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Hedge Funds Similar to Commerce Advisors

13F Portfolio OverlapQ2 2026Commerce Advisors portfolio →
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Most similar hedge funds by 13F overlap

Commerce Advisors, LLC is an institutional investor managing $184M across 128 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 Commerce Advisors are NFC Investments, Cherokee Insurance, Duncan Williams Asset, with shared positions in $AZO, $TFIN, $AXP, $PGR, $APO, $DAR. The full ranking of 25 similar funds is below.

#1NFC Investments, LLCActive
Some overlap · 8 shared positions
$AZO$TFIN$AXP$PGR$APO$DAR
$389M
43 positions
#2Cherokee Insurance CoPassive
Some overlap · 4 shared positions
$AZO$FHN$FDX$MPC
$259M
124 positions
#3Duncan Williams Asset Management, LLCActive
Some overlap · 4 shared positions
$AZO$FHN$FDX$MPC
$444M
172 positions
#4Summit Asset Management, LLCActive
Some overlap · 3 shared positions
$AZO$FDX$PGR
$780M
183 positions
#5NEW SOUTH CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$AZO$FDX$ARCC
$2.3B
48 positions
#6Bretton Capital Management, LLCActive
Some overlap · 3 shared positions
$AZO$AXP$PGR
$125M
20 positions
#7Galvin, Gaustad & Stein, LLCPassive
Some overlap · 3 shared positions
$AZO$AXP$PGR
$1.4B
262 positions
#8Evercore Wealth Management, LLCActive
Some overlap · 3 shared positions
$AZO$ARCC$PGR
$7.1B
433 positions
#9Radnor Capital Management, LLCPassive
Some overlap · 3 shared positions
$AZO$AXP$BMY
$712M
312 positions
#10Titan Investment Management LLCActive
Some overlap · 5 shared positions
$AZO$BMY$APO$ANET$ALAB
$135M
38 positions
#11Guardian Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$AZO$ANET$APO
$204M
66 positions
#12Cornerstone Investment Partners, LLCActive
Some overlap · 3 shared positions
$AZO$AXP$APO
$3.0B
312 positions
#13Empire Life Investments Inc.Active
Some overlap · 3 shared positions
$AZO$WEC$PGR
$1.8B
113 positions
#14FAMILY WEALTH PARTNERS, LLCActive
Some overlap · 4 shared positions
$ARCC$GBDC$BMY$FDX
$326M
109 positions
#15Sound Income Strategies, LLCPassive
Some overlap · 3 shared positions
$ARCC$GBDC$HCXY
$2.2B
483 positions
#16Whipplewood Advisors, LLCPassive
Some overlap · 3 shared positions
$ARCC$GBDC$HCXY
$149M
636 positions
#17Muzinich & Co., Inc.Active
Some overlap · 3 shared positions
$ARCC$GBDC$HCXY
$293M
38 positions
#18STONEHAVEN WEALTH & TAX SOLUTIONS, LLCActive
Some overlap · 3 shared positions
$WEC$BMY$ANET
$125M
93 positions
#191834 INVESTMENT ADVISORS COPassive
Some overlap · 3 shared positions
$WEC$BMY$F
$883M
211 positions
#20Orographic Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$BMY$ARCC$GBDC
$151M
105 positions
#21EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 3 shared positions
$AZO$AXP$APO
$808M
156 positions
#22CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$WEC$ARCC$PGR
$6.4B
290 positions
#23CAMBIAR INVESTORS LLCActive
Some overlap · 3 shared positions
$BMY$FDX$AXP
$2.3B
150 positions
#24Blue Capital, Inc.Passive
Some overlap · 4 shared positions
$BMY$F$ANET$MPC
$158M
122 positions
#25Park Place Capital CorpPassive
Some overlap · 4 shared positions
$BMY$PGR$ANET$RNST
$629M
1,092 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.