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Hedge Funds Similar to Eldred Rock Partners,

13F Portfolio OverlapQ1 2026Eldred Rock Partners, portfolio →
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Most similar hedge funds by 13F overlap

Eldred Rock Partners, LLC is an institutional investor managing $465M across 29 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 Eldred Rock Partners, are Karani Asset, Phraction, Glass Wealth, with shared positions in $ASML, $CMI, $DE, $LRCX, $TXN, $TMO. The full ranking of 25 similar funds is below.

#1Karani Asset Management LLCPassive
Notable overlap · 5 shared positions
$ASML$CMI$DE$LRCX$TXN
$122M
54 positions
#2Phraction Management LLCActive
Notable overlap · 5 shared positions
$ASML$TMO$WFC$TXN$LRCX
$483M
65 positions
#3Glass Wealth Management Co LLCPassive
Notable overlap · 7 shared positions
$LRCX$ASML$PSX$SHEL$TXN$EMR
$258M
67 positions
#4Grantham, Mayo, Van Otterloo & Co. LLCActive
Notable overlap · 5 shared positions
$LRCX$TMO$TXN$ACN$ASML
$39.1B
628 positions
#5Saratoga Research & Investment ManagementActive
Notable overlap · 5 shared positions
$ASML$UL$ACN$NVO$DEO
$1.8B
46 positions
#6Miller Capital Partners, Inc.Passive
Notable overlap · 3 shared positions
$ASML$LRCX$DE
$208M
262 positions
#7DMKC Advisory Services, LLCPassive
Notable overlap · 4 shared positions
$DE$CMI$WFC$SHEL
$240M
84 positions
#8EQUITY INVESTMENT CORPActive
Notable overlap · 5 shared positions
$ICLR$WFC$UL$SHEL$DEO
$5.1B
71 positions
#9American Assets Investment Management, LLCActive
Notable overlap · 5 shared positions
$SHEL$WFC$PSX$COF$NVS
$1.5B
146 positions
#10Avanda Investment Management Pte. Ltd.Active
Notable overlap · 4 shared positions
$TMO$LRCX$ASML$TXN
$63M
24 positions
#11Allied Investment Advisors, LLCActive
Notable overlap · 5 shared positions
$SHEL$DE$WFC$DEO$EMR
$697M
100 positions
#12FIRETRAIL INVESTMENTS PTY LTDActive
Notable overlap · 4 shared positions
$DE$MTN$ICLR$WFC
$293M
28 positions
#13Westhampton Capital, LLCPassive
Notable overlap · 5 shared positions
$CMI$LRCX$DE$EMR$UL
$214M
129 positions
#14WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Notable overlap · 3 shared positions
$ASML$ACN$NVS
$2.1B
122 positions
#15CALEDONIA INVESTMENTS PLCSmart money
Notable overlap · 3 shared positions
$TMO$TXN$POOL
$856M
15 positions
#16BCV Asset Management Inc.Active
Notable overlap · 5 shared positions
$DE$TXN$ASML$BNS$ACN
$2.9B
120 positions
#17James Hambro & Partners LLPActive
Notable overlap · 3 shared positions
$TMO$TXN$EMR
$2.6B
57 positions
#18Foresight Global Investors, Inc.Smart money
Notable overlap · 5 shared positions
$SHEL$NVS$NVO$DEO$WFC
$154M
29 positions
#19ELLERSON GROUP INC /ADVPassive
Notable overlap · 3 shared positions
$ASML$PSX$TMO
$153M
61 positions
#20McGuire Investment Group, LLCActive
Notable overlap · 4 shared positions
$LRCX$ASML$TMO$CMI
$885M
121 positions
#21CINCINNATI INSURANCE COActive
Notable overlap · 3 shared positions
$LRCX$CMI$ACN
$6.6B
63 positions
#22Kuhn & Co Investment CounselPassive
Notable overlap · 5 shared positions
$LRCX$WFC$TXN$PSX$ACN
$155M
142 positions
#23Maytus Capital Management, LLCPassive
Notable overlap · 3 shared positions
$ASML$TXN$ACN
$562M
62 positions
#24Disciplined Investments, LLCPassive
Notable overlap · 3 shared positions
$JBHT$PSX$TXN
$279M
141 positions
#25Hamlin Capital Management, LLCActive
Notable overlap · 3 shared positions
$CMI$UL$TXN
$4.1B
30 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.