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 CAHABA WEALTH

13F Portfolio OverlapQ3 2026CAHABA WEALTH portfolio →

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Most similar hedge funds by 13F overlap

CAHABA WEALTH MANAGEMENT, INC. is an institutional investor managing $1.7B across 169 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 CAHABA WEALTH are Carson Advisory, LIBERTY ONE INVESTMENT, BARNES PETTEY FINANCIAL ADVISORS, with shared positions in $SO, $PNFP, $AFL, $DAL, $AWK, $MCD. The full ranking of 25 similar funds is below.

#1Carson Advisory Inc.Passive

Some overlap · 4 shared positions

$SO $PNFP $AFL $DAL

$218M

204 positions

#2LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$SO $AWK $MCD $TRV

$1.0B

154 positions

#3BARNES PETTEY FINANCIAL ADVISORS, LLCPassive

Some overlap · 3 shared positions

$RJF $AFL $DAL

$319M

175 positions

#4Navigate Wealth Management, LLCActive

Some overlap · 3 shared positions

$SO $MMM $MCD

$165M

81 positions

#5Windle Wealth, LLCActive

Some overlap · 3 shared positions

$SO $MMM $MCD

$249M

35 positions

#6Pinnacle Financial Partners, Inc.Active

Some overlap · 3 shared positions

$PNFP $SO $AFL

$14.7B

1,128 positions

#7Inman Jager Wealth Management, LLCPassive

Some overlap · 3 shared positions

$SO $MMM $MCD

$188M

90 positions

#8VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 3 shared positions

$SO $AFL $MCD

$203M

58 positions

#9ForthRight Wealth Management, LLCActive

Some overlap · 3 shared positions

$SO $AFL $TRV

$391M

76 positions

#10AM INVESTMENT STRATEGIES LLCActive

Some overlap · 3 shared positions

$RJF $SO $PNFP

$521M

114 positions

#11WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 3 shared positions

$SO $AFL $MCD

$390M

103 positions

#12AGP FRANKLIN, LLCPassive

Some overlap · 3 shared positions

$PNFP $AFL $MMM

$231M

93 positions

#13Mayfair Advisory Group, LLCPassive

Some overlap · 3 shared positions

$SO $MCD $TRV

$345M

186 positions

#14Jefferson Bridge Capital, LLCPassive

Some overlap · 3 shared positions

$PNFP $HCA $DAL

$115M

53 positions

#15LMG Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$RJF $AFL $CLS $MCD

$626M

166 positions

#16JERICHO FINANCIAL, LLPActive

Some overlap · 3 shared positions

$AWK $AFL $MCD

$202M

39 positions

#17BROADWATER CAPITAL MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$SO $MMM $MCD

$138M

208 positions

#18Keystone Financial Group, Inc.Active

Some overlap · 4 shared positions

$SO $MMM $TRV $PNFP

$188M

117 positions

#19DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INCActive

Some overlap · 3 shared positions

$RJF $HCA $DAL

$2.3B

170 positions

#20WEST PACES ADVISORS INC.Active

Some overlap · 3 shared positions

$SO $MCD $TRV

$586M

692 positions

#21Palmer Knight CoPassive

Some overlap · 3 shared positions

$RJF $TRV $ABCB

$260M

36 positions

#22LongView Wealth ManagementPassive

Some overlap · 3 shared positions

$SO $AFL $MCD

$415M

229 positions

#23Lakeshore Financial Planning, Inc.Active

Some overlap · 4 shared positions

$SO $AFL $MCD $DAL

$323M

97 positions

#24OpenArc Corporate Advisory, LLCActive

Slight overlap · 3 shared positions

$SO $HCA $MCD

$8.9B

931 positions

#25MJT & Associates Financial Advisory Group, Inc.Active

Slight overlap · 3 shared positions

$SO $MMM $MCD

$155M

437 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.