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Hedge Funds Similar to Cadence Bank

13F Portfolio OverlapQ4 2025Cadence Bank portfolio →
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Most similar hedge funds by 13F overlap

Cadence Bank is an institutional investor managing $1.7B across 332 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Cadence Bank are Recurrent Investment Advisors, Catherine Avery Investment, BERKSHIRE ASSET /PA, with shared positions in $MUSA, $KMI, $NTR, $LEN, $TFC, $MCD. The full ranking of 25 similar funds is below.

#1Recurrent Investment Advisors LLCActive
Some overlap · 3 shared positions
$MUSA$KMI$NTR
$1.7B
67 positions
#2Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$LEN$TFC$MCD$BMY$BAC
$223M
109 positions
#3BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 6 shared positions
$LEN$KMI$MCD$BMY$DELL$BAC
$2.3B
264 positions
#4Ballast Rock Private Wealth LLCPassive
Some overlap · 5 shared positions
$LEN$AMAT$OKTA$MCD$BMY
$181M
177 positions
#5PARK CIRCLE CoActive
Some overlap · 7 shared positions
$PFH$TFC$BMY$TROW$COLB$PM
$108M
51 positions
#6CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Some overlap · 5 shared positions
$AMAT$BMY$KMI$PM$BAC
$150M
86 positions
#7Cornerstone Wealth Group, LLCPassive
Some overlap · 5 shared positions
$LEN$MCD$AMAT$PFH$BAC
$1.6B
447 positions
#8Greenfield Savings BankPassive
Some overlap · 5 shared positions
$AMAT$MCD$BMY$PM$BAC
$234M
143 positions
#9BROWN BROTHERS HARRIMAN & COPassive
Some overlap · 4 shared positions
$AMAT$CDNS$MCD$NKE
$18.6B
1,800 positions
#10MONTGOMERY INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$LEN$TFC$MCD$BAC
$293M
103 positions
#11Callahan Advisors, LLCPassive
Some overlap · 4 shared positions
$AMAT$MCD$KMI$FDX
$1.2B
177 positions
#12Disciplined Equity Management, Inc.Active
Some overlap · 4 shared positions
$PFH$TFC$KMI$NKE
$199M
44 positions
#13Glass Wealth Management Co LLCPassive
Some overlap · 4 shared positions
$AMAT$TFC$BAC$NTR
$258M
67 positions
#14Commonwealth Retirement Investments LLCPassive
Some overlap · 4 shared positions
$AMAT$LEN$BMY$TROW
$323M
122 positions
#15Pacifica Partners Inc.Passive
Some overlap · 4 shared positions
$AMAT$KMI$BAC$NTR
$301M
451 positions
#16RED REEF ADVISORS LLCPassive
Some overlap · 4 shared positions
$LEN$AMAT$DELL$OKTA
$96M
179 positions
#17Saranac Partners LtdPassive
Some overlap · 3 shared positions
$AMAT$CDNS$BAC
$234M
103 positions
#18CORDA Investment Management, LLC.Active
Some overlap · 4 shared positions
$AMAT$MCD$NKE$NTR
$1.4B
80 positions
#19Employees Provident Fund BoardActive
Some overlap · 4 shared positions
$AMAT$BMY$NKE$BAC
$13.2B
70 positions
#20PLIMOTH TRUST CO LLCPassive
Some overlap · 4 shared positions
$AMAT$MCD$DELL$BAC
$447M
173 positions
#21Dorato Capital ManagementPassive
Some overlap · 4 shared positions
$AMAT$MCD$QSR$BAC
$135M
254 positions
#22NS Partners LtdActive
Some overlap · 4 shared positions
$AMAT$MCD$PM$BAC
$2.2B
71 positions
#23MILESTONE ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$LEN$AMAT$BMY
$543M
235 positions
#24Silver Lake Advisory, LLCPassive
Some overlap · 3 shared positions
$AMAT$KMI$MCD
$252M
103 positions
#25HOLDERNESS INVESTMENTS COPassive
Some overlap · 4 shared positions
$AMAT$MCD$DELL$BAC
$498M
252 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.