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Hedge Funds Similar to Brewster Financial Planning

13F Portfolio OverlapQ1 2026Brewster Financial Planning portfolio →
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Most similar hedge funds by 13F overlap

Brewster Financial Planning LLC is an institutional investor managing $182M across 30 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 Brewster Financial Planning are Schiavi &, Passive ,, Compass Planning Associates, with shared positions in $SNOW, $DDOG, $MKL, $WFC, $NOW, $ICFI. The full ranking of 25 similar funds is below.

#1Schiavi & Co LLCSmart money
Notable overlap · 4 shared positions
$SNOW$DDOG$MKL$WFC
$337M
50 positions
#2Passive Capital Management, LLC.Active
Notable overlap · 3 shared positions
$SNOW$DDOG$MKL
$335M
104 positions
#3Compass Planning Associates IncSmart money
Notable overlap · 3 shared positions
$SNOW$MKL$DDOG
$156M
30 positions
#4Cranbrook Wealth Management, LLCActive
Notable overlap · 3 shared positions
$SNOW$NOW$DDOG
$492M
385 positions
#5Scott Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$SNOW$DDOG$WFC
$493M
58 positions
#6Optimus Prime Fund Management Co., Ltd.Smart money
Notable overlap · 3 shared positions
$SNOW$NOW$DDOG
$1.0B
27 positions
#7True Link Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$SNOW$MKL$NOW
$1.6B
418 positions
#8Courage Miller Partners, LLCActive
Notable overlap · 3 shared positions
$SNOW$MKL$ICFI
$354M
92 positions
#9CONQUIS FINANCIAL LLCSmart money
Notable overlap · 3 shared positions
$SNOW$DDOG$WFC
$121M
54 positions
#10ForthRight Wealth Management, LLCActive
Notable overlap · 3 shared positions
$SNOW$DDOG$MPC
$353M
75 positions
#11TPG Financial Advisors, LLCPassive
Notable overlap · 3 shared positions
$SNOW$DDOG$NOW
$307M
76 positions
#12Clarity Asset Management, Inc.Passive
Notable overlap · 3 shared positions
$SNOW$NOW$WFC
$198M
290 positions
#13PURE PORTFOLIOS HOLDINGS LLC
Notable overlap · 3 shared positions
$SNOW$DDOG$NOW
$332M
104 positions
#14Verus Financial Partners, Inc.Smart money
Notable overlap · 3 shared positions
$SNOW$DDOG$MKL
$1.1B
121 positions
#15C M BIDWELL & ASSOCIATES LTDPassive
Notable overlap · 3 shared positions
$SNOW$DDOG$MKL
$214M
483 positions
#16MBA Advisors LLCPassive
Notable overlap · 3 shared positions
$SNOW$MKL$MPC
$260M
146 positions
#17BWM Planning, LLCActive
Notable overlap · 3 shared positions
$SNOW$MKL$WFC
$379M
87 positions
#18Grey Fox Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$SNOW$DDOG$MKL
$518M
140 positions
#19MATHER GROUP, LLC.Active
Notable overlap · 4 shared positions
$SNOW$DDOG$MKL$NOW
$10.0B
1,896 positions
#20Financial Futures Ltd Liability Co.Active
Notable overlap · 4 shared positions
$SNOW$DDOG$ICFI$NOW
$228M
72 positions
#21Grove Street Fiduciary, LLCActive
Notable overlap · 3 shared positions
$SNOW$MKL$WFC
$227M
74 positions
#22LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$SNOW$MKL$WFC
$1.0B
232 positions
#23Red Tortoise LLCPassive
Some overlap · 3 shared positions
$SNOW$DDOG$MKL
$240M
591 positions
#24DROMS STRAUSS ADVISORS INC /MO/ /ADVActive
Some overlap · 3 shared positions
$SNOW$MKL$ICFI
$383M
77 positions
#25FC Advisory LLCActive
Some overlap · 3 shared positions
$SNOW$MKL$DDOG
$342M
115 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.