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Hedge Funds Similar to Brown Financial Advisors

13F Portfolio OverlapQ2 2026Brown Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Brown Financial Advisors is an institutional investor managing $286M across 212 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 Brown Financial Advisors are Paladin Wealth, Gradient Investments, Mattson Financial Services, with shared positions in $GLDM, $MS, $TGT, $MDT, $ETN, $LOW. The full ranking of 25 similar funds is below.

#1Paladin Wealth, LLCPassive
Notable overlap · 14 shared positions
$GLDM$MS$TGT$MDT$ETN$LOW
$172M
134 positions
#2Gradient Investments LLCPassive
Notable overlap · 13 shared positions
$GLDM$MS$TGT$ETN$MDT$URI
$7.2B
448 positions
#3Mattson Financial Services, LLCPassive
Notable overlap · 12 shared positions
$MS$TGT$MDT$ETN$MCD$URI
$478M
235 positions
#4MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 6 shared positions
$MS$TGT$MDT$LOW$SBUX$ABT
$1.2B
106 positions
#5Orange Investment Advisors, Inc.Passive
Some overlap · 7 shared positions
$MS$MDT$URI$PWR$APH$SBUX
$823M
143 positions
#6Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$MS$TGT$MDT$LOW$COP
$10.2B
208 positions
#7EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$MS$TGT$ABT$COP$SBUX
$1.3B
58 positions
#8DMKC Advisory Services, LLCActive
Some overlap · 5 shared positions
$TGT$MDT$ABT$ETN$LOW
$530M
92 positions
#9Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MS$MCD$ABT$LOW$SBUX
$297M
103 positions
#10A4 Wealth Advisors LLCActive
Some overlap · 5 shared positions
$MS$GLDM$ETN$LOW$SBUX
$151M
92 positions
#11BRADY FAMILY WEALTH, LLCPassive
Some overlap · 6 shared positions
$ABT$LOW$MCD$ETN$SBUX$APH
$346M
113 positions
#12KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$MCD$ABT$LOW$ECL$MDT$APH
$1.5B
228 positions
#13Willis Investment CounselActive
Some overlap · 5 shared positions
$MDT$ABT$ETN$MCD$COP
$2.1B
125 positions
#14Somerset Trust CoPassive
Some overlap · 5 shared positions
$MCD$ABT$MDT$MS$LOW
$354M
186 positions
#15ADVOCATE GROUP LLCPassive
Some overlap · 4 shared positions
$MS$TGT$MDT$MCD
$665M
122 positions
#16Lionsbridge Wealth Management LLCPassive
Some overlap · 5 shared positions
$MS$ETN$COP$PWR$APH
$102M
68 positions
#17Ascension Capital Advisors, Inc.Active
Some overlap · 7 shared positions
$ABT$MCD$GLDM$APH$SBUX$ETN
$356M
97 positions
#18Cypress Capital, LLCActive
Some overlap · 5 shared positions
$MDT$MCD$ETN$LOW$SBUX
$370M
113 positions
#19MRWM Advisors, LLCActive
Some overlap · 5 shared positions
$MDT$MCD$ETN$LOW$SBUX
$243M
80 positions
#20WealthBridge Investment Counsel Inc.Active
Some overlap · 5 shared positions
$MDT$ABT$ETN$COP$SBUX
$375M
44 positions
#21Oak Asset Management, LLCActive
Some overlap · 5 shared positions
$MS$MCD$LOW$MDT$TGT
$311M
115 positions
#22TriCert Investment Counsel Inc.Active
Some overlap · 5 shared positions
$MS$ETN$SBUX$MDT$MLM
$1.1B
88 positions
#23InTrack Investment Management IncPassive
Some overlap · 5 shared positions
$GLDM$MCD$ETN$LOW$MLM
$202M
110 positions
#24Capital Analysts, LLCPassive
Some overlap · 5 shared positions
$MS$MDT$COP$ABT$MCD
$4.3B
1,536 positions
#25PIONEER TRUST BANK N A/ORPassive
Some overlap · 5 shared positions
$ABT$ETN$MCD$LOW$APH
$441M
87 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.