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Hedge Funds Similar to Shelter Rock

13F Portfolio OverlapQ2 2026Shelter Rock portfolio →
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Most similar hedge funds by 13F overlap

Shelter Rock Management, LLC is an institutional investor managing $103M across 37 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 Shelter Rock are Clio Asset, Obion, JACKSON HILL ADVISORS, with shared positions in $HLT, $ORLY, $AZO, $TDG, $TJX, $WM. The full ranking of 25 similar funds is below.

#1Clio Asset Management LLCActive
Notable overlap · 3 shared positions
$HLT$ORLY$AZO
$126M
15 positions
#2Obion Capital Management LPActive
Notable overlap · 3 shared positions
$HLT$ORLY$AZO
$118M
16 positions
#3JACKSON HILL ADVISORS, LLCActive
Notable overlap · 3 shared positions
$TDG$HLT$AZO
$197M
13 positions
#4East Coast Asset Management, LLC.Active
Notable overlap · 3 shared positions
$TDG$TJX$WM
$339M
67 positions
#5Broad Run Investment Management, LLCSmart money
Notable overlap · 3 shared positions
$ORLY$HLT$TDG
$650M
24 positions
#6FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Notable overlap · 3 shared positions
$FLEX$TT$TJX
$118M
56 positions
#7MARSHFIELD ASSOCIATESActive
Notable overlap · 3 shared positions
$ORLY$TJX$AZO
$4.3B
17 positions
#8South Street Advisors LLCActive
Notable overlap · 4 shared positions
$TJX$HLT$ORLY$ETN
$769M
84 positions
#9Asset Planning,IncPassive
Notable overlap · 4 shared positions
$TDG$MCD$WM$C
$154M
334 positions
#10Junto Capital Management LPActive
Notable overlap · 3 shared positions
$ORLY$TJX$TT
$5.7B
81 positions
#11WEIK CAPITAL MANAGEMENTActive
Some overlap · 4 shared positions
$TJX$ORLY$MCD$WFC
$260M
93 positions
#12Brentview Investment Management LLCActive
Some overlap · 3 shared positions
$TT$TJX$WM
$253M
63 positions
#13Masterton Capital Management, LPActive
Some overlap · 3 shared positions
$HLT$TJX$MCD
$118M
24 positions
#14Rithm Capital Corp.Active
Some overlap · 3 shared positions
$FLEX$WM$ETN
$81M
38 positions
#15Provident Investment Management, Inc.Active
Some overlap · 3 shared positions
$ORLY$TT$MCD
$1.0B
89 positions
#16HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$TJX$WM$ETN
$410M
53 positions
#17McKinley Carter Wealth Services, Inc.Active
Some overlap · 4 shared positions
$TJX$ORLY$WM$C
$1.9B
322 positions
#18Saturna Capital CORPActive
Some overlap · 4 shared positions
$TJX$TT$WM$AZO
$8.2B
140 positions
#19HORIZON BANCORP INC /IN/Active
Some overlap · 4 shared positions
$FLEX$TJX$ETN$C
$213M
197 positions
#20Consilium Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$TT$WFC$C
$337M
101 positions
#21Raab & Moskowitz Asset Management LLCPassive
Some overlap · 3 shared positions
$TJX$WM$MCD
$497M
198 positions
#22HOWLAND CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$TJX$ORLY$TDG
$2.8B
278 positions
#23AMJ Financial Wealth ManagementActive
Some overlap · 4 shared positions
$ORLY$TJX$TT$ETN
$424M
86 positions
#24Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$TT$TJX$WM$MCD$ETN
$113M
58 positions
#25Walter Public Investments Inc.Passive
Some overlap · 3 shared positions
$TT$TDG$AZO
$416M
53 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.