13F Pro

Hedge Funds Similar to BRANDYWINE OAK PRIVATE WEALTH

13F Portfolio OverlapQ2 2026BRANDYWINE OAK PRIVATE WEALTH portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

BRANDYWINE OAK PRIVATE WEALTH LLC is an institutional investor managing $1.3B across 245 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 BRANDYWINE OAK PRIVATE WEALTH are Financial Guidance Group, Kraft, Davis & Associates, Alliance Wealth Advisors, with shared positions in $GLDM, $BAR, $PNC, $URI, $BITW, $DOV. The full ranking of 25 similar funds is below.

#1Financial Guidance Group, Inc.Active
Notable overlap · 3 shared positions
$GLDM$BAR$PNC
$267M
91 positions
#2Kraft, Davis & Associates, LLCActive
Notable overlap · 5 shared positions
$GLDM$BAR$URI$BITW$DOV
$479M
155 positions
#3Alliance Wealth Advisors, LLC /UTPassive
Notable overlap · 3 shared positions
$GLDM$MCD$DOV
$530M
235 positions
#4Bangor Savings BankActive
Notable overlap · 3 shared positions
$GLDM$MCD$DOV
$1.4B
543 positions
#5American National Bank of TexasActive
Notable overlap · 4 shared positions
$GLDM$MCD$DOV$UNP
$110M
56 positions
#6Mills Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$GLDM$MCD$LMT
$318M
76 positions
#7S. R. Schill & AssociatesSmart money
Notable overlap · 3 shared positions
$GLDM$UNP$LMT
$166M
25 positions
#8Fortis Advisors, LLCPassive
Some overlap · 3 shared positions
$GLDM$UNP$BX
$214M
122 positions
#9CONTINUUM WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$GLDM$UNP$MCD
$296M
82 positions
#10Accretive Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$GLDM$MCD$UNP$BX
$412M
181 positions
#11Hollow Brook Wealth Management LLCActive
Some overlap · 3 shared positions
$GLDM$AEP$MCD
$504M
78 positions
#12Cassaday & Co Wealth Management LLCSmart money
Some overlap · 3 shared positions
$GLDM$MCD$LMT
$5.3B
1,313 positions
#13NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$GLDM$DOV$MCD
$270M
74 positions
#14New Perspectives, IncSmart money
Some overlap · 3 shared positions
$GLDM$UNP$AEP
$326M
49 positions
#15AA Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$GLDM$DOV$MCD
$832M
230 positions
#16MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$GLDM$DOV$UNP$LMT
$162M
106 positions
#17Red Mountain Financial, LLCPassive
Some overlap · 7 shared positions
$CTVA$Q$MCD$UNP$DD$LMT
$119M
82 positions
#18Lynx Investment AdvisoryPassive
Some overlap · 3 shared positions
$GLDM$DOV$PNC
$305M
230 positions
#19SWP Investment Management LLCPassive
Some overlap · 5 shared positions
$AZN$URI$UNP$PNC$BX
$145M
43 positions
#20BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$URI$AZN$UNP$PNC$BX
$171M
116 positions
#21Wealth Management NebraskaSmart money
Some overlap · 3 shared positions
$GLDM$UNP$DOV
$1.1B
106 positions
#22Strategic Wealth Partners, Ltd.Passive
Some overlap · 5 shared positions
$URI$AZN$UNP$PNC$BX
$1.6B
1,462 positions
#23Frederick Financial Consultants, LLCActive
Some overlap · 5 shared positions
$GLDM$AZN$DOV$LMT$PNC
$236M
121 positions
#24Gradient Investments LLCPassive
Some overlap · 3 shared positions
$GLDM$URI$MCD
$7.2B
448 positions
#25Brookmont Capital ManagementActive
Some overlap · 5 shared positions
$AZN$Q$MCD$DD$PNC
$186M
61 positions

Compare BRANDYWINE OAK PRIVATE WEALTH’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 BRANDYWINE OAK PRIVATE WEALTH’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.