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Hedge Funds Similar to Briggs Wealth

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

Briggs Wealth Management, Inc is an institutional investor managing $110M across 61 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 Briggs Wealth are Financial Planning Hawaii, Allen Group, William B. Walkup & Associates, with shared positions in $GLDM, $TRV, $VZ, $DE, $MTZ. The full ranking of 11 similar funds is below.

#1Financial Planning Hawaii, Inc.Passive
Some overlap · 4 shared positions
$GLDM$TRV$VZ$DE
$186M
134 positions
#2Allen Capital Group, LLCPassive
Some overlap · 3 shared positions
$GLDM$DE$VZ
$1.2B
319 positions
#3William B. Walkup & Associates, Inc.Passive
Some overlap · 3 shared positions
$TRV$VZ$DE
$208M
258 positions
#4Koshinski Asset Management, Inc.Passive
Some overlap · 3 shared positions
$DE$TRV$VZ
$1.9B
767 positions
#5Vermillion Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$DE$GLDM$TRV
$427M
1,545 positions
#6Newton One Investments LLCActive
Some overlap · 3 shared positions
$DE$VZ$MTZ
$397M
146 positions
#7GABLES CAPITAL MANAGEMENT INC.Passive
Some overlap · 3 shared positions
$MTZ$VZ$DE
$277M
508 positions
#8WBH ADVISORY INCPassive
Slight overlap · 3 shared positions
$GLDM$TRV$DE
$1.5B
363 positions
#9Fiscal Wisdom Wealth Management, LLCActive
Slight overlap · 3 shared positions
$GLDM$DE$VZ
$118M
102 positions
#10FIDUCIARY ADVISORS, INC.Active
Slight overlap · 3 shared positions
$GLDM$DE$VZ
$149M
155 positions
#11Redwood Park Advisors LLCActive
Slight overlap · 3 shared positions
$GLDM$DE$VZ
$152M
353 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.