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Hedge Funds Similar to Bravias Group

13F Portfolio OverlapQ2 2026Bravias Group portfolio →
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Most similar hedge funds by 13F overlap

Bravias Capital Group, LLC is an institutional investor managing $168M across 97 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 Bravias Group are Henderson Brothers Financial Partners, Mission Creek Partners, American Investment Services, with shared positions in $GLDM, $WM, $VZ, $NEE, $SIVR, $SLV. The full ranking of 25 similar funds is below.

#1Henderson Brothers Financial Partners, LLCActive
Some overlap · 4 shared positions
$GLDM$WM$VZ$NEE
$211M
77 positions
#2Mission Creek Capital Partners, Inc.Passive
Some overlap · 4 shared positions
$GLDM$WM$NEE$SIVR
$569M
231 positions
#3American Investment Services, Inc.Active
Some overlap · 3 shared positions
$GLDM$VZ$NEE
$473M
133 positions
#4Bangor Savings BankActive
Some overlap · 3 shared positions
$GLDM$VZ$NEE
$1.4B
543 positions
#5NOTTINGHAM ADVISORS, INC.Active
Some overlap · 3 shared positions
$GLDM$VZ$SLV
$838M
122 positions
#6CALIBER WEALTH MANAGEMENT, LLC / KSActive
Some overlap · 3 shared positions
$SLV$VZ$NEE
$1.0B
300 positions
#7Detalus Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$WM$NEE
$513M
191 positions
#8Buck Wealth Strategies, LLCPassive
Some overlap · 3 shared positions
$GLDM$WM$VZ
$956M
1,170 positions
#9GREAT VALLEY ADVISOR GROUP, INC.Passive
Some overlap · 3 shared positions
$GLDM$SLV$NEE
$6.3B
1,055 positions
#10Acorn Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SLV$GLDM$NEE$SIVR
$410M
303 positions
#11Praxis Capital Management LLCActive
Some overlap · 3 shared positions
$SLV$WM$NEE
$63M
29 positions
#12InTrack Investment Management IncPassive
Slight overlap · 3 shared positions
$GLDM$WM$NEE
$202M
110 positions
#13POWER WEALTH MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$SLV$VZ$NEE
$291M
118 positions
#14ShoreHaven Wealth Partners, LLCActive
Slight overlap · 3 shared positions
$GLDM$VZ$NEE
$318M
106 positions
#15Anchor Bay Capital, Inc.Passive
Slight overlap · 3 shared positions
$WM$VZ$NEE
$185M
341 positions
#16Stillwater Wealth Management Group
Slight overlap · 3 shared positions
$WM$VZ$NEE
$162M
77 positions
#17MASTER'S WEALTH MANAGEMENT INC.Smart money
Slight overlap · 3 shared positions
$WM$VZ$NEE
$332M
91 positions
#18Wealth Advisors of Tampa Bay, LLCPassive
Slight overlap · 3 shared positions
$WM$VZ$NEE
$327M
94 positions
#19Aull & Monroe Investment Management CorpPassive
Slight overlap · 3 shared positions
$WM$VZ$NEE
$239M
126 positions
#20MONEY CONCEPTS CAPITAL CORPPassive
Slight overlap · 3 shared positions
$GLDM$VZ$WM
$2.2B
633 positions
#21Canton Hathaway, LLCActive
Slight overlap · 3 shared positions
$SLV$WM$NEE
$522M
283 positions
#22ARWA LLCPassive
Slight overlap · 3 shared positions
$WM$NEE$GLDM
$241M
139 positions
#23MAIRS & POWER INCActive
Slight overlap · 3 shared positions
$WM$VZ$TTC
$10.9B
254 positions
#24HARBOUR INVESTMENT MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$WM$NEE$SIVR
$194M
108 positions
#25KFG WEALTH MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$SLV$WM$NEE
$886M
225 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.