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Hedge Funds Similar to ROSENBLUM SILVERMAN SUTTON S F /CA

13F Portfolio OverlapQ1 2026ROSENBLUM SILVERMAN SUTTON S F /CA portfolio →
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Most similar hedge funds by 13F overlap

ROSENBLUM SILVERMAN SUTTON S F INC /CA is an institutional investor managing $382M across 76 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 ROSENBLUM SILVERMAN SUTTON S F /CA are Westview dba Westview Investment Advisors, CAPE COD FIVE CENTS SAVINGS BANK, ECOFI INVESTISSEMENTS SA, with shared positions in $JHG, $USB, $SN, $SNPS, $OKTA, $ADBE. The full ranking of 25 similar funds is below.

#1Westview Management dba Westview Investment AdvisorsPassive
Notable overlap · 4 shared positions
$JHG$USB$SN$SNPS
$192M
70 positions
#2CAPE COD FIVE CENTS SAVINGS BANK
Notable overlap · 5 shared positions
$USB$OKTA$SNPS$ADBE$NOW
$1.1B
189 positions
#3ECOFI INVESTISSEMENTS SAPassive
Notable overlap · 6 shared positions
$TMO$SNPS$XYL$CRM$ADBE$IQV
$55M
36 positions
#4Grantham, Mayo, Van Otterloo & Co. LLCActive
Some overlap · 4 shared positions
$USB$TMO$CRM$SNPS
$39.1B
628 positions
#5Cascade Wealth Advisors, IncActive
Some overlap · 3 shared positions
$USB$TMO$OKTA
$228M
60 positions
#6Retail Employees Superannuation Pty Ltd as trustee for RetaiActive
Some overlap · 3 shared positions
$CTAS$TMO$SNPS
$672M
27 positions
#7Weaver Consulting GroupPassive
Some overlap · 4 shared positions
$JHG$OKTA$MS$TMO
$420M
275 positions
#8Strategic Wealth Investment Group, LLCPassive
Some overlap · 3 shared positions
$USB$TMO$CRM
$788M
94 positions
#9Collaborative Fund Advisors, LLCPassive
Some overlap · 4 shared positions
$JHG$OKTA$DECK$CRM
$162M
160 positions
#10MERIDIAN MANAGEMENT COActive
Some overlap · 5 shared positions
$USB$TMO$CRM$ADBE$IQV
$402M
81 positions
#11GDS Wealth ManagementActive
Some overlap · 4 shared positions
$USB$CRM$SNPS$IQV
$1.7B
200 positions
#12MOULTON WEALTH MANAGEMENT, INCActive
Some overlap · 3 shared positions
$USB$OKTA$SNPS
$147M
52 positions
#13Divergent Planning, LLC
Some overlap · 4 shared positions
$JHG$USB$MDY$MS
$392M
36 positions
#14DAVIS-REA LTD.Passive
Some overlap · 5 shared positions
$TMO$SNPS$XYL$CTAS$BAC
$384M
54 positions
#15Williams & Novak, LLCPassive
Some overlap · 4 shared positions
$USB$CRM$MS$NOW
$134M
143 positions
#16Hilton Capital Management, LLCActive
Some overlap · 3 shared positions
$JHG$USB$BAC
$1.3B
129 positions
#17VIAWEALTH, LLCPassive
Some overlap · 3 shared positions
$JHG$USB$BAC
$180M
159 positions
#18OneAscent Wealth Management LLCActive
Some overlap · 3 shared positions
$JHG$USB$BAC
$302M
157 positions
#19Thomasville National Bank
Some overlap · 4 shared positions
$USB$CRM$TMO$NOW
$1.6B
235 positions
#201 NORTH WEALTH SERVICES LLCPassive
Some overlap · 3 shared positions
$JHG$USB$OKTA
$277M
270 positions
#21GuoLine Advisory Pte LtdActive
Some overlap · 4 shared positions
$TMO$CRM$ADBE$NOW
$956M
24 positions
#22Dash Acquisitions Inc.Active
Some overlap · 4 shared positions
$TMO$CRM$ADBE$NOW
$480M
68 positions
#23Petix & Botte CoPassive
Some overlap · 4 shared positions
$JHG$USB$MDY$BAC
$449M
137 positions
#24FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 3 shared positions
$USB$OKTA$MS
$354M
66 positions
#25Traub Capital Management LLCPassive
Some overlap · 4 shared positions
$JHG$SNPS$OKTA$ADBE
$101M
130 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.