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Hedge Funds Similar to EdgeRock

13F Portfolio OverlapQ2 2026EdgeRock portfolio →
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Most similar hedge funds by 13F overlap

EdgeRock Capital LLC is an institutional investor managing $441M across 134 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 EdgeRock are SCALAR GAUGE, Red Mountain Financial, BUTENSKY & COHEN FINANCIAL SECURITY, with shared positions in $Q, $VRT, $ONTO, $LMT, $CMI, $CRWD. The full ranking of 25 similar funds is below.

#1SCALAR GAUGE MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$Q$VRT$ONTO
$182M
27 positions
#2Red Mountain Financial, LLCPassive
Some overlap · 3 shared positions
$Q$LMT$CMI
$119M
82 positions
#3BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 3 shared positions
$Q$LMT$CMI
$404M
99 positions
#4Sterling Investment Advisors, Ltd.Passive
Some overlap · 4 shared positions
$LMT$VRT$CRWD$CMI
$599M
225 positions
#5VMS Asset Management LimitedPassive
Some overlap · 3 shared positions
$Q$VRT$CRWD
$315M
33 positions
#6Old West Investment Management, LLCPassive
Some overlap · 3 shared positions
$LMT$VRT$CCJ
$944M
124 positions
#7Werlinich Asset Management, LLCActive
Some overlap · 3 shared positions
$LMT$VRT$CRWD
$262M
58 positions
#8Bensler, LLCPassive
Slight overlap · 3 shared positions
$LMT$VRT$PGR
$1.1B
198 positions
#9Strategies Wealth Advisors, LLCActive
Slight overlap · 4 shared positions
$VRT$CCJ$CRWD$Q
$1.1B
202 positions
#10Integras Partners LLCPassive
Slight overlap · 3 shared positions
$LMT$CRWD$CMI
$181M
100 positions
#11Juno Financial Group LLCActive
Slight overlap · 3 shared positions
$LMT$CRWD$CMI
$282M
73 positions
#12PW Nova Financial Services LLCPassive
Slight overlap · 3 shared positions
$LMT$VRT$CRWD
$466M
208 positions
#13Traynor Capital Management, Inc.Active
Slight overlap · 4 shared positions
$VRT$CRWD$LMT$CMI
$2.2B
369 positions
#14Stanley-Laman Group, Ltd.Passive
Slight overlap · 3 shared positions
$VRT$ONTO$CCJ
$984M
298 positions
#15WINDWARD CAPITAL MANAGEMENT CO /CAActive
Slight overlap · 3 shared positions
$LMT$CMI$Q
$1.3B
73 positions
#16Zweig-DiMenna Associates LLCPassive
Slight overlap · 3 shared positions
$VRT$ONTO$CRWD
$1.1B
70 positions
#17TEALWOOD ASSET MANAGEMENT INCPassive
Slight overlap · 3 shared positions
$LMT$VRT$CMI
$261M
121 positions
#18Trifecta Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$VRT$LMT$CRWD
$776M
493 positions
#19Rydar Equities, Inc.Passive
Slight overlap · 3 shared positions
$LMT$CRWD$CMI
$178M
107 positions
#20GUERRA PAN ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$LMT$VRT$CRWD
$179M
118 positions
#21Williamson Legacy Group, LLCPassive
Slight overlap · 3 shared positions
$VRT$ONTO$CMI
$201M
75 positions
#22Roberts Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$Q$CCJ$CRWD
$440M
111 positions
#23Main Management ETF Advisors, LLCSmart money
Slight overlap · 3 shared positions
$VRT$ONTO$CRWD
$3.3B
103 positions
#24Faithward Advisors, LLCPassive
Slight overlap · 3 shared positions
$VRT$CCJ$CRWD
$819M
339 positions
#25Riggs Asset Managment Co. Inc.Passive
Slight overlap · 3 shared positions
$VRT$CCJ$CRWD
$560M
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.