2B
40 positions
#24Manhattan West Asset Management, LLCPassive
Some overlap · 4 shared positions
$ASML$QCOM$C$DIS
$599M
185 positions
#25Investment Partners Asset Management, Inc.Passive
Some overlap · 4 shared positions
$ASML$QCOM$T$VZ
$186M
174 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.