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Hedge Funds Similar to BROOKTREE

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

BROOKTREE CAPITAL MANAGEMENT is an institutional investor managing $153M across 44 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 BROOKTREE are Ancient Art, Progeny 3, Torrey Growth & Income Advisors, with shared positions in $IBKR, $RKT, $GTLB, $THRY, $PAR, $CLBT. The full ranking of 25 similar funds is below.

#1Ancient Art, L.P.Active
Substantial overlap · 4 shared positions
$IBKR$RKT$GTLB$THRY
$489M
16 positions
#2Progeny 3, Inc.Active
Notable overlap · 3 shared positions
$IBKR$PAR$CLBT
$1.9B
29 positions
#3Torrey Growth & Income AdvisorsActive
Notable overlap · 4 shared positions
$QCOM$NOW$PFE$EXTR
$294M
108 positions
#4Samjo Management, LLCActive
Notable overlap · 4 shared positions
$PAR$RMNI$PFE$EMR
$293M
58 positions
#5Philip James Wealth Mangement, LLCActive
Some overlap · 6 shared positions
$QCOM$RKT$PFE$ABT$PEP$AMGN
$888M
151 positions
#6O'Brien Greene & Co. IncPassive
Some overlap · 3 shared positions
$IBKR$AMGN$EMR
$362M
141 positions
#7STALEY CAPITAL ADVISERS INCActive
Some overlap · 3 shared positions
$QCOM$PFE$FISV
$2.6B
193 positions
#8Trace Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$QCOM$FISV$PFE$PEP
$153M
69 positions
#9Capital Investment Services of America, Inc.Active
Some overlap · 5 shared positions
$QCOM$NOW$SYK$ROP$FISV
$1.0B
83 positions
#10R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 4 shared positions
$QCOM$PFE$AMGN$CL
$130M
40 positions
#11Orion Investment CoActive
Some overlap · 4 shared positions
$QCOM$GD$NOW$EMR
$343M
73 positions
#12R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$QCOM$PFE$ABT$CL
$188M
39 positions
#13PFC CAPITAL GROUP, INC.Active
Some overlap · 5 shared positions
$QCOM$MCD$PEP$AMGN$EMR
$260M
89 positions
#14GFG Capital, LLCPassive
Some overlap · 3 shared positions
$RKT$NOW$QCOM
$363M
100 positions
#15Blankinship & Foster, LLCSmart money
Some overlap · 3 shared positions
$QCOM$PFE$ABT
$495M
79 positions
#16Welch Group, LLCPassive
Some overlap · 6 shared positions
$QCOM$PFE$MCD$PEP$EMR$CL
$2.9B
326 positions
#17SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$QCOM$MCD$PEP
$205M
55 positions
#18HOGE FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$QCOM$MCD$PEP
$209M
83 positions
#19Voss Capital, LPActive
Some overlap · 3 shared positions
$PAR$NOW$CLBT
$2.2B
59 positions
#20Cairn Investment Group, Inc.Active
Some overlap · 4 shared positions
$QCOM$FISV$PEP$EMR
$227M
65 positions
#21O'Keefe Stevens Advisory, Inc.Active
Some overlap · 3 shared positions
$QCOM$PFE$AMGN
$488M
81 positions
#22MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$QCOM$ABT$BNY$PEP$AMGN
$1.2B
106 positions
#23Axxion S.A.Passive
Some overlap · 3 shared positions
$IBKR$PFE$NOW
$1.4B
529 positions
#24DUTCH ASSET CorpPassive
Some overlap · 4 shared positions
$IBKR$NOW$AMGN$EMR
$201M
115 positions
#25Baugh & Associates, LLCActive
Some overlap · 4 shared positions
$QCOM$PFE$ABT$PEP
$226M
42 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.