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Hedge Funds Similar to Rockline Wealth ,

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

Rockline Wealth Management, LLC is an institutional investor managing $460M across 108 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 Rockline Wealth , are InTrack Investment, Ark Wealth Advisors, Brendel Financial Advisors, with shared positions in $PLTR, $WM, $MCD, $NEE, $PANW, $LOW. The full ranking of 25 similar funds is below.

#1InTrack Investment Management IncPassive
Notable overlap · 6 shared positions
$PLTR$WM$MCD$NEE$PANW$LOW
$175M
108 positions
#2Ark Wealth Advisors LLCPassive
Some overlap · 6 shared positions
$LRCX$WM$MCD$NEE$NUE$LOW
$101M
80 positions
#3Brendel Financial Advisors LLCPassive
Some overlap · 6 shared positions
$PLTR$LRCX$GD$NEE$VRT$DOV
$202M
95 positions
#4Bannerstone Capital Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$LRCX$KTOS$PANW
$108M
97 positions
#5Markin Volterra Fund LPActive
Some overlap · 4 shared positions
$PLTR$LRCX$VRT$KLAC
$65M
34 positions
#6PRIMORIS WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$PLTR$LRCX$NEE$WM
$143M
96 positions
#7Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$LRCX$PLTR$VRT$PANW$KLAC
$172M
76 positions
#8Cornerstone Select Advisors, LLCPassive
Some overlap · 5 shared positions
$LRCX$PLTR$VRT$PANW$KLAC
$160M
124 positions
#9MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive
Some overlap · 5 shared positions
$PLTR$GD$NEE$AEP$KTOS
$189M
510 positions
#10UNITED BANKActive
Some overlap · 7 shared positions
$GD$WM$MCD$ITW$DOV$HUBB
$781M
121 positions
#11SPIREPOINT PRIVATE CLIENT, LLCPassive
Some overlap · 5 shared positions
$PLTR$NEE$GD$PANW$LRCX
$1.1B
322 positions
#12McGuire Investment Group, LLCActive
Some overlap · 3 shared positions
$PLTR$LRCX$ITW
$885M
121 positions
#13MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$GD$WM$NEE$MCD$PSX$LOW
$835M
170 positions
#14Community Financial Services Group, LLCPassive
Some overlap · 7 shared positions
$NEE$MCD$WM$PANW$AEP$LOW
$568M
460 positions
#15Somerset Trust CoPassive
Some overlap · 6 shared positions
$GD$MCD$NEE$ITW$PSX$LOW
$326M
174 positions
#16Orion Investment CoActive
Some overlap · 4 shared positions
$PLTR$GD$NEE$PANW
$315M
69 positions
#17CONNORS INVESTOR SERVICES INCActive
Some overlap · 4 shared positions
$PLTR$WM$PANW$LOW
$1.1B
149 positions
#18Kuhn & Co Investment CounselPassive
Some overlap · 5 shared positions
$LRCX$NEE$PSX$ITW$AEP
$155M
142 positions
#19Westhampton Capital, LLCPassive
Some overlap · 5 shared positions
$LRCX$WM$PANW$LOW$MCD
$214M
129 positions
#20Nikulski Financial, Inc.Passive
Some overlap · 5 shared positions
$LRCX$MCD$WM$PANW$PLTR
$405M
175 positions
#21Rithm Capital Corp.Active
Some overlap · 6 shared positions
$WM$NEE$VRT$POWL$AEP$HUBB
$67M
38 positions
#22Global Trust Asset Management, LLCPassive
Some overlap · 5 shared positions
$PLTR$NEE$VRT$LRCX$LOW
$262M
458 positions
#23Sustainable Insight Capital Management, LLCPassive
Some overlap · 5 shared positions
$PLTR$PANW$GD$DOV$LRCX
$298M
86 positions
#24Mirova US LLCActive
Some overlap · 6 shared positions
$WM$NEE$VRT$PANW$LOW$HUBB
$8.8B
42 positions
#25COMPASS CAPITAL CORP /MA/ /ADVPassive
Some overlap · 3 shared positions
$PLTR$LRCX$DOV
$279M
202 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.