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Hedge Funds Similar to Rochester Wealth Strategies,

13F Portfolio OverlapQ1 2026Rochester Wealth Strategies, portfolio →
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Most similar hedge funds by 13F overlap

Rochester Wealth Strategies, LLC is an institutional investor managing $165M across 24 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 Rochester Wealth Strategies, are Plum Street Advisors,, Hudson Oak Wealth Advisory, Yeomans Consulting Group,, with shared positions in $RELX, $IAU, $DDOG, $IBM, $KKR, $FBTC. The full ranking of 25 similar funds is below.

#1Plum Street Advisors, LLCActive
Notable overlap · 3 shared positions
$RELX$IAU$DDOG
$289M
98 positions
#2Hudson Oak Wealth Advisory LLCActive
Notable overlap · 3 shared positions
$DDOG$RELX$IAU
$115M
52 positions
#3Yeomans Consulting Group, Inc.
Notable overlap · 3 shared positions
$IAU$DDOG$IBM
$341M
113 positions
#4Summit Wealth Group, LLCActive
Notable overlap · 4 shared positions
$RELX$DDOG$IAU$KKR
$436M
126 positions
#5Vannoy Advisory Group, Inc.Smart money
Notable overlap · 3 shared positions
$IAU$DDOG$KKR
$158M
28 positions
#6Elwood & Goetz Wealth Advisory Group, LLCActive
Notable overlap · 3 shared positions
$IAU$RELX$IBM
$589M
138 positions
#7Ackerman Capital Advisors, LLCActive
Some overlap · 3 shared positions
$DDOG$IAU$KKR
$488M
115 positions
#8OFC FINANCIAL PLANNING, LLCActive
Some overlap · 3 shared positions
$RELX$IAU$IBM
$102M
56 positions
#9Global Strategic Investment Solutions, LLCActive
Some overlap · 3 shared positions
$DDOG$RELX$KKR
$1.0B
145 positions
#10Beaird Harris Wealth Management, LLCActive
Some overlap · 3 shared positions
$DDOG$IAU$FBTC
$1.5B
686 positions
#11ANDERSON HOAGLAND & COPassive
Some overlap · 3 shared positions
$IAU$DDOG$IBM
$1.2B
136 positions
#12Sterling Financial Planning, Inc.Active
Some overlap · 3 shared positions
$IAU$DDOG$KKR
$337M
117 positions
#13Diversified Portfolios, Inc.Active
Some overlap · 3 shared positions
$RELX$DDOG$KKR
$1.2B
174 positions
#14Hurlow Wealth Management Group, Inc.Active
Some overlap · 3 shared positions
$DDOG$IAU$KKR
$420M
120 positions
#15Timber Creek Capital Management LLCPassive
Some overlap · 3 shared positions
$IAU$RELX$BN
$412M
78 positions
#16LifePlan Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$DDOG$IAU$IBM
$254M
122 positions
#17ATX Financial Planning, LLCPassive
Some overlap · 3 shared positions
$IAU$RELX$KKR
$132M
81 positions
#18COOPER/HAIMS ADVISORS, LLCActive
Some overlap · 3 shared positions
$DDOG$IAU$IBM
$212M
103 positions
#19Davis Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$RELX$DDOG
$120M
72 positions
#20Ariston Services GroupActive
Some overlap · 3 shared positions
$IAU$DDOG$KKR
$167M
71 positions
#21Burk Holdings LLCPassive
Some overlap · 3 shared positions
$IAU$DDOG$IBM
$233M
676 positions
#22Citrine Capital LLCActive
Some overlap · 3 shared positions
$IAU$FBTC$IBM
$231M
58 positions
#23Wealth Quarterback LLCPassive
Some overlap · 3 shared positions
$IAU$FBTC$IBM
$254M
163 positions
#24BAKER BOYER NATIONAL BANKSmart money
Some overlap · 3 shared positions
$DDOG$IAU$IBM
$333M
91 positions
#25Highland Financial Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$FBTC$KKR
$379M
67 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.