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Hedge Funds Similar to Bradley & Private Wealth

13F Portfolio OverlapQ3 2026Bradley & Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

Bradley & Co. Private Wealth Management, LLC is an institutional investor managing $219M across 226 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Bradley & Private Wealth are MFA WEALTH ADVISORS, CACTI ASSET, Holowesko Partners Ltd., with shared positions in $AXP, $IAU, $NEE, $BA, $DIS, $ASML. The full ranking of 25 similar funds is below.

#1MFA WEALTH ADVISORS, LLCActive
Notable overlap · 4 shared positions
$AXP$IAU$NEE$BA
$589M
93 positions
#2CACTI ASSET MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$AXP$DIS$BA
$1.9B
79 positions
#3Holowesko Partners Ltd.Active
Notable overlap · 3 shared positions
$AXP$DIS$ASML
$395M
34 positions
#4Financial Avengers, Inc.Active
Some overlap · 4 shared positions
$AXP$DIS$SBUX$ASML
$241M
155 positions
#5HS Management Partners, LLCActive
Some overlap · 4 shared positions
$AXP$DIS$SBUX$MCD
$291M
24 positions
#6Focused Investors LLCActive
Some overlap · 4 shared positions
$AXP$DIS$FDX$MCD
$3.0B
23 positions
#7Iron Gate Global Advisors LLCActive
Some overlap · 3 shared positions
$AXP$PLTR$ASML
$1.0B
109 positions
#8NOESIS CAPITAL MANGEMENT CORPActive
Some overlap · 3 shared positions
$AXP$DIS$NEE
$843M
131 positions
#9AlpenGlobal Capital LLCActive
Some overlap · 3 shared positions
$AXP$DIS$MCD
$156M
35 positions
#10Pavion Blue Capital, LLCPassive
Some overlap · 5 shared positions
$AXP$DIS$SBUX$FDX$MCD
$248M
111 positions
#11Infusive Asset Management Inc.Active
Some overlap · 3 shared positions
$AXP$DIS$MCD
$220M
30 positions
#12Drexel Morgan & Co.Active
Some overlap · 3 shared positions
$AXP$DIS$MCD
$719M
60 positions
#13FOUNDERS CAPITAL MANAGEMENT, LLCSmart money
Some overlap · 4 shared positions
$AXP$DIS$FDX$FDXF
$684M
81 positions
#14Perennial Advisors, LLCPassive
Some overlap · 6 shared positions
$AXP$DIS$SBUX$FDX$MCD$ASML
$669M
137 positions
#15Bigelow Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$DIS$IAU$SBUX$NEE
$281M
154 positions
#16Matthew Goff Investment Advisor, LLCPassive
Some overlap · 3 shared positions
$AXP$DIS$MCD
$672M
107 positions
#17DCM Advisors, LLCActive
Some overlap · 4 shared positions
$AXP$DIS$MCD$BA
$253M
38 positions
#18Capital Wealth Planning, LLCActive
Some overlap · 5 shared positions
$AXP$FDX$MCD$FDXF$ASML
$20.0B
154 positions
#19MOUNT VERNON ASSOCIATES INC /MD/Active
Some overlap · 3 shared positions
$AXP$DAL$SBUX
$150M
58 positions
#20Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$AXP$IAU$NEE$ASML
$710M
193 positions
#21ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$AXP$DIS$FDX
$807M
209 positions
#22Foster Group, Inc.Active
Some overlap · 5 shared positions
$AXP$PLTR$DAL$FDX$MCD
$3.7B
316 positions
#23Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$AXP$DIS$SBUX$NEE$ASML
$116M
240 positions
#24NBZ Investment Advisors LLCActive
Some overlap · 3 shared positions
$AXP$DIS$BA
$256M
86 positions
#25Lorne Steinberg Wealth Management Inc.Passive
Some overlap · 4 shared positions
$AXP$DIS$SBUX$MCD
$474M
72 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.