How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Caprock Group,

13F Portfolio OverlapQ1 2026Caprock Group, portfolio →

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Most similar hedge funds by 13F overlap

Caprock Group, LLC is an institutional investor managing $4.1B across 1,109 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 Caprock Group, are TrueNorth,, McClarren Financial Advisors,, St. Louis, with shared positions in $BRZE, $MKL, $KMI, $RBLX, $C, $EPAM. The full ranking of 25 similar funds is below.

#1TrueNorth, Inc.Passive

Some overlap · 5 shared positions

$BRZE $MKL $KMI $RBLX $C

$1.0B

1,033 positions

#2McClarren Financial Advisors, Inc.Active

Some overlap · 4 shared positions

$BRZE $EPAM $MKL $AMGN

$169M

79 positions

#3St. Louis Trust CoActive

Some overlap · 3 shared positions

$BRZE $EPAM $MKL

$856M

145 positions

#4Vanguard National Trust CoActive

Some overlap · 4 shared positions

$BRZE $MKL $EPAM $AEM

$1.6B

751 positions

#5Optas, LLCPassive

Some overlap · 5 shared positions

$BRZE $MKL $PLTR $GE $GEV

$661M

482 positions

#6New Covenant Trust Company, N.A.Active

Some overlap · 4 shared positions

$BRZE $MKL $GE $GEV

$112M

96 positions

#7Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsPassive

Some overlap · 6 shared positions

$BRZE $PLTR $MKL $GE $GEV $AMGN

$818M

489 positions

#8Hartmann Taylor Wealth Management, LLCActive

Some overlap · 3 shared positions

$BRZE $MKL $PLTR

$151M

54 positions

#9Magnolia Private Wealth, LLCPassive

Some overlap · 5 shared positions

$BRZE $MKL $EPAM $GE $GEV

$150M

134 positions

#10Wealthspire Advisors, LLCActive

Some overlap · 4 shared positions

$BRZE $MKL $RBLX $ACN

$12.7B

932 positions

#11FIRST NATIONAL BANK OF OMAHAPassive

Some overlap · 4 shared positions

$BRZE $MKL $AMGN $C

$3.2B

497 positions

#12ALBION FINANCIAL GROUP /UTActive

Some overlap · 6 shared positions

$MKL $GE $GEV $AMGN $ACN $C

$1.5B

737 positions

#13Greenline Partners, LLCActive

Some overlap · 3 shared positions

$BRZE $MKL $EPAM

$930M

144 positions

#14Cypress Point Wealth Management, LLCActive

Some overlap · 3 shared positions

$BRZE $MKL $PLTR

$464M

123 positions

#15VAN STRUM & TOWNE INC.Passive

Some overlap · 4 shared positions

$BRZE $GE $GEV $AMGN

$343M

111 positions

#16Greenhouse Wealth Management, LLCSmart money

Some overlap · 4 shared positions

$BRZE $MKL $EPAM $GE

$162M

57 positions

#17Briggs Wealth Management, IncSmart money

Some overlap · 3 shared positions

$BRZE $MKL $EPAM

$94M

58 positions

#18CONTINENTAL INVESTORS SERVICES, INC.Active

Some overlap · 3 shared positions

$BRZE $MKL $PLTR

$106M

81 positions

#19HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$BRZE $MKL $PLTR

$238M

142 positions

#20Flower City CapitalSmart money

Some overlap · 4 shared positions

$BRZE $MKL $GE $GEV

$199M

46 positions

#21Strategic Investment Solutions, Inc. /ILPassive

Some overlap · 4 shared positions

$BRZE $GEV $GE $PLTR

$414M

694 positions

#22Prospera Capital Management, LLCSmart money

Some overlap · 3 shared positions

$BRZE $MKL $PLTR

$199M

45 positions

#23Pinnacle Wealth Management Group, Inc.Passive

Some overlap · 3 shared positions

$BRZE $AGI $AEM

$204M

120 positions

#24Old Peak Finance LLCActive

Some overlap · 3 shared positions

$BRZE $PLTR $AEM

$171M

84 positions

#25Carter Financial Group, INC.Passive

Some overlap · 5 shared positions

$EPAM $PLTR $AMGN $GE $C

$162M

126 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.