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Hedge Funds Similar to ROGCO,

13F Portfolio OverlapQ1 2026ROGCO, portfolio →
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Most similar hedge funds by 13F overlap

ROGCO, LP is an institutional investor managing $300M across 205 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 ROGCO, are Chemistry Wealth, Guardian Wealth ,, CAPE ANN SAVINGS BANK, with shared positions in $UPST, $IAU, $BAC, $SO, $MCD, $IBM. The full ranking of 25 similar funds is below.

#1Chemistry Wealth Management LLCPassive
Notable overlap · 3 shared positions
$UPST$IAU$BAC
$569M
204 positions
#2Guardian Wealth Management, LLCActive
Notable overlap · 3 shared positions
$UPST$IAU$SO
$330M
30 positions
#3CAPE ANN SAVINGS BANKPassive
Notable overlap · 8 shared positions
$IAU$UPST$MCD$BAC$IBM$AEP
$199M
121 positions
#4Wealth Dimensions Group, Ltd.Active
Notable overlap · 3 shared positions
$UPST$IAU$MCD
$508M
170 positions
#5Impact Investors, IncPassive
Notable overlap · 3 shared positions
$IAU$UPST$WM
$144M
106 positions
#6Altiora Financial Group, LLCActive
Notable overlap · 3 shared positions
$UPST$IAU$BAC
$607M
110 positions
#7ANDERSON HOAGLAND & COPassive
Notable overlap · 4 shared positions
$IAU$UPST$BAC$IBM
$1.2B
136 positions
#8O'Domhnaill Enterprises, Inc.Passive
Notable overlap · 6 shared positions
$UPST$LMT$WM$IBM$GD$VZ
$124M
55 positions
#9Wolff Financial Management LLCActive
Notable overlap · 5 shared positions
$UPST$MCD$MS$VZ$AEP
$453M
103 positions
#10MainStreet Investment Advisors LLCPassive
Notable overlap · 9 shared positions
$UPST$MCD$LMT$WM$HON$IBM
$665M
158 positions
#11TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive
Notable overlap · 4 shared positions
$UPST$BAC$IBM$SO
$1.6B
271 positions
#12INSIGHT 2811, INC.Active
Notable overlap · 5 shared positions
$UPST$MS$IBM$VZ$LMT
$239M
101 positions
#13GEN Financial Management, INC.Active
Notable overlap · 3 shared positions
$UPST$IAU$HON
$162M
51 positions
#14McLean Asset Management CorpActive
Notable overlap · 4 shared positions
$UPST$BAC$MS$SO
$572M
165 positions
#15MASTER'S WEALTH MANAGEMENT INC.Active
Some overlap · 4 shared positions
$UPST$WM$GD$VZ
$295M
82 positions
#16Burton Enright WelchActive
Some overlap · 3 shared positions
$IAU$LECO$BAC
$736M
134 positions
#17Disciplined Investments, LLCPassive
Some overlap · 3 shared positions
$UPST$IAU$IBM
$279M
141 positions
#18Pacific Park Financial, Inc.Active
Some overlap · 3 shared positions
$IAU$UPST$MS
$153M
73 positions
#19MBA Advisors LLCPassive
Some overlap · 5 shared positions
$IAU$UPST$MCD$IBM$VZ
$260M
146 positions
#20American Money Management, LLCActive
Some overlap · 3 shared positions
$UPST$MCD$HON
$632M
168 positions
#21Wright Wealth LLCActive
Some overlap · 4 shared positions
$UPST$MS$VZ$IBM
$149M
51 positions
#22ORSER CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$UPST$WM$HON
$153M
46 positions
#23Oak Harvest Investment ServicesPassive
Some overlap · 3 shared positions
$UPST$MCD$MS
$958M
176 positions
#24WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$UPST$SO$BAC$MCD
$350M
95 positions
#25Berkshire BankPassive
Some overlap · 3 shared positions
$UPST$BAC$VZ
$488M
157 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.