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Hedge Funds Similar to Shelter Rock ,

13F Portfolio OverlapQ1 2026Shelter Rock , portfolio →
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Most similar hedge funds by 13F overlap

Shelter Rock Management, LLC is an institutional investor managing $103M across 37 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 Shelter Rock , are Obion, Clio Asset, Broad Run Investment ,, with shared positions in $ORLY, $HLT, $AZO, $TDG, $TJX, $ISRG. The full ranking of 25 similar funds is below.

#1Obion Capital Management LPActive
Notable overlap · 3 shared positions
$ORLY$HLT$AZO
$101M
15 positions
#2Clio Asset Management LLCActive
Notable overlap · 3 shared positions
$ORLY$HLT$AZO
$119M
16 positions
#3Broad Run Investment Management, LLCSmart money
Notable overlap · 3 shared positions
$ORLY$HLT$TDG
$568M
24 positions
#4McBroom & Associates, LLCActive
Notable overlap · 3 shared positions
$ORLY$TJX$ISRG
$180M
36 positions
#5East Coast Asset Management, LLC.Active
Notable overlap · 3 shared positions
$TDG$TJX$WM
$303M
68 positions
#6Brentview Investment Management LLCPassive
Notable overlap · 4 shared positions
$TT$TJX$WM$CBOE
$231M
63 positions
#7MARSHFIELD ASSOCIATESActive
Notable overlap · 3 shared positions
$ORLY$TJX$AZO
$5.0B
17 positions
#8Terra Alpha Investments LLC
Notable overlap · 3 shared positions
$TT$WM$ETN
$98M
32 positions
#9South Street Advisors LLCActive
Notable overlap · 4 shared positions
$TJX$HLT$ORLY$ETN
$690M
83 positions
#10FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Notable overlap · 3 shared positions
$TJX$TT$FLEX
$102M
56 positions
#11Kimelman & Baird, LLCActive
Notable overlap · 3 shared positions
$TJX$WM$MCD
$1.2B
263 positions
#12WEIK CAPITAL MANAGEMENTActive
Notable overlap · 5 shared positions
$TJX$ORLY$MCD$HUM$WFC
$251M
90 positions
#13Asset Planning,IncPassive
Notable overlap · 3 shared positions
$TDG$MCD$WM
$141M
299 positions
#14HFR Wealth Management, LLCActive
Notable overlap · 3 shared positions
$TJX$WM$ETN
$407M
49 positions
#15GKV Capital Management Co., Inc.Passive
Notable overlap · 3 shared positions
$ORLY$TDG$TJX
$201M
165 positions
#16Blue Chip Partners, LLCActive
Notable overlap · 5 shared positions
$TJX$WM$ORLY$MCD$ETN
$1.4B
170 positions
#17Mirova US LLCActive
Notable overlap · 3 shared positions
$TJX$WM$ISRG
$8.8B
42 positions
#18Seven Springs Wealth Group, LLCActive
Notable overlap · 3 shared positions
$HLT$HUM$WFC
$432M
81 positions
#19PICTET BANK & TRUST LtdActive
Some overlap · 5 shared positions
$WM$ORLY$MCD$WFC$ETN
$76M
33 positions
#20SHUFRO ROSE & CO LLCActive
Some overlap · 3 shared positions
$HLT$AZO$OUNZ
$1.5B
307 positions
#21SHUTTLEWORTH & CoPassive
Some overlap · 4 shared positions
$TJX$CBOE$WM$ETN
$111M
52 positions
#22RVW Wealth, LLCActive
Some overlap · 3 shared positions
$HLT$FLEX$HUM
$1.3B
176 positions
#23LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Some overlap · 4 shared positions
$HLT$WM$MCD$HUM
$133M
61 positions
#24Renaissance Investment Group LLCPassive
Some overlap · 3 shared positions
$TJX$TT$ISRG
$465M
81 positions
#25Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$WM$TJX$TT$MCD$ETN
$100M
54 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.