13F Pro

Hedge Funds Similar to Rockbridge

13F Portfolio OverlapQ2 2026Rockbridge portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Rockbridge Capital Management LLC is an institutional investor managing $155M across 31 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 Rockbridge are AVENIR, Broad Run Investment, AKRE, with shared positions in $MKL, $ORLY, $AMT, $CPRT, $LMT, $SBAC. The full ranking of 25 similar funds is below.

#1AVENIR CORPActive
Substantial overlap · 7 shared positions
$MKL$ORLY$AMT$CPRT$LMT$SBAC
$821M
79 positions
#2Broad Run Investment Management, LLCSmart money
Notable overlap · 3 shared positions
$MKL$ORLY$AMT
$650M
24 positions
#3AKRE CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 4 shared positions
$CPRT$ORLY$CCC$AMT
$5.1B
20 positions
#4Evergreen Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$MKL$LMT$CPRT
$213M
55 positions
#5GRS Advisors, LLCActive
Notable overlap · 3 shared positions
$AMT$CBRE$SBAC
$1.2B
27 positions
#6Walker Asset Management, LLCActive
Notable overlap · 3 shared positions
$ORLY$LMT$KLAC
$198M
152 positions
#7Lafayette Investments, Inc.Active
Notable overlap · 3 shared positions
$MKL$LMT$KLAC
$542M
162 positions
#8Port Capital LLCActive
Some overlap · 3 shared positions
$ORLY$CPRT$KNSL
$2.5B
108 positions
#9Buttonwood Financial Advisors Inc.Active
Some overlap · 3 shared positions
$MKL$CPRT$LMT
$329M
110 positions
#10Oslo Pensjonsforsikring ASPassive
Some overlap · 3 shared positions
$MKL$CBRE$KLAC
$869M
460 positions
#11Intrinsic Value Partners, LLCActive
Some overlap · 4 shared positions
$KNSL$BLDR$CPRT$MKL
$146M
73 positions
#12Lord & Richards Wealth Management, LLCActive
Some overlap · 3 shared positions
$CPRT$AMT$LMT
$128M
49 positions
#13Vantage Investment Partners, LLC
Some overlap · 3 shared positions
$ORLY$LMT$AMT
$1.4B
64 positions
#14DAVENPORT & Co LLCPassive
Some overlap · 3 shared positions
$MKL$KNSL$AMT
$20.4B
1,356 positions
#15JLB & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$ORLY$CPRT$KLAC
$748M
68 positions
#16Union Heritage Capital, LLCPassive
Some overlap · 3 shared positions
$ORLY$LMT$KLAC
$295M
65 positions
#17Douglass Winthrop Advisors, LLCActive
Some overlap · 3 shared positions
$MKL$CPRT$AMT
$5.8B
308 positions
#18DF DENT & CO INCPassive
Some overlap · 4 shared positions
$KNSL$CBRE$MKL$ORLY
$5.3B
271 positions
#19Fortune Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$ORLY$LMT$KLAC
$234M
163 positions
#20Salvus Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MKL$KNSL$ORLY
$178M
125 positions
#21ISTHMUS PARTNERS, LLCPassive
Some overlap · 3 shared positions
$LMT$CPRT$KNSL
$1.0B
226 positions
#22FourThought Financial Partners, LLCPassive
Some overlap · 3 shared positions
$AMT$LMT$KLAC
$1.3B
393 positions
#23Capital Innovations LLCPassive
Some overlap · 3 shared positions
$AMT$SBAC$AEP
$385M
51 positions
#24FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 3 shared positions
$AMT$LMT$AEP
$5.3B
210 positions
#25Altus Wealth Group LLCPassive
Some overlap · 3 shared positions
$BLDR$LMT$AEP
$277M
155 positions

Compare Rockbridge’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Rockbridge’s holdings

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.