Hedge Funds Similar to CANTOR FITZGERALD INVESTMENT ADVISORS

13F Portfolio OverlapQ1 2026CANTOR FITZGERALD INVESTMENT ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

CANTOR FITZGERALD INVESTMENT ADVISORS L.P. is an institutional investor managing $1.4B across 178 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 CANTOR FITZGERALD INVESTMENT ADVISORS are EDGAR LOMAX /VA, EQUITY INVESTMENT, 1834 INVESTMENT ADVISORS, with shared positions in $CVS, $USB, $COP, $WFC, $MDLZ, $BMY. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive

Notable overlap · 10 shared positions

$CVS $USB $COP $WFC $MDLZ $BMY

$1.4B

56 positions

#2EQUITY INVESTMENT CORPActive

Notable overlap · 9 shared positions

$USB $WFC $TFC $UPS $TRV $PPG

$5.1B

71 positions

#31834 INVESTMENT ADVISORS COPassive

Notable overlap · 9 shared positions

$VLTO $USB $COP $BMY $TFC $PFE

$801M

206 positions

#4Argyle Capital Management, LLCPassive

Notable overlap · 9 shared positions

$EMR $COP $BMY $HPE $WFC $DUK

$308M

137 positions

#5SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 8 shared positions

$WFC $USB $TFC $COP $WY $TXN

$728M

79 positions

#6LifePlan Financial, LLCPassive

Notable overlap · 8 shared positions

$VLTO $USB $CVS $MDT $DUK $TGT

$135M

83 positions

#7Catherine Avery Investment Management LLCPassive

Notable overlap · 8 shared positions

$TFC $HPE $UPS $BMY $SWK $PFE

$223M

109 positions

#8Cullen Capital Management, LLCActive

Notable overlap · 8 shared positions

$TFC $COP $UPS $TRV $MDT $DUK

$9.8B

213 positions

#9ADVOCATE GROUP LLCPassive

Notable overlap · 8 shared positions

$EMR $BMY $TXN $UPS $MDT $DUK

$639M

126 positions

#10BCWM, LLCPassive

Notable overlap · 8 shared positions

$USB $UPS $BMY $SWK $DUK $PFE

$353M

57 positions

#11KLCM Advisors, Inc.Active

Notable overlap · 8 shared positions

$WFC $TFC $UPS $BMY $IFF $TGT

$1.2B

275 positions

#12RNC CAPITAL MANAGEMENT LLC

Notable overlap · 6 shared positions

$CVS $GLW $EMR $UPS $BMY $MDT

$2.2B

173 positions

#13Hillman Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$CVS $USB $UPS $BMY $IFF $PFE

$144M

56 positions

#14Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$USB $EMR $TRV $TXN $COP $CVS

$245M

98 positions

#15Econ Financial Services CorpPassive

Notable overlap · 7 shared positions

$CVS $UPS $TXN $MDT $PFE $PFH

$215M

74 positions

#16Murphy Pohlad Asset Management LLCPassive

Notable overlap · 7 shared positions

$EMR $COP $UPS $TRV $DVN $MDT

$279M

134 positions

#17Monte Financial Group, LLCPassive

Notable overlap · 7 shared positions

$WFC $UPS $TXN $PPG $SWK $MDT

$282M

100 positions

#18Allied Investment Advisors, LLCActive

Notable overlap · 7 shared positions

$USB $WFC $MDT $PFE $TGT $GPC

$697M

100 positions

#19Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$USB $COP $UPS $MDLZ $DUK $PFE

$139M

62 positions

#20MATHER GROUP, LLC.Active

Notable overlap · 5 shared positions

$VLTO $USB $COP $TGT $PPG

$10.0B

1,896 positions

#21DAVIS SELECTED ADVISERSActive

Some overlap · 5 shared positions

$CVS $USB $WFC $TXN $COP

$21.8B

112 positions

#22HUDSON EDGE INVESTMENT PARTNERS INC.Active

Some overlap · 7 shared positions

$COP $BMY $MDT $CVS $SJM $DUK

$684M

101 positions

#23Stonebridge Capital Advisors LLCPassive

Some overlap · 6 shared positions

$USB $COP $TRV $MDT $DUK $GLW

$1.4B

211 positions

#24WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 4 shared positions

$VLTO $USB $COP $DUK

$350M

95 positions

#25HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive

Some overlap · 6 shared positions

$USB $WFC $PPG $MDT $TFC $MDLZ

$32.4B

465 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.