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Hedge Funds Similar to Rodgers Brothers

13F Portfolio OverlapQ1 2026Rodgers Brothers portfolio →
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Most similar hedge funds by 13F overlap

Rodgers Brothers Inc. is an institutional investor managing $866M across 242 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 Rodgers Brothers are VMS Asset Limited, WATERS PARKERSON & ,, RIPOSTE, with shared positions in $COHR, $GLW, $LRCX, $ROK, $ABT, $KO. The full ranking of 25 similar funds is below.

#1VMS Asset Management LimitedActive
Notable overlap · 3 shared positions
$COHR$GLW$LRCX
$164M
23 positions
#2WATERS PARKERSON & CO., LLCActive
Notable overlap · 5 shared positions
$COHR$ROK$ABT$KO$IBM
$1.9B
188 positions
#3RIPOSTE CAPITAL LLCActive
Notable overlap · 3 shared positions
$COHR$GLW$LRCX
$392M
23 positions
#4Science & Technology Partners, L.P.Active
Some overlap · 3 shared positions
$COHR$LRCX$GLW
$382M
43 positions
#5Insight Inv LLCPassive
Some overlap · 5 shared positions
$WSM$GLW$EMR$AXP$IBM
$183M
104 positions
#6Grand Alliance Asset Management LtdActive
Some overlap · 3 shared positions
$COHR$GLW$LRCX
$165M
13 positions
#7Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$COHR$GLW$IBM
$942M
33 positions
#8Oak Grove Capital LLCSmart money
Some overlap · 3 shared positions
$COHR$IBM$LRCX
$1.2B
92 positions
#9NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 3 shared positions
$COHR$ABT$UNP
$1.5B
139 positions
#10TRUSTCO BANK CORP N YPassive
Some overlap · 7 shared positions
$ABT$AXP$EMR$IBM$KO$CL
$113M
71 positions
#11BONNESS ENTERPRISES INCActive
Some overlap · 5 shared positions
$EMR$GLW$ABT$IBM$KO
$273M
39 positions
#12Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$ABT$AXP$CL$UNP$IBM$KO
$446M
104 positions
#13Kinloch Capital, LLCPassive
Some overlap · 5 shared positions
$EMR$ABT$TGT$IBM$KO
$245M
83 positions
#14NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$EMR$ABT$CL$IBM$UNP$KO
$367M
141 positions
#15Radnor Capital Management, LLCPassive
Some overlap · 6 shared positions
$EMR$WSM$AXP$GLW$IBM$CW
$676M
308 positions
#16THOMAS STORY & SON LLCPassive
Some overlap · 5 shared positions
$WSM$ABT$KO$PAYX$UNP
$261M
51 positions
#17Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$ABT$EMR$CL$UNP$LRCX
$98M
50 positions
#18Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 5 shared positions
$EMR$ABT$KO$FDX$CL
$506M
79 positions
#19Silver Lake Advisory, LLCPassive
Some overlap · 5 shared positions
$ABT$GLW$EMR$KO$PAYX
$252M
103 positions
#20JACKSON SQUARE CAPITAL, LLCPassive
Some overlap · 3 shared positions
$COHR$GLW$LRCX
$477M
129 positions
#21Roberts Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$COHR$WSM$ROK
$394M
110 positions
#22HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 6 shared positions
$ABT$AXP$UNP$KO$HSY$OKE
$243M
44 positions
#23Whale Rock Capital Management LLCActive
Some overlap · 3 shared positions
$COHR$GLW$LRCX
$7.7B
35 positions
#24Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$EMR$TGT$PSX$IBM$KO
$245M
98 positions
#25UNITED BANKActive
Some overlap · 5 shared positions
$GLW$ABT$HUBB$HSY$KO
$781M
121 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.