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Hedge Funds Similar to Caerus Investment Advisors,

13F Portfolio OverlapQ1 2026Caerus Investment Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Caerus Investment Advisors, LLC is an institutional investor managing $240M across 281 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 Caerus Investment Advisors, are Global X Japan , Ltd., COGENT STRATEGIC WEALTH, AQR, with shared positions in $DHR, $GILD, $PLTR, $LRCX, $MU, $CB. The full ranking of 25 similar funds is below.

#1Global X Japan Co., Ltd.Active
Notable overlap · 5 shared positions
$DHR$GILD$PLTR$LRCX$MU
$1.9B
378 positions
#2COGENT STRATEGIC WEALTH LLCActive
Some overlap · 10 shared positions
$DHR$CB$PLTR$BMY$PCG$EIX
$97M
56 positions
#3AQR CAPITAL MANAGEMENT LLCPassive
Some overlap · 13 shared positions
$BMY$PCG$EIX$CB$GE$FIX
$218.4B
3,739 positions
#4Sivia Capital Partners, LLCPassive
Some overlap · 12 shared positions
$DHR$BMY$PCG$CB$EIX$ABNB
$516M
455 positions
#5SECTORAL ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$GILD$DHR$BMY$REGN
$121M
77 positions
#6JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Some overlap · 12 shared positions
$EIX$BMY$PCG$FDX$INTC$ABNB
$1.1B
286 positions
#7guardian investment managementActive
Some overlap · 4 shared positions
$DHR$INTC$GE$MU
$127M
60 positions
#8Compass Financial Services IncActive
Some overlap · 3 shared positions
$GILD$DHR$GLDM
$231M
56 positions
#9CATALYST PRIVATE WEALTH, LLCActive
Some overlap · 4 shared positions
$DHR$PLTR$TEAM$LRCX
$185M
76 positions
#10waypoint wealth counselPassive
Some overlap · 11 shared positions
$EIX$PCG$BMY$CB$FIX$FDX
$193M
229 positions
#11Note Advisors, LLCActive
Some overlap · 3 shared positions
$DHR$GILD$ABNB
$200M
85 positions
#12Bellevue Group AGActive
Some overlap · 3 shared positions
$GILD$DHR$REGN
$4.2B
155 positions
#13J. Team Financial, Inc.Passive
Some overlap · 3 shared positions
$DHR$GILD$BMY
$89M
84 positions
#14Beta Wealth Group, Inc.Passive
Some overlap · 3 shared positions
$DHR$GILD$TJX
$242M
112 positions
#15ARTHUR M. COHEN & ASSOCIATES, LLCActive
Some overlap · 3 shared positions
$DHR$PLTR$GE
$563M
127 positions
#16ALERUS FINANCIAL NAActive
Some overlap · 3 shared positions
$DHR$GE$MU
$2.0B
510 positions
#17Financial Advisors Network, Inc.Passive
Some overlap · 3 shared positions
$GILD$EXPE$ABNB
$724M
204 positions
#18MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive
Some overlap · 3 shared positions
$DHR$FIX$MU
$584M
141 positions
#19RPS ADVISORY SOLUTIONS LLCActive
Some overlap · 3 shared positions
$DHR$GE$MU
$176M
108 positions
#20Third Point LLCActive
Some overlap · 3 shared positions
$DHR$LRCX$COF
$2.1B
33 positions
#21Schubert & CoActive
Some overlap · 3 shared positions
$DHR$GE$COF
$123M
69 positions
#22Defender Capital, LLC.Active
Some overlap · 4 shared positions
$DHR$PLTR$INTC$GILD
$282M
34 positions
#23Alpha Financial Partners, LLCActive
Some overlap · 3 shared positions
$DHR$GLDM$TJX
$169M
103 positions
#24China Universal Asset Management Co., Ltd.Passive
Some overlap · 7 shared positions
$GILD$PLTR$INTC$LRCX$GLDM$MU
$1.3B
502 positions
#25Nolet Wealth Management, LLCActive
Some overlap · 4 shared positions
$DHR$LRCX$CB$TJX
$176M
92 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.