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Hedge Funds Similar to Rossmore Private

13F Portfolio OverlapQ1 2026Rossmore Private portfolio →
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Most similar hedge funds by 13F overlap

Rossmore Private Capital is an institutional investor managing $1.1B across 343 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 Rossmore Private are Bath Savings, WOODLEY FARRA MANION PORTFOLIO, WEATHERLY ASSET L. P., with shared positions in $COP, $ADP, $LMT, $SYK, $KO, $ABT. The full ranking of 25 similar funds is below.

#1Bath Savings Trust CoActive
Some overlap · 6 shared positions
$COP$ADP$LMT$SYK$KO$ABT
$936M
168 positions
#2WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 7 shared positions
$ADP$ASML$AZN$SYK$HON$ABT
$2.1B
122 positions
#3WEATHERLY ASSET MANAGEMENT L. P.Active
Some overlap · 6 shared positions
$COP$DE$LMT$ASML$KO$MCK
$1.2B
186 positions
#4Essex Savings BankPassive
Some overlap · 7 shared positions
$ADP$DE$TT$COP$SCHW$LMT
$452M
305 positions
#5FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 6 shared positions
$DE$ASML$AZN$SYK$SCHW$TT
$102M
56 positions
#6HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 6 shared positions
$ADP$LMT$KO$SCHW$HON$ABT
$280M
107 positions
#7Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 5 shared positions
$ADP$DE$MCK$SYK$KO
$974M
782 positions
#8CAMBIENT FAMILY OFFICE, LLCPassive
Some overlap · 5 shared positions
$ADP$DE$COP$KO$ABT
$716M
261 positions
#9ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 6 shared positions
$COP$SYK$SCHW$KO$HON$ABT
$228M
90 positions
#10Center for Wealth Management AdvisoryActive
Some overlap · 5 shared positions
$COP$ADP$LMT$KO$ABT
$139M
62 positions
#11J. Team Financial, Inc.Passive
Some overlap · 5 shared positions
$COP$DE$MCK$SCHW$LMT
$89M
84 positions
#12Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$COP$ADP$ASML$HON$ABT
$110M
226 positions
#13CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 5 shared positions
$COP$DE$MCK$SCHW$TT
$758M
179 positions
#14HARBOUR INVESTMENT MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$COP$ADP$SYK$KO$ABT
$184M
101 positions
#15Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$COP$ADP$DE$LMT
$215M
125 positions
#16HAMEL ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$COP$ADP$LMT$KO$HON
$351M
81 positions
#17William B. Walkup & Associates, Inc.Active
Some overlap · 5 shared positions
$COP$DE$MCK$KO$ABT
$167M
163 positions
#18FRANKLIN RESOURCES INCPassive
Some overlap · 6 shared positions
$MCK$AZN$COP$KO$SCHW$HON
$408.3B
3,148 positions
#19Argo Wealth Advisory, LLCActive
Some overlap · 5 shared positions
$ADP$LMT$MCK$SYK$HON
$170M
48 positions
#20Challenger Wealth ManagementActive
Some overlap · 5 shared positions
$ADP$LMT$ASML$KO$TT
$125M
58 positions
#21UNITED BANKActive
Some overlap · 6 shared positions
$LMT$SYK$SCHW$HON$KO$ABT
$781M
121 positions
#22HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$COP$AZN$SYK$KO$HON
$1.5B
477 positions
#23Werlinich Asset Management, LLCActive
Some overlap · 5 shared positions
$ADP$LMT$ASML$HON$ABT
$206M
56 positions
#24Sterling Capital Management LLCPassive
Some overlap · 5 shared positions
$DE$ADP$SCHW$HON$ABT
$5.3B
3,215 positions
#25TRUST CO OF TOLEDO NA /OH/Passive
Some overlap · 5 shared positions
$DE$MCK$LMT$KO$ABT
$1.1B
858 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.