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Hedge Funds Similar to ROCKLAND

13F Portfolio OverlapQ1 2026ROCKLAND portfolio →
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Most similar hedge funds by 13F overlap

ROCKLAND TRUST CO is an institutional investor managing $2.5B across 317 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 ROCKLAND are BRIGHT ROCK ,, Haverford Financial Services,, HFR Wealth ,, with shared positions in $TJX, $UNP, $SCHW, $NEE, $TMO, $HON. The full ranking of 25 similar funds is below.

#1BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 16 shared positions
$TJX$UNP$SCHW$NEE$TMO$HON
$506M
75 positions
#2Haverford Financial Services, Inc.Active
Notable overlap · 7 shared positions
$TJX$NEE$TMO$HON$TXN$ACN
$336M
46 positions
#3HFR Wealth Management, LLCActive
Notable overlap · 6 shared positions
$TJX$UNP$SCHW$NEE$INTU$APD
$407M
49 positions
#4MOTCOPassive
Some overlap · 7 shared positions
$TJX$SCHW$TMO$UNP$NEE$ICE
$1.1B
598 positions
#5Haverford Trust CoActive
Some overlap · 7 shared positions
$TJX$NEE$HON$TMO$ACN$APD
$10.9B
419 positions
#6HOWE & RUSLING INCPassive
Some overlap · 7 shared positions
$TJX$NEE$HON$ICE$UNP$INTU
$1.5B
477 positions
#7SOROS CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$UNP$TJX$TXN$ICE$NKE$ZTS
$230M
47 positions
#8ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 7 shared positions
$TJX$HON$TXN$TMO$ICE$VZ
$1.7B
86 positions
#9PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$AGQ$UNP$SCHW$TXN
$166M
72 positions
#10BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 6 shared positions
$UNP$SCHW$TMO$TXN$NKE$APD
$6.1B
61 positions
#11WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$TJX$NEE$TMO$NKE$ACN$ZTS
$1.2B
69 positions
#12Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$NEE$UNP$HON$TXN
$446M
104 positions
#13DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 7 shared positions
$NEE$TXN$NKE$TJX$UNP$INTU
$501M
138 positions
#14Safe Harbor Fiduciary, LLCPassive
Some overlap · 5 shared positions
$AGQ$TJX$SCHW$TMO$VZ
$105M
56 positions
#15Kimelman & Baird, LLCActive
Some overlap · 6 shared positions
$TJX$UNP$HON$CPRT$NKE$NEE
$1.2B
263 positions
#16BAXTER BROS INCPassive
Some overlap · 6 shared positions
$UNP$SCHW$HON$TMO$INTU$TXN
$810M
166 positions
#17Gs Investments, Inc.Passive
Some overlap · 6 shared positions
$SCHW$TMO$HON$NEE$ACN$APD
$175M
134 positions
#18AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 5 shared positions
$TJX$NEE$TMO$TXN$ACN
$1.4B
114 positions
#19LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 5 shared positions
$TJX$EOG$TMO$VEEV$INTU
$10.0B
560 positions
#20FORBES J M & CO LLPActive
Some overlap · 5 shared positions
$TJX$NEE$UNP$ICE$VZ
$1.2B
150 positions
#21Westerkirk Capital Inc.Active
Some overlap · 6 shared positions
$TJX$TXN$TMO$NKE$ZTS$APD
$929M
208 positions
#22Maple Capital Management, Inc.Active
Some overlap · 6 shared positions
$TJX$HON$TXN$ACN$APD$ZTS
$1.5B
119 positions
#23EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$UNP$SCHW$NEE$TXN$ACN
$1.4B
56 positions
#24Rock Point Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$NEE$TXN$VEEV$ACN
$370M
118 positions
#25Minot DeBlois Advisors LLCPassive
Some overlap · 6 shared positions
$UNP$TJX$NEE$VZ$ACN$HON
$110M
226 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.