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Hedge Funds Similar to Cadent Advisors

13F Portfolio OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Cadent Advisors are Geneva Partners, Bannerstone, CUSHING ASSET , dba NXG INVESTMENT, with shared positions in $TER, $GLW, $AGX, $ASML, $BE, $FIX. The full ranking of 25 similar funds is below.

#1Geneva Partners, LLCPassive
Notable overlap · 6 shared positions
$TER$GLW$AGX$ASML$BE$FIX
$375M
75 positions
#2Bannerstone Capital Management, LLCPassive
Notable overlap · 8 shared positions
$AGX$APLD$CLS$AXP$BE$FIX
$119M
113 positions
#3CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 4 shared positions
$OKE$AGX$WMB$BE
$2.2B
73 positions
#4Private Advisory Group LLCPassive
Some overlap · 6 shared positions
$TER$GLW$ASML$POWL$AXP$MP
$1.9B
296 positions
#5Goldstream Capital Management LtdActive
Some overlap · 5 shared positions
$TER$GLW$ASML$BE$COHR
$132M
45 positions
#6LONE PINE CAPITAL LLCActive
Some overlap · 4 shared positions
$TER$AGX$GLW$ASML
$16.4B
34 positions
#7Firsthand Capital Management, Inc.Active
Some overlap · 6 shared positions
$GLW$RKLB$ASML$BE$COHR$WMB
$63M
54 positions
#8VMS Asset Management LimitedPassive
Some overlap · 6 shared positions
$TER$GLW$BE$COHR$FIX$AGX
$315M
33 positions
#9PALLADIEM, LLCActive
Some overlap · 7 shared positions
$SLV$ASML$POWL$GLW$FIX$AZN
$103M
136 positions
#10Hel Ved Capital Management LtdActive
Some overlap · 5 shared positions
$TER$GLW$ASML$FIX$BE
$1.4B
72 positions
#11Spear Advisors LLCActive
Some overlap · 5 shared positions
$TER$RKLB$APLD$COHR$IREN
$291M
28 positions
#12BERKSHIRE CAPITAL HOLDINGS INCActive
Some overlap · 6 shared positions
$TER$GLW$RKLB$BE$ASML$AGX
$462M
122 positions
#13Veracity Capital LLCPassive
Some overlap · 7 shared positions
$GLW$AXP$COHR$TER$ASML$WMB
$370M
223 positions
#14MITCHELL CAPITAL MANAGEMENT COPassive
Some overlap · 6 shared positions
$TER$CLS$BE$GLW$ASML$FIX
$657M
117 positions
#15Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$TER$GLW$ASML$AXP
$115M
89 positions
#16Autumn Glory Partners, LLCPassive
Some overlap · 3 shared positions
$OKE$WMB$ASML
$353M
212 positions
#17Grand Alliance Asset Management LtdActive
Some overlap · 4 shared positions
$TER$GLW$BE$COHR
$167M
15 positions
#18Value Aligned Research Advisors, LLCActive
Some overlap · 7 shared positions
$ASML$CLS$BE$IREN$FIX$APLD
$40.1B
123 positions
#19Williamson Legacy Group, LLCPassive
Some overlap · 4 shared positions
$TER$GLW$BE$COHR
$201M
75 positions
#20TORRAY LLCActive
Some overlap · 4 shared positions
$OKE$PEP$BE$KKR
$741M
91 positions
#21GENTRY PRIVATE WEALTH, LLCSmart money
Some overlap · 4 shared positions
$TER$WMB$ASML$OKE
$194M
108 positions
#22Katamaran Capital LLPPassive
Some overlap · 5 shared positions
$GLW$RKLB$COHR$FIX$BE
$126M
36 positions
#23LEGACY FINANCIAL GROUP, INC.Active
Some overlap · 3 shared positions
$OKE$WMB$AXP
$429M
104 positions
#24Fulcrum Equity ManagementPassive
Some overlap · 3 shared positions
$OKE$ASML$SLV
$136M
144 positions
#25Eddie Patel IncPassive
Some overlap · 4 shared positions
$AGX$POWL$RKLB$CLS
$167M
127 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.