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Hedge Funds Similar to Cerity Partners

13F Portfolio OverlapQ1 2026Cerity Partners portfolio →
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Most similar hedge funds by 13F overlap

Cerity Partners LLC is an institutional investor managing $70.8B across 3,237 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Cerity Partners are Orcam Financial Group, Excelsior Advisor Network, SAGE RHINO, with shared positions in $UPST, $IAU, $MKL, $DDOG, $TJX. The full ranking of 25 similar funds is below.

#1Orcam Financial GroupSmart money
Slight overlap · 4 shared positions
$UPST$IAU$MKL$DDOG
$141M
62 positions
#2Excelsior Advisor Network LLCPassive
Slight overlap · 4 shared positions
$UPST$IAU$MKL$DDOG
$263M
226 positions
#3SAGE RHINO CAPITAL LLCPassive
Slight overlap · 4 shared positions
$UPST$IAU$MKL$DDOG
$535M
330 positions
#4Alhambra Investment Partners LLCPassive
Slight overlap · 4 shared positions
$UPST$IAU$TJX$DDOG
$217M
176 positions
#5PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active
Slight overlap · 4 shared positions
$UPST$MKL$DDOG$IAU
$1.6B
236 positions
#6CARDIFF PARK ADVISORS, LLCActive
Slight overlap · 4 shared positions
$UPST$IAU$DDOG$MKL
$1.3B
373 positions
#7Rockwood Wealth Management, LLCSmart money
Slight overlap · 4 shared positions
$UPST$IAU$DDOG$MKL
$1.4B
118 positions
#8Beaird Harris Wealth Management, LLCActive
Slight overlap · 4 shared positions
$IAU$MKL$DDOG$UPST
$1.5B
686 positions
#9Verus Financial Partners, Inc.Smart money
Slight overlap · 4 shared positions
$MKL$IAU$DDOG$UPST
$1.1B
121 positions
#10White Lighthouse Investment Management Inc.Active
Slight overlap · 4 shared positions
$UPST$IAU$MKL$DDOG
$721M
145 positions
#11Sage Mountain Advisors LLCActive
Slight overlap · 4 shared positions
$UPST$DDOG$MKL$IAU
$1.4B
281 positions
#12CAPE ANN SAVINGS BANKPassive
Slight overlap · 3 shared positions
$UPST$IAU$MKL
$199M
121 positions
#13Discipline Wealth Solutions, LLCActive
Slight overlap · 3 shared positions
$UPST$IAU$MKL
$950M
192 positions
#14Edge Financial Advisors LLC
Slight overlap · 3 shared positions
$UPST$IAU$MKL
$238M
135 positions
#15MBA Advisors LLCPassive
Slight overlap · 3 shared positions
$UPST$IAU$MKL
$260M
146 positions
#16Security Financial Services, INC.Passive
Slight overlap · 3 shared positions
$UPST$IAU$MKL
$632M
203 positions
#17IFC & Insurance Marketing, Inc.Active
Slight overlap · 3 shared positions
$UPST$IAU$MKL
$96M
72 positions
#18Chemistry Wealth Management LLCPassive
Slight overlap · 3 shared positions
$UPST$IAU$MKL
$569M
204 positions
#19Principia Wealth Advisory, LLC
Slight overlap · 3 shared positions
$UPST$IAU$MKL
$160M
1,015 positions
#20Five Pine Wealth ManagementActive
Slight overlap · 3 shared positions
$UPST$IAU$MKL
$161M
47 positions
#21MONOGRAPH WEALTH ADVISORS, LLCSmart money
Slight overlap · 3 shared positions
$UPST$IAU$MKL
$1.1B
144 positions
#22Tennessee Valley Asset Management PartnersActive
Slight overlap · 3 shared positions
$UPST$IAU$MKL
$757M
191 positions
#23FIRST AMERICAN TRUST, FSBPassive
Slight overlap · 3 shared positions
$UPST$IAU$MKL
$1.5B
290 positions
#24Berkshire BankPassive
Slight overlap · 3 shared positions
$UPST$MKL$TJX
$488M
157 positions
#25Clarendon Private LLCPassive
Slight overlap · 3 shared positions
$UPST$MKL$TJX
$130M
119 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.