13F Pro

Hedge Funds Similar to Briaud Financial Planning

13F Portfolio OverlapQ2 2026Briaud Financial Planning portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Briaud Financial Planning, Inc is an institutional investor managing $380M across 42 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 Briaud Financial Planning are New Harbor Financial Group, MAINSTAY, Cushing Partners, with shared positions in $SLV, $IAU, $PPLT, $AMGN, $ADI, $APD. The full ranking of 25 similar funds is below.

#1New Harbor Financial Group, LLCActive
Notable overlap · 3 shared positions
$SLV$IAU$PPLT
$633M
68 positions
#2MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 3 shared positions
$SLV$IAU$AMGN
$1.4B
144 positions
#3Cushing Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$SLV$IAU$ADI
$145M
99 positions
#4Corecam AGActive
Notable overlap · 3 shared positions
$SLV$PPLT$ADI
$117M
50 positions
#5McAlvany Wealth Management LLCPassive
Some overlap · 3 shared positions
$SLV$PPLT$IAU
$134M
48 positions
#6New England Professional Planning Group Inc.Smart money
Some overlap · 3 shared positions
$SLV$ADI$IAU
$268M
50 positions
#7BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 3 shared positions
$IAU$ADI$AMGN
$2.7B
812 positions
#8CALIBER WEALTH MANAGEMENT, LLC / KSActive
Some overlap · 3 shared positions
$SLV$ADI$APD
$1.0B
300 positions
#9Twelve Points Wealth Management LLCPassive
Some overlap · 3 shared positions
$SLV$IAU$JBL
$499M
213 positions
#10SAGE PRIVATE WEALTH GROUP, LLCActive
Some overlap · 3 shared positions
$IAU$ADI$APD
$222M
100 positions
#11Ipsen Advisor Group LLCPassive
Some overlap · 3 shared positions
$IAU$ADI$AMGN
$155M
107 positions
#12Proficio Capital Partners LLCPassive
Some overlap · 3 shared positions
$IAU$SLV$ADI
$2.8B
691 positions
#13Global Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$SLV$AMGN
$196M
47 positions
#14Blossom Wealth ManagementActive
Some overlap · 3 shared positions
$IAU$ADI$AMGN
$71M
72 positions
#15Harbour Wealth Management Group, Inc.Active
Some overlap · 3 shared positions
$IAU$ADI$APD
$148M
89 positions
#16Meridian Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$ADI$APD
$880M
211 positions
#17Pettinga Financial Advisors LLCActive
Some overlap · 3 shared positions
$SLV$IAU$PPLT
$624M
156 positions
#18Red Mountain Financial, LLCPassive
Some overlap · 3 shared positions
$IAU$SLV$AMGN
$119M
82 positions
#19Signet Investment Advisory Group, Inc.Passive
Some overlap · 3 shared positions
$IAU$APD$AMGN
$227M
73 positions
#20Hyposwiss Advisors SAActive
Some overlap · 3 shared positions
$SLV$IAU$PPLT
$106M
105 positions
#21Stonebridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$IAU$ADI$APD$AMGN
$1.3B
275 positions
#22FLYWHEEL PRIVATE WEALTH LLCActive
Some overlap · 3 shared positions
$IAU$APD$AMGN
$203M
109 positions
#23Battery Global Advisors, LLCSmart money
Some overlap · 3 shared positions
$IAU$ADI$AMGN
$200M
157 positions
#24Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$SLV$IAU$AMGN
$166M
570 positions
#25PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$IAU$ADI$JBL
$462M
86 positions

Compare Briaud Financial Planning’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Briaud Financial Planning’s holdings

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.