What hedge funds are most similar to Cannon Wealth Management Services, LLC?

The funds with the most similar 13F portfolios to Cannon Wealth Management Services, LLC are SWAN, Juno Financial Group, SPRENG ,, 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 Cannon Wealth Services,

13F Portfolio OverlapQ1 2026Cannon Wealth Services, portfolio →

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Most similar hedge funds by 13F overlap

Cannon Wealth Management Services, LLC is an institutional investor managing $148M across 85 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 Cannon Wealth Services, are SWAN, Juno Financial Group, SPRENG ,, with shared positions in $KKR, $HUM, $SO, $MCD, $FDX, $GE. The full ranking of 25 similar funds is below.

#1SWAN Capital LLCPassive

Notable overlap · 6 shared positions

$KKR $HUM $SO $MCD $FDX $GE

$272M

554 positions

#2Juno Financial Group LLCActive

Notable overlap · 5 shared positions

$KKR $HUM $LOW $PM $GE

$255M

70 positions

#3SPRENG CAPITAL MANAGEMENT, INC.Active

Notable overlap · 4 shared positions

$KKR $HUM $KO $SO

$212M

66 positions

#4Sherman Wealth Management LLCPassive

Notable overlap · 4 shared positions

$KKR $HUM $GE $AMN

$116M

80 positions

#5Blackston Financial Advisory Group, LLCActive

Notable overlap · 4 shared positions

$KKR $HUM $DUK $MCD

$160M

106 positions

#6Buska Wealth Management, LLCActive

Notable overlap · 4 shared positions

$KKR $HUM $T $KO

$249M

74 positions

#7Crews Bank & TrustPassive

Notable overlap · 3 shared positions

$KKR $HUM $MCD

$690M

673 positions

#8Mittelman Wealth ManagementActive

Notable overlap · 3 shared positions

$KKR $HUM $GE

$160M

52 positions

#9Western Pacific Wealth Management, LPActive

Notable overlap · 3 shared positions

$KKR $HUM $WFC

$98M

197 positions

#10Adirondack Capital Advisors, LLCSmart money

Notable overlap · 3 shared positions

$KKR $HUM $GE

$156M

44 positions

#11Human Investing LLCSmart money

Notable overlap · 4 shared positions

$KKR $HUM $MCD $PM

$687M

96 positions

#12Granite FO LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $PM

$169M

170 positions

#13Seneca Financial Advisors LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $MCD

$341M

64 positions

#14Accretive Wealth Partners, LLCPassive

Notable overlap · 5 shared positions

$KKR $HUM $KO $MCD $PM

$356M

180 positions

#15Cornerstone Advisory, LLCPassive

Notable overlap · 3 shared positions

$KKR $HUM $BAH

$1.1B

262 positions

#16KDT Advisors, LLCPassive

Notable overlap · 4 shared positions

$KKR $HUM $MCD $PM

$63M

69 positions

#17Wealth Advisory Team LLC

Notable overlap · 5 shared positions

$KKR $DUK $GE $SO $MCD

$113M

39 positions

#18Infinity Wealth Counsel, LLCPassive

Notable overlap · 3 shared positions

$KKR $HUM $DUK

$109M

63 positions

#19CDM FINANCIAL COUNSELING SERVICES, INC.Active

Notable overlap · 6 shared positions

$HUM $KKR $KO $NSC $MCD $PM

$105M

80 positions

#20DAGCO, INC.Passive

Notable overlap · 3 shared positions

$KKR $HUM $NSC

$461M

353 positions

#21Forum Private Client Group LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $T

$300M

80 positions

#22Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 3 shared positions

$KKR $HUM $MCD

$365M

111 positions

#23High Net Worth Advisory Group LLCPassive

Notable overlap · 3 shared positions

$HUM $KKR $BAH

$429M

244 positions

#24Talisman Wealth Advisors LLCPassive

Notable overlap · 5 shared positions

$KKR $HUM $KO $MCD $WFC

$124M

101 positions

#25Ranch Capital Advisors Inc.Passive

Notable overlap · 5 shared positions

$KKR $HUM $DUK $T $SO

$277M

154 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.