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Hedge Funds Similar to CAHILL FINANCIAL ADVISORS

13F Portfolio OverlapQ1 2026CAHILL FINANCIAL ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

CAHILL FINANCIAL ADVISORS INC is an institutional investor managing $924M across 286 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 CAHILL FINANCIAL ADVISORS are Centerpoint Advisory Group, Grove Street Fiduciary,, Avant, with shared positions in $WT, $HUM, $AMN, $UNIT, $MAR, $MMM. The full ranking of 25 similar funds is below.

#1Centerpoint Advisory GroupPassive
Notable overlap · 3 shared positions
$WT$HUM$AMN
$133M
108 positions
#2Grove Street Fiduciary, LLCActive
Notable overlap · 5 shared positions
$WT$HUM$UNIT$MAR$MMM
$227M
74 positions
#3Avant Capital LLCPassive
Notable overlap · 4 shared positions
$WT$HUM$ALPS$UNIT
$142M
76 positions
#4Pinnacle Financial Group, LLC / ILPassive
Some overlap · 4 shared positions
$WT$HUM$UNIT$SCHW
$365M
111 positions
#5Trust Point Inc.Active
Some overlap · 4 shared positions
$WT$HUM$UNIT$MAR
$1.2B
521 positions
#6Yoder Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$WT$HUM$MAR$UNIT
$219M
124 positions
#7OPTIMA CAPITAL LLCPassive
Some overlap · 3 shared positions
$WT$HUM$UNIT
$215M
159 positions
#8Reality Financial Planning Services, LLCSmart money
Some overlap · 3 shared positions
$WT$HUM$SCHW
$104M
20 positions
#9FIDELIS iM, LLCSmart money
Some overlap · 3 shared positions
$WT$HUM$SCHW
$264M
25 positions
#10Bristlecone Value Partners, LLCPassive
Some overlap · 3 shared positions
$WT$HUM$DDOG
$114M
68 positions
#11RATIONAL ADVISORS, INC.Active
Some overlap · 3 shared positions
$WT$HUM$DDOG
$980M
179 positions
#12Vigilare Wealth ManagementActive
Some overlap · 4 shared positions
$WT$HUM$SCHW$ALPS
$296M
109 positions
#13Financially in Tune, LLCActive
Some overlap · 3 shared positions
$WT$HUM$UNIT
$116M
77 positions
#14Axis Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$WT$HUM$UNIT
$188M
174 positions
#15HOWARD FINANCIAL SERVICES, LTD.Passive
Some overlap · 3 shared positions
$WT$HUM$SCHW
$888M
223 positions
#16GreatBanc Trust COActive
Some overlap · 3 shared positions
$WT$HUM$UNIT
$143M
67 positions
#17Collaborative Wealth Managment Inc.Passive
Some overlap · 6 shared positions
$WT$AMN$HUM$UNIT$EPAM$MAR
$218M
162 positions
#18UPTICK PARTNERS, LLCPassive
Some overlap · 4 shared positions
$WT$AMN$HUM$UNIT
$502M
293 positions
#19CRA Financial Services, LLCPassive
Some overlap · 3 shared positions
$WT$HUM$AMN
$770M
296 positions
#20Strategic Financial Concepts, LLCPassive
Some overlap · 3 shared positions
$WT$HUM$ALPS
$405M
298 positions
#21Capital Advisors Wealth Management, LLCPassive
Some overlap · 7 shared positions
$HUM$AMN$ALPS$UNIT$SCHW$DDOG
$745M
219 positions
#22Noble Family Wealth, LLCActive
Some overlap · 3 shared positions
$HUM$WT$UNIT
$484M
76 positions
#23Wingate Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$WT$HUM$MAR
$187M
121 positions
#24Cascade Financial Partners, LLCActive
Some overlap · 6 shared positions
$WT$HUM$AMN$DDOG$SCHW$ALPS
$970M
263 positions
#25MOR Wealth Management, LLCActive
Some overlap · 4 shared positions
$WT$AMN$HUM$MAR
$218M
103 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.