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Hedge Funds Similar to Bravera Wealth

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

Bravera Wealth is an institutional investor managing $222M across 410 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 Bravera Wealth are Ballast Financial Advisors, Family Investment Center,, Wheelhouse Advisory Group, with shared positions in $AMN, $HUM, $BRZE, $USB, $COP, $DDOG. The full ranking of 25 similar funds is below.

#1Ballast Financial Advisors LLCActive
Notable overlap · 5 shared positions
$AMN$HUM$BRZE$USB$COP
$98M
68 positions
#2Family Investment Center, Inc.Active
Notable overlap · 4 shared positions
$AMN$HUM$BRZE$COP
$520M
91 positions
#3Wheelhouse Advisory Group LLCActive
Notable overlap · 5 shared positions
$AMN$HUM$DDOG$PM$USB
$302M
51 positions
#4Avantax Planning Partners, Inc.Active
Some overlap · 6 shared positions
$AMN$HUM$BRZE$TXN$VZ$COP
$3.6B
435 positions
#5PDS Planning, IncPassive
Some overlap · 4 shared positions
$AMN$HUM$DDOG$COP
$1.5B
561 positions
#6FIDELITY D & D BANCORP INCActive
Some overlap · 3 shared positions
$AMN$HUM$PM
$249M
107 positions
#7New England Private Wealth Advisors LLCActive
Some overlap · 7 shared positions
$HUM$QUBT$BRZE$AMN$COP$EPAM
$866M
194 positions
#8Cerro Pacific Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$AMN$HUM$COP
$381M
159 positions
#9CoreFirst Bank & TrustPassive
Some overlap · 3 shared positions
$AMN$HUM$COP
$189M
290 positions
#10Wealth Architects, LLCPassive
Some overlap · 3 shared positions
$HUM$AMN$EPAM
$1.1B
244 positions
#11FLYWHEEL PRIVATE WEALTH LLCPassive
Some overlap · 3 shared positions
$HUM$AMN$BRZE
$176M
104 positions
#12Stephens Consulting, LLC
Some overlap · 3 shared positions
$AMN$HUM$COP
$309M
476 positions
#13Capital Advisors Wealth Management, LLCPassive
Some overlap · 4 shared positions
$HUM$AMN$USB$DDOG
$745M
219 positions
#14Burk Holdings LLCPassive
Some overlap · 4 shared positions
$AMN$HUM$OKE$DDOG
$233M
676 positions
#15Curran Financial Partners, LLCActive
Some overlap · 7 shared positions
$HUM$GSAT$BRZE$OKE$USB$TXN
$559M
127 positions
#16COLLECTIVE FAMILY OFFICE LLCPassive
Some overlap · 5 shared positions
$AMN$HUM$BRZE$OKE$DDOG
$489M
161 positions
#17Fonville Wealth Management LLCPassive
Some overlap · 4 shared positions
$AMN$HUM$EPAM$BRZE
$525M
138 positions
#18SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money
Some overlap · 4 shared positions
$AMN$HUM$USB$COP
$154M
39 positions
#19Collaborative Wealth Managment Inc.Passive
Some overlap · 4 shared positions
$AMN$GSAT$HUM$EPAM
$218M
162 positions
#20Seed Wealth Management, Inc.Active
Some overlap · 4 shared positions
$AMN$GSAT$BRZE$OKE
$145M
98 positions
#21Andrews Advisory Associates, LLCActive
Some overlap · 3 shared positions
$AMN$HUM$TXN
$190M
82 positions
#22Centerpoint Advisory GroupPassive
Some overlap · 3 shared positions
$HUM$AMN$OKE
$133M
108 positions
#23IAM Advisory, LLCActive
Some overlap · 4 shared positions
$AMN$GSAT$TXN$USB
$446M
95 positions
#24Avant Financial Advisors LLCActive
Some overlap · 5 shared positions
$AMN$EPAM$TXN$USB$COP
$142M
65 positions
#25Friday FinancialActive
Some overlap · 4 shared positions
$HUM$AMN$BRZE$TXN
$290M
93 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.