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Hedge Funds Similar to Rockbridge

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

Rockbridge Capital Management LLC is an institutional investor managing $149M across 27 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 Rockbridge are AVENIR, Broad Run Investment ,, Mullooly Asset ,, with shared positions in $MKL, $AMT, $ORLY, $CPRT, $LMT, $SBAC. The full ranking of 25 similar funds is below.

#1AVENIR CORPActive
Substantial overlap · 7 shared positions
$MKL$AMT$ORLY$CPRT$LMT$SBAC
$820M
72 positions
#2Broad Run Investment Management, LLCSmart money
Notable overlap · 3 shared positions
$MKL$ORLY$AMT
$568M
24 positions
#3Mullooly Asset Management, Inc.Active
Notable overlap · 3 shared positions
$MKL$ORLY$LMT
$271M
51 positions
#4AKRE CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 4 shared positions
$ORLY$CPRT$CCC$AMT
$6.1B
20 positions
#5BARR E S & COActive
Notable overlap · 3 shared positions
$MKL$AMT$ORLY
$1.7B
108 positions
#6HOWLAND CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$MKL$ORLY$KNSL
$2.5B
262 positions
#7Walker Asset Management, LLCActive
Notable overlap · 3 shared positions
$ORLY$LMT$GE
$185M
145 positions
#8Evergreen Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MKL$LMT$CPRT
$194M
54 positions
#9PYA Waltman Capital, LLCActive
Some overlap · 3 shared positions
$MKL$LMT$AMT
$361M
67 positions
#10Port Capital LLCActive
Some overlap · 3 shared positions
$ORLY$CPRT$KNSL
$2.2B
82 positions
#11ETF Portfolio Partners, Inc.Active
Some overlap · 3 shared positions
$MKL$ORLY$MPLX
$381M
68 positions
#12Fee-Only Financial Planning, L.C.Smart money
Some overlap · 3 shared positions
$MKL$AEP$GE
$166M
43 positions
#13Giverny Capital Inc.Active
Some overlap · 3 shared positions
$MKL$KNSL$BLDR
$2.7B
51 positions
#14Douglass Winthrop Advisors, LLCActive
Some overlap · 3 shared positions
$MKL$AMT$CPRT
$5.5B
303 positions
#15Buttonwood Financial Advisors Inc.Active
Some overlap · 3 shared positions
$MKL$CPRT$LMT
$299M
108 positions
#16Union Heritage Capital, LLCPassive
Some overlap · 3 shared positions
$LMT$ORLY$CBRE
$269M
62 positions
#17Intrinsic Value Partners, LLCActive
Some overlap · 5 shared positions
$KNSL$BLDR$MKL$CPRT$GE
$130M
69 positions
#18Vantage Investment Partners, LLCActive
Some overlap · 3 shared positions
$ORLY$LMT$AMT
$1.4B
64 positions
#19Kelsey Financial, LLCActive
Some overlap · 3 shared positions
$MKL$LMT$GE
$114M
63 positions
#20Salvus Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MKL$ORLY$KNSL$AMT
$172M
126 positions
#21DF DENT & CO INCPassive
Some overlap · 4 shared positions
$KNSL$MKL$CBRE$ORLY
$5.2B
262 positions
#22DAVENPORT & Co LLCPassive
Some overlap · 3 shared positions
$MKL$KNSL$AMT
$18.4B
1,302 positions
#23Redmond Asset Management, LLCPassive
Some overlap · 3 shared positions
$MKL$CPRT$LMT
$366M
197 positions
#24Evercore Wealth Management, LLCActive
Some overlap · 4 shared positions
$BLDR$CBRE$AMT$MKL
$6.4B
418 positions
#25ALBION FINANCIAL GROUP /UTActive
Some overlap · 3 shared positions
$MKL$LMT$GE
$1.5B
737 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.