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Hedge Funds Similar to Braeburn Wealth

13F Portfolio OverlapQ3 2026Braeburn Wealth portfolio →
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Most similar hedge funds by 13F overlap

Braeburn Wealth Management LLC is an institutional investor managing $236M across 98 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Braeburn Wealth are PATTON FUND, Roehl & Yi Investment Advisors, AVAII WEALTH, with shared positions in $IAU, $FIX, $CRWD, $SNDK, $DELL, $HWM. The full ranking of 25 similar funds is below.

#1PATTON FUND MANAGEMENT, INC.Passive
Notable overlap · 8 shared positions
$IAU$FIX$CRWD$SNDK$DELL$HWM
$389M
77 positions
#2Roehl & Yi Investment Advisors, LLCPassive
Notable overlap · 5 shared positions
$IAU$SNDK$WDC$UNP$TXN
$304M
194 positions
#3AVAII WEALTH MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$IAU$MRVL$TGTX$CRWD$UNP
$348M
178 positions
#4Retireful, LLCPassive
Notable overlap · 7 shared positions
$FIX$MRVL$CRWD$SNDK$DELL$WDC
$116M
86 positions
#5ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Notable overlap · 3 shared positions
$IAU$MRVL$DELL
$753M
223 positions
#6LifePlan Investment Advisors, Inc.Passive
Notable overlap · 4 shared positions
$IAU$SNDK$WDC$TXN
$291M
131 positions
#7SEEDS INVESTOR LLCPassive
Some overlap · 6 shared positions
$IAU$SNDK$FIX$MRVL$DELL$WDC
$973M
379 positions
#8January Capital Advisors LLCActive
Some overlap · 3 shared positions
$IAU$SNDK$WDC
$120M
55 positions
#9Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$IAU$DELL$UNP
$830M
159 positions
#10TRUE Private Wealth AdvisorsPassive
Some overlap · 3 shared positions
$IAU$MRVL$WDC
$1.2B
289 positions
#11VMS Asset Management LimitedActive
Some overlap · 6 shared positions
$FIX$MRVL$CRWD$SNDK$DELL$WDC
$264M
32 positions
#12TWIN FOCUS CAPITAL PARTNERS, LLCActive
Some overlap · 3 shared positions
$IAU$DELL$CRWD
$983M
170 positions
#13Biltmore Family Office, LLCActive
Some overlap · 3 shared positions
$IAU$DELL$UNP
$761M
333 positions
#14waypoint wealth counselPassive
Some overlap · 4 shared positions
$IAU$FIX$SNDK$WDC
$172M
162 positions
#15Sage Investment Advisers LLCPassive
Some overlap · 3 shared positions
$IAU$UNP$SPG
$154M
96 positions
#16Skyline Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$CRWD$SPG
$319M
123 positions
#17Ackerman Capital Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$UNP$TXN
$497M
120 positions
#18Deane Retirement Strategies, Inc.Passive
Some overlap · 3 shared positions
$IAU$UNP$TXN
$244M
53 positions
#19JMAC ENTERPRISES LLCActive
Some overlap · 3 shared positions
$IAU$UNP$CMS
$593M
122 positions
#20Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 3 shared positions
$IAU$ILMN$MRVL
$346M
112 positions
#21CPR Investments Inc.Active
Some overlap · 4 shared positions
$IAU$SNDK$CRWD$MRVL
$134M
64 positions
#22Bigelow Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$MRVL$TXN
$281M
154 positions
#23TSA Wealth Managment LLCActive
Some overlap · 3 shared positions
$IAU$MRVL$TXN
$356M
124 positions
#24Dynasty Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$DELL$MRVL
$13.5B
367 positions
#25Argos Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$FIX$CRWD
$378M
224 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.