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Hedge Funds Similar to R. W. Roge & Company

13F Portfolio OverlapQ2 2026R. W. Roge & Company portfolio →
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Most similar hedge funds by 13F overlap

R. W. Roge & Company, Inc. is an institutional investor managing $239M across 69 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 R. W. Roge & Company are My Portfolio Guide, Chatterton & Associates, Napier Financial, with shared positions in $GLDM, $PM, $LMT, $NOC, $DIS, $MUFG. The full ranking of 25 similar funds is below.

#1My Portfolio Guide, LLC
Substantial overlap · 3 shared positions
$GLDM$PM$LMT
$181M
166 positions
#2Chatterton & Associates Inc.Passive
Notable overlap · 3 shared positions
$GLDM$NOC$DIS
$170M
101 positions
#3Napier Financial, LLCActive
Notable overlap · 3 shared positions
$GLDM$MUFG$NOC
$480M
472 positions
#4ShoreHaven Wealth Partners, LLCActive
Notable overlap · 3 shared positions
$BTC$GLDM$PM
$318M
106 positions
#5Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$BTC$GLDM$PM
$258M
228 positions
#6Heritage Family Offices, LLPPassive
Some overlap · 3 shared positions
$BTC$GLDM$PM
$259M
233 positions
#7American National Bank of TexasActive
Some overlap · 3 shared positions
$GLDM$PM$LHX
$110M
56 positions
#8Noble Wealth Partners LLCPassive
Some overlap · 3 shared positions
$GLDM$MUFG$PM
$115M
76 positions
#9Apriem AdvisorsActive
Some overlap · 3 shared positions
$GLDM$BTC$LMT
$1.2B
182 positions
#10THEORY FINANCIAL LLCActive
Some overlap · 3 shared positions
$BTC$GLDM$MUFG
$317M
99 positions
#11Horst & Graben Wealth Management LLCActive
Some overlap · 3 shared positions
$GLDM$MUFG$PM
$760M
205 positions
#12Empower Advisory Group, LLCActive
Some overlap · 3 shared positions
$GLDM$MUFG$DIS
$41.9B
532 positions
#13Three Magnolias Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$GLDM$COR$LHX$PM
$179M
112 positions
#14Aspetuck Financial Management LLCActive
Some overlap · 4 shared positions
$GLDM$LMT$NOC$SCHW
$170M
79 positions
#15Asempa Wealth AdvisorsPassive
Some overlap · 4 shared positions
$GLDM$MUFG$LMT$DIS
$134M
119 positions
#16Oregon Pacific Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MUFG$PM$COR$DIS$SCHW
$107M
115 positions
#17Elevate Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$BTC$ACGL$PM$KEYS
$182M
77 positions
#18SNS Financial Group, LLCPassive
Some overlap · 3 shared positions
$GLDM$LMT$DIS
$5.2B
549 positions
#19YACKTMAN ASSET MANAGEMENT LPActive
Some overlap · 5 shared positions
$LHX$NOC$LMT$DIS$SCHW
$8.1B
74 positions
#20Purus Wealth Management, LLCPassive
Some overlap · 3 shared positions
$GLDM$LMT$NOC
$363M
171 positions
#21Financial Planning Hawaii, Inc.Passive
Some overlap · 3 shared positions
$GLDM$LMT$NOC
$186M
134 positions
#22LIFELONG WEALTH ADVISORS, INC.Smart money
Some overlap · 3 shared positions
$GLDM$MUFG$LMT
$426M
99 positions
#23JNBA Financial AdvisorsActive
Some overlap · 4 shared positions
$GLDM$MUFG$DIS$SCHW
$1.3B
830 positions
#24Equita Financial Network, Inc.Active
Some overlap · 3 shared positions
$GLDM$MUFG$DIS
$360M
95 positions
#25ASSET PLANNING SERVICES INC /LA/ /ADVActive
Some overlap · 4 shared positions
$LHX$PM$NOC$LMT
$236M
36 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.