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Hedge Funds Similar to Castle Rock Wealth

13F Portfolio OverlapQ3 2026Castle Rock Wealth portfolio →
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Most similar hedge funds by 13F overlap

Castle Rock Wealth Management, LLC is an institutional investor managing $531M across 269 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Castle Rock Wealth are Goldstream Ltd, Trifecta Advisors, Blue Line , / IL, with shared positions in $VRT, $CRWD, $CIEN, $COHR, $GLW, $QCOM. The full ranking of 25 similar funds is below.

#1Goldstream Capital Management LtdActive
Some overlap · 6 shared positions
$VRT$CRWD$CIEN$COHR$GLW$QCOM
$132M
45 positions
#2Trifecta Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$VRT$ETN$CRWD$AMGN$GLW
$808M
315 positions
#3Blue Line Capital, LLC / ILPassive
Some overlap · 5 shared positions
$VRT$CRWD$AMGN$ETN$APP
$120M
92 positions
#4KERR FINANCIAL PLANNING CorpPassive
Some overlap · 6 shared positions
$CRWD$VRT$ARM$GLW$SPCX$AMGN
$90M
545 positions
#5TABR Capital Management, LLCActive
Some overlap · 6 shared positions
$CRWD$ARM$CIEN$COHR$GLW$CVE
$136M
59 positions
#6VMS Asset Management LimitedActive
Some overlap · 5 shared positions
$VRT$CRWD$ARM$COHR$GLW
$264M
32 positions
#7PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$VRT$CRWD$CIEN$COHR$GLW
$389M
77 positions
#8Markin Volterra Fund LPActive
Some overlap · 5 shared positions
$VRT$CRWD$ARM$COHR$GLW
$147M
69 positions
#9Cornerstone Capital, Inc.Active
Some overlap · 5 shared positions
$VRT$ETN$AMGN$GLW$CRWD
$1.1B
120 positions
#10Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$VRT$ETN$CRWD$GLW
$115M
89 positions
#11JACKSON SQUARE CAPITAL, LLCActive
Some overlap · 5 shared positions
$VRT$ARM$CRWD$COHR$GLW
$667M
144 positions
#12Royal Fund Management, LLCPassive
Some overlap · 5 shared positions
$CRWD$AMGN$VRT$OKE$QCOM
$1.3B
286 positions
#13Oakmont Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$VRT$OKE$COHR$GLW$QCOM
$148M
114 positions
#14Sage Capital Advisors,llcPassive
Some overlap · 5 shared positions
$VRT$AMGN$BMY$QCOM$SPCX
$498M
145 positions
#15Defiance ETFs, LLCPassive
Some overlap · 5 shared positions
$ETN$VRT$ARM$COHR$QCOM
$7.4B
388 positions
#16Sterling Investment Advisors, Ltd.Passive
Some overlap · 4 shared positions
$VRT$CRWD$AMGN$ETN
$606M
229 positions
#17Hudson Value Partners, LLCPassive
Some overlap · 5 shared positions
$CRWD$AMGN$OKE$GLW$QCOM
$399M
113 positions
#18Quantum Private Wealth, LLCPassive
Some overlap · 5 shared positions
$CRWD$ARM$VRT$QCOM$GLW
$391M
164 positions
#19Jeter Robert S IIActive
Some overlap · 5 shared positions
$CRWD$AMGN$GLW$QCOM$APP
$151M
81 positions
#20SYCOMORE ASSET MANAGEMENTActive
Some overlap · 4 shared positions
$VRT$ETN$CRWD$COHR
$917M
68 positions
#21MidFirst BankPassive
Some overlap · 4 shared positions
$ETN$CRWD$OKE$AMGN
$1.4B
943 positions
#22WILLNER & HELLER, LLCPassive
Some overlap · 5 shared positions
$CRWD$ARM$VRT$APP$AMGN
$160M
165 positions
#23WD RUTHERFORD LLCPassive
Some overlap · 4 shared positions
$VRT$CRWD$COHR$APP
$263M
78 positions
#24Zweig-DiMenna Associates LLCPassive
Some overlap · 4 shared positions
$VRT$CRWD$COHR$APP
$1.1B
70 positions
#25Retireful, LLCPassive
Some overlap · 4 shared positions
$VRT$CRWD$COHR$GLW
$116M
86 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.