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 Cassia Partners,

13F Portfolio OverlapQ1 2026Cassia Partners, portfolio →

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Most similar hedge funds by 13F overlap

Cassia Capital Partners, LLC is an institutional investor managing $194M across 67 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 Cassia Partners, are Reyes Financial Architecture,, Shore Point Advisors,, Anderson Financial Strategies,, with shared positions in $WT, $LEN, $MCD, $DUK, $LUV, $VZ. The full ranking of 25 similar funds is below.

#1Reyes Financial Architecture, Inc.Passive

Notable overlap · 4 shared positions

$WT $LEN $MCD $DUK

$122M

348 positions

#2Shore Point Advisors, LLCActive

Notable overlap · 4 shared positions

$WT $LUV $VZ $T

$253M

76 positions

#3Anderson Financial Strategies, LLCActive

Notable overlap · 3 shared positions

$WT $SHOP $DUK

$182M

32 positions

#4Glen Eagle Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $LEN $WM

$714M

1,021 positions

#5PRECEDENT WEALTH PARTNERS, LLCPassive

Notable overlap · 6 shared positions

$WT $MCD $BAC $DUK $VZ $FDX

$500M

166 positions

#6WIN ADVISORS, INCPassive

Notable overlap · 3 shared positions

$WT $LUV $FDX

$219M

78 positions

#7BEACON FINANCIAL GROUPPassive

Notable overlap · 5 shared positions

$WT $RSG $LEN $WM $DUK

$1.0B

348 positions

#8Powers Advisory Group, LLCActive

Notable overlap · 5 shared positions

$WT $MCD $WM $DUK $VZ

$284M

125 positions

#9Axis Wealth Partners, LLCPassive

Notable overlap · 5 shared positions

$WT $VZ $T $MCD $BAC

$188M

174 positions

#10Dickmeyer Boyce Financial Management, Inc.Passive

Notable overlap · 3 shared positions

$WT $DUK $VZ

$170M

125 positions

#11Vantage Point Financial LLCPassive

Notable overlap · 3 shared positions

$WT $LEN $MCD

$285M

176 positions

#12COLUMBIA ADVISORY PARTNERS LLCActive

Notable overlap · 3 shared positions

$WT $LEN $MCD

$157M

92 positions

#13tru Independence LLCPassive

Notable overlap · 3 shared positions

$WT $MCD $BAC

$202M

102 positions

#14United Advisor Group, LLCPassive

Notable overlap · 3 shared positions

$WT $DUK $VZ

$811M

508 positions

#15WealthPoint Financial, LLCPassive

Notable overlap · 4 shared positions

$WT $DUK $BAC $T

$115M

117 positions

#16KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$WT $BAC $NEM

$743M

262 positions

#17Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$WT $VZ $WM

$153M

96 positions

#18LWM Advisory Services, LLCPassive

Notable overlap · 3 shared positions

$WT $T $WCN

$94M

76 positions

#19Three Magnolias Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $DUK $SHOP

$157M

103 positions

#20Etesian Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $MCD $BAC

$313M

138 positions

#21GERMAN AMERICAN BANCORP, INC.Active

Notable overlap · 4 shared positions

$LEN $FDX $GM $BAC

$1.2B

148 positions

#22Dominguez Wealth Management Solutions, Inc.Active

Notable overlap · 5 shared positions

$LEN $T $MCD $VZ $BAC

$165M

67 positions

#23Winthrop Advisory Group LLCActive

Notable overlap · 3 shared positions

$LEN $WT $BAC

$1.2B

195 positions

#24Catalina Capital Group, LLCPassive

Notable overlap · 3 shared positions

$WT $LEN $RSG

$168M

176 positions

#25SYKON CAPITAL LLCActive

Notable overlap · 4 shared positions

$WT $BAC $LEN $MCD

$300M

88 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.