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Hedge Funds Similar to Briggs Wealth ,

13F Portfolio OverlapQ1 2026Briggs Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Briggs Wealth Management, Inc is an institutional investor managing $94M across 58 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 Briggs Wealth , are SVRN Asset ,, Vanguard National, Breakwater Investment, with shared positions in $BRZE, $MKL, $SCHW, $HUM, $GLDM, $DDOG. The full ranking of 25 similar funds is below.

#1SVRN Asset Management, LLCActive
Notable overlap · 6 shared positions
$BRZE$MKL$SCHW$HUM$GLDM$DDOG
$103M
37 positions
#2Vanguard National Trust CoActive
Notable overlap · 6 shared positions
$BRZE$MKL$EPAM$HUM$DDOG$MAR
$1.6B
751 positions
#3Breakwater Investment ManagementPassive
Notable overlap · 6 shared positions
$BRZE$MKL$SCHW$HUM$DDOG$MAR
$269M
506 positions
#4TABR Capital Management, LLCActive
Notable overlap · 3 shared positions
$BRZE$SSL$SCHW
$109M
54 positions
#5WealthCollab, LLCPassive
Notable overlap · 5 shared positions
$BRZE$SCHW$MKL$IAU$DDOG
$243M
977 positions
#6Prospera Capital Management, LLCSmart money
Notable overlap · 6 shared positions
$BRZE$MKL$HUM$DDOG$IAU$SCHW
$199M
45 positions
#7Orcam Financial GroupSmart money
Notable overlap · 6 shared positions
$BRZE$MKL$IAU$MAR$DE$DDOG
$141M
62 positions
#8Luminvest Wealth Management LLCSmart money
Notable overlap · 5 shared positions
$BRZE$MKL$HUM$DDOG$SCHW
$382M
55 positions
#9Verus Financial Partners, Inc.Smart money
Notable overlap · 4 shared positions
$BRZE$MKL$IAU$DDOG
$1.1B
121 positions
#10Family CFO IncActive
Notable overlap · 5 shared positions
$BRZE$MKL$SCHW$HUM$GLDM
$223M
41 positions
#11St. Louis Trust CoActive
Notable overlap · 3 shared positions
$BRZE$MKL$EPAM
$856M
145 positions
#12STONE LOFT WEALTH MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$BRZE$MKL$HUM
$140M
29 positions
#13Charter Oak Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$MKL$HUM
$1.3B
208 positions
#14FIDUCIARY ADVISORS, INC.Active
Notable overlap · 5 shared positions
$BRZE$MKL$MAR$DE$IAU
$133M
121 positions
#15Juno Financial Group LLCActive
Notable overlap · 4 shared positions
$BRZE$SCHW$HUM$DE
$255M
70 positions
#16FIDELIS iM, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$SCHW$HUM
$264M
25 positions
#17Drystone LLCActive
Notable overlap · 3 shared positions
$BRZE$SCHW$HLT
$111M
18 positions
#18Topsail Wealth Management, LLCActive
Notable overlap · 5 shared positions
$BRZE$MKL$DDOG$MAR$HUM
$678M
294 positions
#19VANGUARD ADVISERS INCActive
Notable overlap · 5 shared positions
$BRZE$MKL$DDOG$HUM$EPAM
$25.5B
668 positions
#20White Lighthouse Investment Management Inc.Active
Notable overlap · 7 shared positions
$BRZE$SCHW$IAU$MAR$HUM$MKL
$721M
145 positions
#21New Covenant Trust Company, N.A.Active
Notable overlap · 3 shared positions
$BRZE$MKL$DE
$112M
96 positions
#22Hartmann Taylor Wealth Management, LLCActive
Notable overlap · 3 shared positions
$BRZE$MKL$HUM
$151M
54 positions
#23Provenance Wealth Advisors, LLCSmart money
Notable overlap · 6 shared positions
$BRZE$EPAM$HUM$IAU$SSL$DE
$945M
412 positions
#24Genesis Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$BRZE$IAU$GLDM$VZ
$150M
64 positions
#25Clarity Capital Advisors, LLCActive
Notable overlap · 6 shared positions
$BRZE$SCHW$MKL$HUM$GLDM$MAR
$215M
95 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.