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Hedge Funds Similar to Bravera Wealth

13F Portfolio OverlapQ2 2026Bravera Wealth portfolio →
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Most similar hedge funds by 13F overlap

Bravera Wealth is an institutional investor managing $261M across 352 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 Bravera Wealth are YANKCOM Partnership, Kennebec Savings Bank, Pathway Financial Advisers, with shared positions in $UNP, $WMB, $PM, $AMP, $QCOM, $MS. The full ranking of 25 similar funds is below.

#1YANKCOM PartnershipPassive
Notable overlap · 11 shared positions
$UNP$WMB$PM$AMP$QCOM$MS
$279M
308 positions
#2Kennebec Savings BankPassive
Some overlap · 9 shared positions
$UNP$WMB$PM$AMP$GLW$MCD
$125M
284 positions
#3Pathway Financial Advisers, LLCPassive
Some overlap · 8 shared positions
$VZ$PM$UNP$WM$GLW$AEP
$397M
167 positions
#4Hayek Kallen Investment ManagementActive
Some overlap · 8 shared positions
$UNP$VZ$PM$WM$MCD$PEP
$330M
97 positions
#5First Bank & TrustPassive
Some overlap · 7 shared positions
$USB$VZ$XEL$PM$WMB$AEP
$680M
270 positions
#6MORTON COMMUNITY BANKPassive
Some overlap · 7 shared positions
$USB$XEL$PM$WMB$COP$AEP
$491M
120 positions
#7VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 7 shared positions
$USB$XEL$PM$WMB$COP$AEP
$5.0B
245 positions
#8Wolff Financial Management LLCActive
Some overlap · 7 shared positions
$VZ$PM$USB$QCOM$AEP$MCD
$501M
106 positions
#9VIKING FUND MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$VZ$XEL$WMB$QCOM$MS$GLW
$1.1B
146 positions
#10GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 7 shared positions
$USB$VZ$PM$MS$AEP$NVS
$2.2B
268 positions
#11Code Waechter LLCPassive
Some overlap · 6 shared positions
$USB$XEL$PM$VZ$WMB$MS
$193M
127 positions
#12Midwest Trust CoActive
Some overlap · 7 shared positions
$UNP$WMB$AMP$PM$MCD$PEP
$8.8B
606 positions
#13First PREMIER BankPassive
Some overlap · 6 shared positions
$USB$UNP$XEL$WM$MCD$PEP
$619M
358 positions
#14FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 6 shared positions
$USB$VZ$WMB$QCOM$AEP$MCD
$1.7B
256 positions
#15Powers Advisory Group, LLCActive
Some overlap · 7 shared positions
$USB$PM$WM$VZ$GLW$MCD
$319M
130 positions
#16TCTC Holdings, LLCActive
Some overlap · 7 shared positions
$WMB$PM$QCOM$WM$PEP$COP
$3.8B
240 positions
#17FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 7 shared positions
$WMB$UNP$COP$AEP$MCD$PEP
$5.3B
210 positions
#18R.H. Investment Group, LLCActive
Some overlap · 7 shared positions
$USB$UNP$PM$COP$MCD$VZ
$133M
47 positions
#19Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$USB$VZ$COP$WM$MCD$PEP
$261M
101 positions
#20Miramar Capital, LLCPassive
Some overlap · 6 shared positions
$UNP$VZ$QCOM$WM$MCD$PEP
$455M
57 positions
#21TRUST CO OF VIRGINIA /VAPassive
Some overlap · 6 shared positions
$USB$PM$WMB$WM$GLW$PEP
$1.3B
226 positions
#22Capital Innovations LLCPassive
Some overlap · 6 shared positions
$UNP$XEL$WMB$WM$AEP$DLR
$385M
51 positions
#23SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$VZ$PM$WMB$WM$PEP$NVS
$296M
134 positions
#24Slocum, Gordon & Co LLPPassive
Some overlap · 6 shared positions
$VZ$WMB$UNP$COP$AEP$MCD
$151M
70 positions
#25COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 6 shared positions
$UNP$PM$WMB$MS$MCD$PEP
$166M
88 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.