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Hedge Funds Similar to Cetera Company, N.A

13F Portfolio OverlapQ2 2026Cetera Company, N.A portfolio →
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Most similar hedge funds by 13F overlap

Cetera Trust Company, N.A is an institutional investor managing $199M across 345 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 Cetera Company, N.A are Wynn, Argyle, EDGAR LOMAX, with shared positions in $MCK, $SCHW, $AMGN, $FDX, $CVS, $MMM. The full ranking of 25 similar funds is below.

#1Wynn Capital, LLCPassive
Notable overlap · 9 shared positions
$MCK$SCHW$AMGN$FDX$CVS$MMM
$224M
116 positions
#2Argyle Capital Management, LLCPassive
Notable overlap · 7 shared positions
$MCK$AMGN$GM$MET$CVS$MMM
$347M
138 positions
#3EDGAR LOMAX CO/VAActive
Notable overlap · 8 shared positions
$SCHW$AMGN$FDX$MET$CVS$WFC
$1.3B
58 positions
#4BECKER CAPITAL MANAGEMENT INCActive
Some overlap · 7 shared positions
$MCK$BLK$SCHW$AMGN$NEM$FLEX
$3.7B
303 positions
#5HARRIS ASSOCIATES L PActive
Some overlap · 7 shared positions
$DAL$GM$SCHW$WFC$ELV$CRM
$75.4B
162 positions
#6Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 6 shared positions
$MCK$AMGN$WFC$NEE$ELV$DIS
$1.0B
765 positions
#7Blume Capital Management, Inc.Passive
Some overlap · 8 shared positions
$SCHW$FDX$CVS$WFC$ELV$DIS
$684M
359 positions
#8DODGE & COXActive
Some overlap · 7 shared positions
$SCHW$FDX$MET$CVS$WFC$BKNG
$191.0B
222 positions
#9ProVise Management Group, LLCPassive
Some overlap · 7 shared positions
$SCHW$BLK$MCK$WFC$ELV$BKNG
$1.5B
282 positions
#10Athena Wealth Management, LLCActive
Some overlap · 6 shared positions
$GM$SCHW$TMO$MCK$FDX$NEE
$134M
104 positions
#11Mork Capital Management, LLCPassive
Some overlap · 5 shared positions
$MCK$GM$FDX$MET$CVS
$156M
104 positions
#12Inlet Private Wealth, LLCPassive
Some overlap · 5 shared positions
$MCK$AMGN$CVS$NEM$FLEX
$411M
133 positions
#13Navalign, LLCActive
Some overlap · 6 shared positions
$AMGN$MCK$BLK$DAL$BKNG$CRM
$429M
132 positions
#14VIKING GLOBAL INVESTORS LPActive
Some overlap · 6 shared positions
$SCHW$FDX$TMO$GM$CVS$DIS
$35.1B
90 positions
#15CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 5 shared positions
$MCK$BLK$TMO$CVS$NEE
$78M
44 positions
#16WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 7 shared positions
$BLK$TMO$CVS$NEE$DIS$CRM
$1.3B
73 positions
#17GREAT LAKES ADVISORS, LLCPassive
Some overlap · 6 shared positions
$DAL$BLK$GM$TMO$WFC$DIS
$13.1B
825 positions
#18BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 5 shared positions
$DAL$SCHW$FDX$TMO$TMUS
$6.8B
62 positions
#19VISTA INVESTMENT MANAGEMENTPassive
Some overlap · 7 shared positions
$TMO$MCHP$COHR$WFC$ELV$DIS
$333M
178 positions
#20Anchor Bay Capital, Inc.Passive
Some overlap · 5 shared positions
$MCK$SCHW$BLK$NEE$CRM
$185M
341 positions
#21Kovitz Investment Group Partners, LLCPassive
Some overlap · 7 shared positions
$GM$SCHW$NEM$TMUS$CVS$BKNG
$4.5B
478 positions
#22VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 5 shared positions
$AMGN$DAL$MET$TMUS$CRM
$1.7B
345 positions
#23Kentucky Farm Bureau Mutual Insurance CoActive
Some overlap · 6 shared positions
$DAL$AMGN$TMO$MCHP$NEE$ELV
$360M
69 positions
#24BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 5 shared positions
$AMGN$MCK$MET$CVS$NEE
$404M
99 positions
#25Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$MCK$AMGN$SCHW$DIS
$754M
41 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.