What hedge funds are most similar to Cauble & Harre Wealth Management, Inc.?

The funds with the most similar 13F portfolios to Cauble & Harre Wealth Management, Inc. are Moisand Fitzgerald Tamayo,, Burk, Arcadia Wealth ,, 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 Cauble & Harre Wealth ,

13F Portfolio OverlapQ1 2026Cauble & Harre Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Cauble & Harre Wealth Management, Inc. is an institutional investor managing $126M across 74 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 Cauble & Harre Wealth , are Moisand Fitzgerald Tamayo,, Burk, Arcadia Wealth ,, with shared positions in $AMN, $IAU, $SNOW, $HUM, $REGN, $MS. The full ranking of 25 similar funds is below.

#1Moisand Fitzgerald Tamayo, LLCActive

Substantial overlap · 3 shared positions

$AMN $IAU $SNOW

$931M

518 positions

#2Burk Holdings LLCPassive

Substantial overlap · 4 shared positions

$AMN $IAU $SNOW $HUM

$233M

676 positions

#3Arcadia Wealth Management, Inc.Smart money

Substantial overlap · 3 shared positions

$AMN $IAU $SNOW

$185M

55 positions

#4ACCREDITED INVESTOR SERVICES, LLCSmart money

Substantial overlap · 3 shared positions

$AMN $IAU $HUM

$156M

77 positions

#5Echo Wealth Management, LLCActive

Substantial overlap · 4 shared positions

$AMN $SNOW $REGN $MS

$174M

47 positions

#6Ballast Financial Advisors LLCActive

Substantial overlap · 6 shared positions

$AMN $IAU $MS $KKR $HUM $NEM

$98M

68 positions

#7Team Hewins, LLCSmart money

Substantial overlap · 3 shared positions

$AMN $SNOW $HUM

$337M

41 positions

#8CURIO WEALTH, LLCActive

Substantial overlap · 3 shared positions

$IAU $AMN $ORLY

$293M

1,255 positions

#9Highland Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$AMN $IAU $KKR

$379M

67 positions

#10Fonville Wealth Management LLCPassive

Notable overlap · 5 shared positions

$AMN $SNOW $HUM $KKR $IAU

$525M

138 positions

#11Beaird Harris Wealth Management, LLCActive

Notable overlap · 4 shared positions

$AMN $IAU $PHYS $SNOW

$1.5B

686 positions

#12RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$AMN $IAU $MS

$296M

80 positions

#13Unison Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $KKR $REGN

$1.3B

175 positions

#14Invariant Investment ManagementActive

Notable overlap · 4 shared positions

$AMN $ADBE $ORLY $PHYS

$162M

70 positions

#15BetterWealth, LLCSmart money

Notable overlap · 3 shared positions

$AMN $SNOW $HUM

$510M

85 positions

#16BAYSHORE ASSET MANAGEMENT, LLCSmart money

Notable overlap · 3 shared positions

$AMN $IAU $HUM

$251M

40 positions

#17HMV Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$AMN $KKR $REGN

$213M

81 positions

#18Mason Investment Advisory Services, Inc.Smart money

Notable overlap · 3 shared positions

$AMN $HUM $KKR

$2.2B

79 positions

#19RW Investment Management LLCActive

Notable overlap · 3 shared positions

$AMN $KKR $MS

$1.0B

113 positions

#20Nvest Wealth Strategies, Inc.Active

Notable overlap · 3 shared positions

$AMN $MS $SGOL

$143M

395 positions

#21Fort Vancouver Investment Management, LLCActive

Notable overlap · 3 shared positions

$AMN $SNOW $IAU

$197M

59 positions

#22Petersen Hastings Wealth Advisors Inc.Smart money

Notable overlap · 3 shared positions

$AMN $IAU $REGN

$1.1B

81 positions

#23Wheelhouse Advisory Group LLCActive

Notable overlap · 4 shared positions

$AMN $SNOW $HUM $KKR

$302M

51 positions

#24Tillman Hartley LLCActive

Notable overlap · 3 shared positions

$AMN $SNOW $IAU

$398M

88 positions

#25Financial Futures Ltd Liability Co.Active

Notable overlap · 4 shared positions

$AMN $SNOW $IAU $KKR

$228M

72 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.