What hedge funds are most similar to Cascades Capital Asset Management, LLC?

The funds with the most similar 13F portfolios to Cascades Capital Asset Management, LLC are Wingate Wealth Advisors,, FIDELIS iM,, Diversified Enterprises,, based on overlapping conviction holdings in the latest SEC filings.

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 Cascades Asset ,

13F Portfolio OverlapQ1 2026Cascades Asset , portfolio →

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Most similar hedge funds by 13F overlap

Cascades Capital Asset Management, LLC is an institutional investor managing $239M across 158 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 Cascades Asset , are Wingate Wealth Advisors,, FIDELIS iM,, Diversified Enterprises,, with shared positions in $HUM, $WT, $MAR, $COP, $DUK, $LMT. The full ranking of 25 similar funds is below.

#1Wingate Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$HUM $WT $MAR

$187M

121 positions

#2FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$HUM $WT $COP

$264M

25 positions

#3Diversified Enterprises, LLCActive

Notable overlap · 5 shared positions

$HUM $MAR $DUK $LMT $TJX

$1.8B

413 positions

#4Noble Family Wealth, LLCActive

Notable overlap · 4 shared positions

$HUM $WT $MCD $MS

$484M

76 positions

#5Bristlecone Value Partners, LLCPassive

Notable overlap · 4 shared positions

$HUM $WT $BAC $LOW

$114M

68 positions

#6Aurdan Capital Management, LLCActive

Notable overlap · 3 shared positions

$HUM $UNH $LOW

$333M

88 positions

#7Trust Point Inc.Active

Notable overlap · 3 shared positions

$HUM $WT $MAR

$1.2B

521 positions

#8Hubbell Strickland Wealth Management, LLCActive

Notable overlap · 3 shared positions

$HUM $MCD $MS

$251M

83 positions

#9SWAN Capital LLCPassive

Notable overlap · 3 shared positions

$HUM $MAR $MCD

$272M

554 positions

#10Hapanowicz & Associates Financial Services, IncSmart money

Notable overlap · 3 shared positions

$HUM $LMT $MCD

$251M

31 positions

#11Wheelhouse Advisory Group LLCActive

Notable overlap · 3 shared positions

$HUM $MAR $MCD

$302M

51 positions

#12Paragon Capital Management LtdActive

Notable overlap · 3 shared positions

$HUM $OKTA $WT

$476M

199 positions

#13ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 3 shared positions

$HUM $WT $UNH

$753M

159 positions

#14Buska Wealth Management, LLCActive

Notable overlap · 3 shared positions

$HUM $OKTA $UNH

$249M

74 positions

#15360 Financial, Inc.Active

Notable overlap · 3 shared positions

$HUM $MAR $MS

$332M

80 positions

#16CONQUIS FINANCIAL LLCSmart money

Notable overlap · 3 shared positions

$HUM $LOW $BAC

$121M

54 positions

#17INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive

Notable overlap · 3 shared positions

$HUM $MCD $BAC

$314M

130 positions

#18GreatBanc Trust COActive

Notable overlap · 6 shared positions

$HUM $WT $MCD $OKTA $BAC $DUK

$143M

67 positions

#19Confluence Wealth Services, Inc.Active

Notable overlap · 3 shared positions

$HUM $MS $COP

$2.6B

365 positions

#20Juno Financial Group LLCActive

Notable overlap · 3 shared positions

$HUM $LMT $LOW

$255M

70 positions

#21FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 3 shared positions

$HUM $TJX $MAR

$176M

104 positions

#22Goepper Burkhardt LLCActive

Notable overlap · 4 shared positions

$HUM $MAR $DUK $UNH

$299M

97 positions

#23E&G Advisors, LPPassive

Notable overlap · 4 shared positions

$HUM $WT $MAR $BAC

$449M

236 positions

#24Blackston Financial Advisory Group, LLCActive

Notable overlap · 4 shared positions

$HUM $MAR $DUK $MCD

$160M

106 positions

#25Joel Isaacson & Co., LLCActive

Notable overlap · 3 shared positions

$HUM $MS $MAR

$3.0B

455 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.