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 Castle Rock Wealth ,

13F Portfolio OverlapQ1 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 $509M across 268 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 Castle Rock Wealth , are Financial Harvest,, Beacon Harbor Wealth Advisors,, IAM Advisory,, with shared positions in $KO, $WT, $IBM, $JHG, $VRT, $AMGN. The full ranking of 25 similar funds is below.

#1Financial Harvest, LLCActive

Notable overlap · 3 shared positions

$KO $WT $IBM

$170M

57 positions

#2Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 5 shared positions

$WT $KO $JHG $VRT $AMGN

$477M

70 positions

#3IAM Advisory, LLCActive

Notable overlap · 7 shared positions

$WT $SHW $AMGN $BMY $VRT $PLTR

$446M

95 positions

#4AXS Investments LLCActive

Notable overlap · 7 shared positions

$JHG $PLTR $IBM $VRT $WT $ALPS

$248M

189 positions

#5Mason & Associates IncActive

Some overlap · 6 shared positions

$WT $SHW $JHG $PLTR $ALPS $VRT

$516M

160 positions

#6WESPAC Advisors SoCal, LLCPassive

Some overlap · 7 shared positions

$KO $SHW $JHG $PLTR $ETN $VRT

$470M

119 positions

#7Harbour Wealth Management Group, Inc.Passive

Some overlap · 5 shared positions

$WT $JHG $SHW $ETN $KO

$133M

89 positions

#8Three Magnolias Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$WT $SHW $JHG $PLTR

$157M

103 positions

#9Alpha Zero LLCActive

Some overlap · 4 shared positions

$WT $OKTA $JHG $OKE

$198M

79 positions

#10Stonebridge Financial Group, LLCPassive

Some overlap · 6 shared positions

$WT $JHG $OKE $VRT $AMGN $KO

$1.2B

262 positions

#11Impact Capital Partners LLCPassive

Some overlap · 4 shared positions

$WT $OKTA $KO $JHG

$331M

276 positions

#12Commerce Advisors, LLCPassive

Some overlap · 3 shared positions

$KO $IBM $BMY

$119M

122 positions

#13CASTLE WEALTH MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$WT $JHG $ALPS $AMGN $ETN

$309M

132 positions

#14CULLINAN ASSOCIATES INCActive

Some overlap · 3 shared positions

$KO $IBM $AMGN

$1.2B

207 positions

#15MBA Advisors LLCPassive

Some overlap · 5 shared positions

$WT $JHG $ALPS $IBM $AMGN

$260M

146 positions

#16Grey Ledge Advisors, LLCPassive

Some overlap · 4 shared positions

$WT $OKTA $AMGN $IBM

$443M

239 positions

#17Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTDActive

Some overlap · 4 shared positions

$WT $SHW $VRT $ETN

$1.5B

55 positions

#18Osbon Capital Management LLCPassive

Some overlap · 5 shared positions

$WT $SHW $AMGN $NET $PLTR

$123M

493 positions

#19Cornerstone Select Advisors, LLCPassive

Some overlap · 6 shared positions

$SHW $PLTR $VRT $PANW $IBM $AMGN

$160M

124 positions

#201 NORTH WEALTH SERVICES LLCPassive

Some overlap · 5 shared positions

$WT $JHG $ALPS $OKE $OKTA

$277M

270 positions

#21First Financial Group CorpActive

Some overlap · 4 shared positions

$WT $SHW $JHG $IBM

$122M

80 positions

#22Cypress Capital, LLCActive

Some overlap · 6 shared positions

$WT $IBM $ETN $OKE $AMGN $BMY

$351M

95 positions

#23BROOKS, MOORE & ASSOCIATES, INC.Passive

Some overlap · 3 shared positions

$KO $WT $IBM

$199M

110 positions

#24Catherine Avery Investment Management LLCPassive

Some overlap · 5 shared positions

$KO $IBM $OKE $AMGN $BMY

$223M

109 positions

#25MOULTON WEALTH MANAGEMENT, INCActive

Some overlap · 3 shared positions

$WT $OKTA $SHW

$147M

52 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.