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Hedge Funds Similar to Cape Investment Advisory,

13F Portfolio OverlapQ1 2026Cape Investment Advisory, portfolio →
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Most similar hedge funds by 13F overlap

Cape Investment Advisory, Inc. is an institutional investor managing $301M across 227 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 Cape Investment Advisory, are TWIN CITY PRIVATE WEALTH,, Van Diest ,, SPWM Advisors, with shared positions in $KO, $SCHW, $BKNG, $AMAT, $IQV, $ELV. The full ranking of 25 similar funds is below.

#1TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 9 shared positions
$KO$SCHW$BKNG$AMAT$IQV$ELV
$132M
96 positions
#2Van Diest Capital, LLCPassive
Some overlap · 9 shared positions
$SCHW$BKNG$KO$AMAT$DIS$IQV
$127M
190 positions
#3SPWM Advisors LLCPassive
Some overlap · 8 shared positions
$SCHW$BKNG$AMAT$IQV$DIS$ELV
$115M
93 positions
#4Oregon Pacific Wealth Management, LLCPassive
Some overlap · 7 shared positions
$SCHW$BKNG$AMAT$IQV$DIS$ELV
$96M
105 positions
#5Family Legacy, Inc.Passive
Some overlap · 5 shared positions
$KO$SO$SCHW$AMAT$DUK
$333M
124 positions
#6Advisory Resource GroupPassive
Some overlap · 4 shared positions
$JHG$SCHW$AMAT$ELV
$581M
172 positions
#7CORDA Investment Management, LLC.Active
Some overlap · 5 shared positions
$KO$SCHW$AMAT$DIS$VZ
$1.4B
80 positions
#8Buck Wealth Strategies, LLCActive
Some overlap · 3 shared positions
$JHG$KO$VZ
$810M
166 positions
#9Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$JHG$KO$VZ
$477M
70 positions
#10EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$KO$SO$SCHW$SBUX$DUK
$1.4B
56 positions
#11WESPAC Advisors SoCal, LLCPassive
Some overlap · 3 shared positions
$JHG$KO$MU
$470M
119 positions
#12NICHOLS & PRATT ADVISERS LLP /MAActive
Some overlap · 5 shared positions
$KO$SO$IQV$VZ$APD
$1.5B
105 positions
#13STONEBRIDGE CAPITAL MANAGEMENT INCPassive
Some overlap · 5 shared positions
$KO$AMAT$DIS$MU$SBUX
$220M
80 positions
#14MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$KO$SO$SBUX$DUK$VZ
$220M
148 positions
#15JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$KO$SO$SCHW$AMAT$DUK
$822M
214 positions
#16SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 4 shared positions
$JHG$SCHW$DUK$VZ
$119M
61 positions
#17Three Magnolias Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$JHG$SO$AMAT$DUK$APD
$157M
103 positions
#18M.E. ALLISON & CO., INC.Passive
Some overlap · 3 shared positions
$JHG$KO$VZ
$151M
193 positions
#19WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$JHG$KO$VZ
$156M
139 positions
#20Ballast Rock Private Wealth LLCPassive
Some overlap · 3 shared positions
$JHG$SCHW$AMAT
$181M
177 positions
#21Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 5 shared positions
$KO$AMAT$DIS$SBUX$APD
$506M
79 positions
#22HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$JHG$SCHW$KO$DUK
$280M
107 positions
#23TRUSTCO BANK CORP N YPassive
Some overlap · 4 shared positions
$KO$AMAT$SO$DIS
$113M
71 positions
#24PARTNERS WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$JHG$KO$SO
$97M
109 positions
#25STANSBERRY ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$KO$JHG$AES
$973M
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.