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 Cedarwood Wealth

13F Portfolio OverlapQ1 2026Cedarwood Wealth portfolio →

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Most similar hedge funds by 13F overlap

Cedarwood Wealth LLC is an institutional investor managing $99M across 81 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 Cedarwood Wealth are Weaver Consulting Group, Valley Financial Group,, Bouvel Investment Partners,, with shared positions in $GRWG, $MS, $HUM, $DDOG, $INTC, $MU. The full ranking of 25 similar funds is below.

#1Weaver Consulting GroupPassive

Some overlap · 3 shared positions

$GRWG $MS $HUM

$420M

275 positions

#2Valley Financial Group, Inc.Active

Some overlap · 3 shared positions

$GRWG $MS $DDOG

$185M

63 positions

#3Bouvel Investment Partners, LLCPassive

Some overlap · 3 shared positions

$INTC $MS $DDOG

$345M

78 positions

#4Accel Wealth ManagementPassive

Some overlap · 4 shared positions

$MS $HUM $INTC $MU

$383M

290 positions

#5SMITH, MOORE & CO.Passive

Some overlap · 3 shared positions

$GRWG $HUM $MS

$1.4B

558 positions

#6Baugh & Associates, LLCActive

Some overlap · 4 shared positions

$INTC $MS $ASML $KO

$232M

44 positions

#7PlanVest Financial, IncPassive

Some overlap · 3 shared positions

$GRWG $MS $DDOG

$131M

565 positions

#8W ADVISORS, LLCPassive

Some overlap · 4 shared positions

$MS $HUM $DDOG $KO

$195M

141 positions

#9COMPASS CAPITAL CORP /MA/ /ADVPassive

Some overlap · 3 shared positions

$MS $GRWG $INTC

$279M

202 positions

#10OMNI 360 Wealth, Inc.Passive

Some overlap · 4 shared positions

$MS $GRWG $HUM $DDOG

$194M

125 positions

#11LifeGoal Investments, LLCPassive

Some overlap · 5 shared positions

$MS $HUM $DDOG $MU $FBTC

$175M

112 positions

#12Arcus Capital Partners, LLCActive

Some overlap · 3 shared positions

$GRWG $KO $HUM

$278M

121 positions

#13Morangie Management LLCActive

Some overlap · 3 shared positions

$GRWG $MS $HUM

$109M

34 positions

#14Philip James Wealth Mangement, LLCActive

Some overlap · 3 shared positions

$INTC $MS $KO

$870M

157 positions

#15Summit Street Capital Management, LLCActive

Some overlap · 3 shared positions

$INTC $HUM $MU

$707M

31 positions

#16TBH Global Asset Management, LLCPassive

Some overlap · 4 shared positions

$MS $HUM $DDOG $KO

$497M

245 positions

#17Financial Perspectives, IncPassive

Some overlap · 4 shared positions

$MS $HUM $MU $ASML

$358M

716 positions

#18Madson Wealth Advisors IncPassive

Some overlap · 4 shared positions

$MS $HUM $KO $ASML

$120M

84 positions

#19SVRN Asset Management, LLCActive

Slight overlap · 3 shared positions

$MS $HUM $DDOG

$103M

37 positions

#20Wealthfront Advisers LLCActive

Slight overlap · 3 shared positions

$MS $HUM $DDOG

$45.6B

1,076 positions

#21Longview Financial Advisors, Inc.Active

Slight overlap · 3 shared positions

$GRWG $KO $MS

$164M

163 positions

#22Quadrature Capital LtdPassive

Slight overlap · 4 shared positions

$INTC $MS $MU $ASML

$8.4B

1,313 positions

#23Cornerstone Financial Management LLCPassive

Slight overlap · 4 shared positions

$HUM $MS $DDOG $KO

$109M

1,311 positions

#24LEE JOHNSON CAPITAL MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$GRWG $MU $KO

$279M

80 positions

#25FC Advisory LLCActive

Slight overlap · 3 shared positions

$MS $HUM $DDOG

$342M

115 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.