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Hedge Funds Similar to PERSONAL CFO SOLUTIONS

13F Portfolio OverlapQ2 2026PERSONAL CFO SOLUTIONS portfolio →
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Most similar hedge funds by 13F overlap

PERSONAL CFO SOLUTIONS, LLC is an institutional investor managing $692M across 529 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 PERSONAL CFO SOLUTIONS are UNIO, GQG Partners, Amplius Wealth Advisors, with shared positions in $CB, $AXP, $ASML, $VZ, $PM, $MO. The full ranking of 25 similar funds is below.

#1UNIO CAPITAL LLCActive
Notable overlap · 3 shared positions
$CB$AXP$ASML
$526M
19 positions
#2GQG Partners LLCActive
Notable overlap · 4 shared positions
$CB$VZ$PM$MO
$53.8B
102 positions
#3Amplius Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$CB$AXP$ASML
$1.4B
211 positions
#4CACTI ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$CB$STX$BA$AXP
$2.0B
76 positions
#5Financial Strategies Group, Inc.Active
Some overlap · 3 shared positions
$CB$VZ$PM
$628M
100 positions
#6Elevate Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$CB$ASML$PM
$182M
77 positions
#7Arlington Financial Advisors, LLCActive
Some overlap · 3 shared positions
$CB$STX$ASML
$787M
107 positions
#8EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 4 shared positions
$CB$AXP$VZ$CBRE
$808M
156 positions
#9SCOPUS ASSET MANAGEMENT, L.P.Passive
Some overlap · 4 shared positions
$ITT$STX$LIN$ASML
$7.1B
265 positions
#10Minot DeBlois Advisors LLCPassive
Some overlap · 4 shared positions
$CB$AXP$ASML$VZ
$116M
240 positions
#11Winthrop Partners - WNY, LLCPassive
Some overlap · 3 shared positions
$CB$VZ$PM
$202M
87 positions
#12Investment Research & Advisory Group, Inc.Active
Some overlap · 4 shared positions
$CB$BA$ASML$PM
$324M
314 positions
#13TCTC Holdings, LLCActive
Some overlap · 4 shared positions
$CB$LIN$PM$MO
$3.8B
240 positions
#14ABNER HERRMAN & BROCK LLCActive
Some overlap · 4 shared positions
$CB$BA$AXP$VZ
$1.1B
111 positions
#15CONNORS INVESTOR SERVICES INCPassive
Some overlap · 4 shared positions
$CB$LIN$AXP$VZ
$1.2B
153 positions
#16Deane Retirement Strategies, Inc.Passive
Some overlap · 3 shared positions
$CB$LIN$AXP
$236M
52 positions
#17Willis Investment CounselActive
Some overlap · 3 shared positions
$CB$AXP$VZ
$2.1B
125 positions
#18Cornerstone Investment Partners, LLCActive
Some overlap · 3 shared positions
$CB$AXP$CBRE
$3.0B
312 positions
#19BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$CB$AXP$VZ$PM$MO
$515M
142 positions
#20Calamos Wealth Management LLCPassive
Some overlap · 5 shared positions
$CB$LIN$STX$BA$AXP
$3.3B
463 positions
#21ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$CB$LIN$ASML
$713M
97 positions
#22ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 3 shared positions
$CB$AXP$ASML
$1.9B
88 positions
#23ZWJ INVESTMENT COUNSEL INCPassive
Some overlap · 3 shared positions
$CB$BA$AXP
$3.1B
290 positions
#24Orca Wealth Management, LLCPassive
Some overlap · 3 shared positions
$CB$VZ$PM
$167M
83 positions
#25Left Brain Wealth Management, LLCPassive
Some overlap · 3 shared positions
$CB$STX$MO
$332M
99 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.