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 Rock Point Advisors

13F Portfolio OverlapQ2 2026Rock Point Advisors portfolio →

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Most similar hedge funds by 13F overlap

Rock Point Advisors, LLC is an institutional investor managing $409M across 123 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 Rock Point Advisors are Cambridge Financial Group, Stokes Advisors, Haverford Financial Services, with shared positions in $C, $TJX, $TXN, $BBY, $NEE, $CB. The full ranking of 25 similar funds is below.

#1Cambridge Financial Group, Inc.Active

Notable overlap · 4 shared positions

$C $TJX $TXN $BBY

$287M

33 positions

#2Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$TJX $TXN $NEE $CB $SYK $ABT

$467M

118 positions

#3Haverford Financial Services, Inc.Active

Notable overlap · 5 shared positions

$TJX $NEE $TXN $ACN $SYK

$339M

49 positions

#4Hosking Partners LLPActive

Notable overlap · 4 shared positions

$C $AIG $DAL $GLW

$3.0B

98 positions

#5Bath Savings Trust CoActive

Notable overlap · 5 shared positions

$TJX $NEE $SYK $ABT $VEEV

$965M

177 positions

#6MASTERS CAPITAL MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$C $DAL $ACN

$3.9B

80 positions

#7BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$TXN $TJX $NEE $ACN $VEEV

$499M

73 positions

#8AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 4 shared positions

$TJX $NEE $TXN $C

$1.6B

118 positions

#9SWP Investment Management LLCPassive

Notable overlap · 4 shared positions

$C $TJX $DAL $NEE

$145M

43 positions

#10American Trust Investment Advisors, LLCPassive

Notable overlap · 4 shared positions

$C $SONY $ACN $CB

$203M

81 positions

#11Slate Path Capital LPActive

Notable overlap · 4 shared positions

$DAL $APTV $TXN $AKAM

$7.2B

40 positions

#12Patient Capital Management, LLCActive

Notable overlap · 3 shared positions

$C $GPN $DAL

$3.1B

40 positions

#13WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 4 shared positions

$TJX $NEE $SYK $ABT

$947M

155 positions

#14AMERICAN FINANCIAL GROUP INCActive

Notable overlap · 3 shared positions

$C $GPN $ACN

$284M

73 positions

#15WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 5 shared positions

$NEE $ACN $CB $SYK $ABT

$2.1B

131 positions

#16Catherine Avery Investment Management LLCPassive

Notable overlap · 3 shared positions

$C $NEE $BBY

$229M

166 positions

#17FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Notable overlap · 5 shared positions

$TJX $GLW $SYK $SONY $APTV

$118M

56 positions

#18Haverford Trust CoActive

Notable overlap · 5 shared positions

$TJX $NEE $TXN $SYK $ACN

$11.6B

424 positions

#19BRADY FAMILY WEALTH, LLCPassive

Some overlap · 5 shared positions

$TXN $TJX $CB $SYK $ABT

$346M

113 positions

#20First Pacific Advisors, LPActive

Some overlap · 3 shared positions

$C $JEF $SAP

$8.1B

75 positions

#21Parkside Investments, LLCActive

Some overlap · 3 shared positions

$C $NEE $GLW

$902M

91 positions

#22Nexus Investment Management ULCActive

Some overlap · 3 shared positions

$C $TXN $GLW

$767M

72 positions

#23CAMDEN NATIONAL BANKPassive

Some overlap · 4 shared positions

$TJX $NEE $TXN $CB

$767M

184 positions

#24ROCKLAND TRUST COPassive

Some overlap · 5 shared positions

$TXN $TJX $NEE $VEEV $ACN

$2.5B

317 positions

#25TORRAY LLCActive

Some overlap · 4 shared positions

$NEE $TXN $ACN $VEEV

$741M

91 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.