13F Pro

Hedge Funds Similar to Root Financial Partners

13F Portfolio OverlapQ2 2026Root Financial Partners portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Root Financial Partners, LLC is an institutional investor managing $2.6B across 410 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 Root Financial Partners are Global X Japan , Ltd., Invesco Ltd., PROFUND ADVISORS, with shared positions in $QCOM, $KLAC, $PLTR, $ISRG, $WDC. The full ranking of 25 similar funds is below.

#1Global X Japan Co., Ltd.Active
Slight overlap · 4 shared positions
$QCOM$KLAC$PLTR$ISRG
$2.7B
390 positions
#2Invesco Ltd.Passive
Slight overlap · 5 shared positions
$KLAC$PLTR$QCOM$WDC$ISRG
$1.3T
3,819 positions
#3PROFUND ADVISORS LLCPassive
Slight overlap · 4 shared positions
$KLAC$QCOM$PLTR$WDC
$3.6B
1,175 positions
#4Intellectus Partners, LLCPassive
Slight overlap · 4 shared positions
$KLAC$PLTR$QCOM$ISRG
$578M
317 positions
#5GUGGENHEIM CAPITAL LLCPassive
Slight overlap · 4 shared positions
$QCOM$KLAC$PLTR$WDC
$15.9B
1,704 positions
#6NEOS Investment Management LLCActive
Slight overlap · 4 shared positions
$KLAC$PLTR$QCOM$WDC
$27.1B
578 positions
#7GF FUND MANAGEMENT CO. LTD.Active
Slight overlap · 4 shared positions
$KLAC$PLTR$QCOM$WDC
$8.3B
587 positions
#8PKO Investment Management Joint-Stock CoPassive
Slight overlap · 4 shared positions
$KLAC$PLTR$ISRG$WDC
$1.4B
228 positions
#9Harvest Fund Management Co., LtdActive
Slight overlap · 4 shared positions
$KLAC$PLTR$ISRG$WDC
$3.0B
455 positions
#10ProShare Advisors LLCActive
Slight overlap · 4 shared positions
$KLAC$PLTR$QCOM$WDC
$69.2B
1,913 positions
#11NLB Skladi, upravljanje premozenja, d.o.o.Passive
Slight overlap · 3 shared positions
$QCOM$KLAC$PLTR
$2.6B
358 positions
#12Laurion Capital Management LPPassive
Slight overlap · 3 shared positions
$QCOM$KLAC$PLTR
$3.9B
420 positions
#13Crew Capital Management, Ltd.Passive
Slight overlap · 3 shared positions
$QCOM$KLAC$ISRG
$183M
112 positions
#14Alhambra Investment Partners LLCPassive
Slight overlap · 3 shared positions
$QCOM$KLAC$ISRG
$229M
182 positions
#15CENTRAL BANK & TRUST COActive
Slight overlap · 3 shared positions
$QCOM$KLAC$ISRG
$705M
185 positions
#16Legacy TrustPassive
Slight overlap · 3 shared positions
$QCOM$KLAC$ISRG
$566M
210 positions
#17CAPITOLIS LIQUID GLOBAL MARKETS LLCPassive
Slight overlap · 3 shared positions
$KLAC$QCOM$PLTR
$23.0B
320 positions
#18Rafferty Asset Management, LLCActive
Slight overlap · 3 shared positions
$QCOM$KLAC$PLTR
$43.9B
1,133 positions
#19SteelPeak Wealth, LLCPassive
Slight overlap · 3 shared positions
$QCOM$KLAC$ISRG
$3.9B
643 positions
#20Capital Markets Trading UK LLPActive
Slight overlap · 3 shared positions
$QCOM$KLAC$PLTR
$10.4B
351 positions
#21Westwind CapitalPassive
Slight overlap · 4 shared positions
$PLTR$ISRG$KLAC$WDC
$422M
77 positions
#22Wahed Invest LLCActive
Slight overlap · 4 shared positions
$KLAC$QCOM$WDC$ISRG
$958M
227 positions
#23Cache Advisors, LLCActive
Slight overlap · 4 shared positions
$QCOM$PLTR$WDC$KLAC
$1.2B
139 positions
#24Capula Management LtdActive
Slight overlap · 3 shared positions
$QCOM$KLAC$WDC
$28.0B
700 positions
#25Rheos Capital Works Inc.Active
Slight overlap · 3 shared positions
$QCOM$KLAC$WDC
$1.8B
82 positions

Compare Root Financial Partners’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Root Financial Partners’s holdings

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.