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 Financial Partners,

13F Portfolio OverlapQ1 2026Cascade Financial Partners, portfolio →

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Most similar hedge funds by 13F overlap

Cascade Financial Partners, LLC is an institutional investor managing $970M across 263 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 Financial Partners, are AMERICAN FINANCIAL & TAX STRATEGIES, Avant, Wealthcare Partners,, with shared positions in $WT, $NTRB, $GMM, $DDOG, $SE, $SCHW. The full ranking of 25 similar funds is below.

#1AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 7 shared positions

$WT $NTRB $GMM $DDOG $SE $SCHW

$206M

97 positions

#2Avant Capital LLCPassive

Notable overlap · 6 shared positions

$WT $NTRB $HUM $AGQ $MS $ALPS

$142M

76 positions

#3Wealthcare Capital Partners, LLCActive

Notable overlap · 7 shared positions

$WT $HUM $KKR $HSY $SE $AGQ

$213M

153 positions

#4Catalyst Investment Management LLCPassive

Notable overlap · 6 shared positions

$WT $HUM $KKR $MS $SE $SCHW

$90M

65 positions

#5UPTICK PARTNERS, LLCPassive

Notable overlap · 5 shared positions

$WT $HUM $KKR $AMN $MS

$502M

293 positions

#6KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$WT $GMM $NTRB $MS

$743M

262 positions

#7Eagle Strategies LLCPassive

Notable overlap · 8 shared positions

$WT $KKR $MS $HUM $SE $NTRB

$837M

258 positions

#8Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 6 shared positions

$WT $HUM $KKR $MS $SCHW $USB

$365M

111 positions

#9ORBA Wealth Advisors, L.L.C.Passive

Notable overlap · 4 shared positions

$WT $GMM $KKR $AMN

$84M

65 positions

#10Roan Capital PartnersPassive

Notable overlap · 5 shared positions

$WT $GMM $SE $AGQ $DDOG

$108M

77 positions

#11Glen Eagle Advisors, LLCPassive

Notable overlap · 5 shared positions

$WT $KKR $MS $AGQ $HUM

$714M

1,021 positions

#12Per Stirling Capital Management, LLC.Passive

Notable overlap · 5 shared positions

$WT $HUM $MS $AGQ $AMN

$905M

310 positions

#13Professional Financial Advisors, LLCActive

Notable overlap · 6 shared positions

$WT $MS $AGQ $SE $SCHW $USB

$491M

137 positions

#14truNorth Financial Services, Inc.Active

Notable overlap · 4 shared positions

$WT $HUM $KKR $MS

$97M

49 positions

#15Oxinas Partners Wealth Management LLCPassive

Notable overlap · 5 shared positions

$WT $KKR $AGQ $SE $USB

$219M

145 positions

#16BEACON FINANCIAL GROUPPassive

Notable overlap · 4 shared positions

$WT $HUM $KKR $SE

$1.0B

348 positions

#17Great Point Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$WT $GMM $AMN $SE

$542M

62 positions

#18Vigilare Wealth ManagementActive

Notable overlap · 5 shared positions

$WT $HUM $AGQ $SCHW $ALPS

$296M

109 positions

#19FLAGSHIP WEALTH ADVISORS, LLCPassive

Notable overlap · 6 shared positions

$WT $KKR $MS $HUM $CRWD $NTRB

$233M

350 positions

#20Vines Capital Management, LLCActive

Notable overlap · 5 shared positions

$WT $AMN $AGQ $MS $HUM

$101M

77 positions

#21Trilogy Capital Inc.Passive

Notable overlap · 6 shared positions

$WT $AMN $SE $GMM $SCHW $ALPS

$2.3B

390 positions

#22ShoreHaven Wealth Partners, LLCPassive

Notable overlap · 5 shared positions

$WT $GMM $MS $SE $DDOG

$278M

103 positions

#23WESCAP Management Group, Inc.Active

Notable overlap · 6 shared positions

$WT $SE $HUM $GMM $SCHW $USB

$508M

107 positions

#24Sherman Wealth Management LLCPassive

Notable overlap · 7 shared positions

$WT $NTRB $GMM $HUM $KKR $AGQ

$116M

80 positions

#25Reality Financial Planning Services, LLCSmart money

Notable overlap · 4 shared positions

$WT $HUM $KKR $SCHW

$104M

20 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.