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Hedge Funds Similar to Crystal Rock

13F Portfolio OverlapQ2 2026Crystal Rock portfolio →
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Most similar hedge funds by 13F overlap

Crystal Rock Capital Management is an institutional investor managing $196M across 34 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 Crystal Rock are HERBST GROUP, Kessler Investment Group, BECK, with shared positions in $CRWD, $GLW, $VRT, $LHX, $MAR, $SPCX. The full ranking of 25 similar funds is below.

#1HERBST GROUP, LLCPassive
Notable overlap · 4 shared positions
$CRWD$GLW$VRT$LHX
$183M
65 positions
#2Kessler Investment Group, LLCPassive
Notable overlap · 3 shared positions
$VRT$CRWD$GLW
$234M
81 positions
#3BECK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$VRT$GLW$CRWD
$543M
140 positions
#4VMS Asset Management LimitedPassive
Notable overlap · 3 shared positions
$VRT$GLW$CRWD
$315M
33 positions
#5First Growth Capital LLCActive
Notable overlap · 3 shared positions
$VRT$GLW$LHX
$132M
138 positions
#6HARTLINE INVESTMENT CORP/Active
Notable overlap · 3 shared positions
$VRT$GLW$MAR
$1.1B
115 positions
#7REX Advisers, LLCPassive
Notable overlap · 3 shared positions
$VRT$GLW$SPCX
$56M
59 positions
#8Ulland Investment Advisors, LLCPassive
Notable overlap · 3 shared positions
$VRT$BSX$CRWD
$136M
227 positions
#9OMC Financial Services LTDActive
Notable overlap · 3 shared positions
$CRWD$GLW$MAR
$302M
61 positions
#10ShoreHaven Wealth Partners, LLCActive
Notable overlap · 3 shared positions
$VRT$GLW$MAR
$318M
106 positions
#11WORMSER FRERES GESTIONActive
Some overlap · 4 shared positions
$VRT$ISRG$IDXX$BSX
$177M
66 positions
#12PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$CRWD$VRT$GLW
$174M
92 positions
#13Bluebird Wealth Management LLCPassive
Some overlap · 3 shared positions
$CRWD$GLW$VRT
$115M
89 positions
#14Goldstream Capital Management LtdActive
Some overlap · 3 shared positions
$VRT$CRWD$GLW
$132M
45 positions
#15Rockingstone Advisors LLCPassive
Some overlap · 3 shared positions
$CRWD$TDG$ISRG
$249M
115 positions
#16GUERRA PAN ADVISORS, LLCPassive
Some overlap · 5 shared positions
$CRWD$TDG$GLW$VRT$ISRG
$179M
118 positions
#17Traynor Capital Management, Inc.Active
Some overlap · 4 shared positions
$CRWD$VRT$ISRG$LHX
$2.2B
369 positions
#18Westwind CapitalPassive
Some overlap · 3 shared positions
$VRT$MAR$ISRG
$422M
77 positions
#19ITHAKA GROUP LLCActive
Some overlap · 3 shared positions
$CRWD$VRT$ISRG
$551M
40 positions
#20Legacy Advisory Services, LLCActive
Some overlap · 3 shared positions
$MAR$CRWD$GLW
$142M
54 positions
#21KIECKHEFER GROUP LLCSmart money
Some overlap · 3 shared positions
$VRT$ISRG$GLW
$246M
65 positions
#22Retireful, LLCPassive
Some overlap · 3 shared positions
$GLW$VRT$CRWD
$107M
81 positions
#23Leeward Financial Partners, LLCPassive
Some overlap · 3 shared positions
$VRT$MAR$ISRG
$381M
108 positions
#24Triton Financial Group IncPassive
Some overlap · 3 shared positions
$GLW$CRWD$LHX
$174M
99 positions
#25Haven Capital Group, Inc.Active
Some overlap · 3 shared positions
$IDXX$MAR$ISRG
$125M
37 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.