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Hedge Funds Similar to CPA Asset

13F Portfolio OverlapQ1 2026CPA Asset portfolio →
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Most similar hedge funds by 13F overlap

CPA Asset Management LLC is an institutional investor managing $347M across 97 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 CPA Asset are Core Wealth ,, Oceanside Advisors, Rather & Kittrell,, with shared positions in $IAU, $NEE, $NSC, $MCD, $DHR, $HUM. The full ranking of 25 similar funds is below.

#1Core Wealth Management, Inc.Smart money
Substantial overlap · 4 shared positions
$IAU$NEE$NSC$MCD
$326M
40 positions
#2Oceanside Advisors LLCActive
Notable overlap · 3 shared positions
$IAU$NEE$NSC
$175M
53 positions
#3Rather & Kittrell, Inc.Active
Notable overlap · 4 shared positions
$IAU$NSC$DHR$NEE
$648M
113 positions
#4PINNEY & SCOFIELD, INC.Active
Notable overlap · 3 shared positions
$IAU$NSC$NEE
$185M
243 positions
#5DAHRING {-} CUSMANO LLCActive
Notable overlap · 3 shared positions
$IAU$HUM$KKR
$163M
58 positions
#6Yeomans Consulting Group, Inc.
Notable overlap · 3 shared positions
$IAU$NEE$NSC
$341M
113 positions
#7Independent Family Office, LLCActive
Notable overlap · 3 shared positions
$IAU$HUM$AXP
$243M
90 positions
#8CURIO WEALTH, LLCActive
Notable overlap · 3 shared positions
$IAU$NSC$NEE
$293M
1,255 positions
#9Rachor Investment Advisory Services, LLCActive
Notable overlap · 4 shared positions
$IAU$NEE$ECL$AXP
$190M
464 positions
#10TWIN FOCUS CAPITAL PARTNERS, LLCActive
Notable overlap · 3 shared positions
$IAU$HUM$KKR
$871M
173 positions
#11Cauble & Harre Wealth Management, Inc.Passive
Notable overlap · 4 shared positions
$IAU$HUM$KKR$MS
$126M
74 positions
#12MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 3 shared positions
$IAU$ALPS$AMGN
$1.3B
143 positions
#13RAM Investment Partners, LLCActive
Notable overlap · 3 shared positions
$IAU$NEE$DHR
$569M
121 positions
#14Elwood & Goetz Wealth Advisory Group, LLCActive
Notable overlap · 3 shared positions
$IAU$NEE$AXP
$589M
138 positions
#15BCU Wealth Advisors, LLCSmart money
Notable overlap · 4 shared positions
$IAU$NSC$HUM$MS
$268M
60 positions
#16Intellus Advisors LLCActive
Notable overlap · 3 shared positions
$IAU$HUM$MS
$732M
125 positions
#17LifePlan Financial, LLCPassive
Notable overlap · 4 shared positions
$IAU$MCD$MDLZ$DHR
$135M
83 positions
#18Signet Investment Advisory Group, Inc.Passive
Notable overlap · 5 shared positions
$IAU$NEE$MCD$AMGN$AXP
$218M
69 positions
#19GenWealth Group, Inc.Active
Notable overlap · 3 shared positions
$IAU$MDLZ$AMGN
$584M
85 positions
#20Sterling Financial Planning, Inc.Active
Notable overlap · 4 shared positions
$IAU$NSC$KKR$HUM
$337M
117 positions
#21FORBES J M & CO LLPActive
Notable overlap · 4 shared positions
$IAU$NEE$HUM$ECL
$1.2B
150 positions
#22Wealth Care LLCActive
Notable overlap · 3 shared positions
$IAU$HUM$KKR
$113M
67 positions
#23Planning Center, Inc.Smart money
Notable overlap · 5 shared positions
$NEE$NSC$HUM$DHR$KKR
$987M
78 positions
#24Ariston Services GroupActive
Notable overlap · 3 shared positions
$IAU$HUM$KKR
$167M
71 positions
#25Vestment Financial LLCActive
Notable overlap · 3 shared positions
$NEE$NSC$HUM
$212M
42 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.