What hedge funds are most similar to CV Advisors LLC?

The funds with the most similar 13F portfolios to CV Advisors LLC are Generation, Z3 Partners,, Asio ,, based on overlapping conviction holdings in the latest SEC filings.

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 CV Advisors

13F Portfolio OverlapQ1 2026CV Advisors portfolio →

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Most similar hedge funds by 13F overlap

CV Advisors LLC is an institutional investor managing $366M across 46 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 CV Advisors are Generation, Z3 Partners,, Asio ,, with shared positions in $JHG, $BAC, $UBER, $COP, $DELL, $WDC. The full ranking of 25 similar funds is below.

#1Generation Capital Management LLCPassive

Some overlap · 3 shared positions

$JHG $BAC $UBER

$137M

74 positions

#2Z3 Capital Partners, LLCPassive

Some overlap · 3 shared positions

$JHG $BAC $UBER

$395M

187 positions

#3Asio Capital, LLCActive

Some overlap · 5 shared positions

$JHG $BAC $UBER $COP $DELL

$712M

110 positions

#4Cornerstone Wealth Group, LLCPassive

Some overlap · 3 shared positions

$JHG $BAC $UBER

$1.6B

447 positions

#5SSI INVESTMENT MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$BAC $JHG $UBER $WDC

$1.4B

240 positions

#6VIAWEALTH, LLCPassive

Slight overlap · 3 shared positions

$JHG $BAC $COP

$180M

159 positions

#7Ergawealth Advisors, Inc.Smart money

Slight overlap · 3 shared positions

$JHG $BAC $SHW

$226M

55 positions

#8OneAscent Wealth Management LLCActive

Slight overlap · 4 shared positions

$JHG $BAC $SHW $WT

$302M

157 positions

#9AssuredPartners Investment Advisors, LLCPassive

Slight overlap · 3 shared positions

$JHG $BAC $WT

$919M

402 positions

#10SIMON QUICK ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$JHG $BAC $COP

$2.2B

378 positions

#11tru Independence LLCPassive

Slight overlap · 3 shared positions

$JHG $BAC $WT

$202M

102 positions

#12PARAGON CAPITAL MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$JHG $UBER $DIA

$118M

70 positions

#13Mattson Financial Services, LLCPassive

Slight overlap · 3 shared positions

$JHG $BAC $COP

$419M

232 positions

#14WEBSTER BANK, N. A.Passive

Slight overlap · 3 shared positions

$JHG $BAC $WT

$1.1B

682 positions

#15Clearview Wealth Advisors LLC

Slight overlap · 3 shared positions

$JHG $BAC $DELL

$158M

103 positions

#16Whalen Wealth Management Inc.Passive

Slight overlap · 3 shared positions

$JHG $BAC $WT

$187M

174 positions

#17Brucke Financial, Inc.Passive

Slight overlap · 3 shared positions

$JHG $BAC $COP

$197M

166 positions

#18TOUNJIAN ADVISORY PARTNERS, LLCPassive

Slight overlap · 3 shared positions

$JHG $BAC $WT

$277M

150 positions

#19SYKON CAPITAL LLCActive

Slight overlap · 5 shared positions

$BAC $UBER $DIA $JHG $WT

$300M

88 positions

#20Brown Financial AdvisorsPassive

Slight overlap · 3 shared positions

$JHG $BAC $COP

$264M

209 positions

#21Millennium Capital Advisors, LLCPassive

Slight overlap · 3 shared positions

$JHG $BAC $UPS

$162M

133 positions

#22AXS Investments LLCActive

Slight overlap · 5 shared positions

$JHG $UBER $COP $APP $WT

$248M

189 positions

#23Hilton Capital Management, LLCActive

Slight overlap · 3 shared positions

$JHG $BAC $COP

$1.3B

129 positions

#24Gradient Investments LLCPassive

Slight overlap · 3 shared positions

$JHG $BAC $COP

$6.5B

420 positions

#25AIFG Consultants Ltd.

Slight overlap · 3 shared positions

$JHG $BAC $WT

$58M

54 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.