What hedge funds are most similar to Cetera Trust Company, N.A?

The funds with the most similar 13F portfolios to Cetera Trust Company, N.A are EDGAR LOMAX /VA, Argyle ,, Wynn ,, based on overlapping conviction holdings in the latest SEC filings.

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 Cetera Company, N.A

13F Portfolio OverlapQ1 2026Cetera Company, N.A portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Cetera Trust Company, N.A is an institutional investor managing $177M across 351 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 Cetera Company, N.A are EDGAR LOMAX /VA, Argyle ,, Wynn ,, with shared positions in $FDX, $SCHW, $BAC, $KO, $AMGN, $MET. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive

Notable overlap · 11 shared positions

$FDX $SCHW $BAC $KO $AMGN $MET

$1.4B

56 positions

#2Argyle Capital Management, LLCPassive

Notable overlap · 8 shared positions

$MCK $AMGN $BAC $GM $KO $WFC

$308M

137 positions

#3Wynn Capital, LLCPassive

Notable overlap · 10 shared positions

$MCK $SCHW $FDX $BAC $AMGN $WFC

$195M

107 positions

#4Cohen Investment Advisors LLCPassive

Notable overlap · 8 shared positions

$AMGN $BAC $KO $TMO $CRM $NEE

$210M

79 positions

#5Brandywine Global Investment Management, LLC

Notable overlap · 11 shared positions

$BAC $FDX $AMGN $WFC $DAL $DIS

$14.9B

601 positions

#6Live Oak Private Wealth LLCPassive

Notable overlap · 8 shared positions

$BAC $SCHW $HON $NEM $MET $HCA

$717M

207 positions

#7J.P. Marvel Investment Advisors, LLCActive

Notable overlap · 5 shared positions

$LRCX $BAC $TMO $MMM $KO

$705M

60 positions

#8WRIGHT INVESTORS SERVICE INCPassive

Notable overlap · 9 shared positions

$SCHW $BAC $KO $NEE $AMGN $DAL

$318M

148 positions

#9McGuire Investment Group, LLCActive

Notable overlap · 5 shared positions

$LRCX $SCHW $TMO $HON $AMGN

$885M

121 positions

#10VIKING GLOBAL INVESTORS LPActive

Notable overlap · 7 shared positions

$FDX $GM $SCHW $TMUS $TMO $HCA

$35.7B

77 positions

#11Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 6 shared positions

$MCK $AMGN $KO $NEE $WFC $DIS

$974M

782 positions

#12CapWealth Advisors, LLCActive

Notable overlap · 7 shared positions

$AMGN $BAC $HON $KO $NEE $CVS

$1.3B

118 positions

#13CORNERCAP INVESTMENT COUNSEL INC

Notable overlap · 9 shared positions

$LRCX $NEM $SCHW $HON $WFC $BAC

$203M

151 positions

#14Brentview Investment Management LLCPassive

Notable overlap · 4 shared positions

$LRCX $MCK $TMUS $NEE

$231M

63 positions

#15Heron Bay Capital ManagementActive

Notable overlap · 4 shared positions

$LRCX $MCK $SCHW $CRM

$1.1B

78 positions

#16Hixon Zuercher, LLCPassive

Notable overlap · 8 shared positions

$SCHW $HON $BAC $CRM $NEE $WFC

$321M

85 positions

#17Fusion Capital, LLCActive

Notable overlap · 4 shared positions

$LRCX $AMGN $BAC $SCHW

$371M

104 positions

#18Blue Whale Capital LLPActive

Notable overlap · 4 shared positions

$LRCX $SCHW $HON $NEM

$2.1B

26 positions

#19Kovitz Investment Group Partners, LLCPassive

Notable overlap · 10 shared positions

$LRCX $GM $SCHW $TMUS $NEM $CRM

$4.3B

484 positions

#20Gs Investments, Inc.Passive

Notable overlap · 7 shared positions

$AMGN $SCHW $TMO $HON $CRM $NEE

$175M

134 positions

#21Elevated Private Wealth, LLC

Notable overlap · 7 shared positions

$LRCX $FDX $SCHW $CRM $NEE $CVS

$97M

94 positions

#22Empire Life Investments Inc.Active

Notable overlap · 5 shared positions

$LRCX $KO $BAC $NEM $BKNG

$1.6B

110 positions

#23RE ADVISERS CORPActive

Notable overlap · 6 shared positions

$LRCX $BAC $HON $DIS $UNH $PHM

$3.7B

111 positions

#24Inlet Private Wealth, LLCPassive

Notable overlap · 5 shared positions

$MCK $AMGN $BAC $NEM $CVS

$392M

128 positions

#25Vertrix Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$AMGN $MCK $KO $TMO $HON $TMUS

$272M

95 positions

Compare Cetera Company, N.A’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Cetera Company, N.A’s holdings

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.