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 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

$292M

99 positions

#2BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 6 shared positions

$DUK $MCD $CRWD $GLW $LMT $AMGN

$504M

136 positions

#3Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$DUK $MCD $CRWD $LMT $AMGN $TJX

$360M

73 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

$175M

31 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

$130M

426 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

$1.3B

297 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

$330M

128 positions

#15LYNCH & ASSOCIATES/INPassive

Some overlap · 5 shared positions

$MCD $DUK $LOW $LMT $TJX

$699M

128 positions

#16Cornell Pochily Investment Advisors, Inc.Passive

Some overlap · 6 shared positions

$GLW $LOW $DUK $MCD $AMGN $LMT

$384M

190 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

174 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

558 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.