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Hedge Funds Similar to CENTRAL VALLEY ADVISORS

13F Portfolio OverlapQ2 2026CENTRAL VALLEY ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

CENTRAL VALLEY ADVISORS, LLC is an institutional investor managing $390M across 193 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 CENTRAL VALLEY ADVISORS are Cadence Wealth, MORGAN DEMPSEY, TODD ASSET, with shared positions in $NEM, $RIO, $TS, $ES, $MCD, $UNP. The full ranking of 25 similar funds is below.

#1Cadence Wealth Management LLCActive
Some overlap · 4 shared positions
$NEM$RIO$TS$ES
$223M
63 positions
#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MCD$RIO$ES$UNP
$233M
122 positions
#3TODD ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$RIO$FSLR$MO$CB
$5.6B
182 positions
#4FARMERS TRUST CO
Some overlap · 4 shared positions
$NEM$MCD$CB$UNP
$637M
203 positions
#5KDT Advisors, LLCPassive
Some overlap · 4 shared positions
$MCD$MO$RIO$UNP
$72M
73 positions
#6Slagle Financial, LLCPassive
Some overlap · 3 shared positions
$MO$MCD$ES
$334M
127 positions
#7HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$MO$MCD$CB$UNP
$252M
43 positions
#8Parvin Asset Management, LLCPassive
Some overlap · 3 shared positions
$NEM$AMCR$RGLD
$127M
320 positions
#9RAHLFS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$NEM$MCD$MO
$136M
86 positions
#10Kinloch Capital, LLCPassive
Some overlap · 3 shared positions
$MO$AMCR$ES
$274M
79 positions
#11Ridge Creek Global, IncPassive
Some overlap · 3 shared positions
$NEM$FSLR$RIO
$129M
94 positions
#12Sound Capital Solutions LLCPassive
Some overlap · 3 shared positions
$FSLR$NEM$RGLD
$427M
309 positions
#13Asset Planning,IncPassive
Some overlap · 3 shared positions
$MO$MCD$CB
$154M
334 positions
#14MMA ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MO$MCD$NEM
$314M
181 positions
#15Stillwater Wealth Management Group
Some overlap · 3 shared positions
$MO$MCD$CB
$162M
77 positions
#16Gerald Baker Financial Group LLCPassive
Some overlap · 3 shared positions
$MO$MCD$UNP
$351M
126 positions
#17COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$MO$MCD$UNP
$166M
88 positions
#18Widmann Financial Services, Inc.Passive
Some overlap · 3 shared positions
$MCD$MO$TT
$186M
123 positions
#19BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 3 shared positions
$MO$MCD$CB
$515M
142 positions
#20Turtle Creek Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$PAGP$MCD$TT
$1.9B
515 positions
#21ISTHMUS PARTNERS, LLCPassive
Some overlap · 3 shared positions
$MCD$AMCR$TT
$1.0B
226 positions
#22TrueMark Investments, LLCPassive
Slight overlap · 3 shared positions
$MO$RIO$UNP
$798M
187 positions
#23IVC Wealth Advisors LLCPassive
Slight overlap · 3 shared positions
$NEM$MCD$RIO
$256M
177 positions
#24CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Slight overlap · 3 shared positions
$MO$NEM$UNP
$191M
102 positions
#25LETSON INVESTMENT MANAGEMENT, INC.Passive
Slight overlap · 4 shared positions
$MCD$TT$CB$UNP
$273M
104 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.