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Hedge Funds Similar to Rothschild Partners

13F Portfolio OverlapQ2 2026Rothschild Partners portfolio →
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Most similar hedge funds by 13F overlap

Rothschild Capital Partners, LLC is an institutional investor managing $467M across 90 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 Rothschild Partners are Freedom Financial Partners, DUDLEY & SHANLEY, Baer Investment Advisory, with shared positions in $ECL, $EPD, $DE, $DCI, $SCHW, $STT. The full ranking of 25 similar funds is below.

#1Freedom Financial Partners LLCActive
Some overlap · 3 shared positions
$ECL$EPD$DE
$307M
89 positions
#2DUDLEY & SHANLEY, INC.Active
Some overlap · 3 shared positions
$ECL$DCI$SCHW
$662M
37 positions
#3Baer Investment Advisory LLCPassive
Some overlap · 3 shared positions
$ECL$EPD$DE
$119M
43 positions
#4BALLAST ADVISORS LLCPassive
Some overlap · 3 shared positions
$EPD$STT$ECL
$420M
197 positions
#5KDK Private Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$EPD$STT$HAL
$121M
57 positions
#6EPIQ PARTNERS, LLCPassive
Some overlap · 3 shared positions
$ECL$EPD$CL
$236M
98 positions
#7Capital Investment Services of America, Inc.Active
Some overlap · 3 shared positions
$ECL$TJX$IDXX
$1.0B
83 positions
#8FLC Capital AdvisorsPassive
Some overlap · 4 shared positions
$EPD$STT$CMI$SCHW
$622M
236 positions
#9Robinhood Asset Management, LLCActive
Some overlap · 3 shared positions
$ECL$STT$CL
$1.9B
83 positions
#10Chicago Partners Investment Group LLCPassive
Some overlap · 3 shared positions
$EPD$STT$MDY
$5.0B
1,588 positions
#11Cardinal Capital ManagementPassive
Some overlap · 6 shared positions
$ECL$STT$BNY$CMI$DE$IDXX
$826M
138 positions
#12Clean Yield GroupPassive
Some overlap · 5 shared positions
$ECL$STT$ROST$DGX$SCHW
$403M
395 positions
#13Certified Advisory CorpPassive
Some overlap · 3 shared positions
$STT$EPD$CMI
$1.2B
327 positions
#14Loudon Investment Management, LLCPassive
Some overlap · 3 shared positions
$EPD$CMI$DE
$204M
95 positions
#15Williams Jones Wealth Management, LLC.Active
Some overlap · 4 shared positions
$ECL$EPD$TJX$IDXX
$8.9B
547 positions
#16GenTrust, LLCActive
Some overlap · 4 shared positions
$EPD$STT$MDY$SCHW
$2.6B
201 positions
#17Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 3 shared positions
$EPD$CMI$SCHW
$658M
152 positions
#18SHEETS SMITH WEALTH MANAGEMENTPassive
Some overlap · 3 shared positions
$ECL$EPD$TJX
$1.0B
408 positions
#19Eukles Asset ManagementPassive
Some overlap · 6 shared positions
$STT$ROST$CMI$DE$CL$TJX
$242M
228 positions
#20Bath Savings Trust CoActive
Some overlap · 4 shared positions
$ECL$CL$TJX$IDXX
$965M
177 positions
#21LS Investment Advisors, LLCActive
Some overlap · 3 shared positions
$ECL$TJX$SCHW
$738M
127 positions
#22Creekside PartnersPassive
Some overlap · 4 shared positions
$STT$EPD$MDY$DE
$276M
193 positions
#23JFS WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$STT$EPD$TJX$SCHW
$2.0B
2,253 positions
#24Osprey Private Wealth LLCPassive
Slight overlap · 3 shared positions
$ECL$DE$TJX
$387M
88 positions
#25WENDELL DAVID ASSOCIATES INCActive
Slight overlap · 4 shared positions
$ECL$CL$TJX$IDXX
$947M
155 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.