What hedge funds are most similar to Brown Miller Wealth Management, LLC?

The funds with the most similar 13F portfolios to Brown Miller Wealth Management, LLC are MATTERN, Somerset, Stonebridge Financial Group, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Brown Miller Wealth

13F Portfolio OverlapQ2 2026Brown Miller Wealth portfolio →

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Most similar hedge funds by 13F overlap

Brown Miller Wealth Management, LLC is an institutional investor managing $397M across 204 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 Miller Wealth are MATTERN, Somerset, Stonebridge Financial Group, with shared positions in $CB, $NEE, $LIN, $APH, $ADI, $LOW. The full ranking of 25 similar funds is below.

#1MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 9 shared positions

$CB $NEE $LIN $APH $ADI $LOW

$857M

166 positions

#2Somerset Trust CoPassive

Notable overlap · 8 shared positions

$NEE $CB $LIN $ADI $LOW $ABT

$354M

186 positions

#3Stonebridge Financial Group, LLCPassive

Notable overlap · 9 shared positions

$ADI $LIN $NEE $CB $LOW $GD

$1.3B

275 positions

#4Kesler, Norman & Wride, LLCPassive

Notable overlap · 9 shared positions

$CB $ADI $NEE $LOW $ABT $GD

$631M

271 positions

#5Nicholson Wealth Management Group, LLCPassive

Notable overlap · 8 shared positions

$APH $CB $LIN $ADI $NEE $GD

$170M

111 positions

#6BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 8 shared positions

$CB $APH $ADI $LOW $ABT $GD

$346M

113 positions

#7BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$NEE $LIN $ADI $LOW $CB $ABT

$8.0B

1,334 positions

#8Community Financial Services Group, LLCPassive

Notable overlap · 8 shared positions

$LIN $ADI $NEE $APH $BLK $LOW

$686M

532 positions

#9BKM Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$LIN $ADI $NEE $LOW $CB $GD

$282M

148 positions

#10Cushing Capital Partners, LLCPassive

Notable overlap · 7 shared positions

$NEE $LIN $LOW $CB $ADI $SYK

$145M

99 positions

#11NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$NEE $CB $ADI $KMI $ABT $GD

$381M

144 positions

#12Smith, Salley & AssociatesPassive

Some overlap · 6 shared positions

$NEE $APH $ADI $LIN $LOW $ABT

$2.3B

275 positions

#13NOESIS CAPITAL MANGEMENT CORPActive

Some overlap · 7 shared positions

$NEE $APH $LIN $LOW $DIS $SYK

$832M

124 positions

#14Norway Savings BankPassive

Some overlap · 7 shared positions

$APH $ADI $ABT $LOW $NEE $BLK

$239M

104 positions

#15ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Some overlap · 7 shared positions

$APH $ADI $NEE $CB $BLK $GD

$409M

182 positions

#16LS Investment Advisors, LLCActive

Some overlap · 7 shared positions

$CB $LIN $APH $DIS $BLK $GD

$738M

127 positions

#17CAMDEN NATIONAL BANKPassive

Some overlap · 6 shared positions

$NEE $CB $LIN $KMI $PLD $XYL

$767M

184 positions

#18Midway Capital Research & ManagementActive

Some overlap · 6 shared positions

$NEE $APH $ADI $DIS $BLK $SYK

$126M

114 positions

#19FORBES J M & CO LLPActive

Some overlap · 7 shared positions

$NEE $LIN $ABT $APH $PLD $XYL

$1.3B

159 positions

#20CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$CB $LIN $ADI $KMI $SYK $ARCC

$6.4B

290 positions

#21PIONEER TRUST BANK N A/ORPassive

Some overlap · 6 shared positions

$NEE $APH $LOW $ABT $DIS $BLK

$441M

87 positions

#22Minot DeBlois Advisors LLCPassive

Some overlap · 6 shared positions

$CB $NEE $ADI $ABT $DIS $XYL

$116M

240 positions

#23BOSTON RESEARCH & MANAGEMENT INCPassive

Some overlap · 6 shared positions

$NEE $LIN $LOW $ABT $DIS $XYL

$453M

121 positions

#24Stone Summit Wealth LLCPassive

Some overlap · 6 shared positions

$NEE $APH $LIN $LOW $SYK $DIS

$394M

144 positions

#25First Long Island Investors, LLCActive

Some overlap · 6 shared positions

$APH $LOW $NEE $ABT $BLK $PM

$1.4B

73 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.