Hedge Funds Similar to Rockefeller

13F Portfolio OverlapQ2 2026Rockefeller portfolio →

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Most similar hedge funds by 13F overlap

Rockefeller Capital Management L.P. is an institutional investor managing $65.2B across 4,732 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 Rockefeller are Elite Life, LEDERER & ASSOCIATES INVESTMENT COUNSEL, LGT Fund Ltd., with shared positions in $CRWD, $UBER, $ANET, $NEE, $BLK, $LIN. The full ranking of 25 similar funds is below.

#1Elite Life Management LLCActive

Some overlap · 6 shared positions

$CRWD $UBER $ANET $NEE $BLK $LIN

$85M

61 positions

#2LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Some overlap · 6 shared positions

$CRWD $UBER $AMGN $NEE $BLK $LIN

$155M

88 positions

#3LGT Fund Management Co Ltd.Passive

Some overlap · 5 shared positions

$CRWD $UBER $ANET $NEE $BLK

$2.4B

235 positions

#4Employees Provident Fund BoardActive

Slight overlap · 5 shared positions

$CRWD $UBER $ANET $NEE $LIN

$17.4B

68 positions

#5Compagnie Lombard Odier SCmAActive

Slight overlap · 5 shared positions

$UBER $ANET $AMGN $NEE $LIN

$9.2B

514 positions

#6Baltimore-Washington Financial Advisors, Inc.Passive

Slight overlap · 5 shared positions

$CRWD $UBER $ANET $BLK $NEE

$2.7B

206 positions

#7Robbins FarleyPassive

Slight overlap · 4 shared positions

$CRWD $UBER $ANET $NEE

$262M

158 positions

#8Bluebird Wealth Management LLCPassive

Slight overlap · 4 shared positions

$CRWD $UBER $ANET $LIN

$115M

89 positions

#9Trifecta Capital Advisors, LLCPassive

Slight overlap · 4 shared positions

$CRWD $UBER $AMGN $BLK

$808M

315 positions

#10Robinhood Asset Management, LLCActive

Slight overlap · 4 shared positions

$CRWD $UBER $NEE $LIN

$1.9B

83 positions

#11Wilian Securities, LLCPassive

Slight overlap · 4 shared positions

$CRWD $UBER $NEE $LIN

$169M

89 positions

#12Strong Retirement Solutions LLCPassive

Slight overlap · 4 shared positions

$CRWD $UBER $NEE $LIN

$178M

84 positions

#13Strategic Wealth Investment Group, LLCPassive

Slight overlap · 4 shared positions

$CRWD $UBER $NEE $LIN

$825M

104 positions

#14KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$CRWD $UBER $BLK $LIN

$351M

166 positions

#15HARMONY ASSET MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$CRWD $ANET $AMGN $BLK

$398M

197 positions

#16Evansbrook LLCActive

Slight overlap · 4 shared positions

$CRWD $ANET $NEE $BLK

$171M

126 positions

#17SevenBridge Financial Group, LLCPassive

Slight overlap · 4 shared positions

$CRWD $NEE $BLK $LIN

$674M

211 positions

#18ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Slight overlap · 4 shared positions

$CRWD $NEE $BLK $LIN

$409M

182 positions

#19Proactive Wealth Strategies LLCPassive

Slight overlap · 4 shared positions

$CRWD $ANET $AMGN $NEE

$623M

222 positions

#20Blue Fin Capital, Inc.Active

Slight overlap · 4 shared positions

$CRWD $NEE $BLK $AMGN

$692M

164 positions

#21ABN AMRO Bank N.V.Active

Slight overlap · 4 shared positions

$CRWD $UBER $BLK $LIN

$7.7B

231 positions

#22DeDora Capital, Inc.Passive

Slight overlap · 4 shared positions

$CRWD $UBER $AMGN $LIN

$448M

451 positions

#23Pictet Asset Management Holding SAPassive

Slight overlap · 4 shared positions

$CRWD $ANET $NEE $LIN

$104.7B

2,143 positions

#24VIRTUE ASSET MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$UBER $ANET $AMGN $NEE

$147M

106 positions

#25Orion Capital Management LLCPassive

Slight overlap · 4 shared positions

$UBER $ANET $AMGN $BLK

$323M

511 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.