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 Rockingstone Advisors

13F Portfolio OverlapQ2 2026Rockingstone Advisors portfolio →

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Most similar hedge funds by 13F overlap

Rockingstone Advisors LLC is an institutional investor managing $249M across 115 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 Rockingstone Advisors are Employees Provident Fund Board, Shannon River Fund, Reliant Investment, with shared positions in $CRWD, $PWR, $LIN, $ISRG, $UBER, $TSEM. The full ranking of 25 similar funds is below.

#1Employees Provident Fund BoardActive

Notable overlap · 5 shared positions

$CRWD $PWR $LIN $ISRG $UBER

$17.4B

68 positions

#2Shannon River Fund Management LLCActive

Notable overlap · 3 shared positions

$TSEM $CLS $LYV

$1.1B

37 positions

#3Reliant Investment Management, LLCPassive

Notable overlap · 3 shared positions

$CRWD $PWR $LIN

$281M

55 positions

#4Strong Retirement Solutions LLCPassive

Notable overlap · 6 shared positions

$PWR $CRWD $UBER $LIN $ISRG $SPGI

$167M

82 positions

#5Parsonex Advisory Services, Inc.Passive

Notable overlap · 6 shared positions

$CRWD $SPOT $ISRG $UBER $PM $LIN

$115M

50 positions

#6WCM INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$LIN $PM $TEVA $SPOT

$55.2B

266 positions

#7CLOVERFIELDS CAPITAL GROUP, LPPassive

Notable overlap · 6 shared positions

$PM $SPGI $EQT $CLS $UBER $TDG

$331M

90 positions

#8AMI ASSET MANAGEMENT CORPActive

Notable overlap · 4 shared positions

$PWR $CRWD $SPOT $MKC

$1.7B

99 positions

#9Wilian Securities, LLCPassive

Notable overlap · 6 shared positions

$CRWD $PWR $LIN $UBER $SPGI $ISRG

$169M

89 positions

#10Arrow Capital Management, LLCActive

Notable overlap · 4 shared positions

$PM $TDG $SPOT $SPGI

$181M

21 positions

#11COMGEST GLOBAL INVESTORS S.A.S.Active

Notable overlap · 5 shared positions

$LIN $SPGI $SPOT $UBER $ISRG

$4.5B

55 positions

#12EDGEWOOD MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$TDG $SPOT $LIN $ISRG $SPGI

$9.7B

90 positions

#13RPG Investment Advisory, LLCPassive

Notable overlap · 4 shared positions

$PWR $CRWD $ISRG $BA

$973M

93 positions

#14Lord & Richards Wealth Management, LLCActive

Notable overlap · 4 shared positions

$PWR $CRWD $UBER $ISRG

$128M

49 positions

#15PRINCETON CAPITAL MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$CRWD $PWR $BA

$443M

145 positions

#16NZS Capital, LLCActive

Notable overlap · 5 shared positions

$LIN $PWR $ISRG $UBER $CRWD

$3.9B

61 positions

#17Bluebird Wealth Management LLCPassive

Notable overlap · 4 shared positions

$CRWD $SPOT $LIN $UBER

$115M

89 positions

#18BRANDYWINE MANAGERS, LLCSmart money

Notable overlap · 4 shared positions

$CRWD $NTRA $UBER $ISRG

$202M

46 positions

#19Y.D. More Investments LtdActive

Notable overlap · 3 shared positions

$TSEM $TEVA $CRWD

$3.2B

510 positions

#20GUERRA PAN ADVISORS, LLCPassive

Some overlap · 5 shared positions

$CRWD $TDG $UBER $BA $ISRG

$179M

118 positions

#21CARDEROCK CAPITAL MANAGEMENT INCPassive

Some overlap · 4 shared positions

$PWR $LIN $ISRG $SPGI

$456M

67 positions

#22MAPLELANE CAPITAL, LLCActive

Some overlap · 3 shared positions

$CLS $NTRA $LYV

$5.5B

86 positions

#23Phraction Management LLCActive

Some overlap · 4 shared positions

$LIN $TDG $SPGI $PM

$596M

66 positions

#24Douglass Winthrop Advisors, LLCActive

Some overlap · 5 shared positions

$TDG $LIN $SPGI $UBER $DOV

$5.8B

308 positions

#25MERIDIAN MANAGEMENT COActive

Some overlap · 5 shared positions

$PWR $ISRG $SPGI $CRWD $UBER

$446M

84 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.