Hedge Funds Similar to CAPTRUST FINANCIAL ADVISORS

13F Portfolio OverlapQ2 2026CAPTRUST FINANCIAL ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

CAPTRUST FINANCIAL ADVISORS is an institutional investor managing $65.5B across 3,274 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 CAPTRUST FINANCIAL ADVISORS are NFP Retirement, Kerusso, Deseret Mutual Benefit Administrators, with shared positions in $GILD, $AMGN, $VRSN, $IAU, $QCOM, $WSM. The full ranking of 25 similar funds is below.

#1NFP Retirement, Inc.Active

Slight overlap · 5 shared positions

$GILD $AMGN $VRSN $IAU $QCOM

$1.8B

321 positions

#2Kerusso Capital Management LLCPassive

Slight overlap · 4 shared positions

$GILD $WSM $AMGN $QCOM

$274M

58 positions

#3Deseret Mutual Benefit AdministratorsPassive

Slight overlap · 4 shared positions

$GILD $AMGN $QCOM $LMT

$306M

518 positions

#4KEYNOTE FINANCIAL SERVICES LLCPassive

Slight overlap · 4 shared positions

$GILD $AMGN $QCOM $LMT

$214M

185 positions

#5Harvest Investment Advisors, LLCActive

Slight overlap · 4 shared positions

$GILD $AMGN $QCOM $LMT

$202M

58 positions

#6Weaver C. Barksdale & Associates, Inc.Passive

Slight overlap · 4 shared positions

$GILD $AMGN $QCOM $LMT

$111M

62 positions

#7First Long Island Investors, LLCActive

Slight overlap · 4 shared positions

$WSM $AMGN $QCOM $LMT

$1.4B

73 positions

#8Linscomb Wealth, Inc.Active

Slight overlap · 4 shared positions

$WSM $AMGN $QCOM $LMT

$2.3B

311 positions

#9North Forty Two & Co.Passive

Slight overlap · 4 shared positions

$GILD $AMGN $QCOM $IAU

$118M

104 positions

#10Verity Asset Management, Inc.Passive

Slight overlap · 4 shared positions

$GILD $AMGN $LMT $IAU

$264M

223 positions

#11Lifeworks Advisors, LLCPassive

Slight overlap · 4 shared positions

$GILD $GRMN $QCOM $IAU

$955M

337 positions

#12Vision Capital Management, Inc.Active

Slight overlap · 4 shared positions

$WSM $AMGN $QCOM $IAU

$876M

156 positions

#13OAK ASSOCIATES LTD /OH/Active

Slight overlap · 4 shared positions

$GILD $AMGN $QCOM $LMT

$1.8B

139 positions

#14Foster Victor Wealth Advisors, LLCPassive

Slight overlap · 4 shared positions

$AMGN $GRMN $QCOM $LMT

$1.9B

254 positions

#15Alhambra Investment Partners LLCPassive

Slight overlap · 4 shared positions

$AMGN $GRMN $QCOM $IAU

$229M

182 positions

#16JMAC ENTERPRISES LLCActive

Slight overlap · 4 shared positions

$AMGN $QCOM $LMT $IAU

$593M

122 positions

#17Stablepoint Partners, LLCPassive

Slight overlap · 4 shared positions

$AMGN $QCOM $LMT $IAU

$723M

260 positions

#18WFA of San Diego, LLCPassive

Slight overlap · 4 shared positions

$AMGN $QCOM $LMT $IAU

$122M

94 positions

#19Sarver Vrooman Wealth AdvisorsSmart money

Slight overlap · 4 shared positions

$GILD $AMGN $QCOM $LMT

$168M

145 positions

#20Curat Global, LLCPassive

Slight overlap · 3 shared positions

$GILD $WSM $AMGN

$122M

251 positions

#21Gleason Group, Inc.Active

Slight overlap · 3 shared positions

$GILD $WSM $QCOM

$1.1B

449 positions

#22Centric Wealth ManagementPassive

Slight overlap · 3 shared positions

$GILD $WSM $LMT

$643M

209 positions

#23NewSquare Capital LLCPassive

Slight overlap · 3 shared positions

$GILD $AMGN $GRMN

$1.4B

236 positions

#24Round Hill Asset ManagementActive

Slight overlap · 3 shared positions

$WSM $AMGN $GRMN

$159M

62 positions

#25Great Diamond Partners, LLCPassive

Slight overlap · 3 shared positions

$WSM $AMGN $GRMN

$582M

238 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.