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Hedge Funds Similar to Rodgers Brothers

13F Portfolio OverlapQ2 2026Rodgers Brothers portfolio →
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Most similar hedge funds by 13F overlap

Rodgers Brothers Inc. is an institutional investor managing $1.0B across 247 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 Brothers are WATERS PARKERSON, Roberts Wealth Advisors, PHILADELPHIA, with shared positions in $COHR, $ROK, $ABT, $WSM, $GLW, $STX. The full ranking of 25 similar funds is below.

#1WATERS PARKERSON & CO., LLCActive
Notable overlap · 3 shared positions
$COHR$ROK$ABT
$2.0B
200 positions
#2Roberts Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$COHR$WSM$ROK
$440M
111 positions
#3PHILADELPHIA TRUST COActive
Notable overlap · 3 shared positions
$COHR$ROK$ABT
$1.6B
269 positions
#4Steadtrust LLCPassive
Notable overlap · 3 shared positions
$COHR$GLW$STX
$198M
132 positions
#5Decker Retirement Planning Inc.Active
Some overlap · 4 shared positions
$COHR$GLW$STX$ROK
$294M
441 positions
#6Oakmont Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$GLW$COHR$EMR$OKE$PSX
$144M
115 positions
#7Insight Inv LLCPassive
Some overlap · 4 shared positions
$WSM$GLW$EMR$AXP
$212M
109 positions
#8Whale Rock Capital Management LLCActive
Some overlap · 3 shared positions
$COHR$GLW$STX
$12.5B
35 positions
#9Retireful, LLCPassive
Some overlap · 6 shared positions
$GLW$COHR$STX$FFIV$TXN$CMI
$107M
81 positions
#10Radnor Capital Management, LLCPassive
Some overlap · 6 shared positions
$EMR$WSM$GLW$AXP$STX$CW
$712M
312 positions
#11Science & Technology Partners, L.P.Active
Some overlap · 3 shared positions
$COHR$GLW$TXN
$593M
84 positions
#12VISTA INVESTMENT MANAGEMENTPassive
Some overlap · 3 shared positions
$COHR$GLW$TXN
$333M
178 positions
#13Front Street Capital Management, Inc.Active
Some overlap · 3 shared positions
$COHR$GLW$MLKN
$881M
70 positions
#14SHUFRO ROSE & CO LLCActive
Some overlap · 3 shared positions
$COHR$GLW$TXN
$1.7B
315 positions
#15NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$EMR$ABT$ROK$UNP$CL
$381M
144 positions
#16UNITED BANKActive
Some overlap · 5 shared positions
$GLW$ABT$HUBB$TXN$CMI
$853M
130 positions
#17CHEMUNG CANAL TRUST COActive
Some overlap · 4 shared positions
$GLW$EMR$AXP$UNP
$541M
111 positions
#18BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 7 shared positions
$EMR$AXP$ABT$CMI$TXN$FDX
$263M
90 positions
#19Tufton Capital ManagementPassive
Some overlap · 4 shared positions
$GLW$EMR$ABT$TGT
$596M
127 positions
#20Williamson Legacy Group, LLCPassive
Some overlap · 4 shared positions
$GLW$COHR$STX$CMI
$201M
75 positions
#21Goldstream Capital Management LtdActive
Some overlap · 4 shared positions
$COHR$GLW$STX$TXN
$132M
45 positions
#22Piscataqua Savings BankPassive
Some overlap · 5 shared positions
$GLW$AXP$UNP$CL$TXN
$148M
412 positions
#23Hamilton Point Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$WSM$HUBB$AXP$CL$TXN$CMI
$710M
193 positions
#24NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 3 shared positions
$COHR$ABT$UNP
$1.7B
147 positions
#25Mandatum Life Insurance Co LtdSmart money
Some overlap · 4 shared positions
$ROK$EMR$CL$TGT
$540M
90 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.