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Hedge Funds Similar to Brookwood Investment Group

13F Portfolio OverlapQ2 2026Brookwood Investment Group portfolio →
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Most similar hedge funds by 13F overlap

Brookwood Investment Group LLC is an institutional investor managing $888M across 538 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 Brookwood Investment Group are Robinson Value , Ltd., Faithward Advisors, Parkside Investments, with shared positions in $IAU, $DVN, $SLV, $CRWD, $ASML, $YMM. The full ranking of 25 similar funds is below.

#1Robinson Value Management, Ltd.Passive
Some overlap · 3 shared positions
$IAU$DVN$SLV
$183M
77 positions
#2Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$SLV$CRWD$ASML
$819M
339 positions
#3Parkside Investments, LLCActive
Some overlap · 3 shared positions
$IAU$DVN$YMM
$879M
95 positions
#4Exit Wealth Advisors, LLC.Passive
Some overlap · 4 shared positions
$IAU$SLV$CPER$ASML
$220M
150 positions
#5CPR Investments Inc.Active
Some overlap · 4 shared positions
$IAU$SLV$CRWD$SNDK
$134M
64 positions
#6Harbour Wealth Management Group, Inc.Active
Some overlap · 3 shared positions
$IAU$YMM$CRWD
$148M
89 positions
#7Summit Place Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$YMM$CRWD
$221M
117 positions
#8ALTERNA WEALTH MANAGEMENT, INCActive
Some overlap · 3 shared positions
$IAU$SLV$ASML
$174M
109 positions
#9Wealth Quarterback LLCActive
Some overlap · 3 shared positions
$IAU$SLV$ASML
$328M
180 positions
#10SPINNAKER TRUSTActive
Some overlap · 3 shared positions
$IAU$YMM$ASML
$2.1B
309 positions
#11Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 3 shared positions
$IAU$SLV$SNDK
$437M
707 positions
#12Eagle Strategies LLCPassive
Some overlap · 4 shared positions
$IAU$SLV$YMM$CRWD
$1.0B
267 positions
#13EverSource Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$CRWD$ASML
$3.0B
4,392 positions
#14Braeburn Wealth Management LLCActive
Some overlap · 3 shared positions
$IAU$CRWD$SNDK
$236M
98 positions
#15VIMA LLCPassive
Some overlap · 3 shared positions
$IAU$SLV$CRWD
$98M
351 positions
#16JAMES INVESTMENT RESEARCH, INC.Passive
Some overlap · 3 shared positions
$IAU$SLV$ASML
$936M
373 positions
#17Pettinga Financial Advisors LLCActive
Some overlap · 4 shared positions
$IAU$SLV$YMM$CPER
$606M
158 positions
#18SAGE RHINO CAPITAL LLCPassive
Some overlap · 3 shared positions
$IAU$ASML$SNDK
$617M
385 positions
#19Roehl & Yi Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$ASML$SNDK
$304M
194 positions
#20Pacific Point Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$ASML$SNDK
$219M
129 positions
#21SEEDS INVESTOR LLCPassive
Some overlap · 3 shared positions
$IAU$ASML$SNDK
$973M
379 positions
#22Hamilton Wealth, LLCPassive
Some overlap · 3 shared positions
$IAU$CRWD$SLV
$546M
118 positions
#23Evelyn Partners Asset Management Ltd
Some overlap · 3 shared positions
$IAU$YMM$ASML
$406M
308 positions
#24Argos Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$ASML$CRWD
$378M
224 positions
#25TWIN FOCUS CAPITAL PARTNERS, LLCActive
Some overlap · 3 shared positions
$IAU$CRWD$YMM
$983M
170 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.