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Hedge Funds Similar to Rossby Financial, LCC

13F Portfolio OverlapQ2 2026Rossby Financial, LCC portfolio →
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Most similar hedge funds by 13F overlap

Rossby Financial, LCC is an institutional investor managing $547M across 2,144 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 Rossby Financial, LCC are BEAM WEALTH ADVISORS, Pasadena Private Wealth, Fidelis Partners, with shared positions in $PSLV, $KMI, $PHYS, $BPRE, $KLAC, $OHI. The full ranking of 25 similar funds is below.

#1BEAM WEALTH ADVISORS, INC.Active
Some overlap · 3 shared positions
$PSLV$KMI$PHYS
$453M
117 positions
#2Pasadena Private Wealth, LLCActive
Some overlap · 3 shared positions
$BPRE$PSLV$PHYS
$786M
309 positions
#3Fidelis Capital Partners, LLCPassive
Some overlap · 3 shared positions
$PSLV$PHYS$KLAC
$1.7B
538 positions
#4Turning Point Benefit Group, Inc.Active
Some overlap · 4 shared positions
$BPRE$KLAC$OHI$WPM
$232M
109 positions
#5Knoll Capital Management, LLCActive
Some overlap · 3 shared positions
$PSLV$PHYS$WPM
$179M
37 positions
#6TrustWell Financial Advisors, LLCActive
Some overlap · 3 shared positions
$PSLV$PHYS$WPM
$118M
74 positions
#7Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$PSLV$PHYS$D
$248M
77 positions
#8SPROTT INC.Active
Some overlap · 4 shared positions
$PSLV$PHYS$WPM$CCJ
$3.2B
268 positions
#9New Harbor Financial Group, LLCActive
Some overlap · 3 shared positions
$PSLV$PHYS$WPM
$669M
62 positions
#10Kera Capital Partners, Inc.Passive
Some overlap · 3 shared positions
$PSLV$NU$PHYS
$1.0B
634 positions
#11Nalls Sherbakoff Group, LLCPassive
Slight overlap · 3 shared positions
$PSLV$KMI$D
$141M
378 positions
#12Walser Wealth Management Company, A Ltd Liability CoPassive
Slight overlap · 3 shared positions
$PSLV$PHYS$CCJ
$250M
217 positions
#13Arkos Global AdvisorsActive
Slight overlap · 3 shared positions
$PSLV$PHYS$D
$844M
124 positions
#14Federation des caisses Desjardins du QuebecPassive
Slight overlap · 3 shared positions
$PSLV$PHYS$WPM
$32.7B
3,021 positions
#15ISLAY CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$PSLV$PHYS$OHI
$213M
97 positions
#16TCFG Investment Advisors, LLCPassive
Slight overlap · 4 shared positions
$KLAC$KMI$WPM$CCJ
$293M
288 positions
#17GUARDIAN WEALTH ADVISORS, LLC / NCPassive
Slight overlap · 3 shared positions
$BPRE$PHYS$PSLV
$1.8B
384 positions
#18Fielder Capital Group LLCPassive
Slight overlap · 3 shared positions
$PSLV$WPM$EQT
$462M
303 positions
#19SHELTON WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$NU$CCJ$EQT
$254M
141 positions
#20Columbus Macro, LLCPassive
Slight overlap · 3 shared positions
$KMI$KLAC$OHI
$1.0B
208 positions
#21Pekin Hardy Strauss, Inc.Passive
Slight overlap · 3 shared positions
$PHYS$PSLV$CCJ
$1.1B
511 positions
#22KOM Wealth Management Group, LLCActive
Slight overlap · 3 shared positions
$PHYS$KLAC$WPM
$201M
96 positions
#23JEPPSON WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$KMI$OHI$WPM
$350M
244 positions
#24Pillar Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$KMI$CCJ$D
$183M
113 positions
#25Cypress Capital Management LLC (WY)Active
Slight overlap · 3 shared positions
$PHYS$CCJ$EQT
$120M
213 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.