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 BRADY FAMILY WEALTH

13F Portfolio OverlapQ2 2026BRADY FAMILY WEALTH portfolio →

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Most similar hedge funds by 13F overlap

BRADY FAMILY WEALTH, LLC is an institutional investor managing $346M 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 BRADY FAMILY WEALTH are Somerset, ROFFMAN MILLER ASSOCIATES, Kesler, Norman & Wride, with shared positions in $ADI, $LOW, $AMGN, $GD, $CB, $ITW. The full ranking of 25 similar funds is below.

#1Somerset Trust CoPassive

Substantial overlap · 14 shared positions

$ADI $LOW $AMGN $GD $CB $ITW

$354M

186 positions

#2ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 11 shared positions

$TXN $CB $SYK $GD $APH $PEP

$1.9B

88 positions

#3Kesler, Norman & Wride, LLCPassive

Notable overlap · 11 shared positions

$ADI $CB $TXN $GD $BLK $AMGN

$631M

271 positions

#4UNITED BANKActive

Notable overlap · 11 shared positions

$TXN $AMGN $GD $ABT $BLK $PEP

$853M

130 positions

#5Smart Portfolios, LLC

Notable overlap · 10 shared positions

$BLK $SYK $TXN $PSX $AMGN $PEP

$100M

99 positions

#6Palisade Asset Management, LLCPassive

Notable overlap · 10 shared positions

$AMGN $TXN $ABT $GD $TJX $PEP

$1.1B

204 positions

#7MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 11 shared positions

$CB $LOW $GD $TXN $APH $ADI

$857M

166 positions

#8Haverford Financial Services, Inc.Active

Notable overlap · 9 shared positions

$BLK $TXN $LOW $TJX $PEP $SYK

$339M

49 positions

#9BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Notable overlap · 8 shared positions

$LOW $TXN $AMGN $GD $ITW $APD

$235M

33 positions

#10CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 8 shared positions

$ADI $TXN $LOW $APH $SYK $PEP

$1.3B

99 positions

#11BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 11 shared positions

$ADI $AMGN $TJX $LOW $ABT $CB

$8.0B

1,334 positions

#12Banco de Sabadell, S.APassive

Notable overlap · 9 shared positions

$ADI $BLK $TJX $TXN $AMGN $APD

$170M

61 positions

#13VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 10 shared positions

$BLK $CB $AMGN $PSX $PEP $ADI

$201M

57 positions

#14Haverford Trust CoActive

Notable overlap · 10 shared positions

$BLK $LOW $TJX $PEP $APD $TXN

$11.6B

424 positions

#15Exeter Financial, LLCPassive

Notable overlap · 10 shared positions

$TXN $AMGN $GD $PEP $APD $ADP

$261M

101 positions

#16WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 11 shared positions

$ADI $LOW $PEP $PSX $ADP $ITW

$390M

103 positions

#17Walsky Investment Management, Inc.Passive

Notable overlap · 10 shared positions

$TXN $ABT $AMGN $LOW $APD $PEP

$108M

52 positions

#18KANAWHA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$LOW $CB $ITW $APH $ABT $PEP

$1.5B

228 positions

#19NovaPoint Capital, LLCPassive

Notable overlap · 9 shared positions

$TXN $CB $GD $APH $PEP $APD

$481M

161 positions

#20PIONEER TRUST BANK N A/ORPassive

Notable overlap · 10 shared positions

$BLK $ITW $TJX $LOW $PEP $ABT

$441M

87 positions

#21TICINO WEALTHPassive

Notable overlap · 9 shared positions

$ADI $TXN $ITW $AMGN $MCD $LOW

$317M

135 positions

#22First Long Island Investors, LLCActive

Notable overlap · 10 shared positions

$AMGN $ABT $LOW $BLK $APH $ADP

$1.4B

73 positions

#23Willis Investment CounselActive

Notable overlap · 9 shared positions

$TXN $CB $ABT $PEP $GD $ADP

$2.1B

125 positions

#24First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 6 shared positions

$LOW $TXN $BLK $PSX $AMGN $MCD

$529M

75 positions

#25Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$TXN $CB $TJX $SYK $PEP $MCD

$467M

118 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.