How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to SHUFRO ROSE

13F Portfolio OverlapQ2 2026SHUFRO ROSE portfolio →

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Most similar hedge funds by 13F overlap

SHUFRO ROSE & CO LLC is an institutional investor managing $1.7B across 315 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 SHUFRO ROSE are Lineweaver Wealth Advisors, Eliot Finkel Investment Counsel, Spectrum Investment Advisors, with shared positions in $ALPS, $GLW, $JCI, $AMGN, $ITW, $PEP. The full ranking of 25 similar funds is below.

#1Lineweaver Wealth Advisors, LLCPassive

Notable overlap · 4 shared positions

$ALPS $GLW $JCI $AMGN

$863M

182 positions

#2Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$GLW $AMGN $ITW $PEP

$214M

33 positions

#3Spectrum Investment Advisors, Inc.Active

Notable overlap · 5 shared positions

$ALPS $TMO $TXN $CRM $PEP

$245M

76 positions

#4ADAPT WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$ALPS $GLW $PEP

$306M

94 positions

#5Founders Capital ManagementActive

Notable overlap · 3 shared positions

$GLW $TXN $PEP

$220M

67 positions

#6Brady Martz Wealth Solutions, LLCPassive

Notable overlap · 3 shared positions

$ALPS $TXN $AMGN

$662M

228 positions

#7Evergreen Quality Fund GP, Ltd.Active

Notable overlap · 3 shared positions

$GLW $QCOM $TXN

$6.2B

43 positions

#8LAWOOD & COPassive

Notable overlap · 3 shared positions

$GLW $QCOM $MET

$145M

94 positions

#9FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Notable overlap · 5 shared positions

$GLW $TXN $UL $KLAC $O

$202M

327 positions

#10Payne Capital LLCActive

Notable overlap · 3 shared positions

$ALPS $AMGN $UL

$120M

59 positions

#11O'Keefe Stevens Advisory, Inc.Active

Notable overlap · 3 shared positions

$GLW $QCOM $AMGN

$489M

81 positions

#12Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 3 shared positions

$GLW $COHR $QCOM

$1.1B

34 positions

#13Cornerstone Capital, Inc.Active

Notable overlap · 4 shared positions

$GLW $TMO $AMGN $PEP

$1.1B

120 positions

#14Royal Palms Capital LLCPassive

Notable overlap · 4 shared positions

$GLW $TXN $UL $ALPS

$113M

55 positions

#15UNITED BANKActive

Notable overlap · 6 shared positions

$GLW $TXN $KLAC $AMGN $ITW $PEP

$853M

130 positions

#16Karras Company, Inc.Active

Notable overlap · 3 shared positions

$GLW $TMO $AMGN

$109M

65 positions

#17Hudson Value Partners, LLCPassive

Notable overlap · 4 shared positions

$GLW $TMO $QCOM $AMGN

$399M

113 positions

#18CapWealth Advisors, LLCActive

Notable overlap · 3 shared positions

$GLW $AMGN $PEP

$1.3B

122 positions

#19American Alpha Advisors, LLCPassive

Notable overlap · 3 shared positions

$ALPS $AMGN $QCOM

$185M

95 positions

#20Insight Inv LLCPassive

Notable overlap · 5 shared positions

$GLW $QCOM $JCI $AMGN $PEP

$210M

108 positions

#21Stratos Investment Management, LLCPassive

Notable overlap · 3 shared positions

$ALPS $AMGN $TMO

$2.8B

382 positions

#22North Growth Management Ltd.Active

Notable overlap · 5 shared positions

$COHR $TXN $TMO $JCI $AZO

$743M

48 positions

#23Steadtrust LLCPassive

Notable overlap · 3 shared positions

$GLW $COHR $QCOM

$198M

132 positions

#24CHELSEA COUNSEL COPassive

Notable overlap · 3 shared positions

$GLW $AMGN $TMO

$236M

232 positions

#25Gallacher Capital Management LLCPassive

Notable overlap · 4 shared positions

$ALPS $KLAC $QCOM $PEP

$178M

259 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.