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Hedge Funds Similar to Hollow Brook Wealth

13F Portfolio OverlapQ2 2026Hollow Brook Wealth portfolio →
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Most similar hedge funds by 13F overlap

Hollow Brook Wealth Management LLC is an institutional investor managing $504M across 78 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 Hollow Brook Wealth are My Portfolio Guide, Cassaday & Wealth, Kraft, Davis & Associates, with shared positions in $GLDM, $PFE, $VRT, $MCD, $ABT, $ASML. The full ranking of 25 similar funds is below.

#1My Portfolio Guide, LLC
Substantial overlap · 3 shared positions
$GLDM$PFE$VRT
$181M
166 positions
#2Cassaday & Co Wealth Management LLCSmart money
Substantial overlap · 3 shared positions
$GLDM$MCD$ABT
$5.3B
1,313 positions
#3Kraft, Davis & Associates, LLCActive
Notable overlap · 3 shared positions
$GLDM$ASML$ABT
$479M
155 positions
#4Capital Planning Advisors, LLC
Notable overlap · 4 shared positions
$GLDM$ABT$VRT$ASML
$692M
146 positions
#5SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive
Notable overlap · 3 shared positions
$GLDM$PWR$VRT
$5.6B
669 positions
#6Collaborative Wealth Managment Inc.Active
Notable overlap · 4 shared positions
$GLDM$EPD$AFL$MCD
$238M
170 positions
#7Royal Harbor Partners, LLCActive
Notable overlap · 4 shared positions
$GLDM$EPD$PWR$MCD
$323M
56 positions
#8Mission Creek Capital Partners, Inc.Passive
Notable overlap · 5 shared positions
$GLDM$PWR$ASML$VRT$CEG
$569M
231 positions
#9Greenline Partners, LLCActive
Notable overlap · 3 shared positions
$GLDM$EPD$TTE
$983M
149 positions
#10American National Bank of TexasActive
Notable overlap · 4 shared positions
$GLDM$PWR$ABT$MCD
$110M
56 positions
#11BRANDYWINE OAK PRIVATE WEALTH LLCActive
Some overlap · 3 shared positions
$GLDM$AEP$MCD
$1.3B
245 positions
#12REAVES W H & CO INCActive
Some overlap · 4 shared positions
$PWR$AEP$CEG$EPD
$6.6B
94 positions
#13KRAEMATON INVESTMENT ADVISORS, INCPassive
Some overlap · 3 shared positions
$GLDM$AFL$ABT
$134M
103 positions
#14FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 4 shared positions
$GLDM$ASML$VRT$MCD
$1.7B
208 positions
#15Tidemark, LLCPassive
Some overlap · 3 shared positions
$GLDM$ASML$VRT
$444M
935 positions
#16Timber Creek Capital Management LLCPassive
Some overlap · 3 shared positions
$GLDM$ASML$TTE
$490M
80 positions
#17GOULD ASSET MANAGEMENT LLC /CA/Smart money
Some overlap · 3 shared positions
$GLDM$MCD$EPD
$635M
176 positions
#18LEGACY SOLUTIONS, LLCActive
Some overlap · 3 shared positions
$GLDM$CEG$AEP
$124M
88 positions
#19INSPIRION WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$GLDM$ABT$PFE
$874M
189 positions
#20Rithm Capital Corp.Active
Some overlap · 4 shared positions
$PWR$AEP$CEG$VRT
$81M
38 positions
#21Destination Wealth ManagementPassive
Some overlap · 5 shared positions
$ASML$AFL$PFE$ABT$MCD
$4.3B
344 positions
#22CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 3 shared positions
$ASML$PWR$CEG
$78M
44 positions
#23Stockman Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$ASML$PFE$CRH$PWR$MCD
$968M
178 positions
#24Blue Chip Partners, LLCActive
Some overlap · 3 shared positions
$ASML$PWR$ABT
$1.6B
184 positions
#25OPAL CAPITAL LLCPassive
Some overlap · 4 shared positions
$ASML$AEP$ABT$TTE
$560M
136 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.