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Hedge Funds Similar to Rockingstone Advisors

13F Portfolio OverlapQ1 2026Rockingstone Advisors portfolio →
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Most similar hedge funds by 13F overlap

Rockingstone Advisors LLC is an institutional investor managing $249M across 115 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 Rockingstone Advisors are Yahav Achim Ve Achayot - Provident Funds Ltd., WCM INVESTMENT ,, Broadleaf Partners,, with shared positions in $TSEM, $PWR, $KKR, $UBER, $LIN, $PM. The full ranking of 25 similar funds is below.

#1Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.Active
Some overlap · 4 shared positions
$TSEM$PWR$KKR$UBER
$54M
26 positions
#2WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$LIN$PM$SPOT$TEVA$CNQ
$43.8B
263 positions
#3Broadleaf Partners, LLCActive
Some overlap · 6 shared positions
$PWR$ISRG$BKNG$UBER$TDG$SPOT
$429M
84 positions
#4Titan Investment Management LLCPassive
Some overlap · 3 shared positions
$UPST$PWR$PM
$113M
37 positions
#5RPG Investment Advisory, LLCPassive
Some overlap · 4 shared positions
$PWR$CRWD$ISRG$BKR
$829M
92 positions
#6ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 5 shared positions
$CRWD$PWR$NTRA$SPOT$UBER
$3.5B
110 positions
#7SCOPUS ASSET MANAGEMENT, L.P.Passive
Some overlap · 5 shared positions
$LIN$SPOT$CSTM$UBER$UPST
$5.8B
280 positions
#8Tower View Wealth Management LLCPassive
Some overlap · 4 shared positions
$PWR$PM$ISRG$SPOT
$195M
204 positions
#9SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$TSEM$NTRA$SPOT
$3.7B
148 positions
#10Parsonex Advisory Services, Inc.Passive
Some overlap · 6 shared positions
$CRWD$SPOT$ISRG$UBER$PM$LIN
$102M
56 positions
#11GILDER GAGNON HOWE & CO LLCActive
Some overlap · 4 shared positions
$PWR$NTRA$ISRG$TSEM
$8.3B
252 positions
#12Zweig-DiMenna Associates LLCPassive
Some overlap · 4 shared positions
$NTRA$CRWD$SPOT$PWR
$722M
61 positions
#13EPG Wealth Management LLCPassive
Some overlap · 3 shared positions
$UPST$PWR$KKR
$369M
320 positions
#14NZS Capital, LLCActive
Some overlap · 4 shared positions
$LIN$PWR$ISRG$UBER
$3.0B
58 positions
#15Strong Retirement Solutions LLCPassive
Some overlap · 5 shared positions
$PWR$CRWD$ISRG$UBER$LIN
$143M
86 positions
#16Shannon River Fund Management LLCActive
Some overlap · 3 shared positions
$TSEM$CLS$LYV
$524M
28 positions
#17MEITAV INVESTMENT HOUSE LTDActive
Some overlap · 5 shared positions
$TSEM$KKR$UBER$EQT$ISRG
$9.1B
232 positions
#18Kinetic Partners Management, LPActive
Some overlap · 4 shared positions
$CLS$CSTM$SPOT$NTRA
$1.8B
49 positions
#19SCHOLTZ & COMPANY, LLCPassive
Some overlap · 4 shared positions
$PWR$TDG$ISRG$UBER
$195M
49 positions
#20Employees Provident Fund BoardActive
Some overlap · 4 shared positions
$PWR$CRWD$ISRG$UBER
$13.2B
70 positions
#21BEACONLIGHT CAPITAL, LLCPassive
Some overlap · 3 shared positions
$CSTM$NTRA$EQT
$190M
34 positions
#22Miller Financial Services LLCPassive
Some overlap · 3 shared positions
$UPST$CRWD$UBER
$91M
120 positions
#23Robinhood Asset Management, LLCActive
Some overlap · 6 shared positions
$BKR$CRWD$LIN$UBER$ISRG$NTRA
$1.4B
81 positions
#24Impact Investors, IncPassive
Some overlap · 3 shared positions
$UPST$PWR$ISRG
$144M
106 positions
#25Alta Park Capital, LPActive
Some overlap · 3 shared positions
$TSEM$SPOT$LYV
$642M
25 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.