Hedge Funds Similar to Rockport Wealth

13F Portfolio OverlapQ1 2026Rockport Wealth portfolio →

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Most similar hedge funds by 13F overlap

Rockport Wealth LLC is an institutional investor managing $549M across 101 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 Rockport Wealth are HC Advisors,, Center for Wealth Advisory, Del-Sette ,, with shared positions in $FITB, $PSLV, $USB, $ALPS, $WT, $PHYS. The full ranking of 25 similar funds is below.

#1HC Advisors, LLCActive

Notable overlap · 6 shared positions

$FITB $PSLV $USB $ALPS $WT $PHYS

$149M

60 positions

#2Center for Wealth Management AdvisoryActive

Notable overlap · 3 shared positions

$FITB $USB $HBAN

$139M

62 positions

#3Del-Sette Capital Management, LLCActive

Notable overlap · 3 shared positions

$FITB $ALPS $WT

$167M

44 positions

#4Southland Equity Partners LLCPassive

Notable overlap · 3 shared positions

$513M

273 positions

#5ONE PLUS ONE WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$237M

89 positions

#6Clientfirst Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$DDS $USB $PHYS

$118M

50 positions

#7Randall & Associates Wealth ManagementActive

Notable overlap · 3 shared positions

$FITB $TXN $NEE

$148M

56 positions

#8Forest Hill Capital, LLCActive

Notable overlap · 4 shared positions

$SLV $PSLV $USB $PHYS

$152M

19 positions

#9Grand Central Investment GroupActive

Notable overlap · 4 shared positions

$SLV $PSLV $USB $PHYS

$135M

44 positions

#10RIA Advisory Group LLCPassive

Some overlap · 4 shared positions

$SLV $PSLV $USB $AEP

$421M

145 positions

#11New Harbor Financial Group, LLCActive

Some overlap · 5 shared positions

$SLV $USB $PSLV $CEF $PHYS

$567M

61 positions

#12NORTHEAST PLANNING ASSOCIATES, INC. / NH /Active

Some overlap · 3 shared positions

$SLV $USB $PSLV

$149M

55 positions

#13BENDER ROBERT & ASSOCIATESActive

Some overlap · 3 shared positions

$ISRG $NEE $AEP

$417M

45 positions

#14Mach-1 Financial Group, LLCPassive

Some overlap · 3 shared positions

$284M

161 positions

#15MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Some overlap · 5 shared positions

$SLV $USB $ALPS $WT $AEP

$1.3B

143 positions

#16RoundAngle Advisors LLCPassive

Some overlap · 4 shared positions

$SLV $USB $PH $WT

$134M

60 positions

#17BlueChip Wealth Advisors LLCPassive

Some overlap · 3 shared positions

$FITB $DHR $SLV

$228M

147 positions

#18Williams & Novak, LLCPassive

Some overlap · 6 shared positions

$SLV $USB $DHR $TXN $WT $NEE

$134M

143 positions

#19OxenFree Capital LLCActive

Some overlap · 4 shared positions

$SLV $USB $WT $NEE

$206M

56 positions

#20BEAM WEALTH ADVISORS, INC.Active

Some overlap · 6 shared positions

$SLV $PSLV $DHR $ALPS $PHYS $HBAN

$402M

108 positions

#21TRUE Private Wealth AdvisorsPassive

Some overlap · 4 shared positions

$FITB $DHR $USB $ALPS

$1.0B

266 positions

#22Kiker Wealth Management, LLCPassive

Some overlap · 8 shared positions

$SLV $PSLV $USB $CEF $FE $WT

$209M

132 positions

#23Cushing Capital Partners, LLCPassive

Some overlap · 5 shared positions

$SLV $DDS $USB $DHR $NEE

$130M

96 positions

#24Compass Financial Services IncActive

Some overlap · 4 shared positions

$FITB $DHR $SLV $WT

$231M

56 positions

#25Nova R Wealth, Inc.Active

Some overlap · 3 shared positions

$ISRG $TXN $NEE

$313M

90 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.