How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Brookstone

13F Portfolio OverlapQ1 2026Brookstone portfolio →

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Most similar hedge funds by 13F overlap

Brookstone Capital Management is an institutional investor managing $10.0B across 1,308 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 Brookstone are KDT Advisors,, Ballast Rock Private Wealth, Oakmont Advisory Group,, with shared positions in $HUM, $DHR, $KKR, $LEN, $UPST, $MCD. The full ranking of 25 similar funds is below.

#1KDT Advisors, LLCPassive

Some overlap · 6 shared positions

$HUM $DHR $KKR $LEN $UPST $MCD

$63M

69 positions

#2Ballast Rock Private Wealth LLCPassive

Some overlap · 7 shared positions

$HUM $JHG $KKR $LEN $AMAT $DDOG

$181M

177 positions

#3Oakmont Advisory Group, LLCPassive

Some overlap · 5 shared positions

$HUM $GILD $DHR $KKR $UPST

$98M

119 positions

#4Note Advisors, LLCActive

Some overlap · 5 shared positions

$HUM $DHR $GILD $DDOG $MCD

$200M

85 positions

#5Asempa Wealth AdvisorsPassive

Some overlap · 5 shared positions

$HUM $DHR $KKR $LEN $MCD

$115M

115 positions

#6Oak Harvest Investment ServicesPassive

Some overlap · 5 shared positions

$HUM $DUK $KKR $UPST $MCD

$958M

176 positions

#7PFG AdvisorsPassive

Some overlap · 5 shared positions

$HUM $JHG $DHR $KKR $DDOG

$2.1B

788 positions

#8BEACON FINANCIAL GROUPPassive

Some overlap · 5 shared positions

$HUM $DUK $JHG $KKR $LEN

$1.0B

348 positions

#9Successful Portfolios LLCPassive

Some overlap · 5 shared positions

$HUM $DUK $UPST $AMAT $MCD

$181M

188 positions

#10Gleason Group, Inc.Active

Some overlap · 6 shared positions

$HUM $DHR $KKR $DDOG $GILD $MCD

$1.0B

229 positions

#11White Lighthouse Investment Management Inc.Active

Some overlap · 5 shared positions

$HUM $DHR $KKR $UPST $DDOG

$721M

145 positions

#12Ranch Capital Advisors Inc.Passive

Some overlap · 4 shared positions

$HUM $GILD $DUK $KKR

$277M

154 positions

#13CHIRON CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$HUM $DHR $GILD $LEN

$98M

117 positions

#14BARON SILVER STEVENS FINANCIAL ADVISORS, LLCActive

Some overlap · 5 shared positions

$HUM $DHR $KKR $DDOG $GILD

$689M

134 positions

#15MOKAN Wealth Management Inc.Passive

Some overlap · 5 shared positions

$HUM $KKR $UPST $AMAT $MCD

$226M

109 positions

#16HEADINVEST, LLCPassive

Some overlap · 4 shared positions

$HUM $DHR $JHG $KKR

$488M

225 positions

#17McGlone Suttner Wealth Management, Inc.Active

Some overlap · 5 shared positions

$HUM $KKR $AMAT $DDOG $MCD

$755M

189 positions

#18Dentgroup LLC

Some overlap · 4 shared positions

$HUM $DHR $KKR $LEN

$146M

93 positions

#19Compass Financial Services IncActive

Some overlap · 4 shared positions

$HUM $DHR $GILD $KKR

$231M

56 positions

#20Quest 10 Wealth Builders, Inc.Passive

Some overlap · 5 shared positions

$DHR $DUK $JHG $KKR $UPST

$114M

763 positions

#21Garden State Investment Advisory Services LLCPassive

Some overlap · 4 shared positions

$HUM $DHR $GILD $JHG

$455M

339 positions

#22Carr Financial Group CorpPassive

Some overlap · 4 shared positions

$HUM $DHR $KKR $AMAT

$379M

174 positions

#23Madison Wealth Partners, IncPassive

Slight overlap · 5 shared positions

$HUM $DHR $LEN $KKR $GILD

$627M

220 positions

#24Forum Private Client Group LLCActive

Slight overlap · 4 shared positions

$HUM $DHR $KKR $DDOG

$300M

80 positions

#25Juno Financial Group LLCActive

Slight overlap · 4 shared positions

$HUM $DHR $KKR $CRWD

$255M

70 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.