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 CENTRAL VALLEY ADVISORS,

13F Portfolio OverlapQ1 2026CENTRAL VALLEY ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

CENTRAL VALLEY ADVISORS, LLC is an institutional investor managing $366M across 187 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 CENTRAL VALLEY ADVISORS, are Cassia Partners,, Whipplewood Advisors,, Premier Path Wealth Partners,, with shared positions in $LEN, $MCD, $NEM, $BAC, $WT, $EPD. The full ranking of 25 similar funds is below.

#1Cassia Capital Partners, LLCActive

Some overlap · 5 shared positions

$LEN $MCD $NEM $BAC $WT

$194M

67 positions

#2Whipplewood Advisors, LLCPassive

Some overlap · 3 shared positions

$LEN $EPD $MCD

$193M

1,065 positions

#3Premier Path Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$LEN $WT $BAC $PLTR

$767M

398 positions

#4Clarendon Private LLCPassive

Some overlap · 3 shared positions

$LEN $BAC $TT

$130M

119 positions

#5Dominguez Wealth Management Solutions, Inc.Active

Some overlap · 4 shared positions

$LEN $MCD $BAC $MO

$165M

67 positions

#6GoodHaven Capital Management, LLCSmart money

Some overlap · 3 shared positions

$LEN $BAC $CB

$287M

26 positions

#7Triton Financial Group IncPassive

Some overlap · 3 shared positions

$LEN $PLTR $WT

$57M

62 positions

#8Reyes Financial Architecture, Inc.Passive

Some overlap · 3 shared positions

$LEN $MCD $WT

$122M

348 positions

#9MONTGOMERY INVESTMENT MANAGEMENT INCActive

Some overlap · 3 shared positions

$LEN $MCD $BAC

$293M

103 positions

#10Catherine Avery Investment Management LLCPassive

Some overlap · 4 shared positions

$LEN $MCD $ES $BAC

$223M

109 positions

#11Ballast Rock Private Wealth LLCPassive

Some overlap · 3 shared positions

$LEN $MCD $WT

$181M

177 positions

#12PlanVest Financial, IncPassive

Some overlap · 3 shared positions

$LEN $WT $MO

$131M

565 positions

#13Holos Integrated Wealth LLCPassive

Some overlap · 3 shared positions

$LEN $WT $MCD

$198M

412 positions

#14Winthrop Advisory Group LLCActive

Some overlap · 3 shared positions

$LEN $WT $BAC

$1.2B

195 positions

#15TLWMSmart money

Some overlap · 3 shared positions

$LEN $BAC $MCD

$555M

69 positions

#16Turtle Creek Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$PAGP $MCD $EPD $TT

$1.3B

480 positions

#17Adams Asset Advisors, LLCActive

Some overlap · 4 shared positions

$NEM $EPD $MO $BAC

$891M

88 positions

#18FARMERS TRUST COPassive

Some overlap · 5 shared positions

$NEM $MCD $PLTR $CB $UNP

$637M

203 positions

#19Pinnacle Holdings, LLCPassive

Some overlap · 4 shared positions

$PAGP $MCD $EPD $BAC

$309M

233 positions

#20HUTNER CAPITAL MANAGEMENT INCActive

Some overlap · 5 shared positions

$MCD $EPD $MO $CB $UNP

$243M

44 positions

#21McAlvany Wealth Management LLCPassive

Some overlap · 4 shared positions

$NEM $EPD $RGLD $RIO

$149M

42 positions

#22Gilman Hill Asset Management, LLCPassive

Some overlap · 4 shared positions

$PAGP $EPD $RIO $AMCR

$663M

225 positions

#23PERSONAL CFO SOLUTIONS, LLCPassive

Some overlap · 3 shared positions

$LEN $CB $MO

$712M

520 positions

#24Cornerstone Wealth Group, LLCPassive

Some overlap · 4 shared positions

$LEN $MCD $MO $BAC

$1.6B

447 positions

#25PROMETHIUM ADVISORS,LLCPassive

Some overlap · 4 shared positions

$MCD $EPD $MO $PLTR

$193M

112 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.