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Hedge Funds Similar to Bricktown ,

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

Bricktown Capital, LLC is an institutional investor managing $553M across 28 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 Bricktown , are Finley Financial,, TLWM, Waldron Private Wealth, with shared positions in $EPAM, $DHR, $CTVA, $MDLZ, $ZS, $PANW. The full ranking of 25 similar funds is below.

#1Finley Financial, LLCActive
Substantial overlap · 4 shared positions
$EPAM$DHR$CTVA$MDLZ
$214M
107 positions
#2TLWMSmart money
Notable overlap · 3 shared positions
$EPAM$DHR$ZS
$555M
69 positions
#3Waldron Private Wealth LLCActive
Notable overlap · 4 shared positions
$DHR$EPAM$CTVA$PANW
$2.6B
342 positions
#4Mill Creek Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$DHR$EPAM$BRZE
$4.9B
260 positions
#5Hardy Reed LLCActive
Notable overlap · 3 shared positions
$DHR$BRZE$CTVA
$1.4B
243 positions
#6CAHABA WEALTH MANAGEMENT, INC.Smart money
Notable overlap · 3 shared positions
$DHR$BRZE$EPAM
$1.5B
154 positions
#7SENTINEL WEALTH MANAGEMENT, INC.Active
Notable overlap · 3 shared positions
$DHR$EPAM$CTVA
$125M
39 positions
#8Anomaly Capital Management, LPActive
Notable overlap · 3 shared positions
$DHR$CTVA$PANW
$1.7B
21 positions
#9Brooklyn FI, LLCActive
Notable overlap · 3 shared positions
$EPAM$BRZE$CTVA
$476M
78 positions
#10WealthCollab, LLCPassive
Some overlap · 3 shared positions
$DHR$BRZE$MDLZ
$243M
977 positions
#11William Howard & Co Financial Advisors IncSmart money
Some overlap · 3 shared positions
$EPAM$BRZE$CTVA
$116M
54 positions
#12AMG National Trust BankActive
Some overlap · 3 shared positions
$DHR$BRZE$CTVA
$4.6B
476 positions
#13KFA Private Wealth Group, LLCActive
Some overlap · 3 shared positions
$DHR$BRZE$MDLZ
$417M
160 positions
#14BigSur Wealth Management LLCPassive
Some overlap · 3 shared positions
$EPAM$DHR$PANW
$356M
163 positions
#15Geneos Wealth Management Inc.Passive
Some overlap · 3 shared positions
$EPAM$DHR$PANW
$4.3B
2,465 positions
#16Renasant BankPassive
Slight overlap · 3 shared positions
$EPAM$CTVA$PANW
$141M
137 positions
#17St. Louis Trust CoActive
Slight overlap · 5 shared positions
$EPAM$DHR$BRZE$CTVA$MDLZ
$856M
145 positions
#18Cambridge Financial Group, LLCPassive
Slight overlap · 4 shared positions
$DHR$EPAM$BRZE$CTVA
$295M
168 positions
#19BOURGEON CAPITAL MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$DHR$PANW$MDLZ
$578M
108 positions
#20DAVIS R M INCActive
Slight overlap · 3 shared positions
$EPAM$DHR$PANW
$5.6B
273 positions
#21DB Fitzpatrick & Co, IncActive
Slight overlap · 3 shared positions
$DHR$FTNT$PANW
$117M
106 positions
#22McKinley Carter Wealth Services, Inc.Passive
Slight overlap · 3 shared positions
$DHR$BRZE$MDLZ
$1.7B
305 positions
#23Liberty Capital Management, Inc.
Slight overlap · 3 shared positions
$DHR$FTNT$PANW
$537M
180 positions
#24Cushing Capital Partners, LLCPassive
Slight overlap · 3 shared positions
$DHR$BRZE$MDLZ
$130M
96 positions
#25Storen Legacy Partners, LLCPassive
Slight overlap · 3 shared positions
$DHR$CTVA$MDLZ
$319M
102 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.