13F Pro

Hedge Funds Similar to Brookwood Investment Group

13F Portfolio OverlapQ1 2026Brookwood Investment Group portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Brookwood Investment Group LLC is an institutional investor managing $810M across 521 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 Brookwood Investment Group are SMITH, MOORE &, Northwest Financial Advisors, Worth Asset ,, with shared positions in $GRWG, $CRM, $JHG, $MAR, $BRZE, $GEV. The full ranking of 25 similar funds is below.

#1SMITH, MOORE & CO.Passive
Some overlap · 4 shared positions
$GRWG$CRM$JHG$MAR
$1.4B
558 positions
#2Northwest Financial AdvisorsPassive
Some overlap · 5 shared positions
$CRM$JHG$BRZE$GEV$MAR
$52M
66 positions
#3Worth Asset Management, LLCPassive
Some overlap · 5 shared positions
$CRM$MU$AMAT$OKTA$GEV
$268M
182 positions
#4BOS Asset Management, LLCPassive
Some overlap · 5 shared positions
$DVN$JHG$MU$GSAT$MAR
$392M
200 positions
#5RED REEF ADVISORS LLCPassive
Some overlap · 5 shared positions
$CRM$MU$AMAT$OKTA$GEV
$96M
179 positions
#6Concentrum Wealth ManagementActive
Some overlap · 5 shared positions
$GRWG$GSAT$MU$AMAT$MAR
$339M
111 positions
#7Everest Financial Group LLCPassive
Some overlap · 5 shared positions
$CRM$MU$OKTA$JHG$MAR
$607M
199 positions
#8PCG Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$CRM$JHG$GSAT$YMM
$395M
164 positions
#9Entelevest, LLCPassive
Some overlap · 5 shared positions
$JHG$MU$GSAT$AMAT$GEV
$100M
137 positions
#10Tempus Wealth Planning, LLCPassive
Some overlap · 4 shared positions
$CRM$GRWG$AMAT$GEV
$435M
270 positions
#11Weaver Consulting GroupPassive
Some overlap · 4 shared positions
$GRWG$JHG$OKTA$GEV
$420M
275 positions
#12Selective Wealth Management, Inc.Active
Some overlap · 5 shared positions
$CRM$BRZE$OKTA$MAR$AMAT
$338M
120 positions
#13PKO BP BANKOWY Universal Pension Society JSCActive
Some overlap · 3 shared positions
$DVN$CRM$MU
$214M
13 positions
#14Balance Wealth, LLCPassive
Some overlap · 4 shared positions
$GRWG$GSAT$JHG$MAR
$322M
149 positions
#15Gunderson Capital Management Inc.Passive
Slight overlap · 4 shared positions
$DVN$MU$AMAT$GEV
$239M
46 positions
#16S-Bank Fund Management LtdActive
Slight overlap · 4 shared positions
$CRM$MU$AMAT$GEV
$671M
178 positions
#17RPG Investment Advisory, LLCPassive
Slight overlap · 3 shared positions
$DVN$CRM$OKTA
$829M
92 positions
#18Sun Financial IncPassive
Slight overlap · 3 shared positions
$GRWG$CRM$GEV
$200M
159 positions
#19Scott & Selber, Inc.Active
Slight overlap · 4 shared positions
$DVN$MU$BRZE$AMAT
$387M
91 positions
#20GROUP ONE TRADING, L.P.Passive
Slight overlap · 4 shared positions
$YMM$GSAT$MU$MAR
$52.2B
7,822 positions
#21MILESTONE ASSET MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$CRM$GSAT$GRWG$AMAT
$543M
235 positions
#22Volterra Technologies LPPassive
Slight overlap · 3 shared positions
$DVN$CRM$MAR
$823M
301 positions
#23HOLLENCREST SECURITIES LLCActive
Slight overlap · 4 shared positions
$CRM$PPLT$AMAT$MAR
$2.7B
1,221 positions
#24Bright Futures Wealth Management, LLC.Passive
Slight overlap · 4 shared positions
$JHG$GSAT$MU$OKTA
$146M
188 positions
#25Redwood Wealth Management Group, LLCPassive
Slight overlap · 3 shared positions
$GRWG$JHG$MU
$232M
169 positions

Compare Brookwood Investment Group’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Brookwood Investment Group’s holdings

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.