What hedge funds are most similar to Cascade Investment Advisors, Inc.?

The funds with the most similar 13F portfolios to Cascade Investment Advisors, Inc. are CORDA Investment ,, ProVise Group,, Northwest Bancshares,, based on overlapping conviction holdings in the latest SEC filings.

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 Cascade Investment Advisors,

13F Portfolio OverlapQ1 2026Cascade Investment Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Cascade Investment Advisors, Inc. is an institutional investor managing $183M across 113 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 Cascade Investment Advisors, are CORDA Investment ,, ProVise Group,, Northwest Bancshares,, with shared positions in $AMAT, $USB, $SCHW, $MDT, $SPG, $PFE. The full ranking of 25 similar funds is below.

#1CORDA Investment Management, LLC.Active

Notable overlap · 6 shared positions

$AMAT $USB $SCHW $MDT $SPG $PFE

$1.4B

80 positions

#2ProVise Management Group, LLCPassive

Notable overlap · 6 shared positions

$NVS $AMAT $SCHW $COP $MDT $SNY

$1.4B

261 positions

#3Northwest Bancshares, Inc.Active

Notable overlap · 5 shared positions

$AMAT $USB $CMI $COP $SNY

$502M

168 positions

#4EQUITY INVESTMENT CORPActive

Notable overlap · 6 shared positions

$USB $JLL $SCHW $MDT $CTRA $SNY

$5.1B

71 positions

#5Edgemoor Investment Advisors, Inc.Active

Some overlap · 6 shared positions

$AMAT $SCHW $WSM $NVS $SPG $PFE

$1.3B

170 positions

#6Blume Capital Management, Inc.Passive

Some overlap · 5 shared positions

$AMAT $SCHW $USB $FDX $PFE

$588M

337 positions

#7DMKC Advisory Services, LLCPassive

Some overlap · 5 shared positions

$USB $CMI $MDT $FDX $PFE

$240M

84 positions

#8Perennial Advisors, LLCPassive

Some overlap · 6 shared positions

$USB $AMAT $COP $NVS $FDX $MDT

$587M

122 positions

#9TWIN CITY PRIVATE WEALTH, LLCPassive

Some overlap · 5 shared positions

$AMAT $SCHW $MDT $HII $COP

$132M

96 positions

#10CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Some overlap · 4 shared positions

$AMAT $USB $SCHW $PFE

$180M

58 positions

#11OSTRUM ASSET MANAGEMENTActive

Some overlap · 4 shared positions

$AMAT $CMI $SCHW $ICE

$1.8B

562 positions

#12FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$SCHW $AMAT $COP $NVS $MDT $SNY

$319M

251 positions

#13Eliot Finkel Investment Counsel, LLCActive

Some overlap · 4 shared positions

$AMAT $USB $PCAR $CHRW

$184M

32 positions

#14EDGAR LOMAX CO/VAActive

Some overlap · 5 shared positions

$USB $SCHW $COP $FDX $PFE

$1.4B

56 positions

#15Van Diest Capital, LLCPassive

Some overlap · 4 shared positions

$AMAT $USB $SCHW $COP

$127M

190 positions

#16AMJ Financial Wealth ManagementPassive

Some overlap · 5 shared positions

$AMAT $PCAR $FDX $HII $EMR

$424M

86 positions

#17Busey Wealth ManagementPassive

Some overlap · 5 shared positions

$USB $AMAT $COP $CMI $SCHW

$3.7B

372 positions

#18ADVOCATE GROUP LLCPassive

Some overlap · 5 shared positions

$CMI $SCHW $MDT $EMR $PFE

$639M

126 positions

#19CAPITAL ADVISORS INC/OKPassive

Some overlap · 5 shared positions

$AMAT $HLT $SPG $MDT $PFE

$6.2B

357 positions

#20MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive

Some overlap · 5 shared positions

$USB $COP $MDT $BWXT $PFE

$115M

98 positions

#21Kentucky Trust CoPassive

Some overlap · 5 shared positions

$USB $AMAT $EMR $PFE $NVS

$191M

311 positions

#22Hershey Financial Advisers, LLCPassive

Some overlap · 5 shared positions

$AMAT $SCHW $FDX $COP $ZBRA

$116M

80 positions

#23LifePlan Financial, LLCPassive

Some overlap · 5 shared positions

$USB $HLT $MDT $AMAT $COP

$135M

83 positions

#24MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive

Some overlap · 4 shared positions

$AMAT $NVS $COP $MDT

$176M

81 positions

#25CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Some overlap · 5 shared positions

$USB $COP $MDT $EMR $PFE

$1.4B

178 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.