How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to CGN Advisors

13F Portfolio OverlapQ3 2026CGN Advisors portfolio →

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Most similar hedge funds by 13F overlap

CGN Advisors LLC is an institutional investor managing $1.3B across 297 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CGN Advisors are PeakShares, Vertrix Wealth, Community Financial Services Group, with shared positions in $KLAC, $ANET, $DUK, $TJX, $GLW, $CRWD. The full ranking of 25 similar funds is below.

#1PeakShares LLCActive

Notable overlap · 7 shared positions

$KLAC $ANET $DUK $TJX $GLW $CRWD

$134.4B

122 positions

#2Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$DUK $TJX $CRWD $MCK $BNY $MCD

$292M

99 positions

#3Community Financial Services Group, LLCPassive

Some overlap · 6 shared positions

$KLAC $GLW $ANET $BLK $APH $MCD

$655M

539 positions

#4Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$DUK $TJX $CRWD $MCK $BNY $MCD

$360M

73 positions

#5Davidson Capital Management Inc.Active

Some overlap · 5 shared positions

$KLAC $ANET $TJX $MCK $DUK

$604M

99 positions

#6River Street Advisors LLCPassive

Some overlap · 6 shared positions

$KLAC $GLW $BLK $BX $COF $MCD

$324M

176 positions

#7Cornerstone Select Advisors, LLCPassive

Some overlap · 5 shared positions

$KLAC $ANET $GLW $CRWD $GILD

$238M

149 positions

#8JACKSON SQUARE CAPITAL, LLCActive

Some overlap · 5 shared positions

$KLAC $ANET $TJX $GLW $CRWD

$667M

144 positions

#9RMR Wealth BuildersActive

Some overlap · 7 shared positions

$GLW $CRWD $ANET $KLAC $GILD $DUK

$1.7B

310 positions

#10Kepler Cheuvreux (Suisse) SAPassive

Some overlap · 5 shared positions

$KLAC $TJX $GILD $ENB $BNY

$1.6B

184 positions

#11Ayrshire Capital Management LLCPassive

Some overlap · 6 shared positions

$KLAC $TJX $ANET $APH $BX $GILD

$219M

50 positions

#12GLOBALT Investments LLC / GAActive

Some overlap · 7 shared positions

$TJX $GLW $ENB $DUK $KLAC $ANET

$2.9B

212 positions

#13Railway Pension Investments LtdActive

Some overlap · 5 shared positions

$KLAC $ANET $GILD $MCK $APH

$8.0B

102 positions

#14BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Some overlap · 5 shared positions

$KLAC $MCK $BNY $MCD $CSX

$405M

98 positions

#15OLD SECOND NATIONAL BANK OF AURORAPassive

Some overlap · 5 shared positions

$KLAC $GLW $BLK $BX $COF

$501M

276 positions

#16Reliant Investment Partners, LLCPassive

Some overlap · 5 shared positions

$KLAC $DUK $CRWD $CSX $ANET

$147M

126 positions

#17Stonebridge Capital Advisors LLCPassive

Some overlap · 6 shared positions

$GLW $DUK $GILD $MDT $BLK $MCD

$1.6B

215 positions

#18Riverview Trust CoActive

Some overlap · 6 shared positions

$KLAC $BLK $COF $CSX $MCD $GLW

$84M

166 positions

#19ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Some overlap · 5 shared positions

$KLAC $CRWD $BLK $BX $APH

$409M

182 positions

#20Acumen Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$KLAC $ANET $TJX $BLK $APH

$472M

493 positions

#21Fairvoy Private Wealth, LLCPassive

Some overlap · 5 shared positions

$KLAC $TJX $CRWD $MCD $GLW

$496M

210 positions

#22PAYDEN & RYGELPassive

Some overlap · 5 shared positions

$DUK $TJX $GLW $MCK $GILD

$1.3B

131 positions

#23LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$KLAC $TJX $ANET $MCK

$218M

80 positions

#24Smith Group Asset Management, LLCActive

Some overlap · 4 shared positions

$KLAC $TJX $ANET $MCK

$2.5B

166 positions

#25BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$KLAC $TJX $ANET $BNY

$436M

104 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.