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Hedge Funds Similar to Braeburn Wealth

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

Braeburn Wealth Management LLC is an institutional investor managing $175M across 85 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 Braeburn Wealth are ANDERSON HOAGLAND &, CADINHA &, Rachor Investment Advisory Services,, with shared positions in $IAU, $GEV, $FIX, $GE, $UNP, $GLW. The full ranking of 25 similar funds is below.

#1ANDERSON HOAGLAND & COPassive
Notable overlap · 4 shared positions
$IAU$GEV$FIX$GE
$1.2B
136 positions
#2CADINHA & CO LLCActive
Notable overlap · 4 shared positions
$IAU$GEV$UNP$GE
$537M
103 positions
#3Rachor Investment Advisory Services, LLCActive
Notable overlap · 4 shared positions
$IAU$GEV$GLW$GE
$190M
464 positions
#4Yeomans Consulting Group, Inc.
Notable overlap · 6 shared positions
$IAU$KLAC$GE$CIEN$COHR$LRCX
$341M
113 positions
#5Modus Advisors, LLCPassive
Notable overlap · 3 shared positions
$IAU$CRWD$REGN
$363M
117 positions
#6BCU Wealth Advisors, LLCSmart money
Notable overlap · 3 shared positions
$IAU$GEV$GE
$268M
60 positions
#7Argos Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$KLAC$FIX
$348M
202 positions
#8Strathmore Capital Advisors, Inc.Active
Notable overlap · 3 shared positions
$IAU$SPG$LRCX
$354M
138 positions
#9Hamilton Wealth, LLCActive
Some overlap · 3 shared positions
$IAU$GILD$CRWD
$1.4B
114 positions
#10Arlington Capital Management, Inc.Passive
Some overlap · 3 shared positions
$IAU$LRCX$CIEN
$177M
111 positions
#11PINNEY & SCOFIELD, INC.Active
Some overlap · 4 shared positions
$IAU$GE$GEV$UNP
$185M
243 positions
#12Exit Wealth Advisors, LLC.Active
Some overlap · 4 shared positions
$IAU$LRCX$GLW$WDC
$195M
131 positions
#13ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Some overlap · 3 shared positions
$IAU$GE$GEV
$730M
215 positions
#14North Berkeley Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IAU$GE$GEV
$189M
73 positions
#15Roehl & Yi Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$WDC$UNP
$266M
180 positions
#16Williamson Legacy Group, LLCPassive
Some overlap · 8 shared positions
$CIEN$GEV$COHR$HWM$FIVE$WDC
$133M
81 positions
#17Summit Place Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$GEV$CRWD$GE
$208M
106 positions
#18REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$UNP$GE
$697M
218 positions
#19CHATHAM CAPITAL GROUP, INC.Passive
Some overlap · 3 shared positions
$IAU$GEV$GE
$689M
198 positions
#20Markin Volterra Fund LPActive
Some overlap · 7 shared positions
$FIX$GEV$COHR$WDC$KLAC$VIAV
$65M
34 positions
#21JSF Financial, LLCActive
Some overlap · 3 shared positions
$IAU$GILD$KLAC
$510M
126 positions
#22JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$IAU$FIX$WDC$LRCX$GE
$1.1B
286 positions
#23LifeWealth Investments, LLCPassive
Some overlap · 3 shared positions
$IAU$REGN$GE
$335M
141 positions
#24Wealth Dimensions Group, Ltd.Active
Some overlap · 3 shared positions
$IAU$GE$GEV
$508M
170 positions
#25Polar Capital Holdings PlcActive
Some overlap · 7 shared positions
$CIEN$GEV$COHR$WDC$KLAC$GLW
$28.2B
242 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.