13F Pro

Hedge Funds Similar to BBR PARTNERS

13F Portfolio OverlapQ2 2026BBR PARTNERS portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

BBR PARTNERS, LLC is an institutional investor managing $2.1B across 250 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 BBR PARTNERS are Vermillion & White Wealth Group, Drexel Morgan, Centric Wealth, with shared positions in $UPS, $PM, $DOV, $MO, $UNP, $ABT. The full ranking of 25 similar funds is below.

#1Vermillion & White Wealth Management Group, LLCActive
Notable overlap · 4 shared positions
$UPS$PM$DOV$MO
$198M
69 positions
#2Drexel Morgan & Co.Active
Some overlap · 3 shared positions
$UPS$UNP$ABT
$719M
60 positions
#3Centric Wealth ManagementPassive
Some overlap · 3 shared positions
$UPS$UNP$KMI
$643M
209 positions
#4HOLLENCREST SECURITIES LLCPassive
Some overlap · 3 shared positions
$UPS$PM$MO
$1.5B
1,229 positions
#5TrueMark Investments, LLCPassive
Some overlap · 6 shared positions
$UPS$PM$MO$UNP$ABT$KMI
$798M
187 positions
#6Manchester Capital Management LLCActive
Some overlap · 3 shared positions
$UPS$DOV$UNP
$768M
1,313 positions
#7Measured Risk Portfolios, Inc.Active
Some overlap · 4 shared positions
$UPS$PM$MO$KMI
$112M
63 positions
#8WALLER FINANCIAL PLANNING GROUP, INCActive
Some overlap · 3 shared positions
$UPS$PM$DOV
$486M
78 positions
#9VAUGHAN & Co SECURITIES, INC.Smart money
Some overlap · 4 shared positions
$UPS$PM$UNP$APO
$214M
61 positions
#10OPAL CAPITAL LLCPassive
Some overlap · 5 shared positions
$UPS$PM$MO$UNP$ABT
$560M
136 positions
#11MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$UPS$PM$UNP
$233M
122 positions
#12Keystone Financial Planning, Inc.Smart money
Some overlap · 3 shared positions
$UPS$PM$MO
$388M
39 positions
#13CRAWFORD INVESTMENT COUNSEL INCActive
Some overlap · 4 shared positions
$UPS$PM$DOV$MDLZ
$6.0B
306 positions
#14Copia Wealth ManagementPassive
Some overlap · 4 shared positions
$UPS$DOV$PM$IBIT
$166M
570 positions
#15P.A.W. CAPITAL CORPPassive
Some overlap · 5 shared positions
$PM$UPS$MO$ABT$ARCC
$133M
66 positions
#16Altrius Capital Management IncPassive
Some overlap · 5 shared positions
$PM$UPS$MO$ABT$BP
$526M
89 positions
#17Miller Financial Services LLCPassive
Some overlap · 4 shared positions
$UPS$MO$ABT$KMI
$124M
142 positions
#18ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 3 shared positions
$UPS$PM$KMI
$102M
87 positions
#19Stack Financial Management, IncActive
Some overlap · 4 shared positions
$UPS$DOV$UNP$MDLZ
$1.3B
54 positions
#20Winning Points Advisors, LLCActive
Some overlap · 5 shared positions
$UPS$PM$MO$ABT$BP
$76M
42 positions
#21CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 5 shared positions
$UPS$PM$MO$UNP$IBIT
$191M
102 positions
#22San Luis Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$UPS$MO$IBIT
$665M
187 positions
#23CFC Planning Co LLCPassive
Some overlap · 3 shared positions
$UPS$PM$MO
$171M
71 positions
#24Value Investment Professionals, LLCPassive
Some overlap · 4 shared positions
$PM$DOV$MO$ABT
$119M
97 positions
#25Cullen Capital Management, LLCActive
Some overlap · 3 shared positions
$UPS$PM$MO
$10.2B
208 positions

Compare BBR PARTNERS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View BBR PARTNERS’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.