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Hedge Funds Similar to Commerce Advisors,

13F Portfolio OverlapQ1 2026Commerce Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Commerce Advisors, LLC is an institutional investor managing $119M across 122 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 Commerce Advisors, are Guilbault, CULLINAN ASSOCIATES, Drexel Morgan &, with shared positions in $REGN, $KO, $IBM, $BXSL, $AXP, $LOW. The full ranking of 25 similar funds is below.

#1Guilbault Capital LLCPassive
Notable overlap · 4 shared positions
$REGN$KO$IBM$BXSL
$91M
67 positions
#2CULLINAN ASSOCIATES INCActive
Notable overlap · 4 shared positions
$KO$IBM$AXP$LOW
$1.2B
207 positions
#3Drexel Morgan & Co.Active
Notable overlap · 4 shared positions
$KO$IBM$AXP$F
$682M
60 positions
#4Decker Wealth Management LLCPassive
Notable overlap · 3 shared positions
$REGN$IBM$FHN
$441M
105 positions
#5Tandem Investment Partners LLCPassive
Some overlap · 4 shared positions
$REGN$BRZE$LOW$IBM
$118M
73 positions
#6Prota Financial, LLCActive
Some overlap · 4 shared positions
$REGN$KO$BXSL$PGR
$138M
67 positions
#7Winter & Associates, Inc.Passive
Some overlap · 3 shared positions
$REGN$IBM$BRZE
$114M
84 positions
#8Castle Rock Wealth Management, LLCPassive
Some overlap · 3 shared positions
$KO$IBM$BMY
$462M
262 positions
#9O'Brien Wealth Partners LLC
Some overlap · 3 shared positions
$REGN$BRZE$IBM
$756M
110 positions
#10Wiser Wealth Management, IncSmart money
Some overlap · 3 shared positions
$REGN$BRZE$KO
$464M
58 positions
#11Longview Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$REGN$KO$BMY
$164M
163 positions
#12Capital Wealth Planning, LLCActive
Some overlap · 5 shared positions
$KO$IBM$FDX$AXP$MPC
$18.1B
151 positions
#13waypoint wealth counselPassive
Some overlap · 4 shared positions
$KO$BMY$FDX$REGN
$193M
229 positions
#14INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive
Some overlap · 4 shared positions
$REGN$KO$FDX$AXP
$314M
130 positions
#15HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$KO$AXP$PGR$WEC
$243M
44 positions
#16MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$KO$IBM$WEC
$220M
148 positions
#17Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$KO$IBM$BMY
$223M
109 positions
#18OakTrust Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$REGN$AXP$IBM
$110M
68 positions
#19Radnor Capital Management, LLCPassive
Some overlap · 4 shared positions
$AZO$IBM$BMY$AXP
$676M
308 positions
#20BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 3 shared positions
$KO$IBM$LOW
$199M
110 positions
#21CFC Planning Co LLCPassive
Some overlap · 3 shared positions
$KO$IBM$AXP
$140M
72 positions
#22Cherokee Insurance CoPassive
Some overlap · 5 shared positions
$AZO$FDX$FHN$MPC$LOW
$263M
121 positions
#23Financial Security Advisor, Inc.Active
Some overlap · 3 shared positions
$REGN$AXP$KO
$544M
160 positions
#24Exchange BankPassive
Some overlap · 4 shared positions
$IBM$KO$BMY$FDX
$144M
117 positions
#25Smart Portfolios, LLCPassive
Some overlap · 3 shared positions
$REGN$IBM$FDX
$100M
99 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.