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Hedge Funds Similar to Crystal Rock

13F Portfolio OverlapQ1 2026Crystal Rock portfolio →
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Most similar hedge funds by 13F overlap

Crystal Rock Capital Management is an institutional investor managing $168M across 32 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 Crystal Rock are Haven Group,, Pennant Investors,, First Growth, with shared positions in $VRT, $IDXX, $MAR, $ISRG, $TDG, $AMD. The full ranking of 25 similar funds is below.

#1Haven Capital Group, Inc.Active
Notable overlap · 6 shared positions
$VRT$IDXX$MAR$ISRG$TDG$AMD
$108M
37 positions
#2Pennant Investors, LPActive
Notable overlap · 3 shared positions
$VRT$TDG$GEV
$361M
17 positions
#3First Growth Capital LLCActive
Notable overlap · 3 shared positions
$VRT$MAR$INTC
$111M
129 positions
#4GLYNN CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$VRT$CRWD$GEV$AMD
$209M
42 positions
#5Telligent Fund, LPActive
Notable overlap · 4 shared positions
$VRT$INTC$GEV$AMD
$94M
24 positions
#6EDGEWOOD MANAGEMENT LLCActive
Some overlap · 3 shared positions
$TDG$ISRG$BSX
$15.5B
87 positions
#7Goldstream Capital Management LtdActive
Some overlap · 3 shared positions
$VRT$CRWD$GEV
$120M
30 positions
#8HARTLINE INVESTMENT CORP/Active
Some overlap · 4 shared positions
$VRT$MAR$GEV$AMD
$909M
112 positions
#9Markin Volterra Fund LPActive
Some overlap · 3 shared positions
$VRT$GEV$AMD
$65M
34 positions
#10M37 Management LPActive
Some overlap · 3 shared positions
$VRT$INTC$GEV
$251M
12 positions
#11HERBST GROUP, LLCPassive
Some overlap · 4 shared positions
$LHX$CRWD$VRT$GEV
$162M
59 positions
#12Kessler Investment Group, LLCPassive
Some overlap · 3 shared positions
$VRT$CRWD$GEV
$211M
79 positions
#13Broadleaf Partners, LLCActive
Some overlap · 3 shared positions
$VRT$ISRG$TDG
$429M
84 positions
#14Game Creek Capital, LPPassive
Some overlap · 3 shared positions
$VRT$LHX$AMD
$301M
93 positions
#15BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$VRT$CRWD$GEV
$437M
115 positions
#16Carroll Investors, IncActive
Some overlap · 3 shared positions
$VRT$AMD$ISRG
$187M
31 positions
#17Bouvel Investment Partners, LLCPassive
Some overlap · 5 shared positions
$ISRG$INTC$VRT$BSX$CRWD
$345M
78 positions
#18BOURNE LENT ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$IDXX$ISRG$LHX$BSX
$272M
63 positions
#19Boothe Investment Group, Inc.Active
Some overlap · 3 shared positions
$VRT$CRWD$AMD
$311M
40 positions
#20WD RUTHERFORD LLCPassive
Some overlap · 5 shared positions
$CRWD$VRT$ISRG$GEV$AMD
$225M
71 positions
#21Mirova US LLCActive
Some overlap · 3 shared positions
$VRT$ISRG$BSX
$8.8B
42 positions
#22Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Active
Some overlap · 5 shared positions
$VRT$CRWD$INTC$GEV$AMD
$1.2B
51 positions
#23Barbara Oil Co.Passive
Some overlap · 4 shared positions
$TDG$INTC$LHX$IDXX
$259M
69 positions
#24SCHOLTZ & COMPANY, LLCPassive
Some overlap · 4 shared positions
$TDG$BSX$ISRG$DKNG
$195M
49 positions
#25NS Partners LtdActive
Some overlap · 5 shared positions
$MAR$ISRG$BSX$IDXX$GEV
$2.2B
71 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.