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Hedge Funds Similar to CARDIFF PARK ADVISORS,

13F Portfolio OverlapQ1 2026CARDIFF PARK ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

CARDIFF PARK ADVISORS, LLC is an institutional investor managing $1.3B across 373 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 CARDIFF PARK ADVISORS, are CLUNE & ASSOCIATES, LTD., Cherry Tree Wealth ,, Donalies Financial Planning,, with shared positions in $BRZE, $NKE, $SCHW, $UNIT, $COP, $IAU. The full ranking of 25 similar funds is below.

#1CLUNE & ASSOCIATES, LTD.Passive
Notable overlap · 11 shared positions
$BRZE$NKE$SCHW$UNIT$COP$IAU
$532M
162 positions
#2Cherry Tree Wealth Management, LLCPassive
Notable overlap · 11 shared positions
$BRZE$SCHW$DDOG$UNIT$COP$NKE
$473M
582 positions
#3Donalies Financial Planning, LLCActive
Notable overlap · 7 shared positions
$BRZE$NKE$SCHW$UNIT$DDOG$HUM
$117M
74 positions
#4PHILLIPS FINANCIAL MANAGEMENT, LLCActive
Notable overlap · 10 shared positions
$BRZE$NKE$UNIT$SCHW$COP$IAU
$1.4B
283 positions
#5Clarity Capital Advisors, LLCActive
Notable overlap · 9 shared positions
$BRZE$SCHW$UNIT$NKE$COP$UPST
$215M
95 positions
#6White Lighthouse Investment Management Inc.Active
Some overlap · 11 shared positions
$BRZE$UNIT$SCHW$COP$UPST$HUM
$721M
145 positions
#7Verus Financial Partners, Inc.Smart money
Some overlap · 8 shared positions
$BRZE$NKE$DDOG$UNIT$IAU$DHR
$1.1B
121 positions
#8Family CFO IncActive
Some overlap · 7 shared positions
$BRZE$NKE$UNIT$SCHW$HUM$USB
$223M
41 positions
#9WealthCollab, LLCPassive
Some overlap · 10 shared positions
$BRZE$SCHW$DDOG$IAU$AMN$DHR
$243M
977 positions
#10SVRN Asset Management, LLCActive
Some overlap · 6 shared positions
$BRZE$SCHW$UNIT$DDOG$HUM$MKL
$103M
37 positions
#11Index Fund Advisors, Inc.Smart money
Some overlap · 8 shared positions
$BRZE$NKE$UNIT$SCHW$UPST$USB
$2.2B
127 positions
#12COLLECTIVE FAMILY OFFICE LLCPassive
Some overlap · 8 shared positions
$NKE$BRZE$UNIT$DDOG$HUM$AMN
$489M
161 positions
#13Mustard Seed Financial, LLCPassive
Some overlap · 6 shared positions
$BRZE$DDOG$UNIT$SCHW$NKE$COP
$167M
92 positions
#14Glass Jacobson Investment Advisors llcPassive
Some overlap · 9 shared positions
$NKE$UNIT$DDOG$BRZE$COP$UPST
$290M
607 positions
#15Wrenne Financial Planning LLCSmart money
Some overlap · 6 shared positions
$BRZE$SCHW$DDOG$UNIT$MKL$HUM
$255M
49 positions
#16Firestone Capital ManagementPassive
Some overlap · 9 shared positions
$SCHW$DDOG$UNIT$COP$HUM$IAU
$480M
160 positions
#17L.K. Benson & Company, P.C.Active
Some overlap · 8 shared positions
$BRZE$NKE$DDOG$SCHW$AMN$USB
$302M
113 positions
#18Discipline Wealth Solutions, LLCActive
Some overlap · 8 shared positions
$BRZE$SCHW$UNIT$UPST$COP$IAU
$950M
192 positions
#19Altiora Financial Group, LLCActive
Some overlap · 7 shared positions
$BRZE$NKE$DDOG$UPST$IAU$COP
$607M
110 positions
#20Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Some overlap · 6 shared positions
$BRZE$NKE$UNIT$UPST$HUM$MKL
$111M
63 positions
#21Sterling Wealth Management, Inc.Active
Some overlap · 4 shared positions
$BRZE$NKE$SCHW$UNIT
$364M
112 positions
#22Efficient Advisors, LLCActive
Some overlap · 6 shared positions
$BRZE$SCHW$UNIT$COP$UPST$MKL
$1.4B
58 positions
#23Estate Counselors, LLCSmart money
Some overlap · 6 shared positions
$BRZE$NKE$SCHW$TER$UPST$USB
$1.1B
97 positions
#24American Investment Services, Inc.Active
Some overlap · 7 shared positions
$SCHW$DDOG$UNIT$NKE$UPST$IAU
$448M
132 positions
#25Disciplined Investments, LLCPassive
Some overlap · 8 shared positions
$NKE$SCHW$DDOG$COP$UPST$UNIT
$279M
141 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.