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 OverlapQ1 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 $808M across 156 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 EAGLE ROCK INVESTMENT COMPANY, are Cornerstone Investment Partners,, Applied Finance ,, Castlefield Investment Partners LLP, with shared positions in $KLAC, $CB, $MU, $AXP, $AZO, $TMO. The full ranking of 25 similar funds is below.

#1Cornerstone Investment Partners, LLCActive

Substantial overlap · 17 shared positions

$KLAC $CB $MU $AXP $AZO $TMO

$2.4B

291 positions

#2Applied Finance Capital Management, LLCPassive

Notable overlap · 7 shared positions

$KLAC $AMAT $CMI $VZ $CBRE $DIS

$1.3B

218 positions

#3Castlefield Investment Partners LLPActive

Notable overlap · 5 shared positions

$KLAC $CB $TMO $IQV $URI

$131M

35 positions

#4UNIO CAPITAL LLCActive

Notable overlap · 3 shared positions

$KLAC $CB $AXP

$466M

21 positions

#5PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 5 shared positions

$KLAC $AZO $TMO $AMAT $CBRE

$34.1B

135 positions

#6Morse Asset Management, IncPassive

Notable overlap · 5 shared positions

$KLAC $MU $AZO $URI $APO

$481M

403 positions

#7TILIA FIDUCIARY PARTNERS, INC.Passive

Notable overlap · 5 shared positions

$KLAC $TMO $AXP $HCA $ETN

$182M

115 positions

#8ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 5 shared positions

$CB $AXP $DIS $TMO $VZ

$1.7B

86 positions

#9Walter Public Investments Inc.Passive

Some overlap · 5 shared positions

$AZO $IQV $KLAC $VZ $DIS

$418M

48 positions

#10ZWJ INVESTMENT COUNSEL INCPassive

Some overlap · 4 shared positions

$CB $MU $AXP $TMO

$2.8B

241 positions

#11SHAYNE & JACOBS, LLCActive

Some overlap · 6 shared positions

$AXP $CBRE $AMAT $DIS $HCA $CB

$324M

94 positions

#12Evercore Wealth Management, LLCActive

Some overlap · 4 shared positions

$CB $AZO $TMO $CBRE

$6.4B

418 positions

#13Axecap Investments, LLCPassive

Some overlap · 5 shared positions

$KLAC $COR $AMAT $MU $C

$145M

69 positions

#14VISTA INVESTMENT PARTNERS LLCPassive

Some overlap · 5 shared positions

$KLAC $COR $CB $VZ $HCA

$378M

169 positions

#15Benchmark Investment Advisors LLCPassive

Some overlap · 4 shared positions

$KLAC $MU $AMAT $URI

$172M

76 positions

#16Carmel Capital Management L.L.C.Active

Some overlap · 4 shared positions

$KLAC $AZO $AMAT $C

$349M

25 positions

#17Orca Wealth Management, LLCActive

Some overlap · 4 shared positions

$CB $MU $CMI $VZ

$141M

67 positions

#18Bill Few Associates, Inc.Passive

Some overlap · 6 shared positions

$COR $AXP $AMAT $VZ $ETN $DIS

$417M

212 positions

#19Boston PartnersPassive

Some overlap · 8 shared positions

$COR $MU $AMAT $LPLA $DIS $FANG

$95.5B

767 positions

#20Smith Group Asset Management, LLCActive

Some overlap · 4 shared positions

$KLAC $AXP $DIS $DG

$2.0B

162 positions

#21CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Some overlap · 4 shared positions

$KLAC $AXP $AMAT $ETN

$180M

58 positions

#22CANTILLON CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$TMO $IQV $CBRE $AMAT $LPLA

$15.1B

38 positions

#23Horizon Investment Services, LLCPassive

Some overlap · 5 shared positions

$MU $KLAC $AXP $AMAT $CB

$288M

137 positions

#24BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$KLAC $CMI $CB $MU $ETN $DIS

$1.6B

435 positions

#25Guinness Atkinson Asset Management IncPassive

Some overlap · 4 shared positions

$KLAC $TMO $AMAT $ETN

$200M

123 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.