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Hedge Funds Similar to Overbrook

13F Portfolio OverlapQ1 2026Overbrook portfolio →
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Most similar hedge funds by 13F overlap

Overbrook Management Corp is an institutional investor managing $529M across 51 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Overbrook are Kurv Investment, Ardmore Road Asset, KADENSA Ltd, with shared positions in $UBER, $AMD, $VST, $APP, $HWM, $TMUS. The full ranking of 25 similar funds is below.

#1Kurv Investment Management LLCPassive
Notable overlap · 5 shared positions
$UBER$AMD$VST$APP$HWM
$173M
62 positions
#2Ardmore Road Asset Management LPPassive
Notable overlap · 5 shared positions
$TMUS$UBER$AMD$GLW$BKNG
$1.5B
64 positions
#3KADENSA CAPITAL LtdActive
Notable overlap · 6 shared positions
$GEV$AMD$APP$HWM$GLW$TEM
$718M
39 positions
#4Gunderson Capital Management Inc.Passive
Some overlap · 4 shared positions
$GEV$AMD$MU$VST
$239M
46 positions
#5Meadowbrook Wealth Management, LLCPassive
Some overlap · 8 shared positions
$APP$GEV$UBER$TMUS$GLW$MU
$75M
65 positions
#6Winslow Capital Management, LLCActive
Some overlap · 7 shared positions
$GEV$AMD$HWM$ORLY$MU$APP
$25.6B
60 positions
#7Appaloosa LPActive
Some overlap · 5 shared positions
$UBER$MU$VST$AMD$GLW
$5.9B
31 positions
#8ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 6 shared positions
$AMD$MU$UBER$APP$RKLB$CRWD
$3.5B
110 positions
#9Passumpsic Savings Bank
Some overlap · 5 shared positions
$GEV$UBER$MU$HWM$BKNG
$183M
90 positions
#10DEEPWATER ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$UBER$APP$VST$MU
$158M
39 positions
#11Telligent Fund, LPActive
Some overlap · 4 shared positions
$GEV$AMD$MU$HWM
$94M
24 positions
#12Jessup Wealth Management, IncPassive
Some overlap · 4 shared positions
$TMUS$AMD$MU$CRWD
$274M
78 positions
#13Benchmark Investment Advisors LLCPassive
Some overlap · 6 shared positions
$APP$MU$UBER$GEV$BKNG$CRWD
$172M
76 positions
#14DSM CAPITAL PARTNERS LLCActive
Some overlap · 4 shared positions
$UBER$GEV$HWM$BKNG
$5.7B
44 positions
#15PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 6 shared positions
$APP$MU$VST$AMD$BKNG$CRWD
$128M
80 positions
#16SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$AMD$APP$UBER$TMUS$MU$BKNG
$229M
137 positions
#17STF Management LP
Some overlap · 6 shared positions
$AMD$MU$TMUS$APP$BKNG$CRWD
$107M
101 positions
#18RIPOSTE CAPITAL LLCActive
Some overlap · 4 shared positions
$UBER$MU$CRS$GLW
$392M
23 positions
#19Watchman Group, Inc.Active
Some overlap · 3 shared positions
$UBER$DHI$AMD
$413M
73 positions
#20PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$GEV$APP$MU$ORLY$CRS
$594M
178 positions
#21DARA CAPITAL US, INC.Passive
Some overlap · 5 shared positions
$AMD$MU$GEV$APP$CRWD
$105M
119 positions
#22Generate Investment Management LtdActive
Some overlap · 4 shared positions
$GEV$MU$AMD$UBER
$2.0B
70 positions
#23OMC Financial Services LTDActive
Some overlap · 5 shared positions
$GEV$AMD$VST$GLW$CRWD
$258M
64 positions
#24Illumine Investment Management, LLCPassive
Some overlap · 3 shared positions
$TMUS$AMD$APP
$130M
92 positions
#25Schear Investment Advisers, LLCPassive
Some overlap · 4 shared positions
$GEV$AMD$MU$CRWD
$227M
77 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.