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Hedge Funds Similar to Brady Martz Wealth Solutions

13F Portfolio OverlapQ2 2026Brady Martz Wealth Solutions portfolio →
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Most similar hedge funds by 13F overlap

Brady Martz Wealth Solutions, LLC is an institutional investor managing $662M across 228 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 Martz Wealth Solutions are Avantax Planning Partners, SHUFRO ROSE, Lineweaver Wealth Advisors, with shared positions in $STT, $ALPS, $TXN, $AMGN, $MO, $VLO. The full ranking of 25 similar funds is below.

#1Avantax Planning Partners, Inc.Active
Notable overlap · 6 shared positions
$STT$ALPS$TXN$AMGN$MO$VLO
$4.0B
454 positions
#2SHUFRO ROSE & CO LLCActive
Notable overlap · 3 shared positions
$ALPS$TXN$AMGN
$1.7B
315 positions
#3Lineweaver Wealth Advisors, LLCPassive
Notable overlap · 3 shared positions
$ALPS$AMGN$BLK
$863M
182 positions
#4American Alpha Advisors, LLCPassive
Notable overlap · 3 shared positions
$ALPS$MO$AMGN
$185M
95 positions
#5Verity & Verity, LLCActive
Notable overlap · 5 shared positions
$STT$TXN$AMGN$MO$TGT
$1.5B
139 positions
#6Aurdan Capital Management, LLCActive
Some overlap · 3 shared positions
$STT$AMGN$MO
$394M
99 positions
#7GLOBALT Investments LLC / GAActive
Some overlap · 3 shared positions
$STT$AMGN$TXN
$3.0B
213 positions
#8Piedmont Capital Management, LLCActive
Some overlap · 3 shared positions
$STT$AMGN$ECG
$198M
58 positions
#910Elms LLPActive
Some overlap · 3 shared positions
$STT$ALPS$AMGN
$236M
526 positions
#10Atlas Private Wealth AdvisorsActive
Some overlap · 3 shared positions
$STT$AMGN$TXN
$462M
149 positions
#11Friday FinancialActive
Some overlap · 3 shared positions
$STT$ALPS$TXN
$506M
119 positions
#12Ball & Co Wealth Management Inc.Active
Some overlap · 3 shared positions
$STT$AMGN$MO
$141M
74 positions
#13Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$STT$TXN$AMGN
$108M
52 positions
#14CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$ALPS$STT$AMGN
$338M
143 positions
#15PROFFITT & GOODSON INCActive
Some overlap · 3 shared positions
$STT$TGT$VLO
$728M
298 positions
#16Principal Street Partners, LLCPassive
Some overlap · 4 shared positions
$STT$TXN$AMGN$MO
$683M
277 positions
#17Parcion Private Wealth LLCPassive
Some overlap · 3 shared positions
$STT$AMGN$BLK
$1.8B
529 positions
#18COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$STT$AMGN$BLK
$427M
162 positions
#19Harvest Investment Advisors, LLCActive
Some overlap · 4 shared positions
$STT$AMGN$TGT$BLK
$202M
58 positions
#20GODSEY & GIBB, INCPassive
Some overlap · 3 shared positions
$STT$AMGN$BLK
$1.2B
611 positions
#21Palisade Asset Management, LLCPassive
Some overlap · 4 shared positions
$TXN$AMGN$TGT$BLK
$1.1B
204 positions
#22Banco de Sabadell, S.APassive
Some overlap · 4 shared positions
$TXN$AMGN$BLK$VLO
$170M
61 positions
#23Carolina Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$TXN$AMGN$MO
$263M
373 positions
#24PINKERTON WEALTH, LLCActive
Some overlap · 3 shared positions
$TXN$AMGN$STT
$1.2B
103 positions
#25MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$TXN$AMGN$BLK$VLO
$277M
147 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.