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Hedge Funds Similar to Michael Brady & ,

13F Portfolio OverlapQ1 2026Michael Brady & , portfolio →
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Most similar hedge funds by 13F overlap

Michael Brady & Co., LLC is an institutional investor managing $100M across 54 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 Michael Brady & , are J. Derek Lewis & Associates, Advance ,, Merited Wealth,, with shared positions in $CRM, $BAH, $ABT, $TJX, $MCD, $SE. The full ranking of 25 similar funds is below.

#1J. Derek Lewis & Associates Inc.Passive
Substantial overlap · 3 shared positions
$CRM$BAH$ABT
$427M
206 positions
#2Advance Capital Management, Inc.Smart money
Notable overlap · 3 shared positions
$CRM$TJX$MCD
$2.6B
185 positions
#3Merited Wealth, LLCPassive
Notable overlap · 3 shared positions
$CRM$BAH$SE
$121M
79 positions
#4Greenbush Financial Group, LLCActive
Notable overlap · 3 shared positions
$CRM$GEV$MCD
$302M
36 positions
#5RE ADVISERS CORPActive
Notable overlap · 7 shared positions
$PH$ETN$TJX$HON$MCD$ABT
$3.7B
111 positions
#6Cartenna Capital, LPPassive
Notable overlap · 6 shared positions
$PH$ETN$TT$GE$MCD$CSX
$2.7B
47 positions
#7SMA Capital LLCPassive
Notable overlap · 5 shared positions
$PH$ETN$WM$EMR$CSX
$232M
95 positions
#8Terra Alpha Investments LLC
Notable overlap · 5 shared positions
$WM$ETN$TT$DHR$CRM
$98M
32 positions
#9Challenger Wealth ManagementActive
Notable overlap · 5 shared positions
$CRM$TJX$TT$ADP$PH
$125M
58 positions
#10Walsky Investment Management, Inc.Passive
Notable overlap · 8 shared positions
$ETN$UNP$HON$MCD$ABT$EMR
$98M
50 positions
#11HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 9 shared positions
$WM$UNP$MCD$HON$TJX$ABT
$280M
107 positions
#12Westhampton Capital, LLCPassive
Notable overlap · 5 shared positions
$PH$WM$ETN$EMR$MCD
$214M
129 positions
#13Brentview Investment Management LLCPassive
Notable overlap · 5 shared positions
$PH$WM$UNP$TJX$TT
$231M
63 positions
#14TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Notable overlap · 7 shared positions
$ETN$DHR$GE$ABT$WM$LHX
$200M
110 positions
#15Sustainable Growth Advisers, LPActive
Notable overlap · 5 shared positions
$WM$CRM$DHR$AXP$SE
$10.6B
51 positions
#16Kimelman & Baird, LLCActive
Notable overlap · 6 shared positions
$WM$UNP$TJX$HON$EMR$MCD
$1.2B
263 positions
#17Alley Investment Management Company, LLCActive
Notable overlap · 6 shared positions
$ETN$PH$UNP$GE$ABT$DHR
$821M
85 positions
#18Covea FinanceActive
Notable overlap · 8 shared positions
$WM$TJX$AXP$ABT$LHX$GEV
$2.9B
146 positions
#19DLK Investment Management, LLCPassive
Notable overlap · 7 shared positions
$WM$HON$DHR$MCD$ABT$GEV
$253M
92 positions
#20Aprio Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$CRM$BAH$MCD
$1.8B
613 positions
#21Minot DeBlois Advisors LLCPassive
Notable overlap · 8 shared positions
$UNP$DHR$TJX$AXP$ABT$CRM
$110M
226 positions
#22Regents Gate Capital LLPActive
Notable overlap · 4 shared positions
$PH$ETN$TT$EMR
$469M
36 positions
#23Raub Brock Capital Management LPActive
Notable overlap · 4 shared positions
$PH$ETN$TJX$ADP
$395M
43 positions
#24First Long Island Investors, LLCActive
Notable overlap · 5 shared positions
$PH$ETN$MCD$ABT$ADP
$1.2B
70 positions
#25Sawyer & Company, IncPassive
Notable overlap · 7 shared positions
$ETN$TJX$HON$CRM$AXP$EMR
$260M
197 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.