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Hedge Funds Similar to BRAVE ASSET

13F Portfolio OverlapQ2 2026BRAVE ASSET portfolio →
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Most similar hedge funds by 13F overlap

BRAVE ASSET MANAGEMENT INC is an institutional investor managing $467M across 146 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 BRAVE ASSET are Insight Inv, BOWEN HANES, Pflug Koory, with shared positions in $GLW, $AXP, $ALL, $AMGN, $C, $BX. The full ranking of 25 similar funds is below.

#1Insight Inv LLCPassive
Some overlap · 5 shared positions
$GLW$AXP$ALL$AMGN$C
$212M
109 positions
#2BOWEN HANES & CO INCActive
Some overlap · 5 shared positions
$GLW$AXP$BX$TXN$CRS
$4.1B
151 positions
#3Pflug Koory, LLCPassive
Some overlap · 7 shared positions
$GLW$ALL$NOC$AXP$CSX$VZ
$250M
426 positions
#4CACTI ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$GLW$AXP$BX
$2.0B
76 positions
#5CHEMUNG CANAL TRUST COActive
Some overlap · 4 shared positions
$GLW$AXP$AMGN$TRV
$541M
111 positions
#6Riggs Asset Managment Co. Inc.Passive
Some overlap · 3 shared positions
$GLW$AXP$C
$560M
132 positions
#7TRUST CO OF VIRGINIA /VAPassive
Some overlap · 5 shared positions
$GLW$NOC$BX$CSX$AMGN
$1.3B
226 positions
#8Godshalk Welsh Capital Management, Inc.Passive
Some overlap · 5 shared positions
$GLW$AXP$BX$CSX$VLO
$186M
137 positions
#9NAPLES GLOBAL ADVISORS, LLCPassive
Some overlap · 5 shared positions
$GLW$AXP$BX$TXN$AMGN
$1.6B
466 positions
#10BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$GLW$AXP$AMGN$VZ$TRV
$515M
142 positions
#11Piscataqua Savings BankPassive
Some overlap · 3 shared positions
$GLW$AXP$TXN
$148M
412 positions
#12Clearwave Capital, LLCPassive
Some overlap · 5 shared positions
$GLW$TXN$CRS$AMGN$VZ
$181M
166 positions
#13FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Some overlap · 4 shared positions
$GLW$NOC$TXN$VZ
$206M
80 positions
#14Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 4 shared positions
$GLW$BX$MMM$VZ
$327M
94 positions
#15Winthrop Partners - WNY, LLCPassive
Some overlap · 4 shared positions
$GLW$BX$VZ$APO
$202M
87 positions
#16Werlinich Asset Management, LLCActive
Some overlap · 3 shared positions
$GLW$NOC$BX
$262M
58 positions
#17Founders Capital ManagementActive
Some overlap · 4 shared positions
$GLW$NOC$VLO$TXN
$231M
420 positions
#18Hobbs Group Advisors, LLCActive
Some overlap · 3 shared positions
$GLW$AXP$C
$380M
164 positions
#19Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$GLW$NOC$TXN$AMGN$VZ$C
$739M
344 positions
#20MEYER HANDELMAN COPassive
Some overlap · 5 shared positions
$GLW$ALL$TXN$AMGN$VZ
$3.5B
274 positions
#21Hosking Partners LLPActive
Some overlap · 3 shared positions
$GLW$AXP$C
$3.0B
98 positions
#22SEARLE & CO.Passive
Some overlap · 5 shared positions
$AXP$GLW$NOC$YUM$TXN
$445M
194 positions
#23OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 4 shared positions
$GLW$NOC$BX$VLO
$530M
275 positions
#24VALICENTI ADVISORY SERVICES INCActive
Some overlap · 3 shared positions
$GLW$NOC$VZ
$530M
83 positions
#25KWMG, LLCPassive
Some overlap · 4 shared positions
$GLW$AMGN$VLO$TRV
$1.4B
153 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.