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Hedge Funds Similar to Braeburn Wealth

13F Portfolio OverlapQ2 2026Braeburn Wealth portfolio →
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Most similar hedge funds by 13F overlap

Braeburn Wealth Management LLC is an institutional investor managing $233M across 99 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 Braeburn Wealth are PATTON FUND, Roehl & Yi Investment Advisors, AVAII WEALTH, with shared positions in $IAU, $FIX, $CRWD, $SNDK, $DELL, $HWM. The full ranking of 25 similar funds is below.

#1PATTON FUND MANAGEMENT, INC.Passive
Notable overlap · 8 shared positions
$IAU$FIX$CRWD$SNDK$DELL$HWM
$462M
86 positions
#2Roehl & Yi Investment Advisors, LLCPassive
Notable overlap · 5 shared positions
$IAU$SNDK$WDC$UNP$TXN
$304M
194 positions
#3AVAII WEALTH MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$IAU$MRVL$TGTX$CRWD$UNP
$341M
176 positions
#4Retireful, LLCPassive
Notable overlap · 7 shared positions
$FIX$MRVL$CRWD$SNDK$DELL$WDC
$107M
81 positions
#5ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Notable overlap · 3 shared positions
$IAU$MRVL$DELL
$753M
223 positions
#6LifePlan Investment Advisors, Inc.Passive
Notable overlap · 4 shared positions
$IAU$SNDK$WDC$TXN
$291M
131 positions
#7SEEDS INVESTOR LLCPassive
Some overlap · 6 shared positions
$IAU$SNDK$FIX$MRVL$DELL$WDC
$973M
379 positions
#8January Capital Advisors LLC
Some overlap · 3 shared positions
$IAU$SNDK$WDC
$120M
55 positions
#9Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$IAU$DELL$UNP
$829M
163 positions
#10TRUE Private Wealth AdvisorsPassive
Some overlap · 3 shared positions
$IAU$MRVL$WDC
$1.2B
283 positions
#11VMS Asset Management LimitedPassive
Some overlap · 6 shared positions
$FIX$MRVL$CRWD$SNDK$DELL$WDC
$315M
33 positions
#12TWIN FOCUS CAPITAL PARTNERS, LLCActive
Some overlap · 3 shared positions
$IAU$DELL$CRWD
$983M
170 positions
#13Biltmore Family Office, LLCActive
Some overlap · 3 shared positions
$IAU$DELL$UNP
$761M
333 positions
#14waypoint wealth counselPassive
Some overlap · 4 shared positions
$IAU$FIX$SNDK$WDC
$160M
150 positions
#15Sage Investment Advisers LLCPassive
Some overlap · 3 shared positions
$IAU$UNP$SPG
$149M
98 positions
#16Skyline Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$CRWD$SPG
$319M
123 positions
#17Ackerman Capital Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$UNP$TXN
$497M
120 positions
#18Deane Retirement Strategies, Inc.Passive
Some overlap · 3 shared positions
$IAU$UNP$TXN
$236M
52 positions
#19JMAC ENTERPRISES LLCActive
Some overlap · 3 shared positions
$IAU$UNP$CMS
$593M
122 positions
#20Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 3 shared positions
$IAU$ILMN$MRVL
$362M
116 positions
#21CPR Investments Inc.Active
Some overlap · 4 shared positions
$IAU$SNDK$CRWD$MRVL
$130M
55 positions
#22Bigelow Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$MRVL$TXN
$276M
157 positions
#23TSA Wealth Managment LLCActive
Some overlap · 3 shared positions
$IAU$MRVL$TXN
$354M
119 positions
#24Dynasty Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$DELL$MRVL
$13.5B
367 positions
#25Argos Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$FIX$CRWD
$378M
224 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.