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Hedge Funds Similar to Brentview Investment

13F Portfolio OverlapQ1 2026Brentview Investment portfolio →
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Most similar hedge funds by 13F overlap

Brentview Investment Management LLC is an institutional investor managing $231M across 63 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 Brentview Investment are Mirabaud Asset Ltd, Fulcrum, Greystone Financial Group,, with shared positions in $CME, $NEE, $TJX, $UNP, $CRH, $MDT. The full ranking of 25 similar funds is below.

#1Mirabaud Asset Management LtdPassive
Notable overlap · 6 shared positions
$CME$NEE$TJX$UNP$CRH$MDT
$121M
32 positions
#2Fulcrum Capital LLCActive
Notable overlap · 5 shared positions
$LRCX$TT$CME$WM$LIN
$461M
101 positions
#3Greystone Financial Group, LLCPassive
Notable overlap · 6 shared positions
$LIN$TJX$WM$LOW$MS$MCK
$353M
78 positions
#4Vertrix Wealth Management, LLCPassive
Notable overlap · 8 shared positions
$LOW$LIN$MS$TJX$WM$MCK
$272M
95 positions
#5NatWest Group plcActive
Notable overlap · 5 shared positions
$LRCX$CME$MS$CBOE$TT
$462M
44 positions
#6Haverford Financial Services, Inc.Active
Notable overlap · 7 shared positions
$NEE$TJX$LOW$MCK$MDT$WM
$336M
46 positions
#7Blue Chip Partners, LLCActive
Notable overlap · 7 shared positions
$TJX$WM$PM$TMUS$NEE$MS
$1.4B
170 positions
#8HFR Wealth Management, LLCActive
Notable overlap · 5 shared positions
$NEE$TJX$WEC$WM$UNP
$407M
49 positions
#9CINCINNATI FINANCIAL CORPActive
Notable overlap · 5 shared positions
$CME$PM$TJX$MRSH$LRCX
$5.0B
55 positions
#10Titan Investment Solutions LtdActive
Notable overlap · 6 shared positions
$LIN$WM$MCK$CBOE$PM$LRCX
$781M
56 positions
#11Shelter Mutual Insurance CoPassive
Notable overlap · 5 shared positions
$CME$LIN$LOW$UNP$NEE
$450M
58 positions
#12WINDWARD CAPITAL MANAGEMENT CO /CAActive
Notable overlap · 6 shared positions
$LIN$NEE$CME$TJX$WELL$WM
$1.2B
69 positions
#13YCG, LLCActive
Notable overlap · 5 shared positions
$CME$LIN$WM$MRSH$CRH
$1.1B
42 positions
#14Alley Investment Management Company, LLCActive
Notable overlap · 6 shared positions
$PM$UNP$PH$CME$MS$WEC
$821M
85 positions
#15Emmett Investment Management, LPPassive
Notable overlap · 3 shared positions
$CME$LRCX$PM
$131M
24 positions
#16Hamlin Capital Management, LLCActive
Notable overlap · 3 shared positions
$CME$MS$PM
$4.1B
30 positions
#17Stokes Capital Advisors, LLCPassive
Notable overlap · 6 shared positions
$TJX$NEE$LIN$MS$MRSH$UNP
$446M
104 positions
#18PRIMORIS WEALTH ADVISORS, LLCPassive
Notable overlap · 6 shared positions
$LRCX$NEE$PM$TJX$WM$MS
$143M
96 positions
#19Invera Wealth Advisors, LLCPassive
Notable overlap · 5 shared positions
$LRCX$TT$TJX$CME$UNP
$156M
98 positions
#20Wallington Asset Management, LLCActive
Notable overlap · 5 shared positions
$LIN$TJX$UNP$MDT$LOW
$752M
61 positions
#21MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$CME$WEC$PM$MDT$UNP
$220M
148 positions
#22Core Alternative CapitalPassive
Notable overlap · 7 shared positions
$TJX$NEE$WM$CME$MS$O
$339M
205 positions
#23SHUTTLEWORTH & CoPassive
Notable overlap · 5 shared positions
$TJX$WM$MCK$CBOE$TMUS
$111M
52 positions
#24Railway Pension Investments LtdActive
Notable overlap · 6 shared positions
$LRCX$NEE$CEG$MCK$PH$TJX
$7.0B
103 positions
#25Patrick Mauro Investment Advisor, INC.Active
Notable overlap · 3 shared positions
$CME$LIN$WM
$199M
40 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.