13F Pro

Hedge Funds Similar to Rose Advisors

13F Portfolio OverlapQ2 2026Rose Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Rose Capital Advisors LLC is an institutional investor managing $200M across 108 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 Rose Advisors are DCM Advisors, Rock Point Advisors, BECK MACK & OLIVER, with shared positions in $AIG, $AXP, $PFE, $JEF, $ATKR, $ACN. The full ranking of 25 similar funds is below.

#1DCM Advisors, LLCActive
Some overlap · 3 shared positions
$AIG$AXP$PFE
$253M
38 positions
#2Rock Point Advisors, LLCPassive
Some overlap · 4 shared positions
$AIG$JEF$ATKR$ACN
$409M
123 positions
#3BECK MACK & OLIVER LLCActive
Some overlap · 3 shared positions
$AXP$BX$JEF
$5.1B
201 positions
#4Minot DeBlois Advisors LLCPassive
Some overlap · 4 shared positions
$AXP$BX$PFE$ACN
$116M
240 positions
#5Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$IAU$AXP$PFE$ACN
$227M
73 positions
#6LVM CAPITAL MANAGEMENT LTD/MIActive
Some overlap · 3 shared positions
$AXP$IAU$PFE
$1.2B
158 positions
#7SCHWERIN BOYLE CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$AXP$PFE$ACN
$816M
49 positions
#8Bulltick Wealth Management, LLCPassive
Some overlap · 3 shared positions
$BX$IAU$ACN
$490M
134 positions
#9Destination Wealth ManagementPassive
Some overlap · 3 shared positions
$AXP$BX$PFE
$4.3B
344 positions
#10Coleford Investment Management Ltd.Active
Some overlap · 3 shared positions
$AXP$ACN$RY
$459M
23 positions
#11ALLIANZ SEActive
Some overlap · 3 shared positions
$IAU$AXP$PFE
$9.5B
519 positions
#12TORRAY LLCActive
Some overlap · 3 shared positions
$BX$PFE$ACN
$741M
91 positions
#13Amplius Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$BX$IAU$AXP
$1.5B
224 positions
#14BCWM, LLCPassive
Some overlap · 3 shared positions
$IAU$PFE$ACN
$342M
57 positions
#15NBZ Investment Advisors LLCActive
Some overlap · 3 shared positions
$AXP$PFE$BX
$256M
86 positions
#16FISHMAN JAY A LTD/MISmart money
Some overlap · 3 shared positions
$BX$AXP$PFE
$1.2B
80 positions
#17GFG Capital, LLCPassive
Some overlap · 3 shared positions
$BX$AXP$ACN
$381M
89 positions
#18Wealthspire Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$AXP$ACN
$18.2B
1,298 positions
#19Twelve Points Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$ATKR$AXP
$499M
213 positions
#20Cardinal Point Capital Management, ULCPassive
Some overlap · 3 shared positions
$IAU$PFE$RY
$1.8B
283 positions
#21First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$BX$PFE$ACN
$529M
75 positions
#22PROATHLETE WEALTH MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$AXP$IAU$PFE
$457M
1,237 positions
#23Willis Investment CounselActive
Some overlap · 3 shared positions
$PFE$AXP$ACN
$2.0B
128 positions
#24Boltwood Capital ManagementPassive
Some overlap · 3 shared positions
$AXP$PFE$BX
$443M
195 positions
#25Old Port AdvisorsPassive
Some overlap · 3 shared positions
$IAU$RY$PFE
$500M
271 positions

Compare Rose Advisors’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 Rose Advisors’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.