13F Pro

Hedge Funds Similar to Cerro Pacific Wealth Advisors

13F Portfolio OverlapQ1 2026Cerro Pacific Wealth Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Cerro Pacific Wealth Advisors LLC is an institutional investor managing $442M across 165 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 Cerro Pacific Wealth Advisors are CoreFirst Bank &, CASTLE WEALTH, PDS Planning,, with shared positions in $AMN, $HUM, $LOW, $COP, $AMGN, $RELX. The full ranking of 25 similar funds is below.

#1CoreFirst Bank & TrustPassive
Notable overlap · 5 shared positions
$AMN$HUM$LOW$COP$AMGN
$189M
290 positions
#2CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$AMN$RELX$SLV$LOW$AMGN
$309M
132 positions
#3PDS Planning, IncPassive
Some overlap · 4 shared positions
$AMN$HUM$ABT$COP
$1.5B
561 positions
#4Equity Wealth Partners, LLCActive
Some overlap · 5 shared positions
$HUM$AMN$SLV$HON$REGN
$155M
76 positions
#5SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money
Some overlap · 4 shared positions
$AMN$HUM$SLV$COP
$154M
39 positions
#6Ballast Financial Advisors LLCActive
Some overlap · 3 shared positions
$AMN$HUM$COP
$98M
68 positions
#7Fortis Advisors, LLCPassive
Some overlap · 6 shared positions
$HUM$REGN$STX$GLW$COP$RELX
$200M
119 positions
#8FIDELITY D & D BANCORP INCActive
Some overlap · 3 shared positions
$AMN$HUM$DIA
$249M
107 positions
#9Bravera WealthPassive
Some overlap · 3 shared positions
$AMN$HUM$COP
$222M
410 positions
#10Wealth Architects, LLCPassive
Some overlap · 3 shared positions
$HUM$AMN$RELX
$1.1B
244 positions
#11Family Investment Center, Inc.Active
Some overlap · 3 shared positions
$AMN$HUM$COP
$520M
91 positions
#12Plum Street Advisors, LLCActive
Some overlap · 4 shared positions
$AMN$RELX$COP$HUM
$289M
98 positions
#13Stephens Consulting, LLC
Some overlap · 4 shared positions
$AMN$HUM$AMGN$COP
$309M
476 positions
#14Foster Group, Inc.Active
Some overlap · 4 shared positions
$AMN$RELX$DIA$COP
$3.4B
284 positions
#15Cauble & Harre Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$AMN$REGN$HUM
$126M
74 positions
#16Hudson Oak Wealth Advisory LLCActive
Some overlap · 3 shared positions
$AMN$RELX$COP
$115M
52 positions
#17Financial Plan, Inc.Active
Some overlap · 5 shared positions
$AMN$SLV$COP$GLW$ABT
$933M
94 positions
#18Parcion Private Wealth LLCPassive
Some overlap · 5 shared positions
$AMN$KLAC$REGN$AMGN$ABT
$1.6B
435 positions
#19Carr Financial Group CorpPassive
Some overlap · 4 shared positions
$HUM$AMN$COP$AMGN
$379M
174 positions
#20Avantax Planning Partners, Inc.Active
Some overlap · 4 shared positions
$AMN$HUM$AMGN$COP
$3.6B
435 positions
#21GEN Financial Management, INC.Active
Some overlap · 4 shared positions
$HUM$REGN$AMN$HON
$162M
51 positions
#22Argo Wealth Advisory, LLCActive
Some overlap · 5 shared positions
$HUM$REGN$HON$LOW$AMGN
$170M
48 positions
#23Post Resch Tallon Group Inc.Passive
Some overlap · 4 shared positions
$HUM$REGN$GLW$COP
$124M
120 positions
#24Provident Wealth Management, LLCActive
Some overlap · 4 shared positions
$AMN$REGN$HON$HUM
$331M
134 positions
#25Paragon Capital Management LtdActive
Some overlap · 5 shared positions
$HUM$REGN$AMN$AMGN$HON
$476M
199 positions

Compare Cerro Pacific Wealth Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Cerro Pacific Wealth Advisors’s holdings

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.