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Hedge Funds Similar to ROTHSCHILD INVESTMENT

13F Portfolio OverlapQ2 2026ROTHSCHILD INVESTMENT portfolio →
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Most similar hedge funds by 13F overlap

ROTHSCHILD INVESTMENT LLC is an institutional investor managing $2.7B across 3,636 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 ROTHSCHILD INVESTMENT are Community Bank & , Waco, Texas, EPG Wealth, VIRGINIA WEALTH GROUP, with shared positions in $BX, $GD, $AMGN, $STX, $PSX, $SO. The full ranking of 25 similar funds is below.

#1Community Bank & Trust, Waco, TexasActive
Some overlap · 6 shared positions
$BX$GD$AMGN$STX$PSX$SO
$555M
168 positions
#2EPG Wealth Management LLCPassive
Some overlap · 5 shared positions
$AMGN$MRVL$BX$QCOM$STX
$417M
318 positions
#3VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$BX$AMGN$QCOM$PSX$SO
$201M
57 positions
#4Bank OZK
Some overlap · 5 shared positions
$AMGN$MRVL$BX$PSX$SO
$337M
159 positions
#5TICINO WEALTHPassive
Some overlap · 5 shared positions
$AMGN$BX$GD$QCOM$PSX
$317M
135 positions
#6Harvest Investment Advisors, LLCActive
Some overlap · 4 shared positions
$BX$AMGN$GD$QCOM
$202M
58 positions
#7Nordwand Advisors, LLCPassive
Some overlap · 5 shared positions
$AMGN$MRVL$TMO$DLR$PSX
$652M
146 positions
#8MARCO INVESTMENT MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$AMGN$MRVL$SYK$QCOM$PSX
$1.5B
245 positions
#9Ranch Capital Advisors Inc.Passive
Some overlap · 4 shared positions
$BX$AMGN$GD$SO
$316M
157 positions
#10Blue Zone Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$BX$MRVL$TMO$SYK
$573M
125 positions
#11Royal Fund Management, LLCPassive
Some overlap · 5 shared positions
$AMGN$BX$QCOM$DLR$PSX
$1.2B
291 positions
#12ELLERSON GROUP INC /ADVPassive
Some overlap · 4 shared positions
$BX$AMGN$TMO$PSX
$169M
64 positions
#13Beaumont Asset Management, L.L.C.Smart money
Some overlap · 4 shared positions
$BX$AMGN$GD$SO
$257M
79 positions
#14Renasant BankPassive
Some overlap · 4 shared positions
$BX$GD$TMO$QCOM
$156M
141 positions
#1510Elms LLPPassive
Some overlap · 4 shared positions
$BX$AMGN$QCOM$PSX
$236M
526 positions
#16Harrington Investments, INCPassive
Some overlap · 5 shared positions
$AMGN$TMO$SYK$QCOM$DLR
$206M
82 positions
#17Mechanics Financial CorpPassive
Some overlap · 4 shared positions
$MRVL$AMGN$GD$TMO
$280M
296 positions
#18JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$BX$AMGN$QCOM$SO
$990M
224 positions
#19Insight Inv LLCPassive
Some overlap · 4 shared positions
$AMGN$MRVL$GD$QCOM
$212M
109 positions
#2017 CAPITAL PARTNERS, LLCPassive
Some overlap · 4 shared positions
$AMGN$MRVL$GD$QCOM
$222M
176 positions
#21BROWN, LISLE/CUMMINGS, INC.
Some overlap · 4 shared positions
$BX$AMGN$TMO$SYK
$400M
1,021 positions
#22First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$BX$AMGN$PSX$SO
$529M
75 positions
#23Norway Savings BankPassive
Some overlap · 4 shared positions
$BX$MRVL$AMGN$DLR
$239M
104 positions
#24PFG Private Wealth Management, LLCActive
Some overlap · 4 shared positions
$BX$MRVL$PSX$SO
$231M
75 positions
#25Edgemoor Investment Advisors, Inc.Active
Some overlap · 4 shared positions
$BX$GD$TMO$SO
$1.5B
188 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.