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 Alliance Wealth Strategies, d/b/a Brown Edwards Wealth S

13F Portfolio OverlapQ2 2026Alliance Wealth Strategies, d/b/a Brown Edwards Wealth S portfolio →

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Most similar hedge funds by 13F overlap

Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth S is an institutional investor managing $127M across 65 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 Alliance Wealth Strategies, d/b/a Brown Edwards Wealth S are Clearstead Advisors, Eliot Finkel Investment Counsel, LONDON OF VIRGINIA, with shared positions in $PCAR, $NSC, $DOV, $TXN, $DUK, $CMI. The full ranking of 25 similar funds is below.

#1Clearstead Advisors, LLCPassive

Notable overlap · 4 shared positions

$PCAR $NSC $DOV $TXN

$10.6B

3,662 positions

#2Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 3 shared positions

$NSC $PCAR $DUK

$214M

33 positions

#3LONDON CO OF VIRGINIAActive

Some overlap · 3 shared positions

$NSC $TXN $CMI

$17.5B

169 positions

#4MCDANIEL TERRY & COActive

Some overlap · 3 shared positions

$PCAR $TXN $DOV

$1.3B

81 positions

#5PRING TURNER CAPITAL GROUP INCPassive

Some overlap · 4 shared positions

$TXN $CMI $UNP $AXP

$175M

73 positions

#6Gibson Wealth Advisors LLCSmart money

Some overlap · 3 shared positions

$NSC $TXN $DUK

$162M

32 positions

#7Beacon Financial Strategies CORPActive

Some overlap · 4 shared positions

$TXN $DOV $RY $DUK

$203M

240 positions

#8Advanced Asset Management Advisors IncActive

Some overlap · 4 shared positions

$TXN $NSC $UNP $DUK

$387M

88 positions

#9New England Professional Planning Group Inc.Smart money

Some overlap · 4 shared positions

$TXN $CMI $DOV $UNP

$268M

50 positions

#10MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$TXN $CMI $DUK $UNP

$233M

122 positions

#11Corsicana & Co.Passive

Some overlap · 4 shared positions

$TXN $CMI $UNP $DUK

$206M

309 positions

#12UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT COActive

Some overlap · 4 shared positions

$TXN $DOV $FDX $DUK

$863M

423 positions

#13Midwest Professional Planners, LTD.Passive

Some overlap · 5 shared positions

$CMI $UNP $AXP $NSC $RY

$510M

131 positions

#14BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive

Some overlap · 5 shared positions

$CMI $FDX $DUK $AXP $TXN

$263M

90 positions

#15OLD REPUBLIC INTERNATIONAL CORPActive

Some overlap · 3 shared positions

$TXN $CMI $DUK

$2.2B

70 positions

#16EDGAR LOMAX CO/VAActive

Some overlap · 4 shared positions

$TXN $FDX $DUK $UNP

$1.3B

58 positions

#17NovaPoint Capital, LLCPassive

Some overlap · 3 shared positions

$TXN $CMI $UNP

$464M

162 positions

#18Exchange BankPassive

Some overlap · 5 shared positions

$TXN $NSC $UNP $AXP $FDX

$162M

129 positions

#19Stack Financial Management, IncActive

Some overlap · 4 shared positions

$PCAR $DOV $DUK $UNP

$1.3B

54 positions

#20ADVOCATE GROUP LLCPassive

Some overlap · 4 shared positions

$CMI $TXN $DUK $UNP

$646M

122 positions

#21Wealth Management NebraskaSmart money

Some overlap · 4 shared positions

$TXN $DOV $UNP $AXP

$1.1B

109 positions

#22Mayfair Advisory Group, LLCPassive

Some overlap · 4 shared positions

$NSC $RY $DOV $DUK

$345M

186 positions

#23Kennondale Capital Management LLCPassive

Some overlap · 4 shared positions

$CMI $PCAR $HII $DUK

$150M

80 positions

#24Enhancing Capital LLCPassive

Some overlap · 3 shared positions

$TXN $CMI $BHRB

$144M

88 positions

#25Andrews Advisory Associates, LLCActive

Some overlap · 3 shared positions

$TXN $DOV $FDX

$215M

84 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.