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Hedge Funds Similar to Bryant Woods Investment Advisors

13F Portfolio OverlapQ3 2026Bryant Woods Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Bryant Woods Investment Advisors, LLC is an institutional investor managing $355M across 68 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Bryant Woods Investment Advisors are Reliant Investment, Wallington Asset, Wilkinson Global Asset, with shared positions in $LIN, $LHX, $CW, $CRWD, $UNP, $AMGN. The full ranking of 25 similar funds is below.

#1Reliant Investment Management, LLCPassive
Some overlap · 4 shared positions
$LIN$LHX$CW$CRWD
$271M
55 positions
#2Wallington Asset Management, LLCActive
Some overlap · 3 shared positions
$LIN$UNP$AMGN
$814M
61 positions
#3Wilkinson Global Asset Management LLCActive
Some overlap · 3 shared positions
$LIN$UNP$AMGN
$1.3B
62 positions
#4Polaris Capital Management, LLCActive
Some overlap · 3 shared positions
$LIN$MTB$MPC
$953M
86 positions
#5Wills Financial Group LLCPassive
Some overlap · 3 shared positions
$MOG-A$UNP$MPC
$275M
82 positions
#6Horrell Capital Management, Inc.Active
Some overlap · 3 shared positions
$LHX$UNP$NUE
$189M
197 positions
#7NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 3 shared positions
$LIN$UNP$KLAC
$2.3B
156 positions
#8SCOPUS ASSET MANAGEMENT, L.P.Passive
Some overlap · 4 shared positions
$LIN$CW$TDY$VST
$7.1B
265 positions
#9Fruth Investment ManagementPassive
Some overlap · 3 shared positions
$LIN$UNP$MPC
$409M
224 positions
#10ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 4 shared positions
$LIN$MPC$NUE$PPG
$857M
50 positions
#11Mill Capital Management, LLCActive
Some overlap · 3 shared positions
$UNP$LIN$LHX
$1.5B
128 positions
#12Level Financial AdvisorsActive
Some overlap · 3 shared positions
$LIN$MTB$MOG-A
$453M
91 positions
#13Impax Asset Management Group plcActive
Some overlap · 3 shared positions
$LIN$UNP$KLAC
$15.4B
284 positions
#14NOTTINGHAM ADVISORS, INC.Active
Some overlap · 3 shared positions
$LIN$MTB$KLAC
$838M
122 positions
#15Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$LIN$CRWD$KLAC$AMGN
$292M
99 positions
#16Valley Brook Capital Group, Inc.Passive
Some overlap · 5 shared positions
$UNP$MPC$CRWD$KLAC$AMGN
$178M
118 positions
#17Candelo Capital Management LPPassive
Some overlap · 3 shared positions
$LIN$ATI$TDY
$162M
34 positions
#18SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$LHX$UNP$AMGN
$606M
79 positions
#19Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$LIN$CRWD$AMGN
$360M
73 positions
#20BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$UNP$CW$PPG$VST
$696M
113 positions
#21CROBANActive
Some overlap · 3 shared positions
$UNP$MTB$AMGN
$227M
81 positions
#22O'Keefe Stevens Advisory, Inc.Active
Some overlap · 3 shared positions
$UNP$MTB$AMGN
$489M
81 positions
#23Somerset Trust CoPassive
Some overlap · 3 shared positions
$LIN$LHX$AMGN
$354M
186 positions
#24BKM Wealth Management, LLCPassive
Some overlap · 4 shared positions
$LIN$LHX$MPC$AMGN
$309M
154 positions
#25GRANDFIELD & DODD, LLCActive
Some overlap · 3 shared positions
$LIN$TDY$PPG
$1.9B
217 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.