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Hedge Funds Similar to Rockline Wealth

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

Rockline Wealth Management, LLC is an institutional investor managing $522M across 107 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 Rockline Wealth are UNITED BANK, Rithm, MARK SHEPTOFF FINANCIAL PLANNING, with shared positions in $KLAC, $GD, $WM, $ITW, $MCD, $DOV. The full ranking of 25 similar funds is below.

#1UNITED BANKActive
Notable overlap · 8 shared positions
$KLAC$GD$WM$ITW$MCD$DOV
$853M
130 positions
#2Rithm Capital Corp.Active
Some overlap · 7 shared positions
$POWL$VRT$WM$NEE$AEP$HUBB
$81M
38 positions
#3MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive
Some overlap · 6 shared positions
$PLTR$GD$NEE$PWR$AEP$TXN
$188M
513 positions
#4LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Some overlap · 5 shared positions
$PLTR$POWL$WM$MCD$KLAC
$138M
71 positions
#5WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 6 shared positions
$KLAC$WM$GD$ITW$MCD$PSX
$390M
103 positions
#6AMICA MUTUAL INSURANCE COActive
Some overlap · 6 shared positions
$KLAC$GD$NEE$MCD$TXN$WM
$1.2B
142 positions
#7Brendel Financial Advisors LLCPassive
Some overlap · 5 shared positions
$VRT$PLTR$GD$NEE$DOV
$216M
101 positions
#8TEMA ETFS LLCActive
Some overlap · 6 shared positions
$POWL$NEE$AEP$HUBB$PWR$VRT
$3.1B
583 positions
#9MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$GD$WM$NEE$MCD$TXN$PSX
$272M
149 positions
#10Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$GD$WM$ITW$MCD$TXN$PSX
$261M
101 positions
#11SPIREPOINT PRIVATE CLIENT, LLCPassive
Some overlap · 4 shared positions
$PLTR$GD$KLAC$NEE
$1.2B
332 positions
#12Kingsman Wealth Management, Inc.Active
Some overlap · 5 shared positions
$PLTR$VRT$NUE$PWR$NEE
$214M
76 positions
#13Davidson Capital Management Inc.Active
Some overlap · 5 shared positions
$VRT$KLAC$NEE$AEP$PWR
$624M
96 positions
#14McKinley Carter Wealth Services, Inc.Active
Some overlap · 6 shared positions
$GD$WM$DOV$TXN$HUBB$PWR
$1.9B
322 positions
#15Bannerstone Capital Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$VRT$KLAC$PWR
$119M
113 positions
#16Westwind CapitalPassive
Some overlap · 5 shared positions
$PLTR$VRT$NEE$KLAC$TXN
$422M
77 positions
#17KCM INVESTMENT ADVISORS LLCActive
Some overlap · 5 shared positions
$KLAC$VRT$WM$NEE$MCD
$3.4B
400 positions
#18Shoker Investment Counsel, Inc.Active
Some overlap · 5 shared positions
$KLAC$GD$ITW$MCD$TXN
$398M
113 positions
#19Stack Financial Management, IncActive
Some overlap · 6 shared positions
$WM$NEE$DOV$AEP$PSX$PWR
$1.3B
54 positions
#20Global Trust Asset Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$VRT$KLAC$NEE
$320M
463 positions
#21Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$VRT$KLAC
$819M
339 positions
#22InTrack Investment Management IncPassive
Some overlap · 4 shared positions
$PLTR$WM$NEE$MCD
$202M
110 positions
#23Clarus Wealth AdvisorsPassive
Some overlap · 4 shared positions
$PLTR$VRT$PWR$NEE
$260M
86 positions
#24Broadleaf Partners, LLCPassive
Some overlap · 4 shared positions
$VRT$KLAC$PLTR$PWR
$517M
86 positions
#25Philadelphia Investment Partners, LLCPassive
Some overlap · 4 shared positions
$PLTR$KLAC$PSX$NUE
$161M
189 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.