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Hedge Funds Similar to Rockwood Wealth

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

Rockwood Wealth Management, LLC is an institutional investor managing $1.6B across 132 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 Rockwood Wealth are Heronetta, SL ADVISORS, Fractal Investments, with shared positions in $ET, $EPD, $WES, $ENB, $MDY, $RY. The full ranking of 25 similar funds is below.

#1Heronetta Management, L.P.Smart money
Substantial overlap · 4 shared positions
$ET$EPD$WES$ENB
$109M
15 positions
#2SL ADVISORS, LLCActive
Substantial overlap · 4 shared positions
$ET$EPD$ENB$WES
$57M
32 positions
#3Fractal Investments LLCActive
Substantial overlap · 4 shared positions
$ET$EPD$WES$ENB
$867M
80 positions
#4KAYNE ANDERSON CAPITAL ADVISORS LPActive
Substantial overlap · 4 shared positions
$ET$EPD$WES$ENB
$5.1B
53 positions
#5CHICKASAW CAPITAL MANAGEMENT LLCSmart money
Substantial overlap · 4 shared positions
$ET$EPD$WES$ENB
$2.8B
97 positions
#6TORTOISE CAPITAL ADVISORS, L.L.C.Active
Notable overlap · 4 shared positions
$ET$EPD$ENB$WES
$9.8B
91 positions
#7LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Notable overlap · 3 shared positions
$ET$EPD$WES
$489M
244 positions
#8ALPS ADVISORS INCActive
Notable overlap · 3 shared positions
$ET$EPD$WES
$21.3B
1,170 positions
#9Recurrent Investment Advisors LLCActive
Notable overlap · 4 shared positions
$ET$EPD$WES$ENB
$1.6B
71 positions
#10RR Advisors, LLCActive
Notable overlap · 3 shared positions
$ET$WES$EPD
$346M
25 positions
#11CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Notable overlap · 4 shared positions
$ET$EPD$WES$ENB
$2.2B
73 positions
#12INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Notable overlap · 3 shared positions
$ET$EPD$WES
$1.7B
185 positions
#13SENTINEL WEALTH MANAGEMENT, INC.Active
Notable overlap · 3 shared positions
$EPD$ET$MDY
$142M
39 positions
#14Fogel Capital Management, Inc.Active
Notable overlap · 3 shared positions
$EPD$ET$ENB
$249M
57 positions
#15Mallini Complete Financial Planning LLCSmart money
Notable overlap · 4 shared positions
$ET$EPD$RY$ENB
$140M
70 positions
#16EAGLE GLOBAL ADVISORS LLCActive
Notable overlap · 3 shared positions
$ET$EPD$WES
$3.0B
277 positions
#17MILLER HOWARD INVESTMENTS INC /NYActive
Notable overlap · 4 shared positions
$EPD$ET$WES$ENB
$3.8B
152 positions
#18Blackstone Inc.Active
Notable overlap · 4 shared positions
$EPD$ENB$ET$WES
$32.9B
518 positions
#19BITTERROOT CAPITAL ADVISORS LLCSmart money
Notable overlap · 3 shared positions
$EPD$WES$MDY
$166M
53 positions
#20Royal Palms Capital LLCPassive
Notable overlap · 3 shared positions
$ENB$EPD$ET
$114M
57 positions
#21Catalyst Capital Advisors LLCActive
Some overlap · 4 shared positions
$ET$WES$EPD$ENB
$6.0B
369 positions
#22Adams Asset Advisors, LLCActive
Some overlap · 3 shared positions
$ET$WES$EPD
$882M
88 positions
#23Chicago Partners Investment Group LLCPassive
Some overlap · 3 shared positions
$EPD$ET$MDY
$5.0B
1,588 positions
#24Hurley Capital, LLCPassive
Some overlap · 3 shared positions
$EPD$ET$MDLZ
$193M
678 positions
#25ELCO Management Co., LLCPassive
Some overlap · 3 shared positions
$ET$WES$EPD
$232M
174 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.