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 Rockwood Wealth ,

13F Portfolio OverlapQ1 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 Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Rockwood Wealth , are Hurlow Wealth Group,, DecisionPoint Financial,, Chandler Asset ,, with shared positions in $SCHW, $IAU, $COP, $DDOG, $HUM, $USB. The full ranking of 25 similar funds is below.

#1Hurlow Wealth Management Group, Inc.Active

Notable overlap · 7 shared positions

$SCHW $IAU $COP $DDOG $HUM $USB

$420M

120 positions

#2DecisionPoint Financial, LLCActive

Notable overlap · 8 shared positions

$SCHW $IAU $COP $MAR $USB $UPST

$464M

679 positions

#3Chandler Asset Management, Inc.Smart money

Notable overlap · 5 shared positions

$SCHW $IAU $COP $UPST $USB

$659M

23 positions

#4Note Advisors, LLCActive

Notable overlap · 5 shared positions

$SCHW $IAU $DDOG $HUM $BRZE

$200M

85 positions

#5Passive Capital Management, LLC.Active

Notable overlap · 8 shared positions

$SCHW $DDOG $AMN $MAR $MKL $UNIT

$335M

104 positions

#6Beacon Capital Management, Inc.Active

Notable overlap · 6 shared positions

$SCHW $COP $UPST $MAR $AGQ $SNOW

$1.8B

57 positions

#7Firestone Capital ManagementPassive

Notable overlap · 9 shared positions

$SCHW $IAU $COP $DDOG $HUM $UNIT

$480M

160 positions

#8Ariston Services GroupActive

Notable overlap · 7 shared positions

$SCHW $IAU $ET $DDOG $HUM $COP

$167M

71 positions

#9SVRN Asset Management, LLCActive

Notable overlap · 7 shared positions

$SCHW $DDOG $HUM $EPD $UNIT $MKL

$103M

37 positions

#10BluePrint Investing LLCActive

Notable overlap · 5 shared positions

$SCHW $COP $UPST $USB $NKE

$126M

26 positions

#11KRM WEALTH MANAGEMENT L.L.C.Smart money

Notable overlap · 5 shared positions

$SCHW $DDOG $UPST $MAR $SNOW

$192M

43 positions

#12Financial Alternatives, IncActive

Notable overlap · 6 shared positions

$SCHW $IAU $HUM $UNIT $MKL $NTRB

$185M

79 positions

#13Johnson Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$SCHW $IAU $HUM

$207M

49 positions

#14BAYSHORE ASSET MANAGEMENT, LLCSmart money

Notable overlap · 5 shared positions

$SCHW $AMN $IAU $HUM $NKE

$251M

40 positions

#15PRESILIUM PRIVATE WEALTH, LLCActive

Notable overlap · 7 shared positions

$SCHW $COP $UPST $DDOG $UNIT $NKE

$567M

75 positions

#16Wrenne Financial Planning LLCSmart money

Notable overlap · 7 shared positions

$SCHW $DDOG $UNIT $MKL $HUM $BRZE

$255M

49 positions

#17Whelan FinancialActive

Notable overlap · 5 shared positions

$SCHW $COP $IAU $AMN $NKE

$322M

88 positions

#18Flagstone Financial ManagementSmart money

Notable overlap · 7 shared positions

$SCHW $AMN $HUM $IAU $USB $MKL

$403M

71 positions

#19AWM CAPITAL, LLCActive

Notable overlap · 4 shared positions

$SCHW $IAU $HUM $NKE

$1.1B

113 positions

#20Gibson Capital, LLCSmart money

Notable overlap · 4 shared positions

$SCHW $IAU $HUM $UNIT

$537M

87 positions

#21Allodium Investment Consultants, LLCActive

Notable overlap · 5 shared positions

$SCHW $DDOG $IAU $AGQ $SNOW

$209M

52 positions

#22CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 5 shared positions

$SCHW $COP $HUM $DDOG $USB

$363M

102 positions

#23Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 4 shared positions

$SCHW $COP $HUM $UNIT

$230M

21 positions

#24SWAN Capital LLCPassive

Notable overlap · 6 shared positions

$SCHW $MAR $HUM $UNIT $USB $MKL

$272M

554 positions

#25Cordant, Inc.Active

Notable overlap · 6 shared positions

$SCHW $COP $UPST $USB $NKE $SNOW

$246M

75 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.