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 BRIAN LOW FINANCIAL GROUP

13F Portfolio OverlapQ2 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 $171M across 116 U.S. equity positions as of Q2 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 SWP Investment, Strategic Wealth Partners, Ltd., Athena Wealth, with shared positions in $PLD, $PM, $URI, $AZN, $C, $PNC. The full ranking of 25 similar funds is below.

#1SWP Investment Management LLCPassive

Substantial overlap · 23 shared positions

$PLD $PM $URI $AZN $C $PNC

$145M

43 positions

#2Strategic Wealth Partners, Ltd.Passive

Substantial overlap · 20 shared positions

$PLD $PM $URI $AZN $PNC $BX

$1.6B

1,462 positions

#3Athena Wealth Management, LLCActive

Notable overlap · 7 shared positions

$PM $C $FCX $URI $NEE $AZN

$134M

104 positions

#4CRAWFORD INVESTMENT COUNSEL INCActive

Notable overlap · 6 shared positions

$PM $AZN $PNC $AXP $MDT $BLK

$6.0B

306 positions

#5ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$AZN $PNC $TJX $EMR $PLD $DLR

$713M

97 positions

#6Kentucky Farm Bureau Mutual Insurance CoActive

Notable overlap · 8 shared positions

$DAL $UNP $PM $AXP $C $NEE

$360M

69 positions

#7Wesleyan Assurance SocietyActive

Notable overlap · 7 shared positions

$URI $C $FCX $BKNG $AXP $EMR

$2.0B

109 positions

#8Beech Hill Advisors, Inc.Passive

Notable overlap · 6 shared positions

$TJX $BX $NEE $FCX $DLR $MDT

$226M

97 positions

#9Mirabaud Asset Management LtdPassive

Notable overlap · 6 shared positions

$AZN $TJX $AXP $NEE $FCX $MDT

$120M

49 positions

#10THORNBURG INVESTMENT MANAGEMENT INCActive

Notable overlap · 7 shared positions

$AZN $C $FCX $MDT $ENB $BKNG

$10.5B

139 positions

#11HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 6 shared positions

$NEE $TJX $AXP $DLR $UNP $EMR

$321M

107 positions

#12FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 6 shared positions

$C $BX $NEE $MDT $BLK $UNP

$5.3B

210 positions

#13Insight Inv LLCPassive

Some overlap · 5 shared positions

$C $PNC $AXP $TJX $EMR

$212M

109 positions

#14Slagle Financial, LLCPassive

Some overlap · 5 shared positions

$PM $C $TJX $NEE $PLD

$334M

127 positions

#15Vivid Wealth Management, LLCPassive

Some overlap · 5 shared positions

$PM $PNC $AXP $TJX $UNP

$284M

73 positions

#16Community Financial Services Group, LLCPassive

Some overlap · 6 shared positions

$PNC $EMR $PLD $NEE $AXP $BLK

$686M

532 positions

#17VAUGHAN DAVID INVESTMENTS LLC/ILActive

Some overlap · 6 shared positions

$AXP $C $NEE $PM $BLK $AZN

$5.0B

245 positions

#18MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$PM $C $PLD $UNP $MDT

$233M

122 positions

#19Brentview Investment Management LLCActive

Some overlap · 5 shared positions

$PM $TJX $NEE $UNP $BLK

$253M

63 positions

#20FORBES J M & CO LLPActive

Some overlap · 6 shared positions

$TJX $NEE $EMR $UNP $PGR $PLD

$1.3B

159 positions

#21JB Capital LLCActive

Some overlap · 5 shared positions

$PLD $AZN $PNC $EMR $MDT

$2.9B

280 positions

#22First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 5 shared positions

$PM $BX $NEE $UNP $BLK

$529M

75 positions

#23Parkside Investments, LLCActive

Some overlap · 5 shared positions

$C $BX $NEE $FCX $UNP

$902M

91 positions

#24Hosking Partners LLPActive

Some overlap · 5 shared positions

$C $AXP $FCX $DAL $BKNG

$3.0B

98 positions

#25Oliver Luxxe Assets LLCPassive

Some overlap · 5 shared positions

$PM $C $FCX $AZN $PNC

$680M

199 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.