Hedge Funds Similar to Brickley Wealth

13F Portfolio OverlapQ2 2026Brickley Wealth portfolio →

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Most similar hedge funds by 13F overlap

Brickley Wealth Management is an institutional investor managing $696M across 68 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 Brickley Wealth are Sunstone Asset, KIRTLAND HILLS, ZEVENBERGEN INVESTMENTS, with shared positions in $SNOW, $KLAC, $ASML, $LMT, $ILMN, $DOV. The full ranking of 25 similar funds is below.

#1Sunstone Asset Management, L.P.Active

Some overlap · 3 shared positions

$SNOW $KLAC $ASML

$92M

57 positions

#2KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$SNOW $KLAC $ASML $LMT

$351M

166 positions

#3ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Slight overlap · 3 shared positions

$SNOW $KLAC $ASML

$4.4B

118 positions

#4Highview Capital Management LLC/DE/Passive

Slight overlap · 3 shared positions

$SNOW $ILMN $KLAC

$347M

118 positions

#5Rheos Capital Works Inc.Passive

Slight overlap · 3 shared positions

$SNOW $KLAC $ASML

$1.8B

82 positions

#6Slow Capital, Inc.Active

Slight overlap · 3 shared positions

$SNOW $ILMN $ASML

$890M

110 positions

#7BRIGHTON JONES LLCActive

Slight overlap · 3 shared positions

$DOV $SNOW $KLAC

$5.4B

1,423 positions

#8Red Wave Investments LLCActive

Slight overlap · 3 shared positions

$DOV $KLAC $SNOW

$394M

122 positions

#9Allen Capital Group, LLCPassive

Slight overlap · 3 shared positions

$SNOW $KLAC $ASML

$1.2B

319 positions

#10Legacy TrustPassive

Slight overlap · 3 shared positions

$SNOW $ILMN $KLAC

$566M

210 positions

#11Defiance ETFs, LLCPassive

Slight overlap · 3 shared positions

$SNOW $KLAC $ASML

$7.4B

388 positions

#12AA Financial Advisors, LLCPassive

Slight overlap · 3 shared positions

$DOV $KLAC $ASML

$840M

251 positions

#13Basecamp Wealth Advisors LLCActive

Slight overlap · 3 shared positions

$DOV $KLAC $ASML

$537M

1,822 positions

#14Murphy & Mullick Capital Management CorpPassive

Slight overlap · 3 shared positions

$DOV $KLAC $ASML

$161M

666 positions

#15FSM Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$DOV $KLAC $ASML

$972M

347 positions

#16Bleakley Financial Group, LLCPassive

Slight overlap · 3 shared positions

$DOV $KLAC $ASML

$7.9B

944 positions

#17South Shore Capital AdvisorsPassive

Slight overlap · 3 shared positions

$DOV $KLAC $ASML

$146M

157 positions

#18EPG Wealth Management LLCPassive

Slight overlap · 3 shared positions

$SNOW $KLAC $LMT

$417M

318 positions

#19Intellectus Partners, LLCPassive

Slight overlap · 3 shared positions

$SNOW $KLAC $LMT

$578M

317 positions

#20Zhang Financial LLCActive

Slight overlap · 3 shared positions

$DOV $KLAC $LMT

$3.4B

392 positions

#21UNITED BANKActive

Slight overlap · 3 shared positions

$DOV $KLAC $LMT

$853M

130 positions

#22Sivia Capital Partners, LLCPassive

Slight overlap · 3 shared positions

$DOV $SNOW $ASML

$822M

540 positions

#23BSW Wealth PartnersActive

Slight overlap · 3 shared positions

$DOV $KLAC $ASML

$899M

331 positions

#24Laird Norton Wetherby Trust Company, LLCActive

Slight overlap · 3 shared positions

$DOV $KLAC $ASML

$5.2B

1,017 positions

#25Synergy Financial Group, LTDPassive

Slight overlap · 3 shared positions

$SNOW $DOV $ASML

$139M

119 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.