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Hedge Funds Similar to C2C Wealth ,

13F Portfolio OverlapQ1 2026C2C Wealth , portfolio →
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Most similar hedge funds by 13F overlap

C2C Wealth Management, LLC is an institutional investor managing $128M across 95 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 C2C Wealth , are Pathway Financial Advisers,, Koenig Investment Advisory,, MATRIX PRIVATE GROUP, with shared positions in $EPD, $ETY, $IBM, $PM, $MPLX, $VZ. The full ranking of 25 similar funds is below.

#1Pathway Financial Advisers, LLCPassive
Notable overlap · 9 shared positions
$EPD$ETY$IBM$PM$MPLX$VZ
$354M
164 positions
#2Koenig Investment Advisory, LLCActive
Some overlap · 6 shared positions
$IBM$EPD$VZ$BAC$WFC$T
$118M
36 positions
#3MATRIX PRIVATE CAPITAL GROUP LLCActive
Some overlap · 7 shared positions
$ETY$UTF$PM$IBM$ET$EPD
$207M
141 positions
#4McGowan Group Asset Management, Inc.Passive
Some overlap · 3 shared positions
$UTF$EPD$ET
$785M
154 positions
#5Adams Asset Advisors, LLCActive
Some overlap · 9 shared positions
$EPD$MPLX$WFC$BAC$VZ$WPC
$891M
88 positions
#6TECTONIC ADVISORS LLCActive
Some overlap · 9 shared positions
$EPD$MPLX$IBM$ARCC$VZ$OKE
$1.9B
267 positions
#7MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$IBM$PM$WFC$VZ$OKE$T
$220M
148 positions
#8Yoffe Investment Management, LLCPassive
Some overlap · 4 shared positions
$IBM$PM$VZ$AMGN
$78M
111 positions
#9Americana Partners, LLCPassive
Some overlap · 6 shared positions
$EPD$IBM$MPLX$PM$OKE$ET
$3.9B
510 positions
#10Fund Advisors of America Inc/FLPassive
Some overlap · 5 shared positions
$IBM$EPD$PM$OHI$ET
$99M
118 positions
#11Royal Palms Capital LLCPassive
Some overlap · 4 shared positions
$IBM$EPD$ET$AMGN
$101M
50 positions
#12Cohen Capital Management, Inc.Passive
Some overlap · 5 shared positions
$EPD$IBM$SYK$WPC$ET
$644M
154 positions
#13Pinnacle Holdings, LLCPassive
Some overlap · 8 shared positions
$EPD$MPLX$IBM$BAC$OKE$TRGP
$309M
233 positions
#14EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 6 shared positions
$EPD$MPLX$PM$OKE$TRGP$ET
$2.8B
276 positions
#15Cornerstone Select Advisors, LLCPassive
Some overlap · 7 shared positions
$EPD$IBM$ARCC$BAC$VZ$T
$160M
124 positions
#16Advisors Capital Management, LLCPassive
Some overlap · 6 shared positions
$IBM$PM$ARCC$VZ$OKE$WPC
$8.6B
566 positions
#17Applied Capital LLC/FLActive
Some overlap · 4 shared positions
$EPD$PM$MPLX$WFC
$212M
92 positions
#18ADAPT Investment Managers SAActive
Some overlap · 3 shared positions
$IBM$WFC$BAC
$7.6B
133 positions
#19Rayburn West Financial Services LLCPassive
Some overlap · 6 shared positions
$IBM$WFC$BAC$VZ$T$AMGN
$170M
82 positions
#20MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 6 shared positions
$EPD$MPLX$BAC$VZ$TRGP$ET
$3.7B
138 positions
#21Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$IBM$BAC$VZ$OKE$AMGN
$223M
109 positions
#22Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$IBM$WFC$BAC$VZ$T$AMGN
$685M
380 positions
#23Verity Asset Management, Inc.Passive
Some overlap · 4 shared positions
$IBM$EPD$PM$AMGN
$238M
213 positions
#24Cherry Creek Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$IBM$BAC$MPLX$T
$230M
124 positions
#25Jackson Hole Capital Partners, LLCPassive
Some overlap · 7 shared positions
$EPD$IBM$WFC$VZ$OKE$T
$605M
313 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.