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 Round Rock Advisors,

13F Portfolio OverlapQ1 2026Round Rock Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Round Rock Advisors, LLC is an institutional investor managing $654M across 318 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 Round Rock Advisors, are URS Advisory, Western Pacific Wealth ,, Measured Wealth Private Client Group,, with shared positions in $SHW, $KKR, $MAR, $COF, $HUM, $ICE. The full ranking of 25 similar funds is below.

#1URS Advisory LLCActive

Notable overlap · 5 shared positions

$SHW $KKR $MAR $COF $HUM

$137M

51 positions

#2Western Pacific Wealth Management, LPActive

Notable overlap · 5 shared positions

$KKR $ICE $COF $C $HUM

$98M

197 positions

#3Measured Wealth Private Client Group, LLCPassive

Notable overlap · 3 shared positions

$KKR $SHW $C

$366M

726 positions

#4Piedmont Capital Management, LLCActive

Notable overlap · 4 shared positions

$KKR $IBM $HUM $UNH

$197M

50 positions

#5VSM Wealth Advisory, LLCPassive

Notable overlap · 4 shared positions

$KKR $MAR $IBM $HUM

$335M

505 positions

#6Quaker Wealth Management, LLCActive

Notable overlap · 5 shared positions

$KKR $MAR $HUM $CB $HON

$320M

972 positions

#7DAGCO, INC.Passive

Notable overlap · 4 shared positions

$KKR $MAR $SHW $HUM

$461M

353 positions

#8Ariston Services GroupActive

Notable overlap · 4 shared positions

$KKR $HUM $WMB $APD

$167M

71 positions

#9Financially in Tune, LLCActive

Notable overlap · 3 shared positions

$KKR $IBM $HUM

$116M

77 positions

#10PARAGON FINANCIAL PARTNERS, INC.Active

Notable overlap · 4 shared positions

$KKR $MAR $HUM $SHW

$177M

77 positions

#11MBM WEALTH CONSULTANTS, LLCPassive

Notable overlap · 3 shared positions

$KKR $ICE $UNH

$436M

387 positions

#12LYNWOOD PRICE CAPITAL MANAGEMENT LPActive

Notable overlap · 3 shared positions

$KKR $MAR $APH

$186M

14 positions

#13SWAN Capital LLCPassive

Notable overlap · 3 shared positions

$KKR $MAR $HUM

$272M

554 positions

#14White Lighthouse Investment Management Inc.Active

Notable overlap · 3 shared positions

$KKR $MAR $HUM

$721M

145 positions

#15Wolff Financial Management LLCActive

Notable overlap · 3 shared positions

$KKR $MAR $HUM

$453M

103 positions

#16Kropog Financial Group, LLCActive

Notable overlap · 3 shared positions

$KKR $MAR $HUM

$123M

33 positions

#17HOWARD WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$KKR $MAR $HUM

$238M

142 positions

#18Charter Capital Management, LLC\DESmart money

Notable overlap · 3 shared positions

$KKR $APH $HUM

$200M

70 positions

#19Causey Wealth LLCPassive

Notable overlap · 3 shared positions

$KKR $IBM $HUM

$236M

81 positions

#20Martel Wealth Advisors IncSmart money

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$587M

73 positions

#21Tepp RIA, LLCActive

Notable overlap · 3 shared positions

$KKR $C $MAR

$128M

41 positions

#22Mittelman Wealth ManagementActive

Notable overlap · 3 shared positions

$KKR $HUM $IBM

$160M

52 positions

#23Buska Wealth Management, LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $UNH

$249M

74 positions

#24Berkeley Capital Partners, LLCActive

Notable overlap · 3 shared positions

$KKR $CB $MAR

$431M

184 positions

#25One Day In July LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$1.2B

153 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.