13F Pro

Hedge Funds Similar to Shelter Rock

13F Portfolio OverlapQ3 2026Shelter Rock portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Shelter Rock Management, LLC is an institutional investor managing $107M across 39 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Shelter Rock are Clio Asset, Obion, JACKSON HILL ADVISORS, with shared positions in $HLT, $ORLY, $AZO, $TDG, $TJX, $WM. The full ranking of 25 similar funds is below.

#1Clio Asset Management LLCActive
Notable overlap · 3 shared positions
$HLT$ORLY$AZO
$119M
15 positions
#2Obion Capital Management LPActive
Notable overlap · 3 shared positions
$HLT$ORLY$AZO
$118M
16 positions
#3JACKSON HILL ADVISORS, LLCActive
Notable overlap · 3 shared positions
$TDG$HLT$AZO
$197M
13 positions
#4East Coast Asset Management, LLC.Active
Notable overlap · 3 shared positions
$TDG$TJX$WM
$624M
81 positions
#5Broad Run Investment Management, LLCSmart money
Notable overlap · 3 shared positions
$ORLY$HLT$TDG
$650M
24 positions
#6FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Notable overlap · 3 shared positions
$FLEX$TT$TJX
$118M
56 positions
#7MARSHFIELD ASSOCIATESActive
Notable overlap · 3 shared positions
$ORLY$TJX$AZO
$4.3B
17 positions
#8South Street Advisors LLCActive
Notable overlap · 4 shared positions
$TJX$HLT$ORLY$ETN
$769M
84 positions
#9Asset Planning,IncPassive
Notable overlap · 4 shared positions
$TDG$MCD$WM$C
$152M
327 positions
#10Junto Capital Management LPPassive
Notable overlap · 3 shared positions
$ORLY$TJX$TT
$5.7B
81 positions
#11WEIK CAPITAL MANAGEMENTActive
Some overlap · 4 shared positions
$TJX$ORLY$MCD$WFC
$260M
93 positions
#12Brentview Investment Management LLCActive
Some overlap · 3 shared positions
$TT$TJX$WM
$253M
63 positions
#13Masterton Capital Management, LPActive
Some overlap · 3 shared positions
$HLT$TJX$MCD
$118M
24 positions
#14Rithm Capital Corp.Active
Some overlap · 3 shared positions
$FLEX$WM$ETN
$81M
38 positions
#15Provident Investment Management, Inc.Active
Some overlap · 3 shared positions
$ORLY$TT$MCD
$999M
87 positions
#16HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$TJX$WM$ETN
$410M
53 positions
#17McKinley Carter Wealth Services, Inc.Active
Some overlap · 4 shared positions
$TJX$ORLY$WM$C
$2.0B
323 positions
#18Saturna Capital CORPActive
Some overlap · 4 shared positions
$TJX$TT$WM$AZO
$8.2B
140 positions
#19HORIZON BANCORP INC /IN/Active
Some overlap · 4 shared positions
$FLEX$TJX$ETN$C
$213M
197 positions
#20Consilium Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$TT$WFC$C
$338M
101 positions
#21Raab & Moskowitz Asset Management LLCPassive
Some overlap · 3 shared positions
$TJX$WM$MCD
$497M
198 positions
#22HOWLAND CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$TJX$ORLY$TDG
$2.9B
286 positions
#23AMJ Financial Wealth ManagementActive
Some overlap · 4 shared positions
$ORLY$TJX$TT$ETN
$424M
86 positions
#24Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$TT$TJX$WM$MCD$ETN
$110M
55 positions
#25Walter Public Investments Inc.Passive
Some overlap · 3 shared positions
$TT$TDG$AZO
$416M
53 positions

Compare Shelter Rock’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Shelter Rock’s holdings

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.