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Hedge Funds Similar to Brewster Financial Planning

13F Portfolio OverlapQ2 2026Brewster Financial Planning portfolio →
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Most similar hedge funds by 13F overlap

Brewster Financial Planning LLC is an institutional investor managing $182M across 30 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 Brewster Financial Planning are PRESILIUM PRIVATE WEALTH, XY Planning Network, Tudor Financial, with shared positions in $DOV, $L, $MUFG, $WFC, $MPC. The full ranking of 6 similar funds is below.

#1PRESILIUM PRIVATE WEALTH, LLCActive
Some overlap · 3 shared positions
$DOV$L$MUFG
$651M
96 positions
#2XY Planning Network, Inc.Passive
Some overlap · 3 shared positions
$DOV$MUFG$WFC
$797M
340 positions
#3Tudor Financial Inc.Passive
Some overlap · 3 shared positions
$DOV$WFC$MPC
$222M
152 positions
#4EWA, LLCPassive
Slight overlap · 3 shared positions
$DOV$WFC$MUFG
$548M
332 positions
#5Your Advocates Ltd., LLPActive
Slight overlap · 3 shared positions
$DOV$WFC$MPC
$350M
209 positions
#6Signature Resources Capital Management, LLCActive
Slight overlap · 3 shared positions
$DOV$WFC$MPC
$254M
703 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.