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Hedge Funds Similar to John W. Brooker & , CPAs

13F Portfolio OverlapQ1 2026John W. Brooker & , CPAs portfolio →
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Most similar hedge funds by 13F overlap

John W. Brooker & Co., CPAs is an institutional investor managing $63M across 66 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 John W. Brooker & , CPAs are URS Advisory, Bridgewealth Advisory Group,, Bulwark, with shared positions in $KKR, $JHG, $MCD, $AMN, $ABNB, $NOTV. The full ranking of 25 similar funds is below.

#1URS Advisory LLCActive
Some overlap · 3 shared positions
$KKR$JHG$MCD
$137M
51 positions
#2Bridgewealth Advisory Group, LLCActive
Some overlap · 3 shared positions
$JHG$KKR$AMN
$482M
135 positions
#3Bulwark Capital CorpActive
Some overlap · 3 shared positions
$JHG$ABNB$KKR
$162M
100 positions
#4Leelyn Smith, LLCPassive
Some overlap · 3 shared positions
$JHG$KKR$MCD
$713M
154 positions
#5Orion Capital Management LLCPassive
Some overlap · 3 shared positions
$JHG$KKR$AMN
$290M
485 positions
#6CoreFirst Bank & TrustPassive
Some overlap · 3 shared positions
$KKR$MCD$AMN
$189M
290 positions
#7Flaharty Asset Management, LLCActive
Some overlap · 3 shared positions
$JHG$NOTV$AMN
$806M
133 positions
#8Bowman & Co S.C.
Some overlap · 3 shared positions
$JHG$KKR$AMN
$237M
118 positions
#9WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$JHG$KKR$MCD
$156M
139 positions
#10Crews Bank & TrustPassive
Some overlap · 3 shared positions
$KKR$MCD$NOTV
$690M
673 positions
#11Cannon Wealth Management Services, LLCPassive
Some overlap · 3 shared positions
$KKR$AMN$MCD
$148M
85 positions
#12L2 Asset Management, LLCPassive
Some overlap · 3 shared positions
$JHG$ABNB$AMN
$1.1B
397 positions
#13Petix & Botte CoPassive
Some overlap · 3 shared positions
$JHG$KKR$MCD
$449M
137 positions
#14RDA Financial NetworkPassive
Some overlap · 3 shared positions
$KKR$JHG$AMN
$400M
273 positions
#15WEALTHEDGE INVESTMENT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$JHG$KKR$MCD
$272M
141 positions
#16Aprio Wealth Management, LLCPassive
Some overlap · 3 shared positions
$JHG$MCD$AMN
$1.8B
613 positions
#17New England Private Wealth Advisors LLCActive
Some overlap · 3 shared positions
$JHG$KKR$AMN
$866M
194 positions
#18Advisor OS, LLCPassive
Some overlap · 4 shared positions
$JHG$AMN$KKR$MCD
$1.4B
575 positions
#19SILVER OAK SECURITIES, IncPassive
Some overlap · 3 shared positions
$JHG$ABNB$AMN
$1.4B
781 positions
#20Seed Wealth Management, Inc.Active
Some overlap · 3 shared positions
$JHG$MCD$AMN
$145M
98 positions
#21SAGE RHINO CAPITAL LLCPassive
Some overlap · 3 shared positions
$KKR$JHG$AMN
$535M
330 positions
#22Tower Wealth Partners, Inc.Active
Some overlap · 3 shared positions
$JHG$AMN$MCD
$181M
87 positions
#23MJP ASSOCIATES INC /ADVPassive
Some overlap · 3 shared positions
$JHG$AMN$KKR
$824M
231 positions
#24Clearview Wealth Advisors LLC
Some overlap · 3 shared positions
$JHG$MCD$KKR
$158M
103 positions
#25Ballast Rock Private Wealth LLCPassive
Some overlap · 3 shared positions
$JHG$MCD$KKR
$181M
177 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.