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 Cascade Wealth Advisors,

13F Portfolio OverlapQ1 2026Cascade Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Cascade Wealth Advisors, Inc is an institutional investor managing $228M across 60 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 Cascade Wealth Advisors, are Cornerstone Financial, WEBSTERROGERS FINANCIAL ADVISORS,, Cordant,, with shared positions in $UPST, $HUM, $COP, $USB, $DDOG, $KKR. The full ranking of 25 similar funds is below.

#1Cornerstone Financial Management LLCPassive

Substantial overlap · 7 shared positions

$UPST $HUM $COP $USB $DDOG $KKR

$109M

1,311 positions

#2WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Substantial overlap · 7 shared positions

$UPST $HUM $USB $COP $DDOG $SNOW

$350M

95 positions

#3Cordant, Inc.Active

Substantial overlap · 4 shared positions

$UPST $USB $COP $SNOW

$246M

75 positions

#4Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 5 shared positions

$TMO $USB $COP $HUM $ETN

$153M

344 positions

#5BluePrint Investing LLCActive

Notable overlap · 4 shared positions

$UPST $USB $COP $NEE

$126M

26 positions

#6Strategic Financial Services, Inc.Smart money

Notable overlap · 5 shared positions

$USB $UPST $COP $NEE $DDOG

$2.1B

152 positions

#7American Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$USB $HUM $COP $SNOW

$750M

159 positions

#8Calder Financial LLCActive

Notable overlap · 5 shared positions

$UPST $HUM $KKR $SNOW $USB

$101M

40 positions

#9Farrell Financial LLCPassive

Notable overlap · 4 shared positions

$USB $COP $HUM $DDOG

$167M

76 positions

#10GEN Financial Management, INC.Active

Notable overlap · 3 shared positions

$UPST $HUM $DDOG

$162M

51 positions

#11FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 4 shared positions

$USB $OKTA $HUM $NEE

$354M

66 positions

#12Causey Wealth LLCPassive

Notable overlap · 5 shared positions

$USB $UPST $KKR $COP $HUM

$236M

81 positions

#13Drum Hill Capital, LLCActive

Notable overlap · 3 shared positions

$UPST $USB $TMO

$109M

46 positions

#14Piedmont Capital Management, LLCActive

Notable overlap · 4 shared positions

$USB $OKTA $HUM $KKR

$197M

50 positions

#15Arista Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$UPST $USB $NEE

$822M

253 positions

#16NEPC LLCSmart money

Notable overlap · 4 shared positions

$USB $COP $UPST $DDOG

$5.0B

51 positions

#17Arlington Trust Co LLCActive

Notable overlap · 3 shared positions

$UPST $HUM $KKR

$1.1B

844 positions

#18CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 4 shared positions

$USB $COP $HUM $DDOG

$363M

102 positions

#19Fullerton Advisors, LLCActive

Notable overlap · 5 shared positions

$HUM $TMO $COP $UPST $USB

$97M

53 positions

#20Tide Cove Capital Partners LLCSmart money

Notable overlap · 4 shared positions

$HUM $COP $USB $KKR

$147M

13 positions

#21Level Financial AdvisorsActive

Notable overlap · 5 shared positions

$UPST $COP $SNOW $NEE $HUM

$392M

92 positions

#22AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 3 shared positions

$UPST $COP $DDOG

$445M

77 positions

#23Bear Mountain Capital, Inc.Active

Notable overlap · 3 shared positions

$UPST $COP $DDOG

$333M

198 positions

#24WESCAP Management Group, Inc.Active

Notable overlap · 4 shared positions

$USB $COP $OKTA $HUM

$508M

107 positions

#25Hurlow Wealth Management Group, Inc.Active

Notable overlap · 7 shared positions

$USB $COP $HUM $DDOG $SNOW $KKR

$420M

120 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.