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Hedge Funds Similar to BROOKFIELD

13F Portfolio OverlapQ2 2026BROOKFIELD portfolio →
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Most similar hedge funds by 13F overlap

BROOKFIELD Corp /ON/ is an institutional investor managing $77.0B across 139 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 BROOKFIELD are Partners Value Investments, Blackstone, Tacita, with shared positions in $BAM, $BN, $BBUC.R1871130, $DEO, $BNT, $CQP. The full ranking of 25 similar funds is below.

#1Partners Value Investments L.P.Smart money
Notable overlap · 5 shared positions
$BAM$BN$BBUC.R1871130$DEO$BNT
$9.8B
7 positions
#2Blackstone Inc.Active
Notable overlap · 13 shared positions
$CQP$SPCX$WMB$TRGP$LNG$ET
$32.9B
518 positions
#3Tacita Capital IncPassive
Notable overlap · 8 shared positions
$BEPC$BN$BAM$TAC$BIP$TRP
$184M
214 positions
#4Blue Sky Capital Consultants Group, Inc.Active
Notable overlap · 3 shared positions
$SPCX$BN$BAM
$234M
74 positions
#5PCJ Investment Counsel Ltd.Passive
Notable overlap · 5 shared positions
$BBUC.R1871130$BN$TAC$BIP$ENB
$348M
62 positions
#6Asset Management Advisors, LLCActive
Some overlap · 4 shared positions
$BEPC$BN$WMB$NEE
$181M
17 positions
#7PORTLAND INVESTMENT COUNSEL INC.Active
Some overlap · 3 shared positions
$BAM$BN$SPCX
$358M
58 positions
#8Broad Run Investment Management, LLCSmart money
Some overlap · 3 shared positions
$BAM$BN$BNT
$650M
24 positions
#9ONTARIO TEACHERS PENSION PLAN BOARDSmart money
Some overlap · 12 shared positions
$SPCX$WMB$TRGP$LNG$CNP$CCI
$15.8B
60 positions
#10EPIQ PARTNERS, LLCPassive
Some overlap · 6 shared positions
$BN$BEPC$NEE$BIP$XEL$EPD
$236M
98 positions
#11Sather Financial Group IncActive
Some overlap · 4 shared positions
$BN$BAM$UNP$NKE
$1.7B
121 positions
#12America First Investment Advisors, LLCActive
Some overlap · 3 shared positions
$BN$BAM$ENB
$539M
45 positions
#13LINCLUDEN MANAGEMENT LTDActive
Some overlap · 5 shared positions
$BN$BEPC$BIP$DEO$TRP
$1.0B
68 positions
#14Cordoba Advisory Partners LLCActive
Some overlap · 5 shared positions
$SPCX$BN$TRP$ENB$KMI
$472M
144 positions
#15Partners Group Holding AGActive
Some overlap · 10 shared positions
$BN$BAM$WMB$SRE$UNP$CSX
$1.5B
52 positions
#16Blue Zone Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$BN$BAM$WMB$NEE
$573M
125 positions
#17Ground Swell Capital, LLCActive
Some overlap · 3 shared positions
$SPCX$NEE$EQIX
$93M
145 positions
#18TPG GP A, LLCSmart money
Some overlap · 4 shared positions
$SPCX$PNW$PCG$GLNG
$5.0B
82 positions
#19Energy Income Partners, LLCActive
Some overlap · 16 shared positions
$CQP$WMB$TRGP$LNG$CNP$NEE
$6.4B
88 positions
#20Ariston Services GroupActive
Some overlap · 3 shared positions
$SPCX$WMB$ET
$181M
70 positions
#21Sage Investment Counsel LLCPassive
Some overlap · 6 shared positions
$BN$BEPC$BIP$ET$EPD$ENB
$100M
126 positions
#22Oak Grove Capital LLCActive
Some overlap · 5 shared positions
$BEPC$BN$ET$SRE$KMI
$2.1B
108 positions
#23BW Gestao de Investimentos Ltda.Active
Some overlap · 4 shared positions
$SPCX$WMB$CNP$XEL
$5.1B
307 positions
#24BRUNI J V & CO /COActive
Some overlap · 4 shared positions
$BN$BAM$KMI$BNT
$1.1B
33 positions
#25Baskin Financial Services Inc.Active
Some overlap · 4 shared positions
$BN$BAM$BIP$ENB
$1.3B
54 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.