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Hedge Funds Similar to Center For Asset

13F Portfolio OverlapQ1 2026Center For Asset portfolio →
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Most similar hedge funds by 13F overlap

Center For Asset Management LLC is an institutional investor managing $201M across 144 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 Center For Asset are ASSETMARK,, Strategic Investment Advisors / MI, TFB Advisors, with shared positions in $NTRB, $SE, $UNIT, $VLTO, $UTHR, $NEM. The full ranking of 25 similar funds is below.

#1ASSETMARK, INCPassive
Notable overlap · 14 shared positions
$NTRB$SE$UNIT$VLTO$UTHR$NEM
$49.0B
3,443 positions
#2Strategic Investment Advisors / MIPassive
Notable overlap · 15 shared positions
$NTRB$SE$VLTO$UNIT$T$UTHR
$1.4B
386 positions
#3TFB Advisors LLCPassive
Notable overlap · 9 shared positions
$NTRB$UNIT$UTHR$NEM$T$SE
$191M
180 positions
#4Pacific Excel Wealth Advisors, Inc.Passive
Notable overlap · 6 shared positions
$NTRB$SE$UNIT$VLTO$IAU$RCL
$95M
140 positions
#5Cornerstone Financial Management LLCPassive
Notable overlap · 5 shared positions
$NTRB$VLTO$USB$SE$UNIT
$109M
1,311 positions
#6AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Notable overlap · 5 shared positions
$NTRB$SE$UNIT$MO$USB
$206M
97 positions
#7Gladwyn Financial Advisors, Inc.Active
Notable overlap · 6 shared positions
$NTRB$USB$UNIT$NEE$SE$VZ
$160M
82 positions
#8Bestgate Wealth Advisors, LLCPassive
Notable overlap · 6 shared positions
$SE$NTRB$UNIT$VZ$USB$NEE
$55M
45 positions
#9WAYSTONE ADVISORS LLCPassive
Notable overlap · 5 shared positions
$NTRB$UNIT$SE$VLTO$UTHR
$112M
101 positions
#10Coquina Private Wealth LLCActive
Notable overlap · 5 shared positions
$NTRB$UNIT$NEE$GLW$VZ
$124M
96 positions
#11TD PRIVATE CLIENT WEALTH LLCPassive
Notable overlap · 4 shared positions
$SE$VLTO$USB$VZ
$4.8B
1,649 positions
#12STOLZ & ASSOCIATES, PSSmart money
Notable overlap · 4 shared positions
$SE$NEE$USB$IAU
$143M
30 positions
#13Ifrah Financial Services, Inc.Passive
Notable overlap · 5 shared positions
$SE$NTRB$UNIT$IAU$KLAC
$378M
200 positions
#14Merited Wealth, LLCPassive
Notable overlap · 4 shared positions
$NTRB$UNIT$SE$VLTO
$121M
79 positions
#15SWP FINANCIAL LLCActive
Some overlap · 3 shared positions
$SE$VLTO$IAU
$196M
71 positions
#16Connecticut Capital Management Group, LLCPassive
Some overlap · 3 shared positions
$SE$VLTO$NOC
$106M
109 positions
#17Envision Financial Planning, LLCActive
Some overlap · 4 shared positions
$SE$NEE$UNIT$IAU
$276M
51 positions
#18Pillar Financial Advisors, LLCActive
Some overlap · 4 shared positions
$NTRB$UNIT$IAU$USB
$171M
106 positions
#19FC Advisory LLCActive
Some overlap · 3 shared positions
$NTRB$VLTO$USB
$342M
115 positions
#20Randall & Associates Wealth ManagementActive
Some overlap · 3 shared positions
$NTRB$VLTO$NEE
$148M
56 positions
#21Cedar Point Capital Partners, LLCPassive
Some overlap · 3 shared positions
$NTRB$USB$NEE
$154M
71 positions
#22ONE Advisory Partners, LLCActive
Some overlap · 3 shared positions
$SE$VLTO$IAU
$324M
72 positions
#23TME FINANCIAL, INC.Passive
Some overlap · 5 shared positions
$SE$NTRB$USB$UNIT$IAU
$144M
65 positions
#24Praetorian Wealth Management, Inc.Active
Some overlap · 4 shared positions
$NTRB$UNIT$USB$NOC
$526M
77 positions
#25Arcadia Wealth Management, LLCActive
Some overlap · 3 shared positions
$SE$VLTO$IAU
$276M
67 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.