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Hedge Funds Similar to Cassaday & Wealth

13F Portfolio OverlapQ1 2026Cassaday & Wealth portfolio →
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Most similar hedge funds by 13F overlap

Cassaday & Co Wealth Management LLC is an institutional investor managing $4.7B across 1,361 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 Cassaday & Wealth are Erickson Financial Group,, Zeit, Praetorian Wealth ,, with shared positions in $NTRB, $SNOW, $AGQ, $SCHW, $IBM, $ABT. The full ranking of 25 similar funds is below.

#1Erickson Financial Group, LLCSmart money
Substantial overlap · 3 shared positions
$NTRB$SNOW$AGQ
$160M
25 positions
#2Zeit Capital LLCActive
Substantial overlap · 4 shared positions
$NTRB$SCHW$IBM$ABT
$149M
52 positions
#3Praetorian Wealth Management, Inc.Active
Substantial overlap · 4 shared positions
$NTRB$MAR$SCHW$MCD
$526M
77 positions
#4Cedar Point Capital Partners, LLCPassive
Substantial overlap · 3 shared positions
$NTRB$GLDM$SCHW
$154M
71 positions
#5Bernardo Wealth Planning LLCActive
Substantial overlap · 5 shared positions
$NTRB$SNOW$SE$AGQ$MCD
$511M
129 positions
#6FC Advisory LLCActive
Substantial overlap · 4 shared positions
$NTRB$SNOW$SCHW$GMM
$342M
115 positions
#7Black Diamond Financial, LLCActive
Notable overlap · 4 shared positions
$NTRB$SNOW$MAR$SCHW
$916M
185 positions
#8Blackston Financial Advisory Group, LLCActive
Notable overlap · 3 shared positions
$NTRB$MAR$MCD
$160M
106 positions
#9Sherman Wealth Management LLCPassive
Notable overlap · 3 shared positions
$NTRB$AGQ$GMM
$116M
80 positions
#10NavPoint Financial, Inc.Active
Notable overlap · 5 shared positions
$GLDM$SNOW$GMM$MCD$IBM
$247M
71 positions
#11Wheelhouse Advisory Group LLCActive
Notable overlap · 4 shared positions
$NTRB$SNOW$MAR$MCD
$302M
51 positions
#12Fortis Advisors, LLCPassive
Notable overlap · 3 shared positions
$SNOW$GLDM$AGQ
$200M
119 positions
#13Brindle & Bay Financial Advisors, LLCPassive
Notable overlap · 3 shared positions
$GLDM$SNOW$SCHW
$163M
67 positions
#14Fingerlakes Wealth Management, Inc.Passive
Notable overlap · 5 shared positions
$NTRB$MAR$MCD$SCHW$IBM
$151M
97 positions
#15Cornerstone Financial Management LLCPassive
Notable overlap · 3 shared positions
$NTRB$SNOW$SE
$109M
1,311 positions
#16Gratus Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$NTRB$MAR$IBM
$691M
138 positions
#17Bangor Savings BankActive
Notable overlap · 4 shared positions
$SNOW$GLDM$MCD$IBM
$1.3B
542 positions
#18Clifford Group, LLCActive
Notable overlap · 5 shared positions
$NTRB$SE$MAR$SCHW$ABT
$130M
80 positions
#19Royal Harbor Partners, LLCActive
Notable overlap · 3 shared positions
$SNOW$GLDM$MCD
$295M
51 positions
#20Roan Capital PartnersPassive
Notable overlap · 4 shared positions
$GLDM$SE$GMM$AGQ
$108M
77 positions
#21Clarus Wealth AdvisorsPassive
Notable overlap · 3 shared positions
$NTRB$AGQ$MAR
$235M
88 positions
#22Fonville Wealth Management LLCPassive
Notable overlap · 5 shared positions
$SNOW$SE$GMM$MAR$SCHW
$525M
138 positions
#23Beckerman Institutional, LLCPassive
Notable overlap · 3 shared positions
$SNOW$GLDM$MAR
$188M
121 positions
#24WAYSTONE ADVISORS LLCPassive
Notable overlap · 3 shared positions
$NTRB$SE$DJP
$112M
101 positions
#25ASSETMARK, INCPassive
Notable overlap · 3 shared positions
$NTRB$SE$SCHW
$49.0B
3,443 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.