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Hedge Funds Similar to Brooklyn FI

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

Brooklyn FI, LLC is an institutional investor managing $547M across 434 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 Brooklyn FI are DEEPWATER ASSET, Morling Financial Advisors, LIGHT STREET, with shared positions in $RDDT, $DDOG, $SNPS, $ASML, $MUFG, $CRWD. The full ranking of 25 similar funds is below.

#1DEEPWATER ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$RDDT$DDOG$SNPS$ASML
$220M
35 positions
#2Morling Financial Advisors, LLCActive
Some overlap · 3 shared positions
$RDDT$MUFG$CRWD
$360M
123 positions
#3LIGHT STREET CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$RDDT$DDOG$ASML
$903M
28 positions
#4Balanced Rock Investment Advisors LLC
Some overlap · 3 shared positions
$MUFG$SNPS$CRM
$160M
102 positions
#5TIAA Wealth Investment Management LLCActive
Some overlap · 3 shared positions
$MUFG$CRWD$MS
$15.0B
617 positions
#6Intergy Private Wealth, LLCActive
Some overlap · 3 shared positions
$MUFG$ASML$MS
$433M
147 positions
#7Equita Financial Network, Inc.Active
Some overlap · 3 shared positions
$MUFG$ASML$CRM
$360M
95 positions
#8NORTHSTAR ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$MUFG$DDOG$CRM
$341M
91 positions
#9Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$DDOG$RDDT$CRWD$ASML
$115M
89 positions
#10EDGEWOOD MANAGEMENT LLCActive
Some overlap · 3 shared positions
$RDDT$SNPS$ASML
$9.7B
90 positions
#11Stony Point Capital LLCActive
Some overlap · 4 shared positions
$DDOG$RDDT$PLTR$ASML
$1.5B
30 positions
#12High Note Wealth, LLCPassive
Some overlap · 3 shared positions
$MUFG$CRWD$PLTR
$586M
959 positions
#13ROSENBLUM SILVERMAN SUTTON S F INC /CAPassive
Some overlap · 4 shared positions
$RDDT$SNPS$MS$CRM
$416M
80 positions
#14Titan Wealth (CI) LtdPassive
Some overlap · 5 shared positions
$RDDT$CRWD$SUNB$PLTR$CRM
$269M
51 positions
#15DSM CAPITAL PARTNERS LLCActive
Some overlap · 3 shared positions
$RDDT$KEYS$ASML
$5.8B
70 positions
#16Employees Provident Fund BoardActive
Slight overlap · 4 shared positions
$DDOG$CRWD$SNPS$CRM
$17.4B
68 positions
#17Quent Capital, LLCPassive
Slight overlap · 3 shared positions
$DDOG$MUFG$MS
$1.6B
1,653 positions
#1871 West Capital PartnersActive
Slight overlap · 6 shared positions
$DDOG$CRWD$PLTR$BLK$ASML$CRM
$2.9B
382 positions
#19Donoghue Forlines LLCPassive
Slight overlap · 4 shared positions
$DDOG$RDDT$CRWD$MS
$387M
114 positions
#20Slow Capital, Inc.Active
Slight overlap · 4 shared positions
$DDOG$CRWD$SNPS$ASML
$857M
111 positions
#21Financial Futures Ltd Liability Co.Active
Slight overlap · 3 shared positions
$DDOG$MUFG$ASML
$263M
80 positions
#22MIROVAActive
Slight overlap · 4 shared positions
$DDOG$CRWD$SNPS$KEYS
$2.7B
185 positions
#23XY Planning Network, Inc.Passive
Slight overlap · 3 shared positions
$MUFG$CRWD$MS
$797M
340 positions
#24Mountain Capital Investment Advisors Inc.Smart money
Slight overlap · 4 shared positions
$MUFG$CRWD$PLTR$ASML
$702M
95 positions
#25MONETTA FINANCIAL SERVICES INCPassive
Slight overlap · 4 shared positions
$DDOG$CRWD$PLTR$ASML
$148M
59 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.