Hedge Funds Similar to Round Rock Advisors

13F Portfolio OverlapQ2 2026Round Rock Advisors portfolio →

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Most similar hedge funds by 13F overlap

Round Rock Advisors, LLC is an institutional investor managing $776M across 318 U.S. equity positions as of Q2 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 Asio, Parkwood, Genesee Advisors, with shared positions in $DELL, $APH, $COF, $C, $ELV, $ANET. The full ranking of 25 similar funds is below.

#1Asio Capital, LLCActive

Some overlap · 6 shared positions

$DELL $APH $COF $C $ELV $ANET

$816M

131 positions

#2Parkwood LLCPassive

Some overlap · 5 shared positions

$IBIT $APH $CB $C $TDAY

$1.4B

72 positions

#3Genesee Capital Advisors, LLCPassive

Some overlap · 4 shared positions

$WMB $IBIT $APH $ICE

$318M

183 positions

#4WealthShield Partners, LLCPassive

Slight overlap · 4 shared positions

$APH $ICE $CB $C

$654M

379 positions

#5Sharkey, Howes & JaverActive

Slight overlap · 4 shared positions

$IBIT $DELL $APH $ELV

$830M

159 positions

#6IBEX WEALTH ADVISORSPassive

Slight overlap · 4 shared positions

$WMB $DELL $APH $ANET

$1.3B

209 positions

#7TRUST CO OF OKLAHOMAActive

Slight overlap · 4 shared positions

$WMB $APH $CB $ICE

$377M

138 positions

#8Chesley Taft & Associates LLCPassive

Slight overlap · 4 shared positions

$APH $CB $COF $C

$2.6B

365 positions

#9Hixon Zuercher, LLCPassive

Slight overlap · 4 shared positions

$DELL $APD $APH $ANET

$347M

92 positions

#10RED REEF ADVISORS LLCPassive

Slight overlap · 4 shared positions

$IBIT $DELL $COF $ANET

$108M

183 positions

#11Polaris Capital Management, LLCActive

Slight overlap · 4 shared positions

$WMB $CB $COF $ELV

$953M

86 positions

#12XXI WEALTH, LLCPassive

Slight overlap · 4 shared positions

$DELL $APH $C $ELV

$249M

243 positions

#13JM2 Capital Inc.Passive

Slight overlap · 4 shared positions

$APH $COF $C $ICE

$151M

121 positions

#14Left Brain Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$DELL $APH $CB $ANET

$332M

99 positions

#15BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Slight overlap · 4 shared positions

$DELL $ICE $CB $ANET

$1.8B

356 positions

#16AIGEN INVESTMENT MANAGEMENT, LPPassive

Slight overlap · 4 shared positions

$APD $CB $COF $APH

$366M

517 positions

#17LightSquare Wealth Management, LLCActive

Slight overlap · 4 shared positions

$APD $APH $CB $ANET

$145M

104 positions

#18VIAWEALTH, LLCPassive

Slight overlap · 4 shared positions

$DELL $WMB $CB $ANET

$199M

167 positions

#19Optivise Advisory Services LLCPassive

Slight overlap · 4 shared positions

$DELL $APH $IBIT $C

$204M

232 positions

#20Sendero Wealth Management, LLCActive

Slight overlap · 4 shared positions

$APH $ICE $COF $ANET

$1.0B

208 positions

#21Acumen Wealth Advisors, LLCPassive

Slight overlap · 4 shared positions

$DELL $APH $C $ANET

$472M

493 positions

#22POWER WEALTH MANAGEMENT LLCActive

Slight overlap · 4 shared positions

$ICE $COF $C $ELV

$295M

129 positions

#23HARRIS ASSOCIATES L PActive

Slight overlap · 4 shared positions

$ICE $COF $C $ELV

$75.4B

162 positions

#24Penobscot Investment Management Company, Inc.Passive

Slight overlap · 4 shared positions

$APH $ICE $C $ANET

$1.4B

322 positions

#25DDD Partners, LLCActive

Slight overlap · 4 shared positions

$APH $CB $NWPX $ELV

$1.6B

165 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.