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 BRAUN STACEY ASSOCIATES

13F Portfolio OverlapQ1 2026BRAUN STACEY ASSOCIATES portfolio →

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Most similar hedge funds by 13F overlap

BRAUN STACEY ASSOCIATES INC is an institutional investor managing $3.0B across 112 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 BRAUN STACEY ASSOCIATES are SIERRA SUMMIT ADVISORS, JACKSON SQUARE ,, Williamson Legacy Group,, with shared positions in $LITE, $VRT, $MU, $PWR, $LRCX, $CME. The full ranking of 25 similar funds is below.

#1SIERRA SUMMIT ADVISORS LLCPassive

Notable overlap · 9 shared positions

$LITE $VRT $MU $PWR $LRCX $CME

$688M

180 positions

#2JACKSON SQUARE CAPITAL, LLCPassive

Notable overlap · 7 shared positions

$LITE $VRT $MU $HWM $TJX $LRCX

$477M

129 positions

#3Williamson Legacy Group, LLCPassive

Notable overlap · 7 shared positions

$LITE $WDC $MU $HWM $LRCX $GEV

$133M

81 positions

#4ARS Investment Partners, LLCActive

Notable overlap · 7 shared positions

$VRT $WDC $MU $PWR $LRCX $GEV

$1.9B

182 positions

#5Markin Volterra Fund LPActive

Notable overlap · 6 shared positions

$LITE $VRT $WDC $MU $LRCX $GEV

$65M

34 positions

#6Longbow Finance SAPassive

Notable overlap · 8 shared positions

$HWM $WELL $TJX $PWR $TRV $MCK

$552M

55 positions

#7Zweig-DiMenna Associates LLCPassive

Notable overlap · 6 shared positions

$LITE $VRT $MU $PWR $LRCX $APP

$722M

61 positions

#8Value Aligned Research Advisors, LLCActive

Notable overlap · 6 shared positions

$LITE $VRT $WDC $MU $LRCX $GEV

$20.7B

107 positions

#9Polar Capital Holdings PlcActive

Notable overlap · 6 shared positions

$LITE $VRT $MU $WDC $LRCX $GEV

$28.2B

242 positions

#10Retireful, LLCPassive

Notable overlap · 6 shared positions

$WDC $MU $VRT $LITE $ETR $GEV

$71M

84 positions

#11BECK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$VRT $MU $WELL $GEV $WDC $MCK

$437M

115 positions

#12NAVELLIER & ASSOCIATES INCPassive

Notable overlap · 7 shared positions

$VRT $HWM $PWR $APP $GEV $LRCX

$960M

326 positions

#13Telligent Fund, LPActive

Notable overlap · 5 shared positions

$VRT $LITE $MU $HWM $GEV

$94M

24 positions

#14McLaughlin Asset Management, Inc.Passive

Notable overlap · 7 shared positions

$VRT $TJX $HWM $LRCX $GEV $KO

$105M

91 positions

#15Goldstream Capital Management LtdActive

Some overlap · 5 shared positions

$LITE $VRT $MU $LRCX $GEV

$120M

30 positions

#16Virtus Wealth Solutions LLCActive

Some overlap · 5 shared positions

$VRT $LITE $MU $PWR $GEV

$525M

54 positions

#17Munro PartnersActive

Some overlap · 6 shared positions

$LITE $HWM $PWR $GEV $MCK $VRT

$3.0B

59 positions

#18IBEX WEALTH ADVISORSPassive

Some overlap · 6 shared positions

$VRT $MU $CME $APP $GEV $HWM

$1.1B

203 positions

#19Terra Nova Asset Management LLCPassive

Some overlap · 6 shared positions

$VRT $HWM $GEV $MCK $AZO $LRCX

$135M

83 positions

#20Morse Asset Management, IncPassive

Some overlap · 6 shared positions

$VRT $MU $GEV $EVR $LRCX $AZO

$481M

403 positions

#21Western Financial Corp/CAActive

Some overlap · 8 shared positions

$LRCX $MU $WFC $GEV $WDC $WELL

$255M

127 positions

#22WD RUTHERFORD LLCPassive

Some overlap · 6 shared positions

$VRT $TJX $LRCX $GEV $MCK $APP

$225M

71 positions

#23Winslow Capital Management, LLCActive

Some overlap · 7 shared positions

$PWR $HWM $GEV $MCK $VRT $MU

$25.6B

60 positions

#24Benchmark Investment Advisors LLCPassive

Some overlap · 6 shared positions

$VRT $MU $LRCX $APP $GEV $WELL

$172M

76 positions

#25Davidson Capital Management Inc.Active

Some overlap · 6 shared positions

$VRT $PWR $CME $GEV $TJX $MCK

$552M

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.