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Hedge Funds Similar to Brooklyn FI,

13F Portfolio OverlapQ1 2026Brooklyn FI, portfolio →
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Most similar hedge funds by 13F overlap

Brooklyn FI, LLC is an institutional investor managing $476M across 78 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 Brooklyn FI, are 25, Wrenne Financial Planning, MONEYWISE,, with shared positions in $UNIT, $BRZE, $DDOG, $USB, $AFRM, $GMM. The full ranking of 25 similar funds is below.

#125 LLCActive
Notable overlap · 5 shared positions
$UNIT$BRZE$DDOG$USB$AFRM
$324M
69 positions
#2Wrenne Financial Planning LLCSmart money
Notable overlap · 5 shared positions
$BRZE$UNIT$GMM$DDOG$SCHW
$255M
49 positions
#3MONEYWISE, INC.Passive
Notable overlap · 3 shared positions
$EPAM$DDOG$CTVA
$229M
82 positions
#4Altiora Financial Group, LLCActive
Notable overlap · 6 shared positions
$BRZE$DDOG$SE$CTVA$EPAM$UNIT
$607M
110 positions
#5Family CFO IncActive
Notable overlap · 5 shared positions
$UNIT$BRZE$AFRM$SCHW$USB
$223M
41 positions
#6Partners in Financial PlanningActive
Notable overlap · 7 shared positions
$UNIT$DDOG$SE$GMM$SCHW$BRZE
$603M
122 positions
#7AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Notable overlap · 7 shared positions
$DDOG$UNIT$SE$GMM$SCHW$NOW
$206M
97 positions
#8Mustard Seed Financial, LLCPassive
Notable overlap · 4 shared positions
$BRZE$DDOG$UNIT$SCHW
$167M
92 positions
#9ASPIRIANT, LLCActive
Notable overlap · 6 shared positions
$UNIT$DDOG$CTVA$EPAM$SCHW$SE
$3.5B
338 positions
#10Verus Financial Partners, Inc.Smart money
Notable overlap · 3 shared positions
$BRZE$UNIT$DDOG
$1.1B
121 positions
#11Efficient Advisors, LLCActive
Notable overlap · 4 shared positions
$UNIT$BRZE$SCHW$SE
$1.4B
58 positions
#12SCS Capital Management LLCActive
Notable overlap · 4 shared positions
$EPAM$DDOG$SCHW$AFRM
$9.4B
468 positions
#13Prosperity Planning, Inc.Active
Notable overlap · 8 shared positions
$UNIT$CTVA$SE$DDOG$EPAM$BRZE
$395M
110 positions
#14Arbor Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$UNIT$BRZE$SCHW
$143M
56 positions
#15Abacus Planning Group, Inc.Active
Notable overlap · 3 shared positions
$UNIT$BRZE$SE
$743M
264 positions
#16McClarren Financial Advisors, Inc.Active
Notable overlap · 5 shared positions
$BRZE$EPAM$UNIT$AFRM$SCHW
$169M
79 positions
#17Sentinel Dome Partners, LLCActive
Notable overlap · 3 shared positions
$UNIT$DDOG$NOW
$105M
29 positions
#18Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Notable overlap · 3 shared positions
$UNIT$BRZE$SE
$111M
63 positions
#19THEORY FINANCIAL LLCPassive
Notable overlap · 6 shared positions
$BRZE$UNIT$SE$DDOG$GMM$MUFG
$285M
94 positions
#20Finley Financial, LLCActive
Notable overlap · 5 shared positions
$EPAM$CTVA$NOW$MUFG$SE
$214M
107 positions
#21GPWM LLCSmart money
Notable overlap · 3 shared positions
$UNIT$DDOG$SCHW
$191M
20 positions
#22GeoWealth Management, LLCActive
Notable overlap · 6 shared positions
$DDOG$BRZE$GMM$NOW$UNIT$MUFG
$2.8B
853 positions
#23Strategic Equity ManagementPassive
Notable overlap · 3 shared positions
$EPAM$CTVA$COF
$266M
70 positions
#24SwitchPoint Financial Planning, LLCActive
Notable overlap · 4 shared positions
$BRZE$DDOG$EPAM$SCHW
$147M
64 positions
#25Shakespeare Wealth Management, LLCActive
Notable overlap · 5 shared positions
$UNIT$SE$CTVA$DDOG$EPAM
$422M
98 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.