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Hedge Funds Similar to Rossby Financial, LCC

13F Portfolio OverlapQ1 2026Rossby Financial, LCC portfolio →
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Most similar hedge funds by 13F overlap

Rossby Financial, LCC is an institutional investor managing $489M across 2,271 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 Rossby Financial, LCC are TrustWell Financial Advisors,, Cornerstone Financial, BEAM WEALTH ADVISORS,, with shared positions in $SNOW, $PSLV, $USB, $PHYS, $WPM, $AEM. The full ranking of 25 similar funds is below.

#1TrustWell Financial Advisors, LLCActive
Some overlap · 6 shared positions
$SNOW$PSLV$USB$PHYS$WPM$AEM
$106M
70 positions
#2Cornerstone Financial Management LLCPassive
Some overlap · 5 shared positions
$SNOW$KKR$USB$NU$MS
$109M
1,311 positions
#3BEAM WEALTH ADVISORS, INC.Active
Some overlap · 7 shared positions
$SNOW$PSLV$FLEX$KMI$PHYS$MS
$402M
108 positions
#4ISLAY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$SNOW$PSLV$PHYS$WT$KKR$MS
$197M
204 positions
#5HBW Advisory Services LLCPassive
Some overlap · 5 shared positions
$SNOW$KKR$WT$USB$T
$949M
444 positions
#6O'ROURKE & COMPANY, IncPassive
Some overlap · 4 shared positions
$SNOW$KKR$USB$KMI
$253M
171 positions
#7Etesian Wealth Advisors, Inc.Active
Some overlap · 4 shared positions
$SNOW$KKR$FLEX$WT
$313M
138 positions
#8Bay Capital Advisors, LLCActive
Some overlap · 5 shared positions
$SNOW$KKR$WT$D$MS
$162M
107 positions
#9Oakmont Advisory Group, LLCPassive
Some overlap · 5 shared positions
$SNOW$KKR$USB$FLEX$MS
$98M
119 positions
#10Wealth Management Associates, Inc.Passive
Some overlap · 7 shared positions
$KKR$SNOW$PHYS$KMI$WT$T
$290M
234 positions
#11NOVEM GROUPPassive
Some overlap · 4 shared positions
$SNOW$KKR$USB$WT
$873M
437 positions
#12Kropog Financial Group, LLCActive
Some overlap · 3 shared positions
$SNOW$KKR$BPRE
$123M
33 positions
#13Rosenberg Matthew HamiltonActive
Some overlap · 3 shared positions
$SNOW$KKR$USB
$488M
799 positions
#14Pacific Capital Wealth Advisors, Inc.Smart money
Some overlap · 3 shared positions
$SNOW$KKR$USB
$595M
87 positions
#15Capital Advisors Wealth Management, LLCActive
Some overlap · 3 shared positions
$SNOW$KKR$USB
$745M
219 positions
#16Sagace Wealth Management LLCActive
Some overlap · 3 shared positions
$SNOW$KKR$USB
$149M
70 positions
#17Clarity Capital Advisors, LLCActive
Some overlap · 3 shared positions
$SNOW$KKR$USB
$215M
95 positions
#18MidAtlantic Capital Management, Inc.Passive
Some overlap · 5 shared positions
$SNOW$KKR$WT$MS$D
$145M
84 positions
#19rebel Financial LLCActive
Some overlap · 4 shared positions
$SNOW$NU$WT$USB
$231M
65 positions
#20OMNI 360 Wealth, Inc.Active
Some overlap · 4 shared positions
$SNOW$KKR$WT$MS
$194M
125 positions
#21Cauble & Harre Wealth Management, Inc.Active
Some overlap · 4 shared positions
$SNOW$KKR$PHYS$MS
$126M
74 positions
#22TRB Wealth Management, LLCPassive
Some overlap · 5 shared positions
$SNOW$FLEX$WT$KKR$MS
$704M
285 positions
#23Red Tortoise LLCActive
Some overlap · 5 shared positions
$SNOW$KKR$AEM$MS$PHYS
$240M
591 positions
#24Darrow Company, Inc.Active
Some overlap · 4 shared positions
$SNOW$KKR$WT$USB
$222M
56 positions
#25VanWeelden Wealth Management, LLCActive
Some overlap · 3 shared positions
$SNOW$PSLV$PHYS
$125M
31 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.