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Hedge Funds Similar to Cedar Wealth ,

13F Portfolio OverlapQ1 2026Cedar Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Cedar Wealth Management, LLC is an institutional investor managing $344M across 89 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 Cedar Wealth , are Contrarius Group Ltd, Kennon-Green & Company,, Ridgepath, with shared positions in $PM, $MO, $MDLZ, $RIG, $SDRL, $KKR. The full ranking of 25 similar funds is below.

#1Contrarius Group Holdings LtdActive
Notable overlap · 5 shared positions
$PM$MO$MDLZ$RIG$SDRL
$1.8B
39 positions
#2Kennon-Green & Company, LLCActive
Notable overlap · 3 shared positions
$PM$MO$MDLZ
$122M
39 positions
#3Ridgepath Capital Management LLCActive
Some overlap · 3 shared positions
$PM$MO$MDLZ
$201M
51 positions
#4Investmark Advisory Group LLCPassive
Some overlap · 4 shared positions
$PM$MO$MDLZ$KKR
$234M
142 positions
#5RBO & CO LLCActive
Some overlap · 3 shared positions
$PM$MDLZ$MO
$620M
57 positions
#6O'Domhnaill Enterprises, Inc.Passive
Some overlap · 4 shared positions
$PM$MO$NEM$MDLZ
$124M
55 positions
#7Vigil Wealth Management, LLCActive
Some overlap · 3 shared positions
$PM$MO$KKR
$124M
75 positions
#8Weinberger Asset Management, IncActive
Some overlap · 3 shared positions
$PM$MO$IAU
$267M
92 positions
#9CINCINNATI FINANCIAL CORPActive
Some overlap · 3 shared positions
$PM$MDLZ$USB
$5.0B
55 positions
#10FAYEZ SAROFIM & COActive
Some overlap · 3 shared positions
$PM$MO$ASML
$39.1B
294 positions
#11Bronte Capital Management Pty Ltd.Active
Some overlap · 4 shared positions
$PM$MDLZ$NEM$B
$1.0B
54 positions
#12TrueMark Investments, LLCPassive
Some overlap · 3 shared positions
$PM$MO$ASML
$514M
167 positions
#13CORTLAND ASSOCIATES INC/MOActive
Some overlap · 4 shared positions
$PM$KKR$MO$MDLZ
$697M
62 positions
#14Canal Capital Management, LLCPassive
Some overlap · 4 shared positions
$PM$MO$ASML$KKR
$739M
207 positions
#15Aurdan Capital Management, LLCActive
Some overlap · 3 shared positions
$PM$MO$USB
$333M
88 positions
#16New Republic Capital, LLCPassive
Some overlap · 3 shared positions
$EPAM$PM$IAU
$297M
312 positions
#17Greenspring Advisors, LLCActive
Some overlap · 4 shared positions
$EPAM$USB$IAU$FLEX
$1.6B
318 positions
#18Finley Financial, LLCActive
Some overlap · 3 shared positions
$EPAM$MDLZ$F
$214M
107 positions
#19Proficio Capital Partners LLCActive
Some overlap · 3 shared positions
$EPAM$IAU$USB
$1.9B
248 positions
#20Koa Wealth Management, LLCActive
Some overlap · 6 shared positions
$PM$USB$IAU$NEM$RH$B
$138M
56 positions
#21Applied Capital LLC/FLActive
Some overlap · 3 shared positions
$PM$MO$USB
$212M
92 positions
#22Slagle Financial, LLCPassive
Some overlap · 3 shared positions
$MO$PM$USB
$303M
121 positions
#23Keystone Financial Planning, Inc.Smart money
Some overlap · 3 shared positions
$MO$PM$USB
$374M
40 positions
#24Diversified Portfolios, Inc.Active
Some overlap · 3 shared positions
$EPAM$USB$KKR
$1.2B
174 positions
#25Capital International InvestorsActive
Some overlap · 3 shared positions
$PM$MDLZ$KKR
$426.5B
438 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.