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Hedge Funds Similar to BRIAN LOW FINANCIAL GROUP,

13F Portfolio OverlapQ1 2026BRIAN LOW FINANCIAL GROUP, portfolio →
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Most similar hedge funds by 13F overlap

BRIAN LOW FINANCIAL GROUP, LLC is an institutional investor managing $147M across 116 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 BRIAN LOW FINANCIAL GROUP, are Strategic Wealth Partners, Ltd., Insight Inv, MORGAN DEMPSEY, with shared positions in $PLD, $IBM, $STM, $AZN, $PM, $TJX. The full ranking of 25 similar funds is below.

#1Strategic Wealth Partners, Ltd.Passive
Substantial overlap · 19 shared positions
$PLD$IBM$STM$AZN$PM$TJX
$1.4B
1,479 positions
#2Insight Inv LLCPassive
Some overlap · 6 shared positions
$IBM$TJX$C$AXP$PNC$EMR
$183M
104 positions
#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$IBM$PM$C$MDT$UPS$UNP
$220M
148 positions
#4CRAWFORD INVESTMENT COUNSEL INCPassive
Some overlap · 6 shared positions
$PM$AZN$AXP$MDT$PNC$UPS
$5.9B
300 positions
#5Mirabaud Asset Management LtdActive
Some overlap · 7 shared positions
$TJX$NEE$AXP$IBM$FCX$UNP
$121M
32 positions
#6DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive
Some overlap · 7 shared positions
$AZN$AXP$PLD$TJX$UNP$BKR
$112.7B
1,002 positions
#7Garton & Associates Financial Advisors LLCPassive
Some overlap · 6 shared positions
$AZN$IBM$MDT$PNC$ENB$UNP
$122M
123 positions
#8FARMERS TRUST COPassive
Some overlap · 6 shared positions
$NEE$PM$FCX$C$IBM$UNP
$637M
203 positions
#9CAMBIAR INVESTORS LLCActive
Some overlap · 6 shared positions
$TJX$AZN$AXP$MDT$PNC$UNP
$2.2B
145 positions
#10Kinloch Capital, LLCPassive
Some overlap · 5 shared positions
$IBM$PM$NEE$MDT$EMR
$245M
83 positions
#11Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$IBM$C$PNC$MDT$UNP$NEE
$685M
380 positions
#12ADVOCATE GROUP LLCActive
Some overlap · 6 shared positions
$IBM$MDT$EMR$UPS$ENB$UNP
$639M
126 positions
#13Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$PLD$PM$NEE$C$MDT
$477M
70 positions
#14Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$IBM$FCX$NEE$C$UPS
$223M
109 positions
#15Mengis Capital Management, Inc.Passive
Some overlap · 6 shared positions
$AZN$PM$MDT$EMR$IBM$UNP
$581M
212 positions
#16Murphy Pohlad Asset Management LLCPassive
Some overlap · 6 shared positions
$C$MDT$FLS$EMR$UPS$UNP
$279M
134 positions
#17Kimelman & Baird, LLCActive
Some overlap · 6 shared positions
$IBM$TJX$MDT$UNP$EMR$NEE
$1.2B
263 positions
#18Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$IBM$TJX$NEE$AXP$UNP
$446M
104 positions
#19LAFFER TENGLER INVESTMENTS, INC.Passive
Some overlap · 6 shared positions
$TJX$AXP$EMR$NEE$PLD$IBM
$677M
182 positions
#20THORNBURG INVESTMENT MANAGEMENT INCActive
Some overlap · 6 shared positions
$AZN$FCX$C$MDT$ENB$TJX
$9.6B
171 positions
#21Rayburn West Financial Services LLCActive
Some overlap · 5 shared positions
$IBM$C$AXP$PNC$UPS
$170M
82 positions
#22Kentucky Farm Bureau Mutual Insurance CoActive
Some overlap · 6 shared positions
$PM$NEE$AXP$TJX$UNP$C
$329M
65 positions
#23ZEVIN ASSET MANAGEMENT LLCActive
Some overlap · 5 shared positions
$AZN$PLD$TJX$PNC$EMR
$723M
93 positions
#24Beech Hill Advisors, Inc.Passive
Some overlap · 5 shared positions
$IBM$TJX$FCX$NEE$MDT
$200M
94 positions
#25LYNCH & ASSOCIATES/INActive
Some overlap · 5 shared positions
$IBM$NEE$TJX$EMR$UPS
$533M
126 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.