Hedge Funds Similar to Brendel Financial Advisors

13F Portfolio OverlapQ2 2026Brendel Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Brendel Financial Advisors LLC is an institutional investor managing $216M across 101 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 Brendel Financial Advisors are PENINSULA ASSET, CHILTON INVESTMENT, Asset Advisors Investment, with shared positions in $SHW, $CTAS, $NEE, $NDSN, $WST, $AXP. The full ranking of 25 similar funds is below.

#1PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$SHW $CTAS $NEE $NDSN $WST

$209M

54 positions

#2CHILTON INVESTMENT CO INC.Active

Notable overlap · 3 shared positions

$SHW $CTAS $AXP

$4.2B

299 positions

#3Asset Advisors Investment Management, LLCActive

Notable overlap · 5 shared positions

$DOV $CTAS $CB $SHW $NEE

$1.1B

102 positions

#4Kinloch Capital, LLCPassive

Notable overlap · 5 shared positions

$TGT $NEE $GD $ADM $CHRW

$274M

79 positions

#5Wagner Wealth Management, CorpPassive

Notable overlap · 9 shared positions

$CB $TGT $WST $ADM $EXPD $GD

$124M

101 positions

#6WEYBOSSET RESEARCH & MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$GD $CB $CMI $CHRW $EXPD

$381M

32 positions

#7DEMMING FINANCIAL SERVICES CORP /ADVSmart money

Notable overlap · 3 shared positions

$SHW $CMI $PLTR

$157M

41 positions

#8Legacy Financial Strategies, LLCActive

Notable overlap · 5 shared positions

$SHW $NEE $NDSN $CTAS $PLTR

$646M

152 positions

#9ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 4 shared positions

$NDSN $CB $AXP $GD

$1.9B

88 positions

#10Financial & Tax Architects, LLCPassive

Notable overlap · 4 shared positions

$SHW $NEE $GD $DOV

$474M

110 positions

#11EDGAR LOMAX CO/VAActive

Notable overlap · 4 shared positions

$NEE $TGT $GD $PFE

$1.3B

58 positions

#12Cullen Capital Management, LLCActive

Notable overlap · 4 shared positions

$GD $CB $NEE $TGT

$10.2B

208 positions

#13Orion Investment CoActive

Notable overlap · 4 shared positions

$NEE $GD $CMI $PLTR

$343M

73 positions

#14Stokes Capital Advisors, LLCPassive

Notable overlap · 4 shared positions

$AXP $CB $SHW $NEE

$467M

118 positions

#15STUDIO INVESTMENT MANAGEMENT LLCActive

Some overlap · 4 shared positions

$NEE $GD $DOV $TGT

$592M

181 positions

#16HFR Wealth Management, LLCActive

Some overlap · 3 shared positions

$DOV $CTAS $NEE

$410M

53 positions

#17Stonebridge Financial Group, LLCPassive

Some overlap · 6 shared positions

$CMI $VRT $NEE $GD $CB $AXP

$1.3B

275 positions

#18Shelter Mutual Insurance CoActive

Some overlap · 4 shared positions

$NEE $AXP $TGT $PFE

$473M

58 positions

#19DB Fitzpatrick & Co, IncActive

Some overlap · 4 shared positions

$SHW $CB $CMI $DOV

$124M

100 positions

#20WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 3 shared positions

$2.1B

131 positions

#21MCDANIEL TERRY & COActive

Some overlap · 3 shared positions

$DOV $CTAS $NDSN

$1.3B

81 positions

#22Sound Financial Strategies Group, LLCActive

Some overlap · 6 shared positions

$NEE $WST $CHRW $EXPD $ADM $NDSN

$157M

121 positions

#23Wilson & Boucher Capital Management, LLCPassive

Some overlap · 3 shared positions

$170M

121 positions

#24Global Trust Asset Management, LLCPassive

Some overlap · 4 shared positions

$NEE $VRT $AXP $PLTR

$320M

463 positions

#25UNIO CAPITAL LLCActive

Some overlap · 3 shared positions

$526M

19 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.