13F Pro

Hedge Funds Similar to Rothschild Partners,

13F Portfolio OverlapQ1 2026Rothschild Partners, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Rothschild Capital Partners, LLC is an institutional investor managing $408M across 90 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 Rothschild Partners, are Plotkin Financial Advisors,, Kraft, Davis & Associates,, Joseph P. Lucia & Associates,, with shared positions in $SHW, $AGQ, $COP, $UBER, $ECL, $NOW. The full ranking of 25 similar funds is below.

#1Plotkin Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SHW$AGQ$COP
$199M
100 positions
#2Kraft, Davis & Associates, LLCPassive
Some overlap · 3 shared positions
$SHW$AGQ$COP
$469M
151 positions
#3Joseph P. Lucia & Associates, LLCPassive
Some overlap · 3 shared positions
$SHW$AGQ$UBER
$280M
169 positions
#4WAYCROSS PARTNERS, LLCActive
Some overlap · 4 shared positions
$SHW$ECL$NOW$DE
$1.0B
76 positions
#5LOWERY THOMAS, LLCActive
Some overlap · 3 shared positions
$SHW$AGQ$MDY
$175M
55 positions
#6Western Reserve Capital Management, LLCActive
Some overlap · 3 shared positions
$SHW$UPST$MDY
$122M
50 positions
#7Financial & Tax Architects, LLCPassive
Some overlap · 4 shared positions
$AGQ$SHW$ECL$MDY
$448M
108 positions
#8Frederick Financial Consultants, LLCPassive
Some overlap · 3 shared positions
$SHW$AGQ$DE
$201M
109 positions
#9CHILTON INVESTMENT CO INC.Active
Some overlap · 3 shared positions
$SHW$TMO$DE
$4.3B
280 positions
#10Kozak & Associates, Inc.Active
Some overlap · 3 shared positions
$SHW$AGQ$DE
$576M
451 positions
#11Odyssey Capital Advisors, Inc.Passive
Some overlap · 3 shared positions
$SHW$NOW$UBER
$112M
97 positions
#12StoneCrest Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$SHW$AGQ$TMO$UBER
$236M
73 positions
#13Wilkinson Global Asset Management LLCActive
Some overlap · 4 shared positions
$SHW$UBER$DE$ROST
$1.3B
60 positions
#14Westwood Wealth ManagementActive
Some overlap · 4 shared positions
$AGQ$SHW$UBER$NOW
$255M
42 positions
#15TOTH FINANCIAL ADVISORY CORPPassive
Some overlap · 3 shared positions
$AGQ$ECL$SHW
$911M
918 positions
#16Miller Investment Management, LPSmart money
Some overlap · 3 shared positions
$SHW$UPST$DE
$1.0B
86 positions
#17ORLEANS CAPITAL MANAGEMENT CORP/LAPassive
Some overlap · 4 shared positions
$SHW$EPD$COP$TMO
$148M
106 positions
#18MCDANIEL TERRY & COActive
Some overlap · 3 shared positions
$ECL$DCI$TMO
$1.2B
81 positions
#19ALTFEST L J & CO INCPassive
Some overlap · 3 shared positions
$SHW$AGQ$TMO
$935M
326 positions
#20McElhenny Sheffield Capital Management, LLCActive
Some overlap · 4 shared positions
$AGQ$SHW$EPD$TMO
$403M
95 positions
#21TCP Asset Management, LLCActive
Some overlap · 3 shared positions
$SHW$AGQ$TMO
$778M
133 positions
#22Paragon Advisors, LLCActive
Some overlap · 4 shared positions
$AGQ$SHW$EPD$NOW
$371M
76 positions
#23Capital Investment Services of America, Inc.Active
Some overlap · 4 shared positions
$ECL$UPST$COP$NOW
$958M
80 positions
#24FIRETRAIL INVESTMENTS PTY LTDActive
Some overlap · 3 shared positions
$ECL$NOW$DE
$293M
28 positions
#25Williams Jones Wealth Management, LLC.Active
Some overlap · 3 shared positions
$ECL$SHW$UBER
$8.1B
514 positions

Compare Rothschild Partners,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Rothschild Partners,’s holdings

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.