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 McBroom & Associates,

13F Portfolio OverlapQ1 2026McBroom & Associates, portfolio →

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Most similar hedge funds by 13F overlap

McBroom & Associates, LLC is an institutional investor managing $180M across 36 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 McBroom & Associates, are Shelter Rock ,, DEEPWATER ASSET ,, PRIMORIS WEALTH ADVISORS,, with shared positions in $ORLY, $TJX, $ISRG, $LRCX, $VST, $AXON. The full ranking of 25 similar funds is below.

#1Shelter Rock Management, LLCActive

Notable overlap · 3 shared positions

$ORLY $TJX $ISRG

$94M

35 positions

#2DEEPWATER ASSET MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$LRCX $ISRG $VST $AXON

$158M

39 positions

#3PRIMORIS WEALTH ADVISORS, LLCPassive

Notable overlap · 4 shared positions

$LRCX $PLTR $PM $TJX

$143M

96 positions

#4KIECKHEFER GROUP LLCSmart money

Notable overlap · 3 shared positions

$PLTR $ISRG $MCK

$212M

58 positions

#5Hyperion Asset Management LtdActive

Notable overlap · 3 shared positions

$PLTR $ISRG $AXON

$3.1B

18 positions

#6Martin Capital Advisors, LLPActive

Notable overlap · 5 shared positions

$ISRG $LRCX $TSCO $DKS $WSM

$158M

73 positions

#7McGuire Investment Group, LLCActive

Notable overlap · 3 shared positions

$LRCX $PLTR $ISRG

$885M

121 positions

#8CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 3 shared positions

$LRCX $ORLY $ISRG

$405M

73 positions

#9Ravenswood Partners LPPassive

Notable overlap · 3 shared positions

$TJX $LRCX $AXON

$271M

35 positions

#10AGP FRANKLIN, LLCPassive

Notable overlap · 4 shared positions

$PLTR $ORLY $TJX $TSCO

$200M

93 positions

#11Henson-Edgewater Management, LLCPassive

Notable overlap · 4 shared positions

$PLTR $LRCX $TJX $ISRG

$157M

66 positions

#12THOMAS STORY & SON LLCPassive

Notable overlap · 5 shared positions

$ORLY $TSCO $MCK $WSM $KO

$261M

51 positions

#13COATUE MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$LRCX $ISRG $SFM

$29.1B

62 positions

#14CONNORS INVESTOR SERVICES INCActive

Notable overlap · 4 shared positions

$PLTR $TJX $WMB $KO

$1.1B

149 positions

#15Brentview Investment Management LLCPassive

Notable overlap · 4 shared positions

$LRCX $TJX $MCK $PM

$231M

63 positions

#16James Hambro & Partners LLPActive

Notable overlap · 4 shared positions

$ISRG $TJX $MCK $KO

$2.6B

57 positions

#17PRAKASH INVESTMENT ADVISORS LLCPassive

Notable overlap · 5 shared positions

$PLTR $AXON $VST $ISRG $LRCX

$128M

80 positions

#18Defender Capital, LLC.Active

Notable overlap · 3 shared positions

$PLTR $AXON $ISRG

$282M

34 positions

#19United Capital Management of KS, Inc.Passive

Notable overlap · 4 shared positions

$PLTR $TJX $ISRG $WSM

$660M

111 positions

#20Axecap Investments, LLCPassive

Notable overlap · 3 shared positions

$LRCX $TJX $MCK

$145M

69 positions

#21Pollock Investment Advisors, LLC

Notable overlap · 3 shared positions

$TJX $ORLY $TSCO

$136M

40 positions

#22Empire Life Investments Inc.Active

Some overlap · 4 shared positions

$LRCX $VST $TJX $KO

$1.6B

110 positions

#23Renaissance Investment Group LLCPassive

Some overlap · 3 shared positions

$TJX $ISRG $ZTS

$465M

81 positions

#24Navera Investment Management Ltd.Active

Some overlap · 3 shared positions

$ISRG $TSCO $KO

$3.9B

56 positions

#25NZS Capital, LLCActive

Some overlap · 3 shared positions

$LRCX $ISRG $AXON

$3.0B

58 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.