13F Pro

Hedge Funds Similar to Cadent Advisors,

13F Portfolio OverlapQ1 2026Cadent Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Cadent Capital Advisors, LLC is an institutional investor managing $485M across 201 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 Cadent Advisors, are Bulwark, Kensington Asset ,, Ridgeline Wealth,, with shared positions in $JHG, $OKE, $MAR, $SAN, $GMM, $GEV. The full ranking of 25 similar funds is below.

#1Bulwark Capital CorpActive
Notable overlap · 4 shared positions
$JHG$OKE$MAR$SAN
$162M
100 positions
#2Kensington Asset Management, LLCSmart money
Notable overlap · 3 shared positions
$JHG$OKE$GMM
$1.9B
41 positions
#3Ridgeline Wealth, LLCActive
Notable overlap · 3 shared positions
$JHG$OKE$GEV
$140M
52 positions
#4Destiny Wealth Partners, LLCPassive
Notable overlap · 3 shared positions
$JHG$XYZ$OKE
$914M
1,148 positions
#5COTTONWOOD CAPITAL ADVISORS, LLCPassive
Notable overlap · 3 shared positions
$SAN$XYZ$WMB
$142M
86 positions
#6Accel Wealth ManagementPassive
Notable overlap · 3 shared positions
$JHG$SAN$SLV
$383M
290 positions
#7AllGen Financial Advisors, Inc.
Notable overlap · 3 shared positions
$JHG$XYZ$IAU
$422M
40 positions
#8Advisory Resource GroupPassive
Notable overlap · 4 shared positions
$JHG$OKE$GMM$AMAT
$581M
172 positions
#9Leelyn Smith, LLCPassive
Notable overlap · 3 shared positions
$JHG$OKE$AMAT
$713M
154 positions
#10MinichMacGregor Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$SAN$IAU$GEV$MAR
$567M
136 positions
#11Ifrah Financial Services, Inc.Passive
Some overlap · 4 shared positions
$JHG$OKE$TER$IAU
$378M
200 positions
#12Chicago Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$SAN$SLV$MAR
$251M
59 positions
#13CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$JHG$OKE$MAR$YUM
$648M
134 positions
#14WealthCare Investment Partners, LLCPassive
Some overlap · 4 shared positions
$SAN$SLV$IAU$MAR
$360M
191 positions
#15Miller Global Investments, LLCPassive
Some overlap · 3 shared positions
$JHG$OKE$WMB
$121M
295 positions
#16Dynamic Financial GroupActive
Some overlap · 5 shared positions
$JHG$GMM$IAU$SLV$GEV
$122M
69 positions
#17FOCUS Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$SAN$GEV$AXP
$205M
59 positions
#18PFS Partners, LLCActive
Some overlap · 4 shared positions
$JHG$SLV$MAR$GEV
$218M
590 positions
#19HIGHLINE WEALTH PARTNERS LLCPassive
Some overlap · 5 shared positions
$JHG$IAU$AXP$MAR$GEV
$392M
1,298 positions
#20MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$JHG$IAU$AXP$GMM
$144M
99 positions
#21Three Cord True Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$JHG$GMM$IAU$SAN
$180M
39 positions
#22DAHRING {-} CUSMANO LLCActive
Some overlap · 3 shared positions
$JHG$SLV$IAU
$163M
58 positions
#23CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$JHG$SLV$MAR
$309M
132 positions
#24Beaumont Asset Management, L.L.C.Active
Some overlap · 3 shared positions
$JHG$OKE$AXP
$222M
76 positions
#25Generation Capital Management LLCPassive
Some overlap · 3 shared positions
$JHG$GMM$IAU
$137M
74 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.