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Hedge Funds Similar to Carrera Advisors

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

Carrera Capital Advisors is an institutional investor managing $649M across 188 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 Carrera Advisors are BluePrint Investing, North Forty Two &, Bulwark, with shared positions in $ABNB, $NEE, $COP, $SLV, $JHG, $AGQ. The full ranking of 25 similar funds is below.

#1BluePrint Investing LLCActive
Substantial overlap · 3 shared positions
$ABNB$NEE$COP
$126M
26 positions
#2North Forty Two & Co.Passive
Notable overlap · 3 shared positions
$ABNB$COP$SLV
$108M
97 positions
#3Bulwark Capital CorpActive
Notable overlap · 3 shared positions
$ABNB$JHG$COP
$162M
100 positions
#4Stack Financial Management, IncActive
Some overlap · 5 shared positions
$AGQ$NEE$COP$BKR$SYK
$1.4B
52 positions
#5ABBINGTON INVESTMENT GROUPActive
Some overlap · 3 shared positions
$AGQ$SLV$TME
$172M
51 positions
#6VIAWEALTH, LLCPassive
Some overlap · 3 shared positions
$AGQ$JHG$COP
$180M
159 positions
#7RoundAngle Advisors LLCPassive
Some overlap · 3 shared positions
$AGQ$SLV$COP
$134M
60 positions
#8ONE PLUS ONE WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$AGQ$TME$NEE$SII
$237M
89 positions
#9My Portfolio Guide, LLCActive
Some overlap · 3 shared positions
$FND$COP$AGQ
$181M
166 positions
#10Ipsen Advisor Group LLCPassive
Some overlap · 3 shared positions
$AGQ$JHG$SLV
$143M
104 positions
#11Prasad Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$AGQ$JHG$SLV
$367M
146 positions
#12AXS Investments LLCActive
Some overlap · 4 shared positions
$AGQ$JHG$COP$AMD
$248M
189 positions
#13SMITH, MOORE & CO.Passive
Some overlap · 4 shared positions
$AGQ$JHG$SLV$TME
$1.4B
558 positions
#14Bucket List Wealth Management, LLCActive
Some overlap · 3 shared positions
$AGQ$JHG$SLV
$166M
57 positions
#15SYNTAX RESEARCH, INC.Passive
Some overlap · 3 shared positions
$AGQ$ABNB$SYK
$157M
174 positions
#16Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$AGQ$SLV$NEE
$130M
96 positions
#17Virtue Capital Management, LLCPassive
Some overlap · 3 shared positions
$AGQ$JHG$COP
$657M
322 positions
#18Trek Financial, LLCPassive
Some overlap · 3 shared positions
$AGQ$CPA$EQNR
$1.9B
472 positions
#19Connective Capital Management, LLCPassive
Some overlap · 3 shared positions
$AGQ$COP$TME
$121M
66 positions
#20Lynx Investment AdvisoryPassive
Some overlap · 3 shared positions
$AGQ$COP$JHG
$209M
181 positions
#21Clearstead Trust, LLCPassive
Some overlap · 4 shared positions
$AGQ$SYK$NEE$AMD
$613M
981 positions
#22Aprio Wealth Management, LLCPassive
Some overlap · 3 shared positions
$AGQ$JHG$NEE
$1.8B
613 positions
#23Innova Wealth PartnersPassive
Some overlap · 3 shared positions
$AGQ$JHG$SLV
$211M
166 positions
#24Chicago Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$FND$SLV$SUI
$251M
59 positions
#25SILVER OAK SECURITIES, IncPassive
Some overlap · 4 shared positions
$ABNB$JHG$AGQ$SLV
$1.4B
781 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.