13F Pro

Hedge Funds Similar to BRANDYWINE

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

Most similar hedge funds by 13F overlap

BRANDYWINE TRUST CO is an institutional investor managing $621M across 33 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 are Rakuten Investment, HOGE FINANCIAL SERVICES, Highland Investment Advisors, with shared positions in $DOV, $PM, $WFC, $MO, $NEE, $MDLZ. The full ranking of 25 similar funds is below.

#1Rakuten Investment Management, Inc.
Substantial overlap · 3 shared positions
$DOV$PM$WFC
$34.6B
467 positions
#2HOGE FINANCIAL SERVICES, LLCActive
Substantial overlap · 3 shared positions
$DOV$MO$NEE
$209M
83 positions
#3Highland Investment Advisors LLCPassive
Substantial overlap · 4 shared positions
$DOV$PM$MO$MDLZ
$229M
734 positions
#4Prentice Wealth Management LLCActive
Substantial overlap · 3 shared positions
$DOV$WFC$NEE
$484M
126 positions
#5Noble Wealth Partners LLCPassive
Substantial overlap · 3 shared positions
$DOV$PM$MO
$115M
76 positions
#6Intelligent Financial StrategiesSmart money
Substantial overlap · 3 shared positions
$DOV$PM$MDLZ
$208M
60 positions
#7American National Bank of TexasActive
Substantial overlap · 3 shared positions
$DOV$ABT$PM
$110M
56 positions
#8TSG Advice Partners, LLC
Notable overlap · 3 shared positions
$DOV$ABT$PM
$667M
135 positions
#9Wealth Management NebraskaSmart money
Notable overlap · 4 shared positions
$DOV$PM$MDLZ$NEE
$1.1B
106 positions
#10Bernardo Wealth Planning LLCActive
Notable overlap · 3 shared positions
$DOV$PM$WFC
$585M
139 positions
#11ALONGSIDE, LLCPassive
Notable overlap · 3 shared positions
$DOV$PM$ABT
$525M
190 positions
#1249 WEALTH MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$DOV$PM$ABT
$524M
189 positions
#13Addison Capital CoActive
Notable overlap · 3 shared positions
$DOV$PM$MDLZ
$610M
184 positions
#14Optivise Advisory Services LLCPassive
Notable overlap · 3 shared positions
$DOV$PM$WFC
$197M
228 positions
#15Wilson & Boucher Capital Management, LLC
Some overlap · 4 shared positions
$DOV$ABT$WFC$NEE
$170M
121 positions
#16Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$DOV$PM$WFC
$637M
125 positions
#17Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DOV$MO$CRWD
$418M
232 positions
#18Foster Group, Inc.Active
Some overlap · 3 shared positions
$DOV$WFC$PM
$3.8B
318 positions
#19XY Planning Network, Inc.Passive
Some overlap · 5 shared positions
$DOV$PM$WFC$MO$CRWD
$797M
340 positions
#20Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$DOV$ABT$PM
$277M
87 positions
#21Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$PM$NEE
$212M
171 positions
#22Vanguard National Trust CoSmart money
Some overlap · 3 shared positions
$DOV$PM$ABT
$1.8B
787 positions
#23WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$DOV$ABT$NEE
$2.1B
131 positions
#24Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$DOV$PM$MO
$1.2B
127 positions
#25CINCINNATI FINANCIAL CORPActive
Some overlap · 4 shared positions
$DOV$PM$ABT$MDLZ
$5.2B
56 positions

Compare BRANDYWINE’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’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.