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Hedge Funds Similar to Overbrook

13F Portfolio OverlapQ3 2026Overbrook portfolio →
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Most similar hedge funds by 13F overlap

Overbrook Management Corp is an institutional investor managing $643M across 53 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 Overbrook are SurgoCap Partners, McBroom & Associates, LYNWOOD PRICE, with shared positions in $MCK, $CRS, $GLW, $ORLY, $VST, $UBER. The full ranking of 25 similar funds is below.

#1SurgoCap Partners LPActive
Notable overlap · 3 shared positions
$MCK$CRS$GLW
$3.1B
13 positions
#2McBroom & Associates, LLCActive
Some overlap · 3 shared positions
$ORLY$MCK$VST
$199M
37 positions
#3LYNWOOD PRICE CAPITAL MANAGEMENT LPActive
Some overlap · 3 shared positions
$MCK$UBER$RPRX
$207M
13 positions
#4PVG ASSET MANAGEMENT CORPPassive
Some overlap · 5 shared positions
$CRS$GLW$APP$HWM$COHR
$147M
126 positions
#5AVENIR CORPActive
Some overlap · 3 shared positions
$ORLY$COHR$EPD
$821M
79 positions
#6Suncoast Equity ManagementActive
Some overlap · 3 shared positions
$MCK$UBER$NOW
$798M
63 positions
#7Distillate Capital Partners LLCPassive
Some overlap · 5 shared positions
$UBER$TMUS$DHI$MCK$VST
$1.9B
118 positions
#8Bey-Douglas LLC
Some overlap · 3 shared positions
$MCK$UBER$NOW
$115M
56 positions
#9Carmignac GestionActive
Some overlap · 3 shared positions
$MCK$NOW$RPRX
$7.7B
100 positions
#10LONE PINE CAPITAL LLCActive
Some overlap · 4 shared positions
$CRS$GLW$APP$MCK
$16.4B
34 positions
#11Karras Company, Inc.Active
Some overlap · 6 shared positions
$UBER$TMUS$GLW$VST$NOW$EPD
$109M
65 positions
#12BDFS Capital LLCActive
Some overlap · 3 shared positions
$CRS$MCK$ORLY
$203M
117 positions
#13PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$ORLY$UBER$CRS
$776M
285 positions
#14N10 WEALTH, LLCActive
Some overlap · 4 shared positions
$MCK$UBER$VST$RPRX
$348M
65 positions
#15BARLOW WEALTH PARTNERS, INC.Active
Some overlap · 3 shared positions
$MCK$UBER$NOW
$970M
152 positions
#16N10 ASSETS, LLCActive
Some overlap · 3 shared positions
$MCK$UBER$VST
$263M
34 positions
#17DE BURLO GROUP INCPassive
Some overlap · 3 shared positions
$MCK$ORLY$CRWD
$547M
90 positions
#18CapitalatWork S.A.Active
Some overlap · 4 shared positions
$UBER$TMUS$VST$NOW
$4.0B
93 positions
#19Kurv Investment Management LLCActive
Some overlap · 5 shared positions
$UBER$APP$HWM$VST$HOOD
$166M
54 positions
#20Renaissance Investment Group LLCPassive
Some overlap · 4 shared positions
$CRS$HWM$CRWD$EPD
$508M
84 positions
#21HANSEATIC MANAGEMENT SERVICES INCPassive
Some overlap · 3 shared positions
$CRS$GLW$COHR
$122M
91 positions
#22Eos Management, L.P.Active
Some overlap · 4 shared positions
$ORLY$UBER$NOW$CRWD
$254M
35 positions
#23Volterra Technologies LPPassive
Some overlap · 4 shared positions
$UBER$TMUS$APP$CRWD
$694M
303 positions
#24PARAGON CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$ORLY$UBER$NOW
$132M
70 positions
#25Watchman Group, Inc.Active
Some overlap · 3 shared positions
$DHI$UBER$NOW
$434M
72 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.