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Hedge Funds Similar to CARY STREET PARTNERS INVESTMENT ADVISORY

13F Portfolio OverlapQ1 2026CARY STREET PARTNERS INVESTMENT ADVISORY portfolio →
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Most similar hedge funds by 13F overlap

CARY STREET PARTNERS INVESTMENT ADVISORY LLC is an institutional investor managing $494M across 758 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 CARY STREET PARTNERS INVESTMENT ADVISORY are MATHER GROUP,, Addis & Hill,, MILLER HOWARD INVESTMENTS /NY, with shared positions in $SNOW, $MKL, $RL, $COP, $DDOG, $USB. The full ranking of 25 similar funds is below.

#1MATHER GROUP, LLC.Active
Some overlap · 6 shared positions
$SNOW$MKL$RL$COP$DDOG$USB
$10.0B
1,896 positions
#2Addis & Hill, IncSmart money
Some overlap · 6 shared positions
$MKL$TRGP$ET$EPD$WMB$USB
$164M
27 positions
#3MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 6 shared positions
$TRGP$COP$ET$EPD$WMB$WES
$3.7B
138 positions
#4Fund Advisors of America Inc/FLPassive
Some overlap · 6 shared positions
$MKL$ET$EPD$WMB$USB$PM
$99M
118 positions
#5EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 6 shared positions
$TRGP$ET$EPD$WMB$WES$PM
$2.8B
276 positions
#6SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive
Some overlap · 5 shared positions
$TRGP$COP$ET$EPD$WMB
$507M
306 positions
#7Recurrent Investment Advisors LLCActive
Some overlap · 6 shared positions
$TRGP$ET$EPD$WMB$WES$COP
$1.7B
67 positions
#8Smith Partners Wealth Management, LLCPassive
Some overlap · 5 shared positions
$SNOW$MKL$DDOG$USB$PM
$112M
76 positions
#9Life Planning Partners, IncActive
Some overlap · 5 shared positions
$SNOW$MKL$DDOG$USB$COP
$131M
68 positions
#10Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SNOW$MKL$COP$PM
$123M
111 positions
#11TrustWell Financial Advisors, LLCActive
Some overlap · 4 shared positions
$SNOW$MKL$COP$USB
$106M
70 positions
#12Certified Advisory CorpPassive
Some overlap · 5 shared positions
$SNOW$COP$XYZ$EPD$USB
$1.1B
318 positions
#13Black Diamond Financial, LLCActive
Some overlap · 4 shared positions
$SNOW$MKL$COP$DDOG
$916M
185 positions
#14Valley Financial Group, Inc.Active
Some overlap · 4 shared positions
$SNOW$MKL$COP$DDOG
$185M
63 positions
#15ELCO Management Co., LLCPassive
Some overlap · 5 shared positions
$TRGP$ET$EPD$WMB$WES
$208M
170 positions
#16WESTWOOD HOLDINGS GROUP INCPassive
Some overlap · 5 shared positions
$TRGP$ET$EPD$WMB$WES
$13.7B
461 positions
#17RR Advisors, LLCActive
Some overlap · 5 shared positions
$TRGP$ET$EPD$WMB$WES
$360M
27 positions
#18Blackstone Inc.Active
Some overlap · 5 shared positions
$TRGP$ET$EPD$WMB$WES
$25.6B
417 positions
#19CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 5 shared positions
$TRGP$ET$EPD$WMB$WES
$2.0B
66 positions
#20TORTOISE CAPITAL ADVISORS, L.L.C.Active
Some overlap · 5 shared positions
$TRGP$ET$EPD$WMB$WES
$9.6B
90 positions
#21BASSO CAPITAL MANAGEMENT, L.P.Active
Some overlap · 5 shared positions
$TRGP$ET$EPD$WMB$WES
$163M
137 positions
#22SL ADVISORS, LLCActive
Some overlap · 5 shared positions
$TRGP$ET$EPD$WMB$WES
$59M
32 positions
#23INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$TRGP$ET$EPD$WMB$WES
$1.4B
149 positions
#24Heronetta Management, L.P.Active
Some overlap · 5 shared positions
$TRGP$ET$EPD$WMB$WES
$110M
16 positions
#25Fractal Investments LLCActive
Some overlap · 5 shared positions
$TRGP$ET$EPD$WMB$WES
$845M
81 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.