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 Rockefeller

13F Portfolio OverlapQ1 2026Rockefeller portfolio →

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Most similar hedge funds by 13F overlap

Rockefeller Capital Management L.P. is an institutional investor managing $56.4B across 4,684 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 Rockefeller are FOREFRONT WEALTH, New England Research & ,, OMC Financial Services LTD, with shared positions in $WT, $SHEL, $UBER, $MCD, $SNOW, $MAR. The full ranking of 25 similar funds is below.

#1FOREFRONT WEALTH MANAGEMENT INC.

Some overlap · 7 shared positions

$WT $SHEL $UBER $MCD $SNOW $MAR

$139M

71 positions

#2New England Research & Management, Inc.Passive

Some overlap · 7 shared positions

$GEV $UBER $NEE $MCD $AMGN $KO

$237M

143 positions

#3OMC Financial Services LTDActive

Some overlap · 7 shared positions

$GEV $MCD $SNOW $MAR $AMGN $CRWD

$258M

64 positions

#4Greystone Financial Group, LLCPassive

Some overlap · 7 shared positions

$MCD $SNOW $AMGN $TJX $KO $CRWD

$353M

78 positions

#5Vertrix Wealth Management, LLCPassive

Some overlap · 7 shared positions

$MCD $SNOW $AMGN $TJX $KO $CRWD

$272M

95 positions

#6PARK NATIONAL CORP /OH/Passive

Some overlap · 6 shared positions

$GEV $WT $MCD $MAR $TJX $KO

$3.3B

381 positions

#7WealthShield Partners, LLCPassive

Some overlap · 6 shared positions

$WT $GEV $UBER $MCD $TJX $CRWD

$898M

609 positions

#8Bruce G. Allen Investments, LLCPassive

Some overlap · 6 shared positions

$GEV $WT $SHEL $SNOW $KO $NEE

$153M

1,084 positions

#9TigerOak Management, L.L.C.Active

Some overlap · 7 shared positions

$WT $MCD $TJX $UBER $NEE $TMO

$317M

126 positions

#10ALBION FINANCIAL GROUP /UTActive

Slight overlap · 6 shared positions

$GEV $UBER $MCD $AMGN $TJX $TMO

$1.5B

737 positions

#11Stonebridge Financial Group, LLCPassive

Slight overlap · 6 shared positions

$WT $NEE $MCD $SNOW $AMGN $KO

$1.2B

262 positions

#12Harold Davidson & Associates Inc.Active

Slight overlap · 6 shared positions

$GEV $MCD $MAR $TJX $KO $CRWD

$206M

60 positions

#13Laurel Wealth Advisors LLCActive

Slight overlap · 6 shared positions

$WT $MCD $AMGN $TJX $KO $CRWD

$1.0B

192 positions

#14Tandem Investment Partners LLCPassive

Slight overlap · 6 shared positions

$WT $NEE $MAR $AMGN $TJX $TMO

$118M

73 positions

#15Volterra Technologies LPPassive

Slight overlap · 6 shared positions

$UBER $NEE $SNOW $MAR $AMGN $CRWD

$823M

301 positions

#16Carl P. Sherr & Co., LLCPassive

Slight overlap · 6 shared positions

$NEE $MCD $SNOW $MAR $AMGN $TJX

$213M

124 positions

#17Blossom Wealth ManagementPassive

Slight overlap · 6 shared positions

$NEE $MCD $SNOW $AMGN $TJX $KO

$67M

74 positions

#18PeakShares LLCPassive

Slight overlap · 6 shared positions

$UBER $MCD $MAR $TJX $CRWD $TMO

$109M

116 positions

#19Riverbend Wealth Management, LLCPassive

Slight overlap · 5 shared positions

$GEV $WT $UBER $MAR $AMGN

$175M

152 positions

#20Robinhood Asset Management, LLCActive

Slight overlap · 5 shared positions

$GEV $WT $UBER $SNOW $CRWD

$1.4B

81 positions

#21B. Riley Wealth Advisors, Inc.Passive

Slight overlap · 5 shared positions

$WT $GEV $UBER $TJX $CRWD

$1.6B

898 positions

#22Evernest Financial Advisors, LLCPassive

Slight overlap · 6 shared positions

$WT $MCD $MAR $TJX $AMGN $KO

$481M

180 positions

#23Jackson, Grant Investment Advisers, Inc.Active

Slight overlap · 6 shared positions

$MCD $SNOW $MAR $TJX $KO $AMGN

$300M

398 positions

#24Elite Life Management LLCActive

Slight overlap · 5 shared positions

$GEV $UBER $NEE $MCD $CRWD

$80M

57 positions

#25First Financial Group CorpActive

Slight overlap · 5 shared positions

$WT $GEV $SNOW $NEE $CRWD

$122M

80 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.