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Hedge Funds Similar to ROTHSCHILD INVESTMENT

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

ROTHSCHILD INVESTMENT LLC is an institutional investor managing $1.9B across 3,605 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 ROTHSCHILD INVESTMENT are STUDIO INVESTMENT, Wallington Asset ,, Gouws, with shared positions in $AMGN, $HUM, $HON, $GD, $ITW, $AMN. The full ranking of 25 similar funds is below.

#1STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$AMGN$HUM$HON$GD$ITW
$547M
180 positions
#2Wallington Asset Management, LLCActive
Some overlap · 4 shared positions
$AMN$AMGN$HON$PANW
$752M
61 positions
#3Gouws Capital LLCActive
Some overlap · 6 shared positions
$AMGN$HUM$PANW$CBOE$TMO$HON
$189M
58 positions
#4SPIREPOINT PRIVATE CLIENT, LLCPassive
Some overlap · 5 shared positions
$HUM$GD$TMO$PANW$SO
$1.1B
322 positions
#5Argo Wealth Advisory, LLCActive
Some overlap · 4 shared positions
$AMGN$HUM$HON$ITW
$170M
48 positions
#6IAM Advisory, LLCActive
Some overlap · 4 shared positions
$AMN$AMGN$HON$PANW
$446M
95 positions
#7ALBION FINANCIAL GROUP /UTActive
Some overlap · 5 shared positions
$HUM$HON$GE$TMO$AMGN
$1.5B
737 positions
#8BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 4 shared positions
$AMGN$HUM$HON$PANW
$2.4B
787 positions
#9Financial Planning Hawaii, Inc.Passive
Some overlap · 4 shared positions
$AMGN$HUM$ITW$GD
$170M
123 positions
#10Lauterbach Financial Advisors, LLCActive
Some overlap · 4 shared positions
$AMN$HUM$GE$PANW
$205M
79 positions
#11Sky Investment Group LLCPassive
Some overlap · 5 shared positions
$HON$GD$ITW$TMO$SO
$583M
140 positions
#12Cerro Pacific Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$AMN$HUM$HON$AMGN
$381M
159 positions
#13Dougherty & Associates, LLCActive
Some overlap · 5 shared positions
$GE$GD$TMO$PANW$SO
$109M
52 positions
#14Ranch Capital Advisors Inc.Passive
Some overlap · 4 shared positions
$AMGN$HUM$GD$SO
$277M
154 positions
#15Approach Retirement Advisors, LLCActive
Some overlap · 4 shared positions
$AMN$HUM$TMO$SO
$120M
79 positions
#16MEYER HANDELMAN COActive
Some overlap · 4 shared positions
$AMGN$HON$GE$ITW
$3.2B
220 positions
#17CHELSEA COUNSEL COPassive
Some overlap · 4 shared positions
$AMGN$HON$GE$TMO
$233M
238 positions
#18MCDONALD PARTNERS LLCPassive
Some overlap · 4 shared positions
$AMGN$HON$GE$TMO
$424M
208 positions
#19UNITED BANKActive
Some overlap · 4 shared positions
$AMGN$HON$GD$ITW
$781M
121 positions
#20Perennial Advisors, LLCPassive
Some overlap · 4 shared positions
$AMGN$HON$GD$TMO
$587M
122 positions
#21Integras Partners LLCPassive
Some overlap · 4 shared positions
$AMGN$HUM$ITW$SO
$152M
69 positions
#22Aurdan Capital Management, LLCActive
Some overlap · 4 shared positions
$AMGN$HUM$ITW$HON
$333M
88 positions
#23Oxler Private Wealth LLCActive
Some overlap · 4 shared positions
$HUM$AMGN$TMO$PANW
$319M
92 positions
#24Gs Investments, Inc.Passive
Some overlap · 4 shared positions
$AMGN$HON$TMO$PANW
$175M
134 positions
#25Talbot Financial, LLCActive
Some overlap · 4 shared positions
$AMGN$HON$TMO$PANW
$1.2B
66 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.