13F Pro

Hedge Funds Similar to Hollow Brook Wealth

13F Portfolio OverlapQ1 2026Hollow Brook Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Hollow Brook Wealth Management LLC is an institutional investor managing $392M across 70 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 Hollow Brook Wealth are My Portfolio Guide,, Mission Creek Partners,, Timber Creek, with shared positions in $GLDM, $USB, $PFE, $VRT, $PWR, $CEG. The full ranking of 25 similar funds is below.

#1My Portfolio Guide, LLCActive
Notable overlap · 4 shared positions
$GLDM$USB$PFE$VRT
$181M
166 positions
#2Mission Creek Capital Partners, Inc.Passive
Notable overlap · 4 shared positions
$GLDM$VRT$PWR$CEG
$501M
219 positions
#3Timber Creek Capital Management LLCPassive
Notable overlap · 4 shared positions
$GLDM$ASML$TTE$SAP
$412M
78 positions
#4Capital Planning Advisors, LLCPassive
Notable overlap · 4 shared positions
$GLDM$VRT$ABT$ASML
$692M
146 positions
#5KRAEMATON INVESTMENT ADVISORS, INCPassive
Notable overlap · 3 shared positions
$GLDM$AFL$USB
$123M
99 positions
#6SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$GLDM$PWR$VRT
$4.9B
646 positions
#7Rithm Capital Corp.Active
Some overlap · 4 shared positions
$CEG$AEP$PWR$VRT
$67M
38 positions
#8CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 4 shared positions
$CEG$PWR$ASML$USB
$60M
36 positions
#9REAVES W H & CO INCActive
Some overlap · 4 shared positions
$CEG$PWR$EPD$AEP
$6.0B
90 positions
#10Lynx Investment AdvisoryPassive
Some overlap · 3 shared positions
$GLDM$PFE$USB
$209M
181 positions
#11Adams Asset Advisors, LLCActive
Some overlap · 3 shared positions
$DMLP$EPD$PFE
$891M
88 positions
#12Delta Investment Management, LLCPassive
Some overlap · 4 shared positions
$DMLP$EPD$SAP$VRT
$559M
273 positions
#13ALKEON CAPITAL MANAGEMENT LLCSmart money
Some overlap · 5 shared positions
$CEG$ASML$PWR$VRT$CRH
$59.5B
102 positions
#14Encompass More Asset ManagementPassive
Some overlap · 3 shared positions
$GLDM$USB$AFL
$597M
251 positions
#15MONARCH CAPITAL MANAGEMENT INCPassive
Some overlap · 5 shared positions
$PWR$AFL$PFE$USB$ABT
$409M
127 positions
#16CHIRON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$EPD$PFE$SAP$AFL
$98M
117 positions
#17American National Bank of TexasActive
Some overlap · 3 shared positions
$GLDM$PWR$ABT
$105M
57 positions
#18Ellsworth Advisors, LLCPassive
Some overlap · 4 shared positions
$EPD$AEP$VRT$USB
$532M
164 positions
#19Royal Harbor Partners, LLCActive
Some overlap · 3 shared positions
$GLDM$EPD$PWR
$295M
51 positions
#20Alpha Cubed Investments, LLC
Some overlap · 3 shared positions
$AEP$PWR$ASML
$2.9B
299 positions
#21Werlinich Asset Management, LLCActive
Some overlap · 5 shared positions
$PFE$ASML$VRT$CEG$ABT
$206M
56 positions
#22CMC Financial GroupActive
Some overlap · 3 shared positions
$GLDM$EPD$USB
$51M
38 positions
#23Energy Income Partners, LLCActive
Some overlap · 3 shared positions
$AEP$EPD$PWR
$6.2B
87 positions
#24Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 3 shared positions
$AEP$EPD$AFL
$695M
159 positions
#25COATUE MANAGEMENT LLCActive
Some overlap · 3 shared positions
$CEG$ASML$VRT
$29.1B
62 positions

Compare Hollow Brook Wealth’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 Hollow Brook Wealth’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.