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Hedge Funds Similar to BIRCHBROOK,

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

BIRCHBROOK, INC. is an institutional investor managing $213M across 305 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 BIRCHBROOK, are FIRST FINANCIAL BANKSHARES, Investment Services of America,, Biondo Investment Advisors,, with shared positions in $UPST, $C, $NOW, $HON, $COP, $LMT. The full ranking of 25 similar funds is below.

#1FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 6 shared positions
$UPST$C$NOW$HON$COP$LMT
$5.0B
201 positions
#2Capital Investment Services of America, Inc.Active
Some overlap · 5 shared positions
$IDXX$UPST$NOW$COP$SNOW
$958M
80 positions
#3Biondo Investment Advisors, LLCActive
Some overlap · 5 shared positions
$IDXX$NOW$IBM$LMT$ISRG
$780M
82 positions
#4CFC Planning Co LLCPassive
Some overlap · 7 shared positions
$IBM$CRM$FTNT$COP$DIS$IDXX
$140M
72 positions
#5DAVIDSON INVESTMENT ADVISORSActive
Some overlap · 6 shared positions
$C$FTNT$FDX$CRM$HON$BMY
$2.0B
120 positions
#6Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 6 shared positions
$NOW$C$CRM$COP$HON$SNOW
$566M
28 positions
#7Peak Asset Management, LLCPassive
Some overlap · 6 shared positions
$UPST$FTNT$CRM$COP$DIS$UBER
$567M
148 positions
#8Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$NOW$IBM$HON$LMT$WM$SNOW
$353M
78 positions
#9Impact Investors, IncPassive
Some overlap · 6 shared positions
$UPST$NOW$WM$MUFG$ISRG$BMY
$144M
106 positions
#10Brandywine Global Investment Management, LLC
Some overlap · 6 shared positions
$C$FDX$CRM$LMT$IBM$DIS
$14.9B
601 positions
#11AXS Investments LLCActive
Some overlap · 6 shared positions
$IBM$UPST$CRM$COP$UBER$NOW
$248M
189 positions
#12ANDERSON HOAGLAND & COPassive
Some overlap · 6 shared positions
$UPST$IBM$C$IDXX$UBER$SNOW
$1.2B
136 positions
#13MCDONALD PARTNERS LLCPassive
Some overlap · 5 shared positions
$C$IBM$HON$COP$BMY
$424M
208 positions
#14STEINBERG ASSET MANAGEMENT LLCSmart money
Some overlap · 7 shared positions
$IBM$FDX$CRM$UBER$HON$IQV
$154M
40 positions
#15Employees Provident Fund BoardActive
Some overlap · 6 shared positions
$NOW$CRM$BMY$UBER$DIS$ISRG
$13.2B
70 positions
#16Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 6 shared positions
$NOW$CRM$BMY$UBER$DIS$ISRG
$2.8B
87 positions
#17F/m Investments LLCPassive
Some overlap · 6 shared positions
$IDXX$NOW$HON$WM$ISRG$ADSK
$1.5B
333 positions
#18Cypress Capital, LLCActive
Some overlap · 5 shared positions
$UPST$IBM$BMY$LMT$COP
$351M
95 positions
#19MIDDLETON & CO INC/MAActive
Some overlap · 5 shared positions
$NOW$UPST$IDXX$CRM$IQV
$877M
164 positions
#20E. Ohman J:or Asset Management ABActive
Some overlap · 6 shared positions
$IBM$CRM$NOW$UBER$FTNT$ADSK
$3.8B
477 positions
#21Terra Alpha Investments LLC
Some overlap · 5 shared positions
$NOW$IDXX$CRM$WM$IQV
$98M
32 positions
#22ALBION FINANCIAL GROUP /UTActive
Some overlap · 6 shared positions
$C$HON$COP$UBER$LMT$DIS
$1.5B
737 positions
#23RIVERPARK CAPITAL MANAGEMENT LLC
Some overlap · 6 shared positions
$NOW$UBER$LMT$DIS$ISRG$ADSK
$52M
36 positions
#24POLEN CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$IDXX$NOW$UBER$ISRG
$14.5B
221 positions
#25Boothe Investment Group, Inc.Active
Some overlap · 4 shared positions
$NOW$C$IBM$UBER
$311M
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.