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Hedge Funds Similar to Rodgers & Associates, LTD

13F Portfolio OverlapQ2 2026Rodgers & Associates, LTD portfolio →
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Most similar hedge funds by 13F overlap

Rodgers & Associates, LTD is an institutional investor managing $1.1B across 108 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 Rodgers & Associates, LTD are Shakespeare Wealth, Ball & Wealth, Cassaday & Wealth, with shared positions in $STT, $PH, $MAR, $MO, $T, $GLDM. The full ranking of 25 similar funds is below.

#1Shakespeare Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$STT$PH$MAR
$378M
79 positions
#2Ball & Co Wealth Management Inc.Active
Substantial overlap · 4 shared positions
$STT$MAR$MO$T
$141M
74 positions
#3Cassaday & Co Wealth Management LLCSmart money
Notable overlap · 3 shared positions
$STT$GLDM$MAR
$5.3B
1,313 positions
#4Pitcairn Wealth Advisors LLCActive
Notable overlap · 4 shared positions
$STT$LOW$WDC$GLDM
$913M
281 positions
#5HORIZON FINANCIAL SERVICES, LLCPassive
Notable overlap · 3 shared positions
$STT$LOW$T
$261M
646 positions
#6Graetz Wealth LLCActive
Notable overlap · 3 shared positions
$STT$GLDM$MO
$125M
84 positions
#7Aurdan Capital Management, LLCActive
Notable overlap · 3 shared positions
$STT$LOW$MO
$394M
99 positions
#8Tempo Wealth, LLCPassive
Some overlap · 4 shared positions
$PH$STT$LOW$SO
$675M
237 positions
#9Compass Wealth Management, LLC/GAActive
Some overlap · 6 shared positions
$STT$LOW$WDC$SO$GLDM$MO
$251M
74 positions
#10Ironsides Asset Advisors, LLCActive
Some overlap · 4 shared positions
$LOW$STT$SO$T
$427M
83 positions
#11Estate Counselors, LLCSmart money
Some overlap · 3 shared positions
$STT$ACGL$WDC
$1.2B
92 positions
#12Capital Squared Financial LLCActive
Some overlap · 3 shared positions
$STT$MAR$MO
$153M
87 positions
#13Horizons Wealth Management
Some overlap · 3 shared positions
$STT$LOW$ACGL
$152M
170 positions
#14Joseph Group Capital ManagementPassive
Some overlap · 5 shared positions
$PH$FITB$GLDM$T$LOW
$476M
387 positions
#15BUSH INVESTMENT GROUP, LLC
Some overlap · 3 shared positions
$LOW$SO$GLDM
$183M
38 positions
#16All Terrain Financial Advisors, LLCActive
Some overlap · 3 shared positions
$LOW$SO$T
$615M
157 positions
#17First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$LOW$SO$MAR
$529M
75 positions
#18Mathes Company, Inc.Passive
Some overlap · 3 shared positions
$PH$STT$T
$322M
129 positions
#19LifeGoal Investments, LLCActive
Some overlap · 3 shared positions
$STT$WDC$GLDM
$218M
155 positions
#20KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$LOW$PH$SO
$1.5B
228 positions
#21Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$STT$LOW$SO
$108M
52 positions
#22New England Capital Financial Advisors LLCSmart money
Some overlap · 3 shared positions
$STT$FITB$T
$418M
431 positions
#23Taylor Financial Group, Inc.Active
Some overlap · 4 shared positions
$PH$LOW$MAR$T
$182M
103 positions
#24TOEWS CORP /ADVActive
Some overlap · 4 shared positions
$STT$WDC$MAR$MO
$686M
151 positions
#25Financial Enhancement Group LLCPassive
Some overlap · 3 shared positions
$STT$GLDM$SO
$839M
137 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.