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Hedge Funds Similar to BROGAN FINANCIAL

13F Portfolio OverlapQ2 2026BROGAN FINANCIAL portfolio →
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Most similar hedge funds by 13F overlap

BROGAN FINANCIAL, INC. is an institutional investor managing $250M across 64 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 BROGAN FINANCIAL are BRIGHT ROCK, Palouse, First Fiduciary Investment Counsel, with shared positions in $TXN, $ELV, $NEE, $APH, $J, $AMT. The full ranking of 25 similar funds is below.

#1BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$TXN$ELV$NEE$APH
$499M
73 positions
#2Palouse Capital Management, Inc.Passive
Some overlap · 4 shared positions
$TXN$ELV$J$AMT
$160M
124 positions
#3First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$TXN$NEE$BX$LOW
$529M
75 positions
#4TORRAY LLCActive
Some overlap · 4 shared positions
$TXN$NEE$BX$APH
$741M
91 positions
#5DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$TXN$NEE$LOW$AMT
$517M
137 positions
#6North Growth Management Ltd.Active
Some overlap · 3 shared positions
$TXN$ELV$J
$780M
48 positions
#7MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$TXN$NEE$LOW$ABT
$1.2B
106 positions
#8Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 3 shared positions
$TXN$ELV$NEE
$111M
62 positions
#9EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$TXN$NEE$ABT$AMT
$1.3B
58 positions
#10Palmer Knight CoPassive
Some overlap · 3 shared positions
$TXN$ELV$VMC
$260M
36 positions
#11ROCKLAND TRUST COPassive
Some overlap · 3 shared positions
$TXN$ELV$NEE
$2.5B
317 positions
#12BONTEMPO OHLY CAPITAL MGMT LLCSmart money
Some overlap · 3 shared positions
$TXN$ELV$LOW
$235M
33 positions
#13Grantham, Mayo, Van Otterloo & Co. LLCActive
Some overlap · 3 shared positions
$TXN$ELV$ABT
$44.4B
663 positions
#14Vancity Investment Management Ltd
Some overlap · 3 shared positions
$TXN$ELV$AMT
$666M
92 positions
#15Gibraltar Capital Management, Inc.Active
Some overlap · 4 shared positions
$TXN$LDOS$J$FANG
$650M
125 positions
#16SFE Investment CounselPassive
Some overlap · 6 shared positions
$NEE$PWR$J$BX$LOW$ABT
$742M
152 positions
#17Iyo Bank, Ltd.Active
Some overlap · 3 shared positions
$TXN$NEE$PWR
$329M
32 positions
#18Corsicana & Co.Passive
Some overlap · 3 shared positions
$TXN$NEE$PWR
$206M
309 positions
#19NZS Capital, LLCActive
Some overlap · 4 shared positions
$TXN$PWR$APH$PGR
$3.9B
61 positions
#20Strong Retirement Solutions LLCPassive
Some overlap · 7 shared positions
$NEE$PWR$AMT$APH$CHE$PGR
$167M
82 positions
#21Wilian Securities, LLCPassive
Some overlap · 7 shared positions
$NEE$PWR$AMT$APH$CHE$PGR
$169M
89 positions
#22Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$TXN$NEE$LOW$ABT
$108M
52 positions
#23MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$TXN$NEE$LOW$ABT$APH
$857M
166 positions
#24CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$TXN$VMC$LOW$APH
$1.3B
99 positions
#25BRADY FAMILY WEALTH, LLCPassive
Some overlap · 4 shared positions
$TXN$LOW$ABT$APH
$346M
113 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.