Hedge Funds Similar to Cetera Investment Advisers

13F Portfolio OverlapQ2 2026Cetera Investment Advisers portfolio →

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Most similar hedge funds by 13F overlap

Cetera Investment Advisers is an institutional investor managing $109.8B across 5,007 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 Cetera Investment Advisers are Daybright Advisory Services, Summit Trail Advisors, EverSource Wealth Advisors, with shared positions in $PLTR, $CRWD, $DOV. The full ranking of 17 similar funds is below.

#1Daybright Advisory Services, Inc.Active

Slight overlap · 3 shared positions

$PLTR $CRWD $DOV

$419M

145 positions

#2Summit Trail Advisors, LLCActive

Slight overlap · 3 shared positions

$PLTR $CRWD $DOV

$7.9B

1,474 positions

#3EverSource Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$PLTR $CRWD $DOV

$3.0B

4,392 positions

#4Belpointe Asset Management LLCPassive

Slight overlap · 3 shared positions

$PLTR $CRWD $DOV

$3.1B

1,121 positions

#5MOSELEY INVESTMENT MANAGEMENT INC

Slight overlap · 3 shared positions

$PLTR $CRWD $DOV

$314M

163 positions

#6Brand Asset Management Group, Inc.Active

Slight overlap · 3 shared positions

$PLTR $CRWD $DOV

$452M

223 positions

#7Yarbrough Capital, LLCSmart money

Slight overlap · 3 shared positions

$PLTR $CRWD $DOV

$3.3B

88 positions

#8Secure Asset Management, LLCPassive

Slight overlap · 3 shared positions

$PLTR $CRWD $DOV

$714M

333 positions

#9Destiny Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$PLTR $CRWD $DOV

$709M

186 positions

#10SBI Securities Co., Ltd.Passive

Slight overlap · 3 shared positions

$PLTR $CRWD $DOV

$4.4B

4,072 positions

#11Integrity Wealth Solutions LLCActive

Slight overlap · 3 shared positions

$PLTR $CRWD $DOV

$271M

129 positions

#12Murphy & Mullick Capital Management CorpPassive

Slight overlap · 3 shared positions

$PLTR $CRWD $DOV

$161M

666 positions

#13RED REEF ADVISORS LLCPassive

Slight overlap · 3 shared positions

$PLTR $CRWD $DOV

$108M

183 positions

#14Ballast Rock Private Wealth LLCPassive

Slight overlap · 3 shared positions

$PLTR $CRWD $DOV

$217M

192 positions

#15Nova Wealth Management, Inc.Passive

Slight overlap · 3 shared positions

$PLTR $CRWD $DOV

$181M

570 positions

#16GenTrust, LLCActive

Slight overlap · 3 shared positions

$PLTR $CRWD $DOV

$2.6B

201 positions

#17Aspiring Ventures, LLCActive

Slight overlap · 3 shared positions

$PLTR $DOV $CRWD

$411M

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.