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Hedge Funds Similar to CANTOR FITZGERALD INVESTMENT ADVISORS

13F Portfolio OverlapQ3 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 $3.3B across 229 U.S. equity positions as of Q3 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, EQUITY INVESTMENT, Cullen, with shared positions in $CVS, $TXN, $USB, $MDLZ, $BMY, $TGT. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Notable overlap · 12 shared positions
$CVS$TXN$USB$MDLZ$BMY$TGT
$1.3B
58 positions
#2EQUITY INVESTMENT CORPActive
Notable overlap · 10 shared positions
$WFC$TFC$USB$UPS$PPG$TRV
$5.2B
76 positions
#3Cullen Capital Management, LLCActive
Notable overlap · 10 shared positions
$TFC$UPS$TRV$GPC$TGT$COP
$10.2B
208 positions
#4RNC CAPITAL MANAGEMENT LLCActive
Notable overlap · 9 shared positions
$CVS$EMR$UPS$BMY$ACN$CCZ
$2.4B
181 positions
#5SKBA CAPITAL MANAGEMENT LLCPassive
Notable overlap · 9 shared positions
$TXN$TFC$WFC$USB$MET$COP
$606M
79 positions
#6Monte Financial Group, LLCPassive
Notable overlap · 8 shared positions
$WFC$SWK$TXN$UPS$PPG$ACN
$312M
102 positions
#7DMKC Advisory Services, LLCActive
Notable overlap · 9 shared positions
$WFC$USB$KMB$GPC$TGT$MDT
$530M
92 positions
#8Allied Investment Advisors, LLCPassive
Notable overlap · 9 shared positions
$WFC$USB$KMB$GPC$TGT$MDT
$1.1B
112 positions
#9Paradigm Capital Management, LLC/NVActive
Notable overlap · 9 shared positions
$WFC$TFC$USB$HPE$MET$PM
$116M
65 positions
#10Palouse Capital Management, Inc.Passive
Notable overlap · 8 shared positions
$HPE$TXN$UPS$SJM$MDT$PFE
$160M
124 positions
#11InvesTrustPassive
Notable overlap · 9 shared positions
$WFC$USB$BMY$MET$TGT$PM
$247M
91 positions
#12Principal Street Partners, LLCPassive
Notable overlap · 8 shared positions
$HPE$TXN$CVS$FITB$BMY$DUK
$683M
277 positions
#131834 INVESTMENT ADVISORS COPassive
Notable overlap · 9 shared positions
$CVS$TFC$BMY$TXN$USB$PFE
$886M
232 positions
#14OLD REPUBLIC INTERNATIONAL CORPActive
Notable overlap · 8 shared positions
$TXN$EMR$UPS$KMB$DUK$BMY
$2.2B
70 positions
#15Argyle Capital Management, LLCPassive
Notable overlap · 11 shared positions
$HPE$EMR$BMY$DUK$COP$PFE
$347M
138 positions
#16Verity & Verity, LLCActive
Notable overlap · 9 shared positions
$TXN$MET$TGT$ACN$UPS$PFH
$1.5B
139 positions
#17Hillman Capital Management, Inc.Passive
Notable overlap · 8 shared positions
$CVS$USB$UPS$IFF$BMY$CCZ
$138M
54 positions
#18Catherine Avery Investment Management LLCPassive
Notable overlap · 7 shared positions
$HPE$TFC$UPS$BBY$BMY$TGT
$116M
172 positions
#19Exeter Financial, LLCPassive
Notable overlap · 7 shared positions
$TXN$EMR$USB$TRV$CVS$TGT
$265M
100 positions
#20Kinloch Capital, LLCPassive
Notable overlap · 7 shared positions
$SWK$KMB$EMR$SJM$GPC$TGT
$274M
79 positions
#21HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive
Notable overlap · 9 shared positions
$USB$PPG$WFC$CCZ$MDT$TFC
$34.3B
462 positions
#22DAVIS SELECTED ADVISERSActive
Notable overlap · 7 shared positions
$CVS$TXN$WFC$USB$DVN$COP
$23.3B
112 positions
#23Signature Wealth Management Group
Notable overlap · 7 shared positions
$TFC$TXN$KMB$UPS$BMY$TGT
$263M
128 positions
#24ADVOCATE GROUP LLCPassive
Notable overlap · 8 shared positions
$EMR$BMY$TGT$TXN$DUK$MDT
$646M
122 positions
#25PZENA INVESTMENT MANAGEMENT LLCActive
Notable overlap · 7 shared positions
$CVS$WFC$PPG$BMY$MET$ACN
$34.1B
161 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.