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Hedge Funds Similar to ROGCO

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

ROGCO, LP is an institutional investor managing $327M across 224 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 ROGCO are CAPE ANN SAVINGS BANK, MBA Advisors, CPA Asset, with shared positions in $IAU, $BLK, $PEP, $MS, $MCD, $AEP. The full ranking of 25 similar funds is below.

#1CAPE ANN SAVINGS BANKActive
Notable overlap · 9 shared positions
$IAU$BLK$PEP$MS$MCD$AEP
$212M
113 positions
#2MBA Advisors LLCPassive
Notable overlap · 4 shared positions
$IAU$PEP$MCD$GD
$297M
166 positions
#3CPA Asset Management LLCActive
Notable overlap · 4 shared positions
$IAU$MCD$PEP$MS
$347M
97 positions
#4ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Notable overlap · 3 shared positions
$IAU$MRVL$LMT
$753M
223 positions
#5Farrell Financial LLCActive
Notable overlap · 3 shared positions
$IAU$MRVL$PEP
$185M
83 positions
#6MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 4 shared positions
$IAU$SO$WM$AEP
$1.4B
144 positions
#7Midwest Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$IAU$MRVL$WM$AEP
$246M
210 positions
#8CPR Investments Inc.Active
Notable overlap · 4 shared positions
$IAU$LMT$GD$MRVL
$130M
55 positions
#9LIFELONG WEALTH ADVISORS, INC.Smart money
Notable overlap · 3 shared positions
$IAU$LMT$MRVL
$426M
99 positions
#10Sterling Financial Planning, Inc.Active
Notable overlap · 3 shared positions
$IAU$PEP$GD
$368M
123 positions
#11Shah Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$AEP$PEP
$433M
79 positions
#12Sage Investment Advisers LLCPassive
Notable overlap · 4 shared positions
$IAU$WM$LMT$MCD
$149M
98 positions
#13TRUE Private Wealth AdvisorsPassive
Notable overlap · 4 shared positions
$IAU$MRVL$EMR$MS
$1.2B
283 positions
#14Forza Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$IAU$EMR$GD$MCD
$326M
194 positions
#15NBH BankPassive
Notable overlap · 10 shared positions
$IAU$BLK$MS$MCD$CMI$MRVL
$237M
552 positions
#16Dynasty Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IAU$MS$MRVL
$13.5B
367 positions
#17MainStreet Investment Advisors LLCActive
Notable overlap · 10 shared positions
$BLK$PEP$EMR$MCD$AEP$WM
$734M
166 positions
#18Cranbrook Wealth Management, LLCActive
Notable overlap · 4 shared positions
$IAU$MRVL$SO$PEP
$534M
406 positions
#19JMAC ENTERPRISES LLCActive
Notable overlap · 7 shared positions
$IAU$MS$BLK$GD$LMT$MCD
$593M
122 positions
#20Omnia Family Wealth, LLCSmart money
Notable overlap · 4 shared positions
$IAU$LMT$MS$MCD
$373M
103 positions
#21NORTH DALLAS BANK & TRUST COPassive
Notable overlap · 8 shared positions
$IAU$BLK$MRVL$PEP$MS$CMI
$169M
113 positions
#22Interactive Financial AdvisorsActive
Notable overlap · 4 shared positions
$IAU$MS$AEP$SO
$164M
74 positions
#23Biltmore Family Office, LLCActive
Notable overlap · 4 shared positions
$IAU$PEP$SO$EMR
$761M
333 positions
#24Signet Investment Advisory Group, Inc.Passive
Notable overlap · 5 shared positions
$IAU$PEP$MCD$WM$LMT
$227M
73 positions
#25Bigelow Investment Advisors, LLCPassive
Notable overlap · 4 shared positions
$IAU$PEP$GD$MRVL
$276M
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.