What hedge funds are most similar to Certified Advisory Corp?

The funds with the most similar 13F portfolios to Certified Advisory Corp are Cauble & Harre Wealth ,, Echo Wealth ,, Advisors 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 Certified Advisory

13F Portfolio OverlapQ1 2026Certified Advisory portfolio →

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Most similar hedge funds by 13F overlap

Certified Advisory Corp is an institutional investor managing $1.2B across 327 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 Certified Advisory are Cauble & Harre Wealth ,, Echo Wealth ,, Advisors Wealth ,, with shared positions in $SNOW, $REGN, $AMN, $KKR, $AFL, $UPST. The full ranking of 25 similar funds is below.

#1Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$SNOW $REGN $AMN $KKR

$126M

74 positions

#2Echo Wealth Management, LLCActive

Notable overlap · 5 shared positions

$SNOW $REGN $AMN $AFL $UPST

$174M

47 positions

#3Capital Advisors Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$SNOW $AMN $KKR $MAR $USB

$745M

219 positions

#4Tillman Hartley LLCActive

Notable overlap · 5 shared positions

$SNOW $AMN $COP $NKE $UPST

$398M

88 positions

#5Clarity Capital Advisors, LLCActive

Notable overlap · 7 shared positions

$SNOW $KKR $COP $NKE $UPST $USB

$215M

95 positions

#6ForthRight Wealth Management, LLCActive

Notable overlap · 6 shared positions

$SNOW $XYZ $AMN $AGQ $AFL $COP

$353M

75 positions

#7Andrews Advisory Associates, LLCActive

Notable overlap · 5 shared positions

$SNOW $AMN $KKR $TXN $NKE

$190M

82 positions

#8Fonville Wealth Management LLCPassive

Notable overlap · 5 shared positions

$SNOW $AMN $NKE $KKR $MAR

$525M

138 positions

#9Financial Futures Ltd Liability Co.Active

Notable overlap · 7 shared positions

$SNOW $AMN $NKE $USB $FCFS $KKR

$228M

72 positions

#10Beacon Capital Management, Inc.Active

Notable overlap · 6 shared positions

$SNOW $MAR $COP $UPST $TXN $AGQ

$1.8B

57 positions

#11MFA WEALTH ADVISORS, LLCActive

Notable overlap · 7 shared positions

$SNOW $AMN $USB $SAN $LMT $AGQ

$508M

88 positions

#12Darrow Company, Inc.Active

Notable overlap · 5 shared positions

$SNOW $KKR $MAR $USB $COP

$222M

56 positions

#13Zhang Financial LLCActive

Notable overlap · 4 shared positions

$SNOW $KKR $COP $AMN

$2.9B

367 positions

#14BWM Planning, LLCActive

Notable overlap · 5 shared positions

$SNOW $AMN $NKE $AGQ $COP

$379M

87 positions

#15Bridgewealth Advisory Group, LLCActive

Notable overlap · 4 shared positions

$SNOW $AMN $KKR $SLV

$482M

135 positions

#16Equity Wealth Partners, LLCActive

Notable overlap · 5 shared positions

$SNOW $AMN $SLV $KKR $REGN

$155M

76 positions

#17Evergreen Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$REGN $SNOW $KKR $LMT

$194M

54 positions

#18Passive Capital Management, LLC.Active

Notable overlap · 5 shared positions

$SNOW $AMN $MAR $NKE $KKR

$335M

104 positions

#19Fortis Advisors, LLCPassive

Notable overlap · 5 shared positions

$SNOW $REGN $USB $AGQ $COP

$200M

119 positions

#20Sagace Wealth Management LLCPassive

Notable overlap · 5 shared positions

$SNOW $KKR $COP $USB $LMT

$149M

70 positions

#21Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 4 shared positions

$SNOW $AMN $NKE $TXN

$931M

518 positions

#22Team Hewins, LLCSmart money

Notable overlap · 4 shared positions

$SNOW $AMN $NKE $TXN

$337M

41 positions

#23Mach-1 Financial Group, LLCPassive

Notable overlap · 4 shared positions

$SNOW $XYZ $FCFS $TXN

$284M

161 positions

#24Frankly Finances, LLCActive

Notable overlap · 3 shared positions

$SNOW $AMN $NKE

$110M

64 positions

#25Austin Asset Management Co IncSmart money

Notable overlap · 3 shared positions

$SNOW $AMN $NKE

$608M

85 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.