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 BRIGHT ROCK

13F Portfolio OverlapQ2 2026BRIGHT ROCK portfolio →

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Most similar hedge funds by 13F overlap

BRIGHT ROCK CAPITAL MANAGEMENT, LLC is an institutional investor managing $499M across 73 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 BRIGHT ROCK are ROCKLAND, FLOSSBACH VON STORCH SE, Haverford Financial Services, with shared positions in $UNP, $TXN, $TJX, $PEP, $SCHW, $NEE. The full ranking of 25 similar funds is below.

#1ROCKLAND TRUST COPassive

Substantial overlap · 21 shared positions

$UNP $TXN $TJX $PEP $SCHW $NEE

$2.5B

317 positions

#2FLOSSBACH VON STORCH SEActive

Notable overlap · 10 shared positions

$TMO $SCHW $SPGI $LIN $NKE $PEP

$22.1B

106 positions

#3Haverford Financial Services, Inc.Active

Notable overlap · 9 shared positions

$TXN $TJX $BLK $NEE $SPGI $PEP

$339M

49 positions

#4HFR Wealth Management, LLCActive

Notable overlap · 7 shared positions

$UNP $SCHW $TJX $NEE $INTU $APH

$410M

53 positions

#5Brentview Investment Management LLCActive

Notable overlap · 8 shared positions

$UNP $TJX $NEE $LIN $BLK $PEP

$253M

63 positions

#6FORBES J M & CO LLPActive

Notable overlap · 10 shared positions

$NEE $LIN $TJX $ANET $UNP $PEP

$1.3B

159 positions

#7WestEnd Advisors, LLCActive

Notable overlap · 6 shared positions

$TMO $TXN $INTU $TJX $SPGI $PEP

$4.5B

408 positions

#8Haverford Trust CoActive

Notable overlap · 8 shared positions

$TJX $BLK $NEE $PEP $SPGI $TMO

$11.6B

424 positions

#9Baer Investment Advisory LLCPassive

Notable overlap · 7 shared positions

$VEEV $TXN $TMO $INTU $APH $NEE

$119M

43 positions

#10Unisphere EstablishmentActive

Notable overlap · 6 shared positions

$TMO $INTU $BLK $SPGI $LIN $TJX

$11.7B

56 positions

#11Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$TXN $TJX $NEE $LIN $PEP $UNP

$467M

118 positions

#12WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 8 shared positions

$TJX $BLK $NEE $LIN $PEP $TMO

$1.3B

73 positions

#13Aureus Asset Management, LLCPassive

Notable overlap · 7 shared positions

$TMO $SCHW $NEE $SPGI $LIN $TXN

$1.6B

239 positions

#14AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 7 shared positions

$TXN $TJX $TMO $NEE $APH $CL

$1.6B

118 positions

#15CAMDEN NATIONAL BANKPassive

Notable overlap · 7 shared positions

$TJX $NEE $LIN $TMO $TXN $PEP

$767M

184 positions

#16Ayrshire Capital Management LLCPassive

Notable overlap · 8 shared positions

$TJX $SPGI $LIN $ANET $APH $ICE

$214M

50 positions

#17Osprey Private Wealth LLCPassive

Notable overlap · 8 shared positions

$TMO $TJX $BLK $PEP $ECL $APH

$387M

88 positions

#18COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 7 shared positions

$TMO $SPGI $LIN $APH $ACN $ICE

$1.7B

91 positions

#19Elk River Wealth Management, LLCActive

Notable overlap · 10 shared positions

$TXN $APH $ICE $MS $UNP $MNST

$628M

103 positions

#20PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 6 shared positions

$TMO $TJX $SPGI $PEP $ELV $APH

$836M

93 positions

#21CUTLER INVESTMENT COUNSEL LLCActive

Notable overlap · 6 shared positions

$TXN $SCHW $BLK $NEE $PEP $VZ

$1.1B

157 positions

#22Tandem Investment Advisors, Inc.Passive

Notable overlap · 7 shared positions

$BLK $NEE $INTU $PEP $APH $ICE

$1.5B

68 positions

#23Minot DeBlois Advisors LLCPassive

Notable overlap · 8 shared positions

$UNP $TJX $PEP $NEE $ACN $VZ

$116M

240 positions

#24HOWE & RUSLING INCPassive

Notable overlap · 8 shared positions

$NEE $TJX $ELV $ICE $MS $UNP

$1.7B

479 positions

#25HENDLEY & CO INCActive

Notable overlap · 7 shared positions

$UNP $LIN $PEP $APH $SLB $TJX

$283M

47 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.