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Hedge Funds Similar to CEERA INVESTMENTS,

13F Portfolio OverlapQ1 2026CEERA INVESTMENTS, portfolio →
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Most similar hedge funds by 13F overlap

CEERA INVESTMENTS, LLC is an institutional investor managing $228M across 93 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 CEERA INVESTMENTS, are HARBER ASSET, CFC Planning, Allen Mooney & Barnes Investment Advisors, with shared positions in $INTU, $UNH, $WDAY, $CRM, $TEAM, $GTLB. The full ranking of 25 similar funds is below.

#1HARBER ASSET MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$INTU$UNH$WDAY$CRM$TEAM$GTLB
$156M
41 positions
#2CFC Planning Co LLCPassive
Notable overlap · 5 shared positions
$AXP$UNH$CRM$MO$EOG
$140M
72 positions
#3Allen Mooney & Barnes Investment Advisors LLCPassive
Notable overlap · 6 shared positions
$AXP$UNH$ADBE$INTU$MO$EOG
$695M
159 positions
#4Evergreen Private Wealth LLCPassive
Notable overlap · 6 shared positions
$WT$INTU$ADBE$TGT$EOG$CRM
$247M
86 positions
#5Longview Partners (Guernsey) LTDActive
Notable overlap · 3 shared positions
$AXP$UNH$CRM
$7.1B
25 positions
#6Focused Investors LLCActive
Notable overlap · 3 shared positions
$AXP$UNH$GPN
$3.1B
22 positions
#7Collar Capital Management, LLCPassive
Notable overlap · 5 shared positions
$UNH$CRM$ADBE$DOCU$TGT
$155M
72 positions
#8Unison Asset Management LLCActive
Notable overlap · 4 shared positions
$AXP$UNH$ADBE$WT
$219M
32 positions
#9Rare Wolf Capital LLCPassive
Notable overlap · 5 shared positions
$WT$ADBE$VEEV$UNH$CRM
$154M
127 positions
#10Nutshell Asset Management LtdActive
Notable overlap · 4 shared positions
$TW$INTU$ADBE$FICO
$184M
35 positions
#11Generali Powszechne Towarzystwo EmerytalneActive
Notable overlap · 4 shared positions
$UNH$CRM$ADBE$AXP
$566M
28 positions
#12Sustainable Growth Advisers, LPActive
Notable overlap · 3 shared positions
$AXP$INTU$CRM
$10.6B
51 positions
#13PENN DAVIS MCFARLAND INCActive
Notable overlap · 4 shared positions
$UNH$CRM$PYPL$TGT
$1.0B
75 positions
#14Stanley Capital Management, LLCActive
Notable overlap · 4 shared positions
$CPAY$AXP$GPN$INTU
$598M
40 positions
#15EAGLE CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$INTU$UNH$WDAY
$29.8B
60 positions
#16Elevated Private Wealth, LLC
Notable overlap · 5 shared positions
$UNH$ADBE$CRM$INTU$TEAM
$97M
94 positions
#17Selective Wealth Management, Inc.Active
Some overlap · 5 shared positions
$WT$CRM$DOCU$VEEV$GTLB
$338M
120 positions
#18FERNBRIDGE CAPITAL MANAGEMENT LPSmart money
Some overlap · 3 shared positions
$INTU$WDAY$CRM
$1.6B
17 positions
#19Gibraltar Capital Management, Inc.Active
Some overlap · 4 shared positions
$CRM$CPAY$PYPL$ADBE
$581M
125 positions
#20Heard Capital LLCSmart money
Some overlap · 3 shared positions
$AXP$ADBE$FICO
$1.9B
21 positions
#21L1 Capital International Pty LtdActive
Some overlap · 3 shared positions
$INTU$CRM$AXP
$1.7B
23 positions
#22Distillate Capital Partners LLCPassive
Some overlap · 5 shared positions
$CRM$ADBE$MO$PYPL$UNH
$1.9B
118 positions
#23Meridiem Capital Partners LPPassive
Some overlap · 4 shared positions
$CRM$PYPL$INTU$CPAY
$1.5B
64 positions
#24William Allan CorpPassive
Some overlap · 6 shared positions
$PAYX$VEEV$CPAY$INTU$FICO$AXP
$169M
59 positions
#25HMI Capital, LLCActive
Some overlap · 4 shared positions
$TW$CPNG$FICO$GTLB
$754M
11 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.