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Hedge Funds Similar to Rosenberg Matthew Hamilton

13F Portfolio OverlapQ3 2026Rosenberg Matthew Hamilton portfolio →
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Most similar hedge funds by 13F overlap

Rosenberg Matthew Hamilton is an institutional investor managing $558M across 817 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 Rosenberg Matthew Hamilton are Cherokee Insurance, RED CEDAR INVESTMENT, ADAMS NATURAL RESOURCES FUND, with shared positions in $VLO, $COP, $MPC, $PSX, $MS, $SLV. The full ranking of 25 similar funds is below.

#1Cherokee Insurance CoPassive
Some overlap · 5 shared positions
$VLO$COP$MPC$PSX$MS
$259M
124 positions
#2RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$VLO$SLV$COP$PSX$ETN
$1.1B
90 positions
#3ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 4 shared positions
$VLO$COP$MPC$PSX
$857M
50 positions
#4Myriad Asset Management Advisors LLCActive
Some overlap · 5 shared positions
$VLO$MS$C$ASML$ETN
$424M
49 positions
#5Myriad Asset Management US LPActive
Some overlap · 5 shared positions
$VLO$MS$C$ASML$ETN
$72M
52 positions
#6SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive
Some overlap · 4 shared positions
$VLO$MPC$COP$PSX
$537M
304 positions
#7William B. Walkup & Associates, Inc.Passive
Some overlap · 4 shared positions
$VLO$COP$PSX$MS
$208M
258 positions
#8Advisory Resource GroupPassive
Some overlap · 4 shared positions
$VLO$COP$PSX$ASML
$695M
184 positions
#9Good Steward Wealth Advisors,LLCActive
Some overlap · 4 shared positions
$VLO$SLV$MPC$ETN
$166M
71 positions
#10Athena Wealth Management, LLCActive
Some overlap · 4 shared positions
$VLO$COP$C$ASML
$139M
103 positions
#11Glass Wealth Management Co LLCPassive
Some overlap · 5 shared positions
$PSX$MS$SHEL$ASML$ETN
$299M
69 positions
#12Family Management CorpPassive
Some overlap · 4 shared positions
$VLO$COP$MS$C
$975M
324 positions
#13Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$VLO$MPC$MS$C
$169M
77 positions
#14DCM Advisors, LLCActive
Some overlap · 4 shared positions
$MPC$COP$PSX$MS
$253M
38 positions
#15Scissortail Wealth Management, LLCPassive
Some overlap · 4 shared positions
$COP$MPC$PSX$ETN
$520M
106 positions
#16Daner Wealth Management, LLCActive
Some overlap · 4 shared positions
$VLO$MPC$ETN$C
$184M
96 positions
#17L & S Advisors IncPassive
Slight overlap · 4 shared positions
$VLO$MS$C$ETN
$967M
236 positions
#18TOEWS CORP /ADVActive
Slight overlap · 4 shared positions
$COP$MPC$C$ETN
$686M
151 positions
#19LVZ, Inc.Smart money
Slight overlap · 4 shared positions
$COP$MPC$C$ETN
$975M
167 positions
#20WETZEL INVESTMENT ADVISORS, INC.Active
Slight overlap · 4 shared positions
$COP$MPC$C$ETN
$290M
133 positions
#21RM Financial Services, LLCPassive
Slight overlap · 4 shared positions
$SLV$COP$PSX$ETN
$135M
79 positions
#22ADELL HARRIMAN & CARPENTER INCActive
Slight overlap · 4 shared positions
$VLO$PSX$C$ETN
$2.0B
158 positions
#23North Forty Two & Co.Passive
Slight overlap · 3 shared positions
$VLO$SLV$COP
$121M
106 positions
#24S Harris Financial Group, LLCActive
Slight overlap · 4 shared positions
$VLO$MS$ASML$ETN
$129M
124 positions
#25CrossGen Wealth, LLCPassive
Slight overlap · 4 shared positions
$VLO$MPC$ETN$PSX
$129M
214 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.