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Hedge Funds Similar to Rossby Financial, LCC

13F Portfolio OverlapQ2 2026Rossby Financial, LCC portfolio →
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Most similar hedge funds by 13F overlap

Rossby Financial, LCC is an institutional investor managing $547M across 2,144 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 Rossby Financial, LCC are BEAM WEALTH ADVISORS, Pasadena Private Wealth, Fidelis Partners, with shared positions in $PSLV, $KMI, $PHYS, $BPRE, $KLAC, $OHI. The full ranking of 25 similar funds is below.

#1BEAM WEALTH ADVISORS, INC.Active
Some overlap · 3 shared positions
$PSLV$KMI$PHYS
$453M
117 positions
#2Pasadena Private Wealth, LLCActive
Some overlap · 3 shared positions
$BPRE$PSLV$PHYS
$786M
309 positions
#3Fidelis Capital Partners, LLCPassive
Some overlap · 3 shared positions
$PSLV$PHYS$KLAC
$1.7B
538 positions
#4Turning Point Benefit Group, Inc.Passive
Some overlap · 4 shared positions
$BPRE$KLAC$OHI$WPM
$232M
109 positions
#5Knoll Capital Management, LLCActive
Some overlap · 3 shared positions
$PSLV$PHYS$WPM
$179M
37 positions
#6TrustWell Financial Advisors, LLCActive
Some overlap · 3 shared positions
$PSLV$PHYS$WPM
$118M
78 positions
#7Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$PSLV$PHYS$D
$240M
74 positions
#8SPROTT INC.Active
Some overlap · 4 shared positions
$PSLV$PHYS$WPM$CCJ
$3.2B
268 positions
#9New Harbor Financial Group, LLCActive
Some overlap · 3 shared positions
$PSLV$PHYS$WPM
$633M
68 positions
#10Kera Capital Partners, Inc.Passive
Some overlap · 3 shared positions
$PSLV$NU$PHYS
$1.0B
634 positions
#11Nalls Sherbakoff Group, LLCPassive
Slight overlap · 3 shared positions
$PSLV$KMI$D
$141M
378 positions
#12Walser Wealth Management Company, A Ltd Liability CoPassive
Slight overlap · 3 shared positions
$PSLV$PHYS$CCJ
$241M
215 positions
#13Arkos Global AdvisorsActive
Slight overlap · 3 shared positions
$PSLV$PHYS$D
$844M
124 positions
#14Federation des caisses Desjardins du QuebecPassive
Slight overlap · 3 shared positions
$PSLV$PHYS$WPM
$32.7B
3,021 positions
#15ISLAY CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$PSLV$PHYS$OHI
$216M
231 positions
#16TCFG Investment Advisors, LLCPassive
Slight overlap · 4 shared positions
$KLAC$KMI$WPM$CCJ
$297M
299 positions
#17GUARDIAN WEALTH ADVISORS, LLC / NCPassive
Slight overlap · 3 shared positions
$BPRE$PHYS$PSLV
$1.8B
384 positions
#18Fielder Capital Group LLCPassive
Slight overlap · 3 shared positions
$PSLV$WPM$EQT
$462M
303 positions
#19SHELTON WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$NU$CCJ$EQT
$255M
144 positions
#20Columbus Macro, LLCPassive
Slight overlap · 3 shared positions
$KMI$KLAC$OHI
$1.0B
207 positions
#21Pekin Hardy Strauss, Inc.Passive
Slight overlap · 3 shared positions
$PHYS$PSLV$CCJ
$1.1B
511 positions
#22KOM Wealth Management Group, LLCActive
Slight overlap · 3 shared positions
$PHYS$KLAC$WPM
$165M
96 positions
#23JEPPSON WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$KMI$OHI$WPM
$339M
242 positions
#24Pillar Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$KMI$CCJ$D
$191M
114 positions
#25Cypress Capital Management LLC (WY)Active
Slight overlap · 3 shared positions
$PHYS$CCJ$EQT
$120M
213 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.