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Hedge Funds Similar to McBroom & Associates

13F Portfolio OverlapQ2 2026McBroom & Associates portfolio →
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Most similar hedge funds by 13F overlap

McBroom & Associates, LLC is an institutional investor managing $199M across 37 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 McBroom & Associates are N10 ASSETS, N10 WEALTH, DEEPWATER ASSET, with shared positions in $VRT, $PLTR, $VST, $AXON, $MCK, $ISRG. The full ranking of 25 similar funds is below.

#1N10 ASSETS, LLCActive
Notable overlap · 5 shared positions
$VRT$PLTR$VST$AXON$MCK
$231M
34 positions
#2N10 WEALTH, LLCActive
Notable overlap · 5 shared positions
$VRT$PLTR$VST$AXON$MCK
$282M
43 positions
#3DEEPWATER ASSET MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$VRT$VST$ISRG$AXON
$220M
35 positions
#4FFG Partners, LLCActive
Notable overlap · 3 shared positions
$PLTR$DKS$VRT
$352M
42 positions
#5KIECKHEFER GROUP LLCSmart money
Notable overlap · 4 shared positions
$PLTR$VRT$ISRG$MCK
$246M
65 positions
#6Mirova US LLCActive
Notable overlap · 4 shared positions
$VRT$TJX$ISRG$ORLY
$9.3B
45 positions
#7Avalon Global Asset Management LLCActive
Notable overlap · 3 shared positions
$VRT$DKS$PLTR
$917M
38 positions
#8Junto Capital Management LPPassive
Notable overlap · 4 shared positions
$ORLY$TJX$VST$WMB
$5.7B
81 positions
#9Hyperion Asset Management LtdActive
Notable overlap · 3 shared positions
$PLTR$ISRG$AXON
$3.8B
20 positions
#10Carroll Investors, IncActive
Notable overlap · 3 shared positions
$PLTR$VRT$ISRG
$234M
31 positions
#11Defender Capital, LLC.Active
Notable overlap · 3 shared positions
$PLTR$AXON$ISRG
$308M
37 positions
#12Orion Capital Management LLCPassive
Some overlap · 4 shared positions
$PLTR$ISRG$ORLY$USB
$323M
511 positions
#13Zuckerman Investment Group, LLCActive
Some overlap · 4 shared positions
$VRT$DKS$MCK$PLTR
$1.2B
139 positions
#14ITHAKA GROUP LLCActive
Some overlap · 4 shared positions
$ISRG$VRT$AXON$PLTR
$551M
40 positions
#15JLB & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$TJX$ORLY$WSM
$748M
68 positions
#16Westwind CapitalPassive
Some overlap · 3 shared positions
$VRT$ISRG$PLTR
$422M
77 positions
#17Overbrook Management CorpActive
Some overlap · 3 shared positions
$ORLY$MCK$VST
$663M
68 positions
#181776 Wealth LLCActive
Some overlap · 3 shared positions
$PLTR$TJX$VRT
$284M
152 positions
#19Pinnacle Family Advisors, LLCPassive
Some overlap · 3 shared positions
$ORLY$PLTR$WMB
$238M
155 positions
#20CONNORS INVESTOR SERVICES INCPassive
Some overlap · 3 shared positions
$PLTR$TJX$WMB
$1.2B
153 positions
#21WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 3 shared positions
$VRT$VST$ISRG
$245M
149 positions
#22Prosperitas Financial LLCPassive
Some overlap · 3 shared positions
$VRT$SFM$PM
$312M
103 positions
#23Henderson Brothers Financial Partners, LLCActive
Some overlap · 3 shared positions
$DKS$TJX$MCK
$211M
77 positions
#24Terra Nova Asset Management LLCPassive
Some overlap · 4 shared positions
$VRT$AXON$MCK$VST
$163M
93 positions
#25Missouri Trust & Investment CoActive
Some overlap · 3 shared positions
$ORLY$TJX$USB
$368M
146 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.