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Hedge Funds Similar to Rossmore Private

13F Portfolio OverlapQ2 2026Rossmore Private portfolio →
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Most similar hedge funds by 13F overlap

Rossmore Private Capital is an institutional investor managing $1.2B across 356 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 Rossmore Private are NIXON PEABODY, WOODLEY FARRA MANION PORTFOLIO, FIGURE 8 INVESTMENT STRATEGIES, with shared positions in $DE, $ASML, $ETN, $SYK, $BLK, $MS. The full ranking of 25 similar funds is below.

#1NIXON PEABODY TRUST COActive
Some overlap · 7 shared positions
$DE$ASML$ETN$SYK$BLK$MS
$1.4B
177 positions
#2WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 6 shared positions
$ADP$ASML$AZN$SYK$LMT$ETN
$2.1B
131 positions
#3FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 5 shared positions
$DE$ASML$AZN$TT$SYK
$118M
56 positions
#4Alley Investment Management Company, LLCActive
Some overlap · 6 shared positions
$ASML$ETN$SYK$BLK$LMT$MS
$856M
89 positions
#5FAYEZ SAROFIM & COActive
Some overlap · 6 shared positions
$ASML$ETN$ADP$BLK$DE$MS
$42.5B
300 positions
#6Papamarkou Wellner Asset Management inc.Passive
Some overlap · 5 shared positions
$DE$ASML$ETN$BLK$LMT
$159M
75 positions
#7Palisade Asset Management, LLCPassive
Some overlap · 5 shared positions
$ADP$DE$SYK$BLK$GD
$1.1B
204 positions
#8Umpqua BankPassive
Some overlap · 5 shared positions
$DE$ASML$SYK$BLK$MS
$446M
165 positions
#9Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$ADP$DE$ASML$ETN
$710M
193 positions
#10Werlinich Asset Management, LLCActive
Some overlap · 5 shared positions
$ASML$ADP$LMT$MS$GD
$262M
58 positions
#11Silver Coast Investments LLCActive
Some overlap · 5 shared positions
$ASML$DE$LMT$MS$GD
$336M
121 positions
#12Colonial Trust AdvisorsPassive
Some overlap · 5 shared positions
$ASML$DE$ETN$TT$SYK
$1.4B
807 positions
#13Essex Savings BankPassive
Some overlap · 5 shared positions
$ADP$DE$TT$ASML$ETN
$462M
318 positions
#14Suncoast Equity ManagementActive
Some overlap · 6 shared positions
$ASML$ETN$SYK$MCK$TT$ADP
$798M
63 positions
#15River Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$DE$ETN$TT$SYK$BLK
$956M
217 positions
#16Evansbrook LLCActive
Some overlap · 5 shared positions
$ASML$DE$ETN$BLK$MS
$168M
127 positions
#17Fruth Investment ManagementPassive
Some overlap · 4 shared positions
$ADP$DE$ETN$TT
$421M
225 positions
#18Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$ADP$DE$ETN$LMT
$239M
126 positions
#19Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 4 shared positions
$ADP$DE$SYK$MCK
$1.0B
765 positions
#20S Harris Financial Group, LLCActive
Some overlap · 5 shared positions
$DE$AZN$ASML$ETN$MS
$129M
124 positions
#21PUREfi Wealth, LLCPassive
Some overlap · 5 shared positions
$ASML$ETN$ADP$SYK$GD
$182M
208 positions
#22Challenger Wealth ManagementActive
Some overlap · 4 shared positions
$ADP$ASML$TT$LMT
$136M
65 positions
#23Miller Capital Partners, Inc.Active
Some overlap · 4 shared positions
$DE$ASML$ETN$SYK
$257M
258 positions
#24Northwest Quadrant Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$ADP$DE$LMT$MS
$540M
77 positions
#25CAPE ANN SAVINGS BANKActive
Some overlap · 5 shared positions
$DE$ETN$BLK$MS$GD
$212M
113 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.