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Hedge Funds Similar to Michael Brady

13F Portfolio OverlapQ2 2026Michael Brady portfolio →
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Most similar hedge funds by 13F overlap

Michael Brady & Co., LLC is an institutional investor managing $113M across 58 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 Michael Brady are HENDLEY, HALL, Walsky Investment, with shared positions in $PH, $ETN, $UNP, $PEP, $TJX, $ABT. The full ranking of 25 similar funds is below.

#1HENDLEY & CO INCActive
Notable overlap · 9 shared positions
$PH$ETN$UNP$PEP$TJX$ABT
$283M
47 positions
#2HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 11 shared positions
$WM$UNP$PEP$TJX$AXP$ABT
$321M
107 positions
#3Walsky Investment Management, Inc.Passive
Notable overlap · 10 shared positions
$UNP$ETN$EMR$PEP$ABT$MCD
$108M
52 positions
#4Minot DeBlois Advisors LLCPassive
Notable overlap · 8 shared positions
$UNP$AXP$DHR$TJX$PEP$ABT
$116M
240 positions
#5LETSON INVESTMENT MANAGEMENT, INC.Passive
Notable overlap · 8 shared positions
$UNP$PEP$TT$AXP$ABT$MCD
$273M
104 positions
#6Vertrix Wealth Management, LLCPassive
Notable overlap · 9 shared positions
$WM$AXP$TJX$EMR$ABT$MCD
$297M
103 positions
#7Brentview Investment Management LLCActive
Notable overlap · 6 shared positions
$PH$UNP$WM$TT$TJX$PEP
$253M
63 positions
#8Raub Brock Capital Management LPActive
Notable overlap · 5 shared positions
$PH$ETN$TJX$CARR$ADP
$363M
45 positions
#9Bull Street Advisors, LLCPassive
Notable overlap · 9 shared positions
$AXP$DHR$TJX$PEP$EMR$ADP
$219M
95 positions
#10Westhampton Capital, LLCPassive
Notable overlap · 6 shared positions
$ETN$PH$WM$PEP$EMR$TT
$241M
131 positions
#11Miramar Capital, LLCPassive
Notable overlap · 6 shared positions
$WM$UNP$PEP$GD$ABT$MCD
$455M
57 positions
#12Stokes Capital Advisors, LLCPassive
Notable overlap · 8 shared positions
$AXP$TJX$PEP$UNP$MCD$TT
$467M
118 positions
#13Signet Investment Advisory Group, Inc.Passive
Notable overlap · 8 shared positions
$WM$PEP$ETN$AXP$MCD$CSX
$227M
73 positions
#14DAGCO, INC.Active
Notable overlap · 7 shared positions
$PH$ETN$ADI$CSX$PEP$UNP
$541M
117 positions
#15Baker Chad RActive
Notable overlap · 8 shared positions
$WM$DHR$TJX$ABT$ADI$ADP
$620M
51 positions
#16Fruth Investment ManagementPassive
Notable overlap · 9 shared positions
$TT$ETN$PH$EMR$ADI$ADP
$421M
225 positions
#17SHUTTLEWORTH & CoPassive
Notable overlap · 6 shared positions
$ETN$WM$TJX$EMR$CSX$ABT
$125M
51 positions
#18Borer Denton & Associates, Inc.Passive
Notable overlap · 8 shared positions
$UNP$PEP$ABT$MCD$ADI$HON
$305M
74 positions
#19Greystone Financial Group, LLCPassive
Notable overlap · 8 shared positions
$WM$TJX$EMR$MCD$SPG$HON
$358M
74 positions
#20ROFFMAN MILLER ASSOCIATES INC /PA/Active
Notable overlap · 8 shared positions
$AXP$PEP$GD$TJX$MCD$ADP
$1.9B
88 positions
#21First Long Island Investors, LLCActive
Notable overlap · 6 shared positions
$PH$ETN$ABT$ADP$PEP$MCD
$1.4B
73 positions
#22HFR Wealth Management, LLCActive
Notable overlap · 6 shared positions
$WM$UNP$DHR$TJX$ADP$ETN
$410M
53 positions
#23Haverford Financial Services, Inc.Active
Notable overlap · 6 shared positions
$ETN$PEP$TJX$WM$HON$HONA
$339M
49 positions
#24Delaney Dennis R
Notable overlap · 9 shared positions
$DHR$TJX$AXP$ABT$ADI$ADP
$314M
61 positions
#25Hemenway Trust Co LLCActive
Notable overlap · 8 shared positions
$AXP$DHR$TJX$ABT$ADI$ADP
$1.4B
135 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.