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 Rosenberg Matthew Hamilton

13F Portfolio OverlapQ1 2026Rosenberg Matthew Hamilton portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Rosenberg Matthew Hamilton is an institutional investor managing $537M across 792 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 Rosenberg Matthew Hamilton are Longview Financial Advisors, Sagace Wealth, Tandem Financial,, with shared positions in $USB, $SNOW, $COP, $KKR, $SLV, $GMM. The full ranking of 25 similar funds is below.

#1Longview Financial Advisors LLCActive

Substantial overlap · 3 shared positions

$USB $SNOW $COP

$184M

157 positions

#2Sagace Wealth Management LLCPassive

Substantial overlap · 4 shared positions

$USB $SNOW $KKR $COP

$149M

70 positions

#3Tandem Financial, LLCPassive

Notable overlap · 3 shared positions

$SNOW $USB $SLV

$314M

98 positions

#4Financial Futures Ltd Liability Co.Active

Notable overlap · 3 shared positions

$USB $SNOW $KKR

$228M

72 positions

#5Legacy Edge Advisors, LLCActive

Notable overlap · 5 shared positions

$USB $SNOW $COP $GMM $MAR

$951M

223 positions

#6Graetz Wealth LLCPassive

Notable overlap · 3 shared positions

$USB $SNOW $GMM

$112M

80 positions

#7Capital Advisors Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$USB $SNOW $KKR $PSX $MAR

$745M

219 positions

#8Benchmark Financial, LLCActive

Notable overlap · 4 shared positions

$USB $SNOW $COP $PSX

$111M

52 positions

#9Hilton Capital Management, LLCActive

Notable overlap · 3 shared positions

$USB $SNOW $COP

$1.3B

129 positions

#10Silver Coast Investments LLCActive

Notable overlap · 3 shared positions

$SNOW $USB $VLO

$313M

119 positions

#11BRANDYWINE OAK PRIVATE WEALTH LLCActive

Notable overlap · 4 shared positions

$USB $SNOW $COP $MAR

$1.2B

229 positions

#12MFA WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$SNOW $USB $MAR

$508M

88 positions

#13Foundation Wealth Management, LLC\PAActive

Notable overlap · 5 shared positions

$USB $SNOW $COP $GMM $MAR

$284M

91 positions

#14Darrow Company, Inc.Active

Notable overlap · 5 shared positions

$SNOW $KKR $USB $COP $MAR

$222M

56 positions

#15Sage Financial Management Group, Inc.Active

Notable overlap · 3 shared positions

$SNOW $KKR $COP

$325M

57 positions

#16Causey Wealth LLCPassive

Notable overlap · 3 shared positions

$USB $KKR $COP

$236M

81 positions

#17CHRISTINE MESSMER PCActive

Notable overlap · 4 shared positions

$SNOW $KKR $COP $MAR

$156M

80 positions

#18BRIGHTON SECURITIES CORP.Smart money

Notable overlap · 4 shared positions

$SNOW $KKR $USB $GMM

$208M

47 positions

#19Scott Capital Advisors, LLCActive

Notable overlap · 5 shared positions

$SNOW $COP $KKR $SLV $USB

$493M

58 positions

#20Armor Investment Advisors, LLCActive

Notable overlap · 5 shared positions

$SNOW $KKR $VLO $PSX $MAR

$278M

160 positions

#21Kropog Financial Group, LLCActive

Notable overlap · 3 shared positions

$SNOW $KKR $MAR

$123M

33 positions

#22Dodds Wealth, LLCSmart money

Notable overlap · 3 shared positions

$USB $KKR $MAR

$407M

51 positions

#23Courage Miller Partners, LLCActive

Notable overlap · 4 shared positions

$SNOW $KKR $USB $SLV

$354M

92 positions

#24KEYVANTAGE WEALTH, LLCActive

Notable overlap · 3 shared positions

$USB $COP $SLV

$227M

92 positions

#25Marion Wealth ManagementPassive

Notable overlap · 4 shared positions

$USB $COP $PSX $MAR

$451M

146 positions

Compare Rosenberg Matthew Hamilton’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Rosenberg Matthew Hamilton’s holdings

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.