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 OverlapQ2 2026BRAUN STACEY ASSOCIATES portfolio →

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Most similar hedge funds by 13F overlap

BRAUN STACEY ASSOCIATES INC is an institutional investor managing $3.5B across 113 U.S. equity positions as of Q2 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 Dorsey Wright & Associates, Markin Volterra Fund, Williamson Legacy Group, with shared positions in $WDC, $LITE, $HWM, $WELL, $PWR, $ETR. The full ranking of 25 similar funds is below.

#1Dorsey Wright & AssociatesPassive

Notable overlap · 7 shared positions

$WDC $LITE $HWM $WELL $PWR $ETR

$590M

131 positions

#2Markin Volterra Fund LPActive

Notable overlap · 6 shared positions

$WDC $CRDO $LITE $VRT $APH $PWR

$147M

69 positions

#3Williamson Legacy Group, LLCPassive

Notable overlap · 5 shared positions

$WDC $VRT $LITE $HWM $C

$201M

75 positions

#4Dilation Capital Management LPActive

Notable overlap · 4 shared positions

$WDC $CRDO $LITE $HWM

$248M

20 positions

#5SMART Wealth LLCPassive

Some overlap · 5 shared positions

$WDC $LITE $VRT $HWM $C

$464M

222 positions

#6Winslow Capital Management, LLCActive

Some overlap · 6 shared positions

$LITE $VRT $HWM $APP $PWR $APH

$29.1B

66 positions

#7PRAKASH INVESTMENT ADVISORS LLCPassive

Some overlap · 4 shared positions

$WDC $VRT $LITE $APP

$174M

92 positions

#8ITHAKA GROUP LLCActive

Some overlap · 5 shared positions

$VRT $CRDO $HWM $LITE $APH

$551M

40 positions

#9Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 5 shared positions

$VRT $LITE $HWM $APP $APH

$513M

70 positions

#10SIERRA SUMMIT ADVISORS LLCPassive

Some overlap · 5 shared positions

$VRT $LITE $PWR $APP $C

$895M

185 positions

#11ARS Investment Partners, LLCActive

Some overlap · 4 shared positions

$WDC $VRT $PWR $APH

$2.3B

181 positions

#12Longbow Finance SAPassive

Some overlap · 6 shared positions

$HWM $WELL $TRV $PWR $TJX $C

$782M

59 positions

#13BankChampaign, National AssociationPassive

Some overlap · 4 shared positions

$WDC $VRT $HWM $PWR

$130M

200 positions

#14VestGen Investment ManagementPassive

Some overlap · 7 shared positions

$WELL $WDC $HWM $ETR $APH $PWR

$189M

218 positions

#15ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Some overlap · 5 shared positions

$VRT $CRDO $PWR $APP $APH

$4.4B

109 positions

#16MRA Advisory GroupPassive

Some overlap · 5 shared positions

$VRT $LITE $CRDO $C $APH

$276M

159 positions

#17Harvest Investment Services, LLCPassive

Some overlap · 4 shared positions

$WDC $LITE $HWM $WELL

$647M

383 positions

#18C M BIDWELL & ASSOCIATES LTDPassive

Some overlap · 6 shared positions

$WDC $VRT $HWM $APH $APP $TRV

$245M

494 positions

#19KIECKHEFER GROUP LLCSmart money

Some overlap · 4 shared positions

$VRT $CRDO $WDC $LITE

$246M

65 positions

#20VMS Asset Management LimitedPassive

Some overlap · 3 shared positions

$WDC $VRT $CRDO

$315M

33 positions

#21Talos Eurisko Asset Management LPActive

Some overlap · 4 shared positions

$VRT $CRDO $LITE $APH

$703M

25 positions

#22Bouvel Investment Partners, LLCPassive

Some overlap · 5 shared positions

$LITE $PWR $VRT $ETR $APH

$442M

84 positions

#23SCALAR GAUGE MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$WDC $VRT $HWM

$182M

27 positions

#24Telligent Fund, LPActive

Some overlap · 4 shared positions

$VRT $LITE $HWM $APH

$136M

23 positions

#25Zweig-DiMenna Associates LLCActive

Some overlap · 4 shared positions

$VRT $LITE $PWR $APP

$1.1B

70 positions

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View BRAUN STACEY ASSOCIATES’s holdings

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.