13F Pro

Hedge Funds Similar to CacheTech

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

CacheTech Inc. is an institutional investor managing $519M across 177 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 CacheTech are Adams Wealth, Compass Advisory Group, ABSOLUTE ,, with shared positions in $XPEV, $JHG, $MKL, $LEN, $ARM, $COP. The full ranking of 25 similar funds is below.

#1Adams Wealth ManagementPassive
Substantial overlap · 22 shared positions
$XPEV$JHG$MKL$LEN$ARM$COP
$455M
145 positions
#2Compass Advisory Group LLCActive
Some overlap · 4 shared positions
$LEN$MKL$COP$DDOG
$374M
86 positions
#3ABSOLUTE CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$MKL$JHG$SAN$COP$VLTO
$301M
146 positions
#4Kraft, Davis & Associates, LLCPassive
Some overlap · 5 shared positions
$MKL$COP$LEN$SAN$GLDM
$469M
151 positions
#5GoodHaven Capital Management, LLCSmart money
Some overlap · 4 shared positions
$LEN$MKL$DVN$PGR
$287M
26 positions
#6Long Island Wealth Management, Inc.Active
Some overlap · 4 shared positions
$MKL$LEN$COP$DDOG
$216M
89 positions
#7Englebert Financial Advisers, LLCActive
Some overlap · 4 shared positions
$JHG$MKL$DDOG$STX
$88M
55 positions
#8Stirlingshire Investments, Inc.Passive
Some overlap · 5 shared positions
$JHG$COP$DDOG$LEN$VLTO
$114M
196 positions
#9ALBION FINANCIAL GROUP /UTActive
Some overlap · 3 shared positions
$JHG$MKL$COP
$1.5B
737 positions
#10WFA of San Diego, LLCPassive
Some overlap · 6 shared positions
$JHG$MKL$COP$VLTO$DDOG$GLDM
$125M
404 positions
#11Ballast Rock Private Wealth LLCPassive
Some overlap · 4 shared positions
$JHG$LEN$DDOG$OKTA
$181M
177 positions
#12Cox Capital Mgt LLCPassive
Some overlap · 4 shared positions
$JHG$AMD$FSLR$NOC
$151M
73 positions
#13VERITY Wealth AdvisorsActive
Some overlap · 4 shared positions
$MKL$LEN$COP$GILD
$150M
81 positions
#14CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$JHG$MKL$DDOG$COP
$648M
134 positions
#15COLUMBIA ADVISORY PARTNERS LLCActive
Some overlap · 4 shared positions
$JHG$LEN$COP$VLTO
$157M
92 positions
#16SeaBridge Investment Advisors LLCPassive
Some overlap · 5 shared positions
$JHG$AMD$VLTO$PGR$STX
$591M
188 positions
#17Kestra Investment Management, LLCActive
Some overlap · 4 shared positions
$MKL$JHG$DDOG$VLTO
$5.8B
439 positions
#18Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 4 shared positions
$JHG$COP$AMD$DRI
$407M
601 positions
#19HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$MKL$JHG$AMD$SAN
$238M
142 positions
#20Mason & Associates IncActive
Some overlap · 4 shared positions
$JHG$COP$AMD$NOC
$516M
160 positions
#21J.Safra Asset Management CorpActive
Some overlap · 4 shared positions
$XPEV$MKL$JHG$COP
$1.9B
615 positions
#22Stonebridge Capital Advisors LLCPassive
Some overlap · 4 shared positions
$MKL$COP$AMD$GILD
$1.4B
211 positions
#23Unison Advisors LLCActive
Some overlap · 6 shared positions
$COP$DDOG$AMD$VLTO$GM$LEN
$1.3B
175 positions
#24Ifrah Financial Services, Inc.Passive
Some overlap · 3 shared positions
$JHG$MKL$OKTA
$378M
200 positions
#25Triton Financial Group IncPassive
Some overlap · 3 shared positions
$JHG$LEN$OKTA
$57M
62 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.