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 EAGLE ROCK INVESTMENT COMPANY

13F Portfolio OverlapQ3 2026EAGLE ROCK INVESTMENT COMPANY portfolio →

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Most similar hedge funds by 13F overlap

EAGLE ROCK INVESTMENT COMPANY, LLC is an institutional investor managing $799M across 156 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to EAGLE ROCK INVESTMENT COMPANY are Cornerstone Investment Partners, Atlantic Edge Private Wealth, Applied Finance, with shared positions in $KLAC, $CB, $AXP, $TMO, $AZO, $URI. The full ranking of 25 similar funds is below.

#1Cornerstone Investment Partners, LLCActive

Substantial overlap · 18 shared positions

$KLAC $CB $AXP $TMO $AZO $URI

$3.0B

312 positions

#2Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$KLAC $URI $CMI $ETN $TMO $VZ

$487M

628 positions

#3Applied Finance Capital Management, LLCPassive

Notable overlap · 7 shared positions

$KLAC $URI $CMI $CBRE $DIS $VZ

$1.3B

218 positions

#4Castlefield Investment Partners LLPActive

Notable overlap · 5 shared positions

$KLAC $CB $TMO $IQV $URI

$147M

35 positions

#5UNIO CAPITAL LLCActive

Notable overlap · 3 shared positions

$KLAC $CB $AXP

$526M

19 positions

#6Cunning Capital Partners, LPActive

Notable overlap · 5 shared positions

$KLAC $URI $AXP $CB $MCK

$248M

55 positions

#7Legacy TrustPassive

Notable overlap · 7 shared positions

$AXP $URI $KLAC $CMI $SYK $TTWO

$566M

210 positions

#8PATTON ALBERTSON MILLER GROUP, LLCPassive

Notable overlap · 5 shared positions

$KLAC $URI $CMI $TMO $MCK

$994M

219 positions

#9Smith Group Asset Management, LLCActive

Notable overlap · 5 shared positions

$KLAC $AXP $DIS $DG $MCK

$2.5B

166 positions

#10EVEXIA WEALTH LLCPassive

Notable overlap · 4 shared positions

$KLAC $CB $SYK $ETN

$369M

77 positions

#11TILIA FIDUCIARY PARTNERS, INC.Passive

Notable overlap · 6 shared positions

$KLAC $TMO $AXP $SYK $ETN $MCK

$217M

114 positions

#12Jackson Wealth Management, LLCActive

Notable overlap · 5 shared positions

$KLAC $COR $URI $ETN $AXP

$170M

86 positions

#13Local Pensions Partnership Investment LtdActive

Notable overlap · 3 shared positions

$KLAC $TMO $AZO

$4.8B

33 positions

#14Orange Investment Advisors, Inc.Passive

Notable overlap · 5 shared positions

$KLAC $AXP $TMO $URI $AZO

$802M

137 positions

#15Chesley Taft & Associates LLCPassive

Notable overlap · 8 shared positions

$CB $SYK $AXP $TMO $C $AZO

$2.6B

365 positions

#16BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 6 shared positions

$KLAC $CMI $CB $ETN $SYK $DIS

$1.8B

356 positions

#17Morse Asset Management, IncPassive

Notable overlap · 4 shared positions

$KLAC $URI $AZO $APO

$604M

415 positions

#18Eagle Bluffs Wealth Management LLCActive

Notable overlap · 5 shared positions

$KLAC $TMO $DIS $COF $CMI

$291M

85 positions

#19PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 4 shared positions

$KLAC $TMO $AZO $SYK

$33.8B

123 positions

#20Carmel Capital Management L.L.C.Active

Notable overlap · 3 shared positions

$KLAC $AZO $C

$456M

28 positions

#21DB Fitzpatrick & Co, IncActive

Notable overlap · 5 shared positions

$CB $TMO $SYK $CMI $ETN

$121M

100 positions

#22Eley Financial Management, IncPassive

Notable overlap · 5 shared positions

$KLAC $URI $CMI $VZ $MCK

$309M

72 positions

#23BANK OF STOCKTONActive

Notable overlap · 3 shared positions

$KLAC $CMI $AXP

$333M

124 positions

#24Verdence Capital Advisors LLCPassive

Notable overlap · 10 shared positions

$KLAC $CB $WRB $URI $CMI $MCK

$2.4B

758 positions

#25Reliant Investment Management, LLCPassive

Notable overlap · 5 shared positions

$AXP $TMO $CBRE $SYK $ETN

$271M

55 positions

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View EAGLE ROCK INVESTMENT COMPANY’s holdings

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.