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Hedge Funds Similar to Valley Brook Group

13F Portfolio OverlapQ2 2026Valley Brook Group portfolio →
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Most similar hedge funds by 13F overlap

Valley Brook Capital Group, Inc. is an institutional investor managing $176M across 120 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 Valley Brook Group are Vivid Wealth, NORTHEAST INVESTMENT, BCV Asset, with shared positions in $DE, $KLAC, $UNP, $PNC, $TJX, $ASML. The full ranking of 25 similar funds is below.

#1Vivid Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$DE$KLAC$UNP$PNC$TJX
$284M
73 positions
#2NORTHEAST INVESTMENT MANAGEMENTActive
Notable overlap · 7 shared positions
$UNP$ASML$TJX$DE$MCD$TMO
$2.7B
200 positions
#3BCV Asset Management Inc.Active
Notable overlap · 6 shared positions
$UNP$DE$ASML$MCD$TMO$NEE
$3.3B
116 positions
#4BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$DE$ASML$TJX$AMGN$TMO$ITW
$8.0B
1,334 positions
#5Miller Capital Partners, Inc.Active
Some overlap · 6 shared positions
$DE$KLAC$ASML$MCD$MPC$TJX
$257M
258 positions
#6HOWE & RUSLING INCPassive
Some overlap · 7 shared positions
$KLAC$UNP$TJX$ASML$MCD$CRWD
$1.7B
479 positions
#7Teamwork Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$KLAC$DE$PNC$UNP$TJX
$1.1B
215 positions
#8Banco de Sabadell, S.APassive
Some overlap · 7 shared positions
$ASML$UNP$TJX$MCD$AMGN$TMO
$170M
61 positions
#9BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$KLAC$DE$PNC$UNP$TJX
$414M
106 positions
#10Hudson Value Partners, LLCPassive
Some overlap · 6 shared positions
$DE$ASML$MCD$CRWD$AMGN$TMO
$399M
113 positions
#11Harrington Investments, INCPassive
Some overlap · 6 shared positions
$ASML$DE$TJX$ITW$AMGN$TMO
$206M
82 positions
#12Umpqua BankPassive
Some overlap · 6 shared positions
$ASML$PNC$DE$CRWD$MCD$TMO
$446M
165 positions
#13Fjell Capital, LLCPassive
Some overlap · 6 shared positions
$DE$KLAC$CRWD$UNP$NEE$ASML
$147M
66 positions
#14Sun Financial IncPassive
Some overlap · 5 shared positions
$UNP$KLAC$DE$PNC$TJX
$212M
161 positions
#15HM PAYSON & COActive
Some overlap · 7 shared positions
$ASML$TJX$AMGN$MPC$TMO$MCD
$7.5B
1,139 positions
#16Chesapeake Wealth ManagementPassive
Some overlap · 7 shared positions
$KLAC$TJX$UNP$MCD$TMO$AMGN
$357M
168 positions
#17RWA WEALTH PARTNERS, LLCActive
Some overlap · 6 shared positions
$ASML$KLAC$TJX$MCD$UNP$NEE
$10.4B
645 positions
#18Fairvoy Private Wealth, LLCPassive
Some overlap · 6 shared positions
$KLAC$TJX$MCD$CRWD$ALAB$NEE
$495M
200 positions
#19HAMEL ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$UNP$PNC$MCD$ITW$AMGN
$363M
92 positions
#20Harbour Trust & Investment Management CoActive
Some overlap · 6 shared positions
$DE$TJX$MCD$TMO$ALAB$NEE
$1.0B
160 positions
#21Boomfish Wealth Group, LLCPassive
Some overlap · 5 shared positions
$KLAC$ASML$UNP$AMGN$TMO
$220M
95 positions
#22Perennial Advisors, LLCPassive
Some overlap · 6 shared positions
$UNP$MCD$TJX$AMGN$ASML$TMO
$649M
136 positions
#23Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$KLAC$ASML$TJX$CRWD$NEE
$1.6B
184 positions
#24Wilkinson Global Asset Management LLCActive
Some overlap · 5 shared positions
$UNP$DE$TJX$AMGN$MCD
$1.3B
62 positions
#25Shoker Investment Counsel, Inc.Active
Some overlap · 5 shared positions
$KLAC$UNP$MCD$ITW$MPC
$398M
113 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.