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Hedge Funds Similar to Rockbridge Investment , LCC

13F Portfolio OverlapQ2 2026Rockbridge Investment , LCC portfolio →
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Most similar hedge funds by 13F overlap

Rockbridge Investment Management, LCC is an institutional investor managing $1.2B across 146 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 Investment , LCC are Inman Jager Wealth, Flavin Financial Services, Prudent Man Investment, with shared positions in $LMT, $PLTR, $MCD, $VZ, $NEE, $LOW. The full ranking of 25 similar funds is below.

#1Inman Jager Wealth Management, LLCPassive
Some overlap · 4 shared positions
$LMT$PLTR$MCD$VZ
$188M
90 positions
#2Flavin Financial Services, Inc.Passive
Some overlap · 5 shared positions
$LMT$NEE$MCD$LOW$VZ
$175M
81 positions
#3Prudent Man Investment Management, Inc.Smart money
Some overlap · 5 shared positions
$LMT$AXP$MCD$LOW$PLTR
$293M
169 positions
#4Stillwater Wealth Management Group
Some overlap · 5 shared positions
$LMT$NEE$MCD$SYK$VZ
$162M
77 positions
#5ISLAY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$LMT$PLTR$SYK
$216M
231 positions
#6BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 4 shared positions
$LMT$AXP$GLW$MCD
$263M
90 positions
#7ATWOOD & PALMER INCPassive
Some overlap · 3 shared positions
$LMT$PLTR$LOW
$1.9B
495 positions
#8PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADVActive
Some overlap · 3 shared positions
$LMT$PLTR$LOW
$129M
41 positions
#9Pachira Investments Inc.Active
Some overlap · 3 shared positions
$LMT$PLTR$MCD
$265M
78 positions
#10Fox Hill Wealth ManagementPassive
Some overlap · 4 shared positions
$LMT$PLTR$NEE$GLW
$249M
120 positions
#11Focused Investors LLCActive
Some overlap · 4 shared positions
$LMT$AXP$MCD$LOW
$3.0B
23 positions
#12Rayburn West Financial Services LLCPassive
Some overlap · 4 shared positions
$LMT$AXP$MCD$VZ
$181M
81 positions
#13First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$LMT$NEE$MCD$LOW
$529M
75 positions
#14Dominguez Wealth Management Solutions, Inc.Active
Some overlap · 4 shared positions
$LMT$NEE$MCD$VZ
$181M
75 positions
#15Hilton Head Capital Partners, LLCPassive
Some overlap · 5 shared positions
$LMT$PLTR$NEE$GLW$VZ
$198M
912 positions
#16Ark Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$LMT$AXP$NEE$MCD$LOW
$113M
87 positions
#17Jaffetilchin Investment Partners, LLC
Some overlap · 5 shared positions
$LMT$PLTR$NEE$MCD$VZ
$1.7B
461 positions
#18S.E.E.D. Planning Group LLCPassive
Some overlap · 4 shared positions
$LMT$NEE$LOW$SYK
$379M
88 positions
#19Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$LMT$AXP$NEE$MCD$SYK
$467M
118 positions
#20FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 4 shared positions
$LMT$NEE$SYK$LOW
$383M
74 positions
#21Argo Wealth Advisory, LLCActive
Some overlap · 4 shared positions
$LMT$NEE$SYK$LOW
$181M
50 positions
#22McDonough Capital Management, IncActive
Some overlap · 3 shared positions
$LMT$PLTR$NEE
$200M
52 positions
#23Willis Investment CounselActive
Some overlap · 4 shared positions
$LMT$AXP$MCD$VZ
$2.1B
125 positions
#24Founders Capital ManagementActive
Some overlap · 4 shared positions
$LMT$GLW$MCD$LOW
$231M
420 positions
#25FARMERS TRUST CO
Some overlap · 5 shared positions
$PLTR$LMT$NEE$MCD$VZ
$637M
203 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.