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Hedge Funds Similar to Rockport Wealth

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

Rockport Wealth LLC is an institutional investor managing $595M across 110 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 Rockport Wealth are MARK SHEPTOFF FINANCIAL PLANNING, Rockingstone Advisors, S.E.E.D. Planning Group, with shared positions in $CLS, $VEEV, $AEP, $NEE, $ISRG, $BA. The full ranking of 25 similar funds is below.

#1MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive
Some overlap · 4 shared positions
$CLS$VEEV$AEP$NEE
$188M
513 positions
#2Rockingstone Advisors LLCPassive
Some overlap · 4 shared positions
$CLS$ISRG$BA$PM
$249M
115 positions
#3S.E.E.D. Planning Group LLCPassive
Some overlap · 3 shared positions
$ISRG$NOC$NEE
$379M
88 positions
#4BOWEN HANES & CO INCActive
Some overlap · 3 shared positions
$ISRG$PH$BA
$4.1B
151 positions
#5CHASE INVESTMENT COUNSEL CORPPassive
Some overlap · 3 shared positions
$CLS$CEF$EME
$474M
138 positions
#6VALICENTI ADVISORY SERVICES INCActive
Some overlap · 3 shared positions
$ISRG$NOC$PM
$530M
83 positions
#7CIM, LLCPassive
Some overlap · 3 shared positions
$ISRG$CLS$EME
$773M
171 positions
#8Cypress Capital Management LLC (WY)Active
Some overlap · 3 shared positions
$CLS$PHYS$PM
$120M
213 positions
#9Bay Rivers GroupPassive
Slight overlap · 3 shared positions
$CLS$O$BA
$293M
126 positions
#10Wellspring Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$AAAU$NEE$BA
$1.5B
288 positions
#11Pinion Investment Advisors, LLCActive
Slight overlap · 3 shared positions
$AAAU$NEE$PM
$527M
205 positions
#12GoalVest Advisory LLCActive
Slight overlap · 3 shared positions
$AAAU$NEE$PM
$539M
500 positions
#13Eastover Investment Advisors LLCActive
Slight overlap · 4 shared positions
$ISRG$AEP$PSA$PM
$254M
49 positions
#14SouthState Bank CorpPassive
Slight overlap · 4 shared positions
$PH$ISRG$PHYS$NEE
$2.4B
1,313 positions
#15Tower View Wealth Management LLCPassive
Slight overlap · 3 shared positions
$PH$ISRG$PM
$227M
205 positions
#16Adams Wealth ManagementActive
Slight overlap · 3 shared positions
$ISRG$NOC$PM
$522M
147 positions
#17Unify Financial AdvisorsPassive
Slight overlap · 3 shared positions
$PH$ISRG$NEE
$108M
90 positions
#18Alhambra Investment Partners LLCPassive
Slight overlap · 3 shared positions
$ISRG$PH$NEE
$229M
182 positions
#19NORTHBRIDGE FINANCIAL GROUP, LLCPassive
Slight overlap · 3 shared positions
$PH$AAAU$ISRG
$261M
184 positions
#20C WorldWide Group Holding A/SActive
Slight overlap · 3 shared positions
$PH$ISRG$NEE
$4.1B
97 positions
#21Elite Wealth Management, Inc.Active
Slight overlap · 4 shared positions
$CLS$BA$PM$ISRG
$337M
47 positions
#22ACCOUNT MANAGEMENT LLCSmart money
Slight overlap · 3 shared positions
$ISRG$NEE$BA
$99M
22 positions
#23HUNTINGTON NATIONAL BANKPassive
Slight overlap · 4 shared positions
$PH$ISRG$AEP$HBAN
$20.6B
4,753 positions
#24ZACKS INVESTMENT MANAGEMENTPassive
Slight overlap · 4 shared positions
$PH$AEP$EME$PM
$14.1B
724 positions
#25BROADWATER CAPITAL MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$ISRG$NOC$O
$138M
208 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.