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 Cassaday & Wealth

13F Portfolio OverlapQ2 2026Cassaday & Wealth portfolio →

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Most similar hedge funds by 13F overlap

Cassaday & Co Wealth Management LLC is an institutional investor managing $5.3B across 1,313 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Cassaday & Wealth are CONTINUUM WEALTH ADVISORS, Hollow Brook Wealth, PENOBSCOT WEALTH, with shared positions in $GLDM, $MCD, $TD, $ABT, $PEP, $ETN. The full ranking of 25 similar funds is below.

#1CONTINUUM WEALTH ADVISORS, LLCActive

Substantial overlap · 3 shared positions

$GLDM $MCD $TD

$296M

82 positions

#2Hollow Brook Wealth Management LLCActive

Substantial overlap · 3 shared positions

$GLDM $MCD $ABT

$504M

78 positions

#3PENOBSCOT WEALTH MANAGEMENTActive

Substantial overlap · 3 shared positions

$GLDM $PEP $ETN

$374M

117 positions

#4Upper Left Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$GLDM $STT $DJP

$180M

73 positions

#5American National Bank of TexasActive

Notable overlap · 4 shared positions

$STT $GLDM $MCD $ABT

$110M

56 positions

#6Henderson Brothers Financial Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $PEP $LMT

$211M

77 positions

#7Portus Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$STT $PEP $LMT

$121M

50 positions

#8Avantax Planning Partners, Inc.Active

Notable overlap · 3 shared positions

$STT $PEP $LMT

$4.0B

454 positions

#9Rodgers & Associates, LTDActive

Notable overlap · 3 shared positions

$STT $GLDM $MAR

$1.1B

108 positions

#10Copley Financial Group, Inc.Active

Notable overlap · 4 shared positions

$GLDM $LMT $ETN $GD

$165M

118 positions

#11Marathon Mission, Inc.Active

Notable overlap · 3 shared positions

$STT $ETN $GD

$200M

57 positions

#12Compass Wealth Management, LLC/GAActive

Notable overlap · 3 shared positions

$GLDM $STT $PEP

$251M

74 positions

#13LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$STT $GLDM $PEP

$1.2B

232 positions

#14RM Financial Services, LLCPassive

Notable overlap · 3 shared positions

$GLDM $PEP $ETN

$135M

79 positions

#15Mills Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$GLDM $MCD $LMT

$318M

76 positions

#16Bangor Savings BankActive

Notable overlap · 3 shared positions

$GLDM $PEP $MCD

$1.4B

543 positions

#17RETIREMENT INCOME SOLUTIONS, INCSmart money

Notable overlap · 4 shared positions

$GLDM $STT $MCD $ETN

$581M

172 positions

#18Capital Planning Advisors, LLC

Notable overlap · 3 shared positions

$GLDM $ABT $ETN

$692M

146 positions

#19HENGEHOLD CAPITAL MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$STT $MCD $PEP $LMT

$1.3B

229 positions

#20Evernest Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$GLDM $MCD $MAR

$478M

191 positions

#21Collaborative Wealth Managment Inc.Active

Notable overlap · 3 shared positions

$GLDM $MCD $STT

$238M

170 positions

#22BALANCED WEALTH GROUP LLCActive

Notable overlap · 3 shared positions

$STT $MAR $ABT

$316M

78 positions

#23Parcion Private Wealth LLCPassive

Notable overlap · 3 shared positions

$GLDM $STT $ETN

$1.8B

529 positions

#24IAG Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$STT $MCD $PEP

$1.0B

508 positions

#25Stonebrook Private Inc.Passive

Notable overlap · 3 shared positions

$STT $MCD $ETN

$548M

271 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.