13F Pro

Hedge Funds Similar to Bragg Financial Advisors

13F Portfolio OverlapQ2 2026Bragg Financial Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Bragg Financial Advisors, Inc is an institutional investor managing $3.7B across 363 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 Bragg Financial Advisors are TOWLE, Intrinsic Edge, Channing, with shared positions in $SNX, $ARW, $IMKTA, $PVH, $SCHL, $GLW. The full ranking of 25 similar funds is below.

#1TOWLE & COPassive
Some overlap · 5 shared positions
$SNX$ARW$IMKTA$PVH$SCHL
$295M
59 positions
#2Intrinsic Edge Capital Management LLCPassive
Some overlap · 3 shared positions
$GLW$ARW$MSM
$967M
120 positions
#3Channing Capital Management, LLCActive
Some overlap · 4 shared positions
$JBTM$LFUS$DORM$FAF
$4.3B
106 positions
#4Two Point Capital Management, Inc.Active
Some overlap · 3 shared positions
$GLW$ARW$ETN
$248M
30 positions
#5Davis Asset Management, L.P.Active
Some overlap · 4 shared positions
$SFBS$AX$FAF$AXP
$3.9B
85 positions
#6S&T BANK/PAPassive
Some overlap · 3 shared positions
$SNX$AX$IDCC
$333M
445 positions
#7DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$VSH$JBTM$MDU
$2.4B
174 positions
#8BOWEN HANES & CO INCActive
Some overlap · 3 shared positions
$GLW$AXP$ETN
$4.1B
151 positions
#9Bluebird Wealth Management LLCPassive
Some overlap · 3 shared positions
$GLW$AXP$ETN
$115M
89 positions
#10Riggs Asset Managment Co. Inc.Passive
Some overlap · 3 shared positions
$GLW$AXP$ETN
$560M
132 positions
#11Game Plan Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$GLW$AXP$ETN
$269M
465 positions
#12Pflug Koory, LLCPassive
Some overlap · 3 shared positions
$GLW$VSH$AXP
$250M
426 positions
#13Roubaix Capital, LLCPassive
Some overlap · 3 shared positions
$JBTM$LFUS$DORM
$279M
50 positions
#14Alexander Randolph Advisory, Inc.Active
Some overlap · 3 shared positions
$VSH$PVH$AXP
$121M
41 positions
#15CHEMUNG CANAL TRUST COActive
Some overlap · 3 shared positions
$GLW$AXP$ETN
$541M
111 positions
#16CULLEN/FROST BANKERS, INC.Passive
Some overlap · 3 shared positions
$GLW$ETN$AXP
$10.1B
1,418 positions
#17Front Street Capital Management, Inc.Active
Some overlap · 3 shared positions
$GLW$TEX$VNT
$881M
70 positions
#18Port Capital LLCActive
Some overlap · 3 shared positions
$RLI$AXP$ETN
$2.5B
108 positions
#19CARRET ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$GLW$AXP$ETN
$1.1B
309 positions
#20HARTLINE INVESTMENT CORP/Active
Some overlap · 3 shared positions
$GLW$ETN$AXP
$1.1B
115 positions
#21MITCHELL MCLEOD PUGH & WILLIAMS INCPassive
Some overlap · 3 shared positions
$SFBS$GLW$AXP
$815M
307 positions
#22CoreFirst Bank & TrustPassive
Some overlap · 3 shared positions
$GLW$ETN$AXP
$201M
279 positions
#23Community Financial Services Group, LLCPassive
Some overlap · 3 shared positions
$GLW$AXP$ETN
$686M
532 positions
#24Future Fund LLCPassive
Some overlap · 3 shared positions
$LFUS$OSK$IDCC
$349M
118 positions
#25SILVERCREST ASSET MANAGEMENT GROUP LLCPassive
Some overlap · 3 shared positions
$SNX$LFUS$ETN
$15.3B
844 positions

Compare Bragg Financial Advisors’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 Bragg Financial Advisors’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.