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Hedge Funds Similar to Brucke Financial,

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

Brucke Financial, Inc. is an institutional investor managing $197M across 166 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 Brucke Financial, are Cascade Wealth Advisors,, WEBSTERROGERS FINANCIAL ADVISORS,, 1834 INVESTMENT ADVISORS, with shared positions in $USB, $UPST, $COP, $DDOG, $BAC, $T. The full ranking of 25 similar funds is below.

#1Cascade Wealth Advisors, IncActive
Notable overlap · 4 shared positions
$USB$UPST$COP$DDOG
$228M
60 positions
#2WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 5 shared positions
$USB$UPST$COP$DDOG$BAC
$350M
95 positions
#31834 INVESTMENT ADVISORS COPassive
Notable overlap · 5 shared positions
$USB$UPST$COP$T$LMT
$801M
206 positions
#44WEALTH ADVISORS, INC.Passive
Notable overlap · 4 shared positions
$USB$UPST$COP$JHG
$117M
142 positions
#5Cornerstone Financial Management LLCPassive
Notable overlap · 5 shared positions
$USB$UPST$COP$DDOG$LMT
$109M
1,311 positions
#6Hilton Capital Management, LLCActive
Notable overlap · 6 shared positions
$USB$COP$JHG$BAC$WFC$PLD
$1.3B
129 positions
#7Strategic Financial Services, Inc.Smart money
Notable overlap · 4 shared positions
$USB$UPST$COP$DDOG
$2.1B
152 positions
#8Cordant, Inc.Active
Notable overlap · 4 shared positions
$USB$UPST$COP$DIS
$246M
75 positions
#9NEPC LLCSmart money
Notable overlap · 4 shared positions
$USB$UPST$COP$DDOG
$5.0B
51 positions
#10Marion Wealth ManagementPassive
Notable overlap · 5 shared positions
$USB$COP$UPST$TMUS$CRM
$451M
146 positions
#11Hassell Wealth Management, LLCSmart money
Notable overlap · 4 shared positions
$USB$COP$UPST$DDOG
$298M
28 positions
#12AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 6 shared positions
$UPST$COP$DDOG$BAC$WFC$DIS
$445M
77 positions
#13Integrity Investment Advisors, LLCActive
Notable overlap · 5 shared positions
$USB$COP$DDOG$ASML$LMT
$184M
74 positions
#14Winch Advisory Services, LLCActive
Notable overlap · 6 shared positions
$USB$UPST$C$CRM$DIS$ASML
$438M
530 positions
#15PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active
Notable overlap · 4 shared positions
$USB$COP$UPST$DDOG
$1.6B
236 positions
#16BLUELINE ADVISORS LLCActive
Notable overlap · 5 shared positions
$USB$COP$JHG$UPST$DIS
$129M
217 positions
#17Quaker Wealth Management, LLCActive
Notable overlap · 3 shared positions
$USB$COP$JHG
$320M
972 positions
#18Farrell Financial LLCPassive
Notable overlap · 4 shared positions
$USB$COP$DDOG$CRM
$167M
76 positions
#19Equita Financial Network, Inc.Active
Notable overlap · 5 shared positions
$USB$COP$DDOG$CRM$DIS
$318M
87 positions
#20TAGStone Capital, Inc.Passive
Notable overlap · 4 shared positions
$USB$COP$DDOG$BAC
$283M
137 positions
#21BluePrint Investing LLCActive
Notable overlap · 3 shared positions
$USB$UPST$COP
$126M
26 positions
#22Stonebridge Capital Advisors LLCPassive
Notable overlap · 4 shared positions
$USB$COP$T$DIS
$1.4B
211 positions
#23W.H. Cornerstone Investments Inc.Passive
Notable overlap · 4 shared positions
$USB$COP$DDOG$TMUS
$160M
129 positions
#24Hurlow Wealth Management Group, Inc.Active
Notable overlap · 3 shared positions
$USB$COP$DDOG
$420M
120 positions
#25VERUS WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$USB$COP$DDOG
$108M
49 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.