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Hedge Funds Similar to RED CEDAR INVESTMENT ,

13F Portfolio OverlapQ1 2026RED CEDAR INVESTMENT , portfolio →
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Most similar hedge funds by 13F overlap

RED CEDAR INVESTMENT MANAGEMENT, LLC is an institutional investor managing $965M across 91 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 RED CEDAR INVESTMENT , are Eliot Finkel Investment Counsel,, Stonebridge Advisors, CASTLE WEALTH, with shared positions in $USB, $GLW, $ETN, $ADI, $MCD, $SLB. The full ranking of 25 similar funds is below.

#1Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$USB$GLW$ETN$ADI$MCD
$184M
32 positions
#2Stonebridge Capital Advisors LLCPassive
Some overlap · 5 shared positions
$USB$GLW$ETN$SLB$MCD
$1.4B
211 positions
#3CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$SLV$USB$NEE$ETN$MAR
$309M
132 positions
#4CORDA Investment Management, LLC.Active
Some overlap · 4 shared positions
$USB$GLW$WELL$MCD
$1.4B
80 positions
#5BOWEN HANES & CO INCActive
Some overlap · 5 shared positions
$GLW$PH$ETN$WELL$MSI
$4.1B
151 positions
#6ABBINGTON INVESTMENT GROUPActive
Some overlap · 4 shared positions
$USB$SLV$SLB$BHP
$172M
51 positions
#7NORTHEAST PLANNING ASSOCIATES, INC. / NH /Active
Some overlap · 3 shared positions
$USB$SLV$GSAT
$149M
55 positions
#8IronBridge Private Wealth, LLCActive
Some overlap · 3 shared positions
$USB$SLV$GSAT
$310M
45 positions
#9RATIONAL ADVISORS, INC.Active
Some overlap · 5 shared positions
$USB$GSAT$WELL$NEE$SO
$980M
179 positions
#10Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$USB$GLW$PH
$942M
33 positions
#11PCG Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$USB$SLV$GSAT
$395M
164 positions
#12VISTA INVESTMENT PARTNERS II, LLCPassive
Some overlap · 5 shared positions
$USB$PH$CFG$MAR$TJX
$223M
157 positions
#13Verde Capital ManagementActive
Some overlap · 3 shared positions
$USB$SLV$WELL
$468M
69 positions
#14Carl P. Sherr & Co., LLCPassive
Some overlap · 6 shared positions
$USB$MCD$NEE$MAR$TJX$CFG
$213M
124 positions
#15OxenFree Capital LLCActive
Some overlap · 3 shared positions
$USB$SLV$NEE
$206M
56 positions
#16First Long Island Investors, LLCActive
Some overlap · 5 shared positions
$USB$PH$ETN$NEE$MCD
$1.2B
70 positions
#17Fullerton Fund Management Co Ltd.Active
Some overlap · 4 shared positions
$GLW$PH$USB$ETN
$1.2B
125 positions
#18Williams & Novak, LLCPassive
Some overlap · 3 shared positions
$USB$SLV$NEE
$134M
143 positions
#19Tandem Financial, LLCPassive
Some overlap · 3 shared positions
$USB$SLV$GSAT
$314M
98 positions
#20Nicholson Wealth Management Group, LLCPassive
Some overlap · 6 shared positions
$PH$ADI$NEE$MSI$MCD$SO
$172M
114 positions
#21Chicago Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$USB$SLV$MAR
$251M
59 positions
#22Royal Palms Capital LLCPassive
Some overlap · 3 shared positions
$SLV$GLW$CFG
$101M
50 positions
#23MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Some overlap · 3 shared positions
$USB$SLV$SO
$1.3B
143 positions
#24Winthrop Partners - WNY, LLCPassive
Some overlap · 5 shared positions
$GLW$ETN$ADI$MSI$NEE
$188M
87 positions
#25Sandro Wealth Management LLCPassive
Some overlap · 5 shared positions
$USB$PH$NEE$MCD$TJX
$125M
99 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.