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Hedge Funds Similar to PERSONAL CFO SOLUTIONS,

13F Portfolio OverlapQ1 2026PERSONAL CFO SOLUTIONS, portfolio →
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Most similar hedge funds by 13F overlap

PERSONAL CFO SOLUTIONS, LLC is an institutional investor managing $712M across 520 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 PERSONAL CFO SOLUTIONS, are UNIO, GQG Partners, Fogel ,, with shared positions in $CB, $AXP, $ASML, $VZ, $PM, $T. The full ranking of 25 similar funds is below.

#1UNIO CAPITAL LLCActive
Notable overlap · 3 shared positions
$CB$AXP$ASML
$466M
21 positions
#2GQG Partners LLCActive
Notable overlap · 5 shared positions
$CB$VZ$PM$T$MO
$63.1B
81 positions
#3Fogel Capital Management, Inc.Active
Some overlap · 3 shared positions
$CB$LEN$AXP
$219M
52 positions
#4CACTI ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$CB$BA$AXP
$2.0B
76 positions
#5Calamos Wealth Management LLCPassive
Some overlap · 5 shared positions
$LEN$CB$LIN$BA$AXP
$2.9B
546 positions
#6BERKSHIRE HATHAWAY INCSmart money
Some overlap · 3 shared positions
$CB$AXP$LEN
$263.1B
29 positions
#7Alphinity Investment Management Pty LtdActive
Some overlap · 3 shared positions
$CB$AXP$CBRE
$5.7B
29 positions
#8Cornerstone Investment Partners, LLCActive
Some overlap · 4 shared positions
$CB$AXP$MCK$CBRE
$2.4B
291 positions
#9Wagner Wealth Management, CorpPassive
Some overlap · 3 shared positions
$LEN$CB$LIN
$111M
103 positions
#10EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 4 shared positions
$CB$VZ$AXP$CBRE
$688M
158 positions
#11Dominguez Wealth Management Solutions, Inc.Active
Some overlap · 4 shared positions
$LEN$VZ$T$MO
$165M
67 positions
#12Orca Wealth Management, LLCActive
Some overlap · 4 shared positions
$CB$VZ$PM$T
$141M
67 positions
#13Investment Research Partners LLCPassive
Some overlap · 4 shared positions
$LEN$VZ$AXP$MCK
$246M
245 positions
#14Cassia Capital Partners, LLCActive
Some overlap · 3 shared positions
$LEN$VZ$T
$194M
67 positions
#15WINNOW WEALTH LLCPassive
Some overlap · 3 shared positions
$LEN$VZ$MO
$130M
123 positions
#16Abundance Wealth CounselorsActive
Some overlap · 3 shared positions
$LEN$VZ$MCK
$697M
246 positions
#17LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$CB$VZ$T$MCK
$970M
154 positions
#18NBZ Investment Advisors LLCActive
Some overlap · 3 shared positions
$LEN$AXP$BA
$229M
73 positions
#19CENTRAL VALLEY ADVISORS, LLCPassive
Some overlap · 3 shared positions
$LEN$CB$MO
$366M
187 positions
#20FERGUSON WELLMAN CAPITAL MANAGEMENT, INCPassive
Some overlap · 3 shared positions
$LEN$PM$T
$7.3B
406 positions
#21PlanVest Financial, IncPassive
Some overlap · 3 shared positions
$LEN$PM$MO
$131M
565 positions
#22ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 4 shared positions
$CB$VZ$AXP$ASML
$1.7B
86 positions
#23ZWJ INVESTMENT COUNSEL INCPassive
Some overlap · 4 shared positions
$CB$BA$AXP$T
$2.8B
241 positions
#24VERITY Wealth AdvisorsActive
Some overlap · 4 shared positions
$LEN$NOW$T$VZ
$150M
81 positions
#25CMH Wealth Management LLCPassive
Some overlap · 3 shared positions
$LEN$BA$NOW
$583M
113 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.