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 Rodgers & Associates, LTD

13F Portfolio OverlapQ1 2026Rodgers & Associates, LTD portfolio →

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Most similar hedge funds by 13F overlap

Rodgers & Associates, LTD is an institutional investor managing $982M across 101 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 Rodgers & Associates, LTD are Grey Fox Wealth Advisors,, Efficient Advisors,, E&R Wealth ,, with shared positions in $UNIT, $COP, $SCHW, $GMM, $SNOW, $CTVA. The full ranking of 25 similar funds is below.

#1Grey Fox Wealth Advisors, LLCActive

Notable overlap · 8 shared positions

$UNIT $COP $SCHW $GMM $SNOW $CTVA

$518M

140 positions

#2Efficient Advisors, LLCActive

Notable overlap · 7 shared positions

$UNIT $COP $SCHW $SNOW $BRZE $WT

$1.4B

58 positions

#3E&R Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$UNIT $COP $SCHW

$100M

12 positions

#4Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 5 shared positions

$UNIT $COP $SCHW $SLV $KKR

$230M

21 positions

#5Silver Coast Investments LLCActive

Notable overlap · 6 shared positions

$UNIT $SCHW $SNOW $MS $LOW $BRZE

$313M

119 positions

#6Forbes Financial Planning, Inc.Active

Notable overlap · 6 shared positions

$UNIT $COP $GMM $MS $SO $GLDM

$173M

38 positions

#7CAPITAL WEALTH MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$UNIT $SLV $GMM $WT

$370M

34 positions

#8JBGlobal.com LLCActive

Notable overlap · 4 shared positions

$UNIT $COP $LOW $WT

$102M

27 positions

#9Hegarty Advisors, LLCActive

Notable overlap · 6 shared positions

$UNIT $COP $MS $KKR $MKL $GLDM

$127M

57 positions

#10Discipline Wealth Solutions, LLCActive

Notable overlap · 8 shared positions

$UNIT $SCHW $SNOW $SLV $COP $BRZE

$950M

192 positions

#11TrueWealth Financial PartnersActive

Notable overlap · 4 shared positions

$UNIT $SCHW $SNOW $MKL

$251M

66 positions

#12Gladwyn Financial Advisors, Inc.Active

Notable overlap · 4 shared positions

$UNIT $COP $NTRB $MKL

$160M

82 positions

#13Asset Management Group, Inc.Passive

Notable overlap · 5 shared positions

$UNIT $COP $SNOW $SCHW $CTVA

$619M

138 positions

#14Zeit Capital LLCActive

Notable overlap · 5 shared positions

$UNIT $SCHW $NTRB $MKL $T

$149M

52 positions

#15Marmo Financial Group, LLCActive

Notable overlap · 3 shared positions

$UNIT $SLV $SNOW

$202M

38 positions

#16Financial Advisory CorpSmart money

Notable overlap · 3 shared positions

$UNIT $SCHW $MKL

$720M

51 positions

#17Marotta Asset ManagementActive

Notable overlap · 3 shared positions

$UNIT $SCHW $SNOW

$543M

103 positions

#18Payne Capital Management, LLCActive

Notable overlap · 3 shared positions

$UNIT $SCHW $MS

$331M

79 positions

#19Pillar Financial Advisors, LLCActive

Notable overlap · 7 shared positions

$UNIT $COP $SNOW $NTRB $BRZE $MKL

$171M

106 positions

#20BHK Investment Advisors, LLCActive

Notable overlap · 5 shared positions

$UNIT $COP $LOW $CTVA $NTRB

$299M

79 positions

#21WALLER FINANCIAL PLANNING GROUP, INCActive

Notable overlap · 5 shared positions

$UNIT $SNOW $SCHW $GMM $MKL

$453M

74 positions

#22Shakespeare Wealth Management, LLCActive

Notable overlap · 6 shared positions

$UNIT $SNOW $PH $CTVA $WT $FITB

$422M

98 positions

#23Oath Planning, LLCActive

Notable overlap · 4 shared positions

$UNIT $SLV $SCHW $CTVA

$113M

69 positions

#24Sentinel Dome Partners, LLCActive

Notable overlap · 4 shared positions

$UNIT $SNOW $LOW $T

$105M

29 positions

#25Family CFO IncActive

Notable overlap · 5 shared positions

$UNIT $SCHW $BRZE $MKL $GLDM

$223M

41 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.