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 OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Brookstone are Proactive Wealth Strategies, Royal Fund, Stony Point Wealth, with shared positions in $CRWD, $AMGN, $ANET, $DELL, $BX, $OKE. The full ranking of 25 similar funds is below.

#1Proactive Wealth Strategies LLCPassive

Some overlap · 5 shared positions

$CRWD $AMGN $ANET $DELL $BX

$623M

222 positions

#2Royal Fund Management, LLCPassive

Some overlap · 5 shared positions

$CRWD $AMGN $OKE $DELL $BX

$1.2B

291 positions

#3Stony Point Wealth Management Inc.Passive

Some overlap · 5 shared positions

$CRWD $ANET $OKE $PM $BX

$283M

103 positions

#4Beck Bode, LLCPassive

Some overlap · 5 shared positions

$CRWD $ANET $WDC $ES $DELL

$660M

108 positions

#5Slagle Financial, LLCPassive

Some overlap · 5 shared positions

$AMGN $PM $ES $EIX $DELL

$334M

127 positions

#6VIAWEALTH, LLCPassive

Some overlap · 5 shared positions

$AMGN $ANET $DELL $BX $MDY

$199M

167 positions

#7Chris Bulman IncActive

Some overlap · 6 shared positions

$EIX $DELL $ES $MDY $BX $AMGN

$274M

165 positions

#8Hudson Value Partners, LLCPassive

Slight overlap · 4 shared positions

$CRWD $AMGN $OKE $DELL

$399M

113 positions

#9Clearwave Capital, LLCPassive

Slight overlap · 4 shared positions

$CRWD $AMGN $ANET $EIX

$181M

166 positions

#10WOODWARD DIVERSIFIED CAPITAL, LLCPassive

Slight overlap · 4 shared positions

$CRWD $AMGN $PM $DELL

$227M

181 positions

#11MONETARY MANAGEMENT GROUP INCPassive

Slight overlap · 4 shared positions

$CRWD $AMGN $PM $DELL

$487M

335 positions

#12McKinney Capital Management, LLCActive

Slight overlap · 5 shared positions

$OKE $ES $PAYX $EIX $DELL

$254M

87 positions

#13PeakShares LLCActive

Slight overlap · 4 shared positions

$CRWD $ANET $WDC $DELL

$134.4B

122 positions

#14Retireful, LLCPassive

Slight overlap · 4 shared positions

$CRWD $ANET $WDC $DELL

$107M

81 positions

#15Markin Volterra Fund LPActive

Slight overlap · 4 shared positions

$CRWD $ANET $WDC $DELL

$147M

69 positions

#16J. M. Brown & Associates Inc.Passive

Slight overlap · 4 shared positions

$CRWD $OKE $PM $DELL

$175M

167 positions

#17CMC Financial GroupActive

Slight overlap · 4 shared positions

$CRWD $WDC $EIX $DELL

$52M

45 positions

#18DUDLEY CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$CRWD $OKE $PM $BX

$250M

151 positions

#19Redwood Financial Network CorpPassive

Slight overlap · 4 shared positions

$CRWD $ANET $DELL $BX

$180M

192 positions

#20Highview Capital Management LLC/DE/Passive

Slight overlap · 4 shared positions

$CRWD $WDC $DELL $MDY

$347M

118 positions

#21IBEX WEALTH ADVISORSPassive

Slight overlap · 4 shared positions

$AMGN $ANET $OKE $DELL

$1.3B

209 positions

#22Granite Bay Wealth Management, LLCActive

Slight overlap · 4 shared positions

$CRWD $AMGN $BX $MDY

$1.1B

170 positions

#23Foster Victor Wealth Advisors, LLCPassive

Slight overlap · 4 shared positions

$AMGN $OKE $PM $DELL

$1.9B

254 positions

#24Canal Capital Management, LLCPassive

Slight overlap · 4 shared positions

$AMGN $ANET $PM $BX

$819M

220 positions

#25Fire Capital Management LLCPassive

Slight overlap · 4 shared positions

$CRWD $ANET $PM $DELL

$246M

122 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.