What hedge funds are most similar to CAHABA WEALTH MANAGEMENT, INC.?

The funds with the most similar 13F portfolios to CAHABA WEALTH MANAGEMENT, INC. are Kastel Advisors,, Hardy Reed, Magnolia Wealth ,, 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 CAHABA WEALTH ,

13F Portfolio OverlapQ1 2026CAHABA WEALTH , portfolio →

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Most similar hedge funds by 13F overlap

CAHABA WEALTH MANAGEMENT, INC. is an institutional investor managing $1.5B across 154 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 CAHABA WEALTH , are Kastel Advisors,, Hardy Reed, Magnolia Wealth ,, with shared positions in $DHR, $BRZE, $KKR, $SO, $AFL, $MCD. The full ranking of 25 similar funds is below.

#1Kastel Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$DHR $BRZE $KKR

$163M

55 positions

#2Hardy Reed LLCActive

Notable overlap · 3 shared positions

$DHR $BRZE $KKR

$1.4B

243 positions

#3Magnolia Wealth Management, LLCActive

Notable overlap · 5 shared positions

$DHR $SO $AFL $MCD $KO

$172M

212 positions

#4YOUNGS ADVISORY GROUP, INC.Active

Notable overlap · 5 shared positions

$DHR $J $BRZE $KO $MCD

$281M

66 positions

#5Spectrum Investment Advisors, Inc.Active

Notable overlap · 3 shared positions

$DHR $KKR $MCD

$201M

46 positions

#6Waldron Private Wealth LLCActive

Notable overlap · 4 shared positions

$DHR $DDOG $EPAM $KKR

$2.6B

342 positions

#7WealthCollab, LLCPassive

Notable overlap · 3 shared positions

$DHR $BRZE $DDOG

$243M

977 positions

#8Mill Creek Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$DHR $BRZE $EPAM $KKR

$4.9B

260 positions

#9Capstone Financial Advisors, Inc.Smart money

Notable overlap · 5 shared positions

$DHR $BRZE $DDOG $KO $MCD

$1.9B

187 positions

#10Finley Financial, LLCActive

Notable overlap · 3 shared positions

$DHR $EPAM $MCD

$214M

107 positions

#11Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 3 shared positions

$DHR $SO $MCD

$199M

40 positions

#12Trinity Wealth Management, LLCActive

Notable overlap · 3 shared positions

$DHR $BRZE $DDOG

$272M

72 positions

#13FIDUCIARY ADVISORS, INC.Active

Notable overlap · 4 shared positions

$DHR $BRZE $KO $KKR

$133M

121 positions

#14Bricktown Capital, LLCSmart money

Notable overlap · 3 shared positions

$DHR $BRZE $EPAM

$508M

32 positions

#15CATALYST PRIVATE WEALTH, LLCActive

Notable overlap · 3 shared positions

$DHR $BRZE $KKR

$185M

76 positions

#16Manuka Financial, LLCActive

Notable overlap · 4 shared positions

$DHR $BRZE $DDOG $KKR

$162M

56 positions

#17guardian investment managementActive

Notable overlap · 3 shared positions

$DHR $KKR $MMM

$127M

60 positions

#18Meridian Wealth Partners, LLCActive

Notable overlap · 4 shared positions

$DHR $DDOG $BRZE $MCD

$729M

118 positions

#19FORTE ASSET MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$DHR $RELX $EPAM

$228M

76 positions

#20PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$DHR $BRZE $DDOG $RELX

$1.4B

283 positions

#21Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$DHR $KO $KKR

$90M

65 positions

#22Downshift Financial, LLCActive

Notable overlap · 3 shared positions

$DHR $BRZE $DDOG

$193M

77 positions

#23GuidedMoney, LLCSmart money

Notable overlap · 3 shared positions

$DHR $BRZE $MCD

$190M

29 positions

#24Note Advisors, LLCActive

Notable overlap · 4 shared positions

$DHR $DDOG $BRZE $MCD

$200M

85 positions

#25Forum Private Client Group LLCActive

Some overlap · 3 shared positions

$DHR $DDOG $KKR

$300M

80 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.