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Hedge Funds Similar to SBE DBA CEDAR COVE WEALTH PARTNERS

13F Portfolio OverlapQ1 2026SBE DBA CEDAR COVE WEALTH PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

SBE LLC DBA CEDAR COVE WEALTH PARTNERS is an institutional investor managing $191M across 88 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 SBE DBA CEDAR COVE WEALTH PARTNERS are Payne, SHUFRO ROSE &, Financial Freedom,, with shared positions in $USB, $ALPS, $SHW, $OUNZ, $LEN, $NOW. The full ranking of 25 similar funds is below.

#1Payne Capital LLCActive
Notable overlap · 3 shared positions
$USB$ALPS$SHW
$109M
55 positions
#2SHUFRO ROSE & CO LLCActive
Notable overlap · 4 shared positions
$ALPS$USB$OUNZ$LEN
$1.5B
307 positions
#3Financial Freedom, LLCPassive
Notable overlap · 4 shared positions
$SHW$USB$NOW$SCHW
$201M
426 positions
#4FWL INVESTMENT MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$ALPS$USB$SCHW$URI
$456M
346 positions
#5Pioneer Wealth Management GroupSmart money
Notable overlap · 4 shared positions
$USB$NOW$NU$SCHW
$357M
50 positions
#6David R. Rahn & Associates Inc.Passive
Notable overlap · 3 shared positions
$SHW$USB$ANET
$354M
122 positions
#7SURIENCE PRIVATE WEALTH LLCActive
Notable overlap · 3 shared positions
$ALPS$SHW$USB
$93M
40 positions
#8ADAPT WEALTH ADVISORS, LLCActive
Notable overlap · 4 shared positions
$ALPS$SHW$WM$USB
$276M
106 positions
#9Hamrick Investment Counsel, llcPassive
Notable overlap · 4 shared positions
$ALPS$NOW$USB$WM
$180M
359 positions
#10Odyssey Capital Advisors, Inc.Passive
Some overlap · 5 shared positions
$SHW$USB$NOW$ANET$PANW
$112M
97 positions
#11University of Illinois FoundationActive
Some overlap · 3 shared positions
$SHW$NU$SCHW
$487M
31 positions
#12Lebenthal Global Advisors, LLCActive
Some overlap · 7 shared positions
$USB$PWR$ANET$AMAT$SCHW$GE
$688M
192 positions
#13HALL CAPITAL MANAGEMENT CO INCActive
Some overlap · 4 shared positions
$USB$SHW$SCHW$WM
$280M
107 positions
#14S.E.E.D. Planning Group LLCPassive
Some overlap · 3 shared positions
$SHW$USB$AMAT
$344M
89 positions
#15Blue Line Capital, LLC / ILPassive
Some overlap · 4 shared positions
$ALPS$OUNZ$USB$URI
$88M
65 positions
#16RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 5 shared positions
$USB$ALPS$GE$UNH$PANW
$116M
116 positions
#17FINANCIAL MANAGEMENT NETWORK INCActive
Some overlap · 3 shared positions
$USB$ALPS$SCHW
$653M
191 positions
#18Tandem Financial, LLCActive
Some overlap · 4 shared positions
$USB$SII$ALPS$PWR
$314M
98 positions
#19Finivi Inc.Passive
Some overlap · 3 shared positions
$USB$NU$AMAT
$183M
103 positions
#20Center for Wealth Management AdvisoryActive
Some overlap · 3 shared positions
$SHW$USB$UNH
$139M
62 positions
#21MFA WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$SHW$USB$PANW
$508M
88 positions
#22Stonehearth Capital Management, LLCActive
Some overlap · 3 shared positions
$ALPS$NU$GE
$252M
96 positions
#23Net Worth Advisory GroupPassive
Some overlap · 3 shared positions
$USB$NOW$AMAT
$482M
436 positions
#24Capital Wealth Alliance, LLCActive
Some overlap · 4 shared positions
$OUNZ$USB$SII$GE
$221M
93 positions
#25MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$OUNZ$USB$SII
$115M
98 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.