13F Pro

Hedge Funds Similar to Penbrook

13F Portfolio OverlapQ3 2026Penbrook portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Penbrook Management LLC is an institutional investor managing $169M across 102 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 Penbrook are Torrey Growth & Income Advisors, Meros Investment, Watershed Asset , L.L.C., with shared positions in $MRVL, $EXTR, $NVO, $WMB, $PLAB, $VZ. The full ranking of 25 similar funds is below.

#1Torrey Growth & Income AdvisorsSmart money
Some overlap · 6 shared positions
$MRVL$EXTR$NVO$WMB$PLAB$VZ
$294M
108 positions
#2Meros Investment Management, LPPassive
Some overlap · 3 shared positions
$CYRX$PLAB$MGNI
$315M
50 positions
#3Watershed Asset Management, L.L.C.Passive
Some overlap · 3 shared positions
$MCO$VMD$PLAB
$112M
116 positions
#4Blue Zone Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$MRVL$MCO$BX$WMB
$636M
128 positions
#5P.A.W. CAPITAL CORPPassive
Some overlap · 4 shared positions
$ALLT$MGNI$ADP$VZ
$133M
66 positions
#6XY Capital LtdActive
Some overlap · 3 shared positions
$NVO$SONY$MRVL
$104M
72 positions
#7MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 5 shared positions
$TRGP$ET$WMB$VZ$HESM
$3.7B
159 positions
#8Autumn Glory Partners, LLCPassive
Some overlap · 3 shared positions
$NVO$WMB$VZ
$360M
191 positions
#9DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$NVO$ET$WMB
$517M
137 positions
#10Gunderson Capital Management Inc.Active
Some overlap · 3 shared positions
$MRVL$TRGP$NVO
$359M
54 positions
#11Raub Brock Capital Management LPActive
Some overlap · 3 shared positions
$MCO$NVO$ADP
$326M
47 positions
#12Lionhunter Capital Management, LLCPassive
Some overlap · 3 shared positions
$CYRX$ET$ADP
$222M
109 positions
#13LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 4 shared positions
$BX$ET$VZ$HESM
$489M
244 positions
#14INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$ET$WMB$HESM$TRGP$USAC
$1.7B
185 positions
#15Pinnacle Holdings, LLCPassive
Some overlap · 4 shared positions
$TRGP$ET$WMB$HESM
$324M
237 positions
#16EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 4 shared positions
$TRGP$ET$WMB$HESM
$3.0B
277 positions
#17Heronetta Management, L.P.Active
Some overlap · 4 shared positions
$TRGP$ET$WMB$HESM
$109M
15 positions
#18Fractal Investments LLCActive
Some overlap · 4 shared positions
$TRGP$ET$WMB$HESM
$867M
80 positions
#19TORTOISE CAPITAL ADVISORS, L.L.C.Active
Some overlap · 4 shared positions
$TRGP$ET$WMB$HESM
$9.8B
91 positions
#20Blackstone Inc.Active
Some overlap · 4 shared positions
$TRGP$ET$WMB$HESM
$39.0B
520 positions
#21Fund Advisors of America Inc/FLPassive
Some overlap · 3 shared positions
$MRVL$ET$WMB
$110M
120 positions
#22Fiduciary Group, LLCPassive
Some overlap · 3 shared positions
$MCO$BX$VZ
$1.3B
305 positions
#23LHM, INC.Smart money
Some overlap · 3 shared positions
$MRVL$NVO$SONY
$293M
24 positions
#24Miller Global Investments, LLCPassive
Some overlap · 3 shared positions
$MRVL$WMB$VZ
$124M
327 positions
#25Arnhold LLCActive
Some overlap · 3 shared positions
$MRVL$SONY$VZ
$1.4B
113 positions

Compare Penbrook’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Penbrook’s holdings

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.