How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Cetera Investment Advisers

13F Portfolio OverlapQ1 2026Cetera Investment Advisers portfolio →

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Most similar hedge funds by 13F overlap

Cetera Investment Advisers is an institutional investor managing $94.0B across 4,790 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 Cetera Investment Advisers are Ballast Rock Private Wealth, Geneos Wealth, Wealthcare Advisory Partners, with shared positions in $WT, $BRZE, $KKR, $REGN, $JHG, $SNOW. The full ranking of 25 similar funds is below.

#1Ballast Rock Private Wealth LLCPassive

Some overlap · 7 shared positions

$WT $BRZE $KKR $REGN $JHG $SNOW

$181M

177 positions

#2Geneos Wealth Management Inc.Passive

Some overlap · 8 shared positions

$WT $REGN $SE $JHG $OKE $MS

$4.3B

2,465 positions

#3Wealthcare Advisory Partners LLCPassive

Some overlap · 7 shared positions

$WT $KKR $REGN $SE $JHG $OKE

$5.1B

1,073 positions

#4Oregon Pacific Wealth Management, LLCPassive

Some overlap · 6 shared positions

$WT $BRZE $KKR $REGN $SE $SCHW

$96M

105 positions

#5Ameritas Advisory Services, LLCPassive

Some overlap · 7 shared positions

$WT $KKR $JHG $OKE $SNOW $SCHW

$2.6B

1,075 positions

#6HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$WT $BRZE $KKR $JHG $SCHW $MAR

$238M

142 positions

#7Professional Financial Advisors, LLCActive

Some overlap · 6 shared positions

$WT $BRZE $SE $MS $SNOW $SCHW

$491M

137 positions

#8Centurion Wealth Management LLCPassive

Some overlap · 6 shared positions

$WT $KKR $REGN $SE $MS $SNOW

$444M

316 positions

#9Strategic Family Wealth Counselors, L.L.C.Passive

Some overlap · 6 shared positions

$WT $KKR $REGN $SE $JHG $MAR

$381M

163 positions

#10TRB Wealth Management, LLCPassive

Some overlap · 6 shared positions

$WT $BRZE $KKR $MS $SE $SNOW

$704M

285 positions

#11Medallion Wealth Advisors, LLCPassive

Some overlap · 7 shared positions

$BRZE $KKR $REGN $WT $JHG $SNOW

$306M

1,121 positions

#12OSAIC HOLDINGS, INC.Passive

Some overlap · 7 shared positions

$WT $REGN $JHG $MS $KKR $SNOW

$68.3B

7,814 positions

#13Endowment Wealth Management, Inc.Passive

Some overlap · 6 shared positions

$WT $REGN $SE $JHG $MS $SCHW

$226M

165 positions

#14Davidson Kahn Capital Management, LLCActive

Some overlap · 5 shared positions

$WT $BRZE $KKR $REGN $SCHW

$188M

62 positions

#15Stratos Wealth Partners, LTD.Passive

Some overlap · 6 shared positions

$WT $KKR $JHG $MS $BRZE $MAR

$8.8B

1,619 positions

#16LPL Financial LLCPassive

Some overlap · 6 shared positions

$WT $SE $MS $REGN $JHG $KKR

$376.6B

5,964 positions

#17Gateway Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$WT $BRZE $KKR $SE $OKE

$2.6B

925 positions

#18Sentinus, LLCPassive

Some overlap · 6 shared positions

$WT $SE $JHG $MS $BRZE $MAR

$1.1B

596 positions

#19Reality Financial Planning Services, LLCSmart money

Some overlap · 5 shared positions

$WT $BRZE $KKR $SNOW $SCHW

$104M

20 positions

#20Value Investment Professionals, LLCPassive

Some overlap · 5 shared positions

$WT $BRZE $REGN $JHG $SCHW

$89M

81 positions

#21Evanson Asset Management, LLCActive

Some overlap · 5 shared positions

$WT $BRZE $KKR $SCHW $OKE

$1.9B

321 positions

#22Pinnacle Financial Group, LLC / ILPassive

Some overlap · 5 shared positions

$WT $BRZE $KKR $MS $SCHW

$365M

111 positions

#23Ritter Daniher Financial Advisory LLC / DEActive

Some overlap · 6 shared positions

$WT $KKR $JHG $MS $SCHW $REGN

$589M

590 positions

#24Curran Financial Partners, LLCActive

Some overlap · 6 shared positions

$WT $BRZE $KKR $OKE $SCHW $MAR

$559M

127 positions

#25FAMILY WEALTH PARTNERS, LLCActive

Some overlap · 5 shared positions

$WT $BRZE $SE $SNOW $SCHW

$293M

105 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.