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 Eldred Rock Partners

13F Portfolio OverlapQ2 2026Eldred Rock Partners portfolio →

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Most similar hedge funds by 13F overlap

Eldred Rock Partners, LLC is an institutional investor managing $465M across 29 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 Eldred Rock Partners are Martin Partners, DMKC Advisory Services, Peloton Wealth Strategists, with shared positions in $ASML, $TXN, $UL, $PEP, $NVO, $PSX. The full ranking of 25 similar funds is below.

#1Martin Capital Partners, LLCPassive

Notable overlap · 6 shared positions

$ASML $TXN $UL $PEP $NVO $PSX

$272M

72 positions

#2DMKC Advisory Services, LLCActive

Notable overlap · 6 shared positions

$DE $CMI $WFC $SHEL $PEP $EMR

$530M

92 positions

#3Peloton Wealth StrategistsPassive

Notable overlap · 6 shared positions

$CMI $COF $TMO $EMR $NVO $PEP

$271M

91 positions

#4Phraction Management LLCActive

Notable overlap · 5 shared positions

$ASML $TMO $TXN $WFC $PEP

$596M

66 positions

#5Madson Wealth Advisors IncActive

Notable overlap · 6 shared positions

$NVS $ASML $TXN $EMR $CMI $WFC

$147M

97 positions

#6Karani Asset Management LLCPassive

Notable overlap · 4 shared positions

$ASML $CMI $DE $TXN

$139M

57 positions

#7BCR Wealth Strategies, LLCSmart money

Notable overlap · 4 shared positions

$DE $EMR $WFC $PEP

$356M

32 positions

#8Saratoga Research & Investment ManagementActive

Notable overlap · 7 shared positions

$ASML $UL $NVO $PEP $EMR $ACN

$1.8B

46 positions

#9COTTONWOOD CAPITAL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$DE $EMR $PEP $WFC

$166M

88 positions

#10HEADINVEST, LLCPassive

Notable overlap · 7 shared positions

$TXN $EMR $PEP $NVO $UL $ACN

$536M

217 positions

#11CALEDONIA INVESTMENTS PLCSmart money

Notable overlap · 3 shared positions

$TXN $POOL $TMO

$883M

15 positions

#12BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive

Notable overlap · 4 shared positions

$DE $CMI $EMR $TXN

$263M

90 positions

#13ENGLISH CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$TXN $ASML $CALM $COF

$217M

36 positions

#14RNC CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$EMR $PEP $COF $PSX $ACN

$2.4B

181 positions

#15FIRETRAIL INVESTMENTS PTY LTDActive

Notable overlap · 4 shared positions

$DE $ICLR $MTN $WFC

$355M

32 positions

#16Guinness Asset Management LTDActive

Notable overlap · 4 shared positions

$TXN $EMR $PEP $TMO

$5.9B

141 positions

#17Tenere Capital LLCActive

Notable overlap · 4 shared positions

$TMO $COF $MTN $ASML

$126M

23 positions

#18MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$CMI $PEP $WFC $TXN

$233M

122 positions

#19OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 4 shared positions

$CMI $EMR $TXN $PEP

$2.7B

54 positions

#20Allied Investment Advisors, LLCPassive

Notable overlap · 5 shared positions

$DE $SHEL $WFC $PEP $EMR

$797M

110 positions

#21Wallington Asset Management, LLCActive

Notable overlap · 4 shared positions

$CMI $PSX $DE $PEP

$814M

61 positions

#22Disciplined Investments, LLCPassive

Notable overlap · 3 shared positions

$JBHT $PSX $TXN

$310M

144 positions

#23ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$DE $EMR $PEP $CMI

$878M

73 positions

#24WestEnd Advisors, LLCActive

Notable overlap · 3 shared positions

$TXN $TMO $PEP

$4.5B

408 positions

#25James Hambro & Partners LLPActive

Notable overlap · 5 shared positions

$TXN $TMO $EMR $CMI $PEP

$2.8B

68 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.