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Hedge Funds Similar to City Center Advisors,

13F Portfolio OverlapQ1 2026City Center Advisors, portfolio →
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Most similar hedge funds by 13F overlap

City Center Advisors, LLC is an institutional investor managing $123M across 170 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 City Center Advisors, are Arta Finance Wealth, MILESTONE ASSET ,, LEGACY FINANCIAL GROUP,, with shared positions in $WT, $SIVR, $AGQ, $IAU, $AMD, $PLTR. The full ranking of 25 similar funds is below.

#1Arta Finance Wealth Management LLCPassive
Some overlap · 7 shared positions
$WT$SIVR$AGQ$IAU$AMD$PLTR
$202M
95 positions
#2MILESTONE ASSET MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$OKE$PLTR$AMD$LEN$IAU$LRCX
$543M
235 positions
#3LEGACY FINANCIAL GROUP, INC.Active
Some overlap · 5 shared positions
$OKE$SCHW$IAU$PLTR$NEE
$378M
89 positions
#4IAM Advisory, LLCActive
Some overlap · 6 shared positions
$SHW$WT$AGQ$GILD$AMD$PLTR
$446M
95 positions
#5Anson Capital, Inc.Passive
Some overlap · 5 shared positions
$FSCO$WT$SIVR$AGQ$SGOL
$146M
90 positions
#6HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$FSCO$WT$SCHW$AMD$PLTR$DHR
$238M
142 positions
#7Cypress Capital, LLCActive
Some overlap · 6 shared positions
$WT$OKE$SCHW$AGQ$SGOL$LRCX
$351M
95 positions
#8Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$OKE$VLO$NEE$LEN$OMC
$223M
109 positions
#9Stonebridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$OKE$WT$IAU$SGOL$NEE$ADI
$1.2B
262 positions
#10Peak Planning Group, LLCActive
Some overlap · 5 shared positions
$OKE$SHW$PLTR$SCHW$AMD
$361M
120 positions
#11Burk Holdings LLCPassive
Some overlap · 7 shared positions
$WT$IAU$DHR$AMD$OKE$SCHW
$233M
676 positions
#12COFG Advisors, LLCPassive
Some overlap · 5 shared positions
$OKE$DHR$PLTR$AMD$SHW
$404M
241 positions
#13Curran Financial Partners, LLCActive
Some overlap · 4 shared positions
$OKE$WT$SHW$SCHW
$559M
127 positions
#14Miller Global Investments, LLCPassive
Some overlap · 5 shared positions
$OKE$FSCO$SCHW$SIVR$AMD
$121M
295 positions
#15Fulcrum Equity ManagementPassive
Some overlap · 5 shared positions
$OKE$SIVR$LEN$IAU$LRCX
$103M
127 positions
#16CHIRON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$SHW$FND$GILD$DHR$AMD$LEN
$98M
117 positions
#17Clear Creek Financial Management, LLCPassive
Some overlap · 7 shared positions
$WT$IAU$AGQ$LEN$SHW$FND
$1.3B
608 positions
#18WT Wealth ManagementPassive
Some overlap · 5 shared positions
$SHW$WT$SIVR$SCHW$SGOL
$336M
138 positions
#19SIG BROKERAGE, LPPassive
Some overlap · 6 shared positions
$SHW$SCHW$GILD$AMD$NEE$LRCX
$3.8B
769 positions
#20Navigation Group, LLCActive
Some overlap · 5 shared positions
$OKE$SHW$LEN$LRCX$PLTR
$427M
113 positions
#21Tactive Advisors, LLCPassive
Some overlap · 6 shared positions
$SHW$AGQ$SIVR$AMD$PLTR$SCHW
$355M
268 positions
#22Bay Rivers GroupPassive
Some overlap · 6 shared positions
$SHW$SCHW$AMD$STRL$PLTR$LRCX
$240M
109 positions
#23PCG Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$OKE$SHW$FND$WT$HCA
$395M
164 positions
#24Carmel Capital Partners, LLCPassive
Some overlap · 6 shared positions
$WT$SCHW$AGQ$NEE$LEN$HCA
$277M
118 positions
#25China Universal Asset Management Co., Ltd.Passive
Some overlap · 7 shared positions
$GILD$IAU$AMD$PLTR$SGOL$LRCX
$1.3B
502 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.