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Hedge Funds Similar to CBIZ Investment Advisory Services,

13F Portfolio OverlapQ1 2026CBIZ Investment Advisory Services, portfolio →
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Most similar hedge funds by 13F overlap

CBIZ Investment Advisory Services, LLC is an institutional investor managing $2.7B across 415 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 CBIZ Investment Advisory Services, are MilWealth Group, Five Pine Wealth, BLUESTEM FINANCIAL ADVISORS,, with shared positions in $MKL, $USB, $BRZE, $BAC, $SCHW, $IAU. The full ranking of 25 similar funds is below.

#1MilWealth Group LLCSmart money
Substantial overlap · 4 shared positions
$MKL$USB$BRZE$BAC
$420M
81 positions
#2Five Pine Wealth ManagementActive
Substantial overlap · 4 shared positions
$MKL$BRZE$SCHW$IAU
$161M
47 positions
#3BLUESTEM FINANCIAL ADVISORS, LLCSmart money
Substantial overlap · 3 shared positions
$MKL$BRZE$SCHW
$259M
33 positions
#4Blankinship & Foster, LLCSmart money
Substantial overlap · 4 shared positions
$MKL$BRZE$VZ$T
$452M
75 positions
#55th Street Advisors, LLCActive
Substantial overlap · 3 shared positions
$MKL$MAR$IAU
$232M
52 positions
#6Glassman Wealth ServicesSmart money
Notable overlap · 5 shared positions
$MKL$BRZE$USB$SCHW$MAR
$736M
187 positions
#7Wrenne Financial Planning LLCSmart money
Notable overlap · 3 shared positions
$MKL$BRZE$SCHW
$255M
49 positions
#8DEFINE FINANCIAL, LLCSmart money
Notable overlap · 3 shared positions
$MKL$SCHW$MAR
$184M
41 positions
#9Dunhill Financial, LLCPassive
Notable overlap · 4 shared positions
$MKL$SCHW$MAR$BAC
$424M
1,857 positions
#10STONE LOFT WEALTH MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$MKL$USB$BRZE
$140M
29 positions
#11Luminvest Wealth Management LLCSmart money
Notable overlap · 4 shared positions
$MKL$USB$BRZE$SCHW
$382M
55 positions
#12FC Advisory LLCActive
Notable overlap · 4 shared positions
$MKL$USB$BRZE$SCHW
$342M
115 positions
#13LAM GROUP, INC.Passive
Notable overlap · 3 shared positions
$MKL$SCHW$MAR
$182M
136 positions
#14CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$MKL$BRZE$MAR
$648M
134 positions
#15Archvest Wealth Advisors, Inc.Active
Notable overlap · 4 shared positions
$MKL$USB$BRZE$SCHW
$155M
74 positions
#16Addis & Hill, IncSmart money
Notable overlap · 3 shared positions
$MKL$USB$CEG
$164M
27 positions
#17Newton One Investments LLCActive
Notable overlap · 3 shared positions
$MKL$USB$CEG
$368M
121 positions
#18Topsail Wealth Management, LLCActive
Notable overlap · 4 shared positions
$MKL$USB$BRZE$MAR
$678M
294 positions
#19HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 3 shared positions
$MKL$USB$SCHW
$280M
107 positions
#20Diversified Trust CoActive
Notable overlap · 3 shared positions
$MKL$BRZE$BAC
$5.4B
1,049 positions
#21Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 4 shared positions
$MKL$BRZE$SCHW$IAU
$578M
118 positions
#22VERITY Wealth AdvisorsActive
Notable overlap · 7 shared positions
$MKL$BRZE$SCHW$MAR$VZ$T
$150M
81 positions
#23MEANS INVESTMENT CO., INC.Active
Notable overlap · 3 shared positions
$MKL$SCHW$BAC
$1.1B
212 positions
#24Gladwyn Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$MKL$USB$VZ
$160M
82 positions
#25Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$MKL$BRZE$IAU
$1.1B
121 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.