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Hedge Funds Similar to Rock Point Advisors,

13F Portfolio OverlapQ1 2026Rock Point Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Rock Point Advisors, LLC is an institutional investor managing $370M across 118 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Rock Point Advisors, are Haverford Financial Services,, MARVIN & PALMER ASSOCIATES, AVITY INVESTMENT, with shared positions in $TJX, $NEE, $ACN, $TXN, $SYK, $C. The full ranking of 25 similar funds is below.

#1Haverford Financial Services, Inc.Active
Notable overlap · 5 shared positions
$TJX$NEE$ACN$TXN$SYK
$336M
46 positions
#2MARVIN & PALMER ASSOCIATES INCPassive
Notable overlap · 3 shared positions
$C$TJX$NEE
$84M
21 positions
#3AVITY INVESTMENT MANAGEMENT INC.Active
Notable overlap · 6 shared positions
$TJX$NEE$TXN$ACN$UBER$C
$1.4B
114 positions
#4Cambridge Financial Group, Inc.Active
Notable overlap · 4 shared positions
$TJX$C$TXN$BBY
$267M
33 positions
#5Stokes Capital Advisors, LLCPassive
Notable overlap · 5 shared positions
$TJX$NEE$TXN$CB$SYK
$446M
104 positions
#6CAMBIAR INVESTORS LLCActive
Notable overlap · 6 shared positions
$DAL$TXN$CB$APTV$TJX$UBER
$2.2B
145 positions
#7Hosking Partners LLPActive
Notable overlap · 4 shared positions
$C$AIG$GLW$DAL
$2.8B
99 positions
#8Robbins FarleyPassive
Notable overlap · 4 shared positions
$TJX$NEE$GVA$UBER
$226M
143 positions
#9FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Notable overlap · 5 shared positions
$TJX$SONY$APTV$GLW$SYK
$102M
56 positions
#10Bath Savings Trust CoActive
Notable overlap · 4 shared positions
$TJX$NEE$SYK$VEEV
$936M
168 positions
#11American Trust Investment Advisors, LLCPassive
Notable overlap · 4 shared positions
$C$SONY$ACN$CB
$181M
76 positions
#12Mirova US LLCActive
Notable overlap · 3 shared positions
$TJX$NEE$ACN
$8.8B
42 positions
#13EDGAR LOMAX CO/VAActive
Notable overlap · 5 shared positions
$NEE$TXN$AIG$T$ACN
$1.4B
56 positions
#14Catherine Avery Investment Management LLCPassive
Notable overlap · 3 shared positions
$C$NEE$BBY
$223M
109 positions
#15Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$C$TJX$GLW$SYK$UBER
$98M
77 positions
#16INCOME RESEARCH & MANAGEMENTActive
Some overlap · 4 shared positions
$NEE$AKAM$GPN$UBER
$169M
26 positions
#17Cullen Capital Management, LLCActive
Some overlap · 4 shared positions
$C$NEE$CB$T
$9.8B
213 positions
#18GENERAL AMERICAN INVESTORS CO INCActive
Some overlap · 4 shared positions
$TJX$MTB$T$UBER
$1.5B
69 positions
#19Palouse Capital Management, Inc.Passive
Some overlap · 4 shared positions
$C$AKAM$TXN$T
$151M
135 positions
#20WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 4 shared positions
$NEE$ACN$CB$SYK
$2.1B
122 positions
#21Maytus Capital Management, LLCPassive
Some overlap · 5 shared positions
$TXN$AKAM$GLW$T$ACN
$562M
62 positions
#22BRADY FAMILY WEALTH, LLCPassive
Some overlap · 5 shared positions
$TJX$TXN$CB$ACN$SYK
$321M
110 positions
#23WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 3 shared positions
$NEE$TJX$ACN
$1.2B
69 positions
#24Nexus Investment Management ULCActive
Some overlap · 4 shared positions
$C$TXN$GLW$T
$715M
70 positions
#25CapWealth Advisors, LLCActive
Some overlap · 5 shared positions
$NEE$GLW$T$SONY$SYK
$1.3B
118 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.