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Hedge Funds Similar to Braun-Bostich & Associates

13F Portfolio OverlapQ3 2026Braun-Bostich & Associates portfolio →
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Most similar hedge funds by 13F overlap

Braun-Bostich & Associates Inc. is an institutional investor managing $175M across 135 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Braun-Bostich & Associates are Blossom Wealth, FLYWHEEL PRIVATE WEALTH, Ballew Advisors, with shared positions in $IAU, $TJX, $PEP, $QCOM, $ASML, $BLK. The full ranking of 25 similar funds is below.

#1Blossom Wealth ManagementActive
Some overlap · 5 shared positions
$IAU$TJX$PEP$QCOM$ASML
$71M
72 positions
#2FLYWHEEL PRIVATE WEALTH LLCActive
Some overlap · 5 shared positions
$IAU$ASML$BLK$NVS$TJX
$203M
109 positions
#3Ballew Advisors, IncActive
Some overlap · 4 shared positions
$IAU$NVR$PEP$TT
$201M
133 positions
#4SAGE PRIVATE WEALTH GROUP, LLCActive
Some overlap · 4 shared positions
$IAU$TJX$QCOM$TT
$298M
135 positions
#5Narwhal Capital ManagementActive
Some overlap · 4 shared positions
$IAU$BLK$QCOM$NVS
$1.4B
157 positions
#6JMAC ENTERPRISES LLCActive
Some overlap · 4 shared positions
$IAU$QCOM$BLK$PEP
$593M
122 positions
#7Alpha Zero LLCActive
Some overlap · 4 shared positions
$IAU$TJX$ASML$BLK
$264M
107 positions
#8Alhambra Investment Partners LLCPassive
Some overlap · 5 shared positions
$IAU$TJX$PEP$PH$QCOM
$234M
184 positions
#9Bigelow Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$TJX$PEP
$281M
154 positions
#10FORBES J M & CO LLPActive
Some overlap · 3 shared positions
$IAU$TJX$PEP
$1.3B
157 positions
#11Private Harbour Investment Management & Counsel, LLCActive
Some overlap · 3 shared positions
$IAU$TJX$PEP
$84M
36 positions
#12BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 3 shared positions
$IAU$TJX$NVR
$2.7B
804 positions
#13Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$TJX$BLK
$412M
181 positions
#14BFSG, LLCPassive
Some overlap · 3 shared positions
$IAU$TJX$ASML
$1.1B
768 positions
#15Timber Creek Capital Management LLCPassive
Some overlap · 3 shared positions
$IAU$NVS$ASML
$490M
80 positions
#16FDx Advisors, Inc.Passive
Some overlap · 3 shared positions
$IAU$NVS$ASML
$332M
179 positions
#17MBA Advisors LLCPassive
Some overlap · 3 shared positions
$IAU$PEP$ASML
$297M
166 positions
#18CHATHAM CAPITAL GROUP, INC.Passive
Some overlap · 3 shared positions
$IAU$TJX$QCOM
$777M
203 positions
#19Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$IAU$TJX$QCOM
$1.2B
127 positions
#20Harbour Wealth Management Group, Inc.Active
Some overlap · 3 shared positions
$IAU$TJX$TT
$148M
89 positions
#21Intentional Wealth Strategies, LLCActive
Some overlap · 3 shared positions
$IAU$TJX$PH
$107M
68 positions
#22CAPE ANN SAVINGS BANKActive
Some overlap · 3 shared positions
$IAU$PEP$BLK
$212M
113 positions
#23ROGCO, LPActive
Some overlap · 3 shared positions
$IAU$PEP$BLK
$327M
224 positions
#24LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 4 shared positions
$IAU$TJX$QCOM$BLK
$248M
91 positions
#25Wealth Quarterback LLCActive
Some overlap · 3 shared positions
$IAU$ASML$PH
$328M
180 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.