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 Brentview Investment

13F Portfolio OverlapQ2 2026Brentview Investment portfolio →

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Most similar hedge funds by 13F overlap

Brentview Investment Management LLC is an institutional investor managing $253M across 63 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Brentview Investment are Blue Chip Partners, Shelter Mutual Insurance, FINANCIAL ADVISORY PARTNERS, with shared positions in $PM, $TJX, $WM, $BLK, $MS, $NEE. The full ranking of 25 similar funds is below.

#1Blue Chip Partners, LLCActive

Notable overlap · 9 shared positions

$PM $TJX $WM $BLK $MS $NEE

$1.6B

184 positions

#2Shelter Mutual Insurance CoActive

Notable overlap · 6 shared positions

$CME $LIN $UNP $NEE $LOW $PEP

$473M

58 positions

#3FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 7 shared positions

$MS $NEE $PH $UNP $LOW $PEP

$377M

75 positions

#4Alley Investment Management Company, LLCActive

Notable overlap · 7 shared positions

$PM $PH $UNP $MS $BLK $CME

$856M

89 positions

#5BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$UNP $TJX $NEE $LIN $BLK $PEP

$529M

72 positions

#6WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 8 shared positions

$LIN $NEE $TJX $CME $BLK $PEP

$1.3B

73 positions

#7Vertrix Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$LIN $MS $WM $TJX $LOW $MCK

$292M

99 positions

#8Haverford Financial Services, Inc.Active

Notable overlap · 8 shared positions

$NEE $TJX $LOW $MCK $BLK $PEP

$339M

49 positions

#9First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 6 shared positions

$PM $NEE $UNP $WM $LOW $BLK

$529M

75 positions

#10Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$TJX $MS $NEE $LIN $UNP $PEP

$455M

118 positions

#11Michael Brady & Co., LLCActive

Notable overlap · 6 shared positions

$PH $UNP $WM $TT $TJX $PEP

$110M

55 positions

#12Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$MS $LIN $TJX $WM $MCK

$360M

73 positions

#13HFR Wealth Management, LLCActive

Notable overlap · 5 shared positions

$NEE $UNP $TJX $WEC $WM

$410M

53 positions

#14HENDLEY & CO INCActive

Notable overlap · 6 shared positions

$LIN $PH $UNP $PM $PEP $TJX

$283M

47 positions

#15Haverford Trust CoActive

Notable overlap · 8 shared positions

$TJX $NEE $LOW $BLK $PEP $MCK

$11.6B

424 positions

#16TrueMark Investments, LLCPassive

Notable overlap · 6 shared positions

$PM $NEE $CME $UNP $PEP $GSK

$798M

187 positions

#17MASTER'S WEALTH MANAGEMENT INC.Smart money

Notable overlap · 7 shared positions

$PH $UNP $WM $WEC $NEE $MS

$343M

85 positions

#18YCG, LLCActive

Notable overlap · 5 shared positions

$CME $LIN $WM $MRSH $CRH

$1.1B

41 positions

#19Fulcrum Capital LLCActive

Notable overlap · 5 shared positions

$TT $CME $WM $LIN $PEP

$525M

101 positions

#20CONNORS INVESTOR SERVICES INCPassive

Notable overlap · 7 shared positions

$LIN $WELL $MS $TJX $LOW $PEP

$1.2B

153 positions

#21Somerset Trust CoPassive

Notable overlap · 7 shared positions

$NEE $LOW $LIN $BLK $WEC $MS

$354M

186 positions

#22PineStone Asset Management Inc.Active

Notable overlap · 5 shared positions

$CME $LIN $TJX $PEP $LOW

$15.4B

43 positions

#23SWP Investment Management LLCPassive

Notable overlap · 5 shared positions

$PM $TJX $NEE $UNP $BLK

$145M

43 positions

#24MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$PM $WEC $CME $UNP $PEP

$233M

122 positions

#25Slagle Financial, LLCPassive

Notable overlap · 6 shared positions

$TJX $PM $LOW $NEE $PEP $O

$334M

127 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.