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Hedge Funds Similar to Cascades Asset

13F Portfolio OverlapQ2 2026Cascades Asset portfolio →
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Most similar hedge funds by 13F overlap

Cascades Capital Asset Management, LLC is an institutional investor managing $270M across 167 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Cascades Asset are Vertrix Wealth, BENEDICT FINANCIAL ADVISORS, Greystone Financial Group, with shared positions in $DUK, $MCD, $CRWD, $LOW, $LMT, $AMGN. The full ranking of 25 similar funds is below.

#1Vertrix Wealth Management, LLCPassive
Some overlap · 7 shared positions
$DUK$MCD$CRWD$LOW$LMT$AMGN
$297M
103 positions
#2BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 6 shared positions
$DUK$MCD$CRWD$GLW$LMT$AMGN
$515M
142 positions
#3Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$DUK$MCD$CRWD$LMT$AMGN$TJX
$358M
74 positions
#4PHYSICIANS FINANCIAL SERVICES, INC.Active
Some overlap · 6 shared positions
$DUK$MCD$LOW$LMT$AMGN$PH
$401M
106 positions
#5Wealth Group, Ltd.Passive
Some overlap · 6 shared positions
$DUK$MCD$LOW$LMT$AMGN$PH
$401M
106 positions
#6OMC Financial Services LTDActive
Some overlap · 6 shared positions
$MCD$CRWD$LOW$GLW$LMT$AMGN
$302M
61 positions
#7Founders Financial Alliance, LLCPassive
Some overlap · 5 shared positions
$FBNC$DUK$CRWD$LOW$MCD
$754M
779 positions
#8PeakShares LLCActive
Some overlap · 5 shared positions
$DUK$MCD$CRWD$GLW$TJX
$134.4B
122 positions
#9Biondo Investment Advisors, LLCActive
Some overlap · 5 shared positions
$DUK$MCD$LOW$LMT$AMGN
$817M
89 positions
#10Roxbury Financial LLCPassive
Some overlap · 5 shared positions
$DUK$MCD$LOW$LMT$AMGN
$126M
410 positions
#11Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$DUK$MCD$GLW$LMT$AMGN
$214M
33 positions
#12CGN Advisors LLCPassive
Some overlap · 5 shared positions
$DUK$MCD$CRWD$GLW$TJX
$1.4B
322 positions
#13Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$DUK$MCD$LOW$AMGN$TJX
$334M
127 positions
#14Powers Advisory Group, LLCActive
Some overlap · 5 shared positions
$MCD$DUK$GLW$LMT$AMGN
$319M
130 positions
#15LYNCH & ASSOCIATES/INPassive
Some overlap · 5 shared positions
$MCD$DUK$LOW$LMT$TJX
$573M
129 positions
#16Cornell Pochily Investment Advisors, Inc.Passive
Some overlap · 6 shared positions
$GLW$LOW$DUK$MCD$AMGN$LMT
$372M
189 positions
#17Integras Partners LLCPassive
Some overlap · 5 shared positions
$MCD$DUK$LMT$CRWD$AMGN
$181M
100 positions
#18Capital Wealth Planning, LLCActive
Some overlap · 5 shared positions
$DUK$MCD$AMGN$TJX$FCX
$20.0B
154 positions
#19Nikulski Financial, Inc.Passive
Some overlap · 5 shared positions
$MCD$CRWD$LMT$TJX$FCX
$464M
180 positions
#20ACIMA PRIVATE WEALTH, LLCActive
Some overlap · 5 shared positions
$MCD$LOW$GLW$LMT$AMGN
$344M
173 positions
#21Laurel Wealth Advisors LLCActive
Some overlap · 5 shared positions
$DUK$CRWD$MCD$AMGN$TJX
$1.0B
200 positions
#22BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 4 shared positions
$DUK$MCD$LOW$LMT
$453M
121 positions
#23Boit C F DavidPassive
Some overlap · 5 shared positions
$MCD$GLW$LMT$PH$AMGN
$238M
85 positions
#24TOMPKINS FINANCIAL CORPPassive
Some overlap · 5 shared positions
$DUK$MCD$AMGN$TJX$GLW
$1.4B
548 positions
#25Sone Capital Management, LLCPassive
Some overlap · 4 shared positions
$DUK$MCD$LOW$FDS
$1.3B
108 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.