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 Rockbridge Investment , LCC

13F Portfolio OverlapQ1 2026Rockbridge Investment , LCC portfolio →

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Most similar hedge funds by 13F overlap

Rockbridge Investment Management, LCC is an institutional investor managing $1.1B across 137 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 Rockbridge Investment , LCC are Employees' Retirement Fund of the City of Fort Worth, Strategic Financial Services,, FIDELIS iM,, with shared positions in $COP, $UNIT, $VLTO, $SCHW, $KKR, $HUM. The full ranking of 25 similar funds is below.

#1Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 6 shared positions

$COP $UNIT $VLTO $SCHW $KKR $HUM

$230M

21 positions

#2Strategic Financial Services, Inc.Smart money

Notable overlap · 8 shared positions

$COP $GE $USB $GEV $BRZE $DDOG

$2.1B

152 positions

#3FIDELIS iM, LLCSmart money

Notable overlap · 5 shared positions

$COP $BRZE $SCHW $HUM $WT

$264M

25 positions

#4Beacon Financial Strategies CORPActive

Notable overlap · 5 shared positions

$COP $BRZE $HUM $UPST $IBM

$176M

177 positions

#5McCarthy Asset Management, Inc.

Notable overlap · 3 shared positions

$COP $BRZE $HUM

$192M

27 positions

#6GRAND WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 3 shared positions

$COP $UNIT $DDOG

$212M

87 positions

#7JBGlobal.com LLCActive

Notable overlap · 4 shared positions

$COP $UNIT $USB $WT

$102M

27 positions

#8E&R Wealth Management, LLCSmart money

Notable overlap · 4 shared positions

$COP $UNIT $SCHW $UPST

$100M

12 positions

#9Eaton-Cambridge Inc.Smart money

Notable overlap · 4 shared positions

$COP $DDOG $USB $HUM

$320M

56 positions

#10CAPSTONE CAPITAL WEALTH ADVISORSSmart money

Notable overlap · 3 shared positions

$COP $DDOG $USB

$155M

22 positions

#11RW Investment Management LLCActive

Notable overlap · 5 shared positions

$COP $USB $KKR $LMT $SCHW

$1.0B

113 positions

#12Longview Financial Advisors LLCActive

Notable overlap · 5 shared positions

$COP $USB $SCHW $WT $PLTR

$184M

157 positions

#13Quantum Financial Planning Services, Inc.Smart money

Notable overlap · 3 shared positions

$COP $BRZE $DDOG

$278M

53 positions

#14Fischer Financial Services, Inc.Active

Notable overlap · 4 shared positions

$COP $PLTR $WT $GEV

$297M

56 positions

#15Mustard Seed Financial, LLCPassive

Notable overlap · 6 shared positions

$COP $BRZE $UNIT $DDOG $SCHW $KKR

$167M

92 positions

#16VSM Wealth Advisory, LLCPassive

Notable overlap · 8 shared positions

$COP $UNIT $DDOG $SCHW $LMT $KKR

$335M

505 positions

#17NEPC LLCSmart money

Notable overlap · 5 shared positions

$COP $USB $UPST $BRZE $DDOG

$5.0B

51 positions

#18AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 4 shared positions

$COP $DDOG $SCHW $UPST

$445M

77 positions

#19CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 7 shared positions

$COP $USB $SCHW $LMT $DDOG $HUM

$363M

102 positions

#20Forbes Financial Planning, Inc.Active

Notable overlap · 4 shared positions

$COP $UNIT $GMM $PLTR

$173M

38 positions

#21Quaker Wealth Management, LLCActive

Notable overlap · 4 shared positions

$COP $USB $KKR $HUM

$320M

972 positions

#22MARYLAND CAPITAL ADVISORS INC.

Notable overlap · 6 shared positions

$COP $UNIT $SCHW $HUM $NEE $IBM

$295M

271 positions

#23Kohmann Bosshard Financial Services, LLCActive

Notable overlap · 6 shared positions

$COP $UNIT $SCHW $GMM $KKR $HUM

$1.2B

1,060 positions

#24Finhabits Advisors LLCActive

Notable overlap · 4 shared positions

$COP $VLTO $DDOG $SCHW

$108M

15 positions

#25Sunburst Financial Group, LLCActive

Notable overlap · 5 shared positions

$COP $GMM $KKR $HUM $IBM

$543M

132 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.