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Hedge Funds Similar to SHUFRO ROSE &

13F Portfolio OverlapQ1 2026SHUFRO ROSE & portfolio →
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Most similar hedge funds by 13F overlap

SHUFRO ROSE & CO LLC is an institutional investor managing $1.5B across 307 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 SHUFRO ROSE & are Minneapolis Portfolio Group,, VISTA FINANCE,, SEARCY FINANCIAL SERVICES /ADV, with shared positions in $GLW, $USB, $COHR, $IBM, $ALPS, $RELX. The full ranking of 25 similar funds is below.

#1Minneapolis Portfolio Management Group, LLCActive
Notable overlap · 4 shared positions
$GLW$USB$COHR$IBM
$942M
33 positions
#2VISTA FINANCE, LLCActive
Notable overlap · 3 shared positions
$ALPS$RELX$LEN
$126M
55 positions
#3SEARCY FINANCIAL SERVICES INC /ADVActive
Notable overlap · 3 shared positions
$ALPS$RELX$IBM
$270M
27 positions
#4SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive
Notable overlap · 4 shared positions
$ALPS$USB$OUNZ$LEN
$191M
88 positions
#5Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 3 shared positions
$GLW$USB$AMGN
$184M
32 positions
#6ADAPT WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$ALPS$GLW$USB
$276M
106 positions
#7Grantham, Mayo, Van Otterloo & Co. LLCActive
Notable overlap · 6 shared positions
$USB$TMO$TXN$HLT$CRM$KLAC
$39.1B
628 positions
#8IronBridge Private Wealth, LLCActive
Notable overlap · 3 shared positions
$ALPS$USB$TXN
$310M
45 positions
#9RS CRUM INC.Active
Notable overlap · 5 shared positions
$ALPS$UPST$UNIT$AMGN$IBM
$517M
102 positions
#10Ruggaard & Associates LLCPassive
Notable overlap · 3 shared positions
$HLT$COP$TXN
$252M
122 positions
#11Royal Palms Capital LLCPassive
Notable overlap · 6 shared positions
$GLW$TXN$IBM$UL$ALPS$AMGN
$101M
50 positions
#12Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 5 shared positions
$USB$TMO$IBM$COP$AMGN
$153M
344 positions
#13Summit Asset Management, LLCActive
Notable overlap · 5 shared positions
$HLT$USB$JCI$AZO$IBM
$719M
172 positions
#14VMS Asset Management LimitedActive
Notable overlap · 3 shared positions
$GLW$COHR$KLAC
$164M
23 positions
#15Payne Capital LLCPassive
Notable overlap · 4 shared positions
$USB$ALPS$AMGN$UL
$109M
55 positions
#16Karras Company, Inc.Active
Notable overlap · 4 shared positions
$GLW$TMO$IBM$CRM
$99M
61 positions
#17Cornerstone Capital, Inc.Active
Notable overlap · 3 shared positions
$GLW$TMO$AMGN
$1.0B
118 positions
#18KEYVANTAGE WEALTH, LLCActive
Notable overlap · 5 shared positions
$USB$TXN$IBM$COP$AMGN
$227M
92 positions
#19WT Asset Management LtdSmart money
Notable overlap · 3 shared positions
$GLW$COHR$USB
$4.8B
32 positions
#20VAN STRUM & TOWNE INC.Passive
Notable overlap · 7 shared positions
$USB$IBM$COP$AMGN$TXN$CRM
$343M
111 positions
#21Prota Financial, LLCActive
Notable overlap · 4 shared positions
$ALPS$TMO$KLAC$CRM
$138M
67 positions
#22R.H. Investment Group, LLCPassive
Notable overlap · 4 shared positions
$USB$TMO$COP$AMGN
$130M
45 positions
#23VANTAGE WEALTH
Notable overlap · 4 shared positions
$GLW$TXN$AMGN$AVY
$463M
30 positions
#24J.P. Marvel Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$GLW$TMO$IBM
$705M
60 positions
#25XY Planning Network, Inc.Passive
Notable overlap · 5 shared positions
$USB$TXN$COP$UPST$LEN
$626M
273 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.