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Hedge Funds Similar to Cerity Partners Retirement Plan Advisors

13F Portfolio OverlapQ1 2026Cerity Partners Retirement Plan Advisors portfolio →
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Most similar hedge funds by 13F overlap

Cerity Partners Retirement Plan Advisors LLC is an institutional investor managing $196M across 31 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 Cerity Partners Retirement Plan Advisors are Coordinated Financial Services,, Andrews Advisory Associates,, Mustard Seed Financial,, with shared positions in $SCHW, $SNOW, $DOV, $KKR, $UNIT. The full ranking of 25 similar funds is below.

#1Coordinated Financial Services, Inc.Passive
Some overlap · 5 shared positions
$SCHW$SNOW$DOV$KKR$UNIT
$174M
176 positions
#2Andrews Advisory Associates, LLCActive
Slight overlap · 4 shared positions
$SCHW$SNOW$DOV$KKR
$190M
82 positions
#3Mustard Seed Financial, LLCPassive
Slight overlap · 5 shared positions
$SNOW$SCHW$DOV$KKR$UNIT
$167M
92 positions
#4Silver Coast Investments LLCActive
Slight overlap · 4 shared positions
$SCHW$SNOW$DOV$UNIT
$313M
119 positions
#5Breakwater Investment ManagementPassive
Slight overlap · 4 shared positions
$SCHW$SNOW$DOV$KKR
$269M
506 positions
#6Etesian Wealth Advisors, Inc.Passive
Slight overlap · 4 shared positions
$SNOW$DOV$SCHW$KKR
$313M
138 positions
#7Neumann Capital Management, LLCActive
Slight overlap · 3 shared positions
$SCHW$SNOW$DOV
$340M
102 positions
#8Five Pine Wealth ManagementActive
Slight overlap · 3 shared positions
$SCHW$SNOW$DOV
$161M
47 positions
#9Lantern Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$SCHW$SNOW$DOV
$195M
174 positions
#10Intergy Private Wealth, LLCActive
Slight overlap · 3 shared positions
$SCHW$SNOW$DOV
$341M
123 positions
#11Red Wave Investments LLCActive
Slight overlap · 3 shared positions
$SCHW$SNOW$DOV
$335M
112 positions
#12Clarity Capital Advisors, LLCActive
Slight overlap · 4 shared positions
$SCHW$SNOW$KKR$UNIT
$215M
95 positions
#13Sterling Financial Planning, Inc.Active
Slight overlap · 4 shared positions
$SCHW$SNOW$KKR$UNIT
$337M
117 positions
#14CAMBRIDGE CAPITAL MANAGEMENT, LLCActive
Slight overlap · 4 shared positions
$SCHW$SNOW$KKR$UNIT
$232M
44 positions
#15Fonville Wealth Management LLCPassive
Slight overlap · 4 shared positions
$SCHW$SNOW$KKR$UNIT
$525M
138 positions
#16Livet Wealth, LLCPassive
Slight overlap · 4 shared positions
$SCHW$SNOW$KKR$UNIT
$157M
117 positions
#17Donalies Financial Planning, LLCActive
Slight overlap · 4 shared positions
$SCHW$SNOW$KKR$UNIT
$117M
74 positions
#18Capital Advisors Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$SCHW$SNOW$KKR$UNIT
$745M
219 positions
#19Creekside PartnersPassive
Slight overlap · 4 shared positions
$SCHW$DOV$KKR$UNIT
$243M
183 positions
#20Manuka Financial, LLCActive
Slight overlap · 5 shared positions
$SNOW$DOV$KKR$UNIT$SCHW
$162M
56 positions
#21Investment Planning Advisors, Inc.Active
Slight overlap · 4 shared positions
$SCHW$DOV$SNOW$KKR
$363M
107 positions
#22Asset Management Group, Inc.Passive
Slight overlap · 4 shared positions
$SNOW$SCHW$DOV$UNIT
$619M
138 positions
#23TrueWealth Financial PartnersActive
Slight overlap · 4 shared positions
$SCHW$SNOW$DOV$UNIT
$251M
66 positions
#24O'ROURKE & COMPANY, IncPassive
Slight overlap · 4 shared positions
$SCHW$SNOW$KKR$UNIT
$253M
171 positions
#25IFG Advisors, LLCActive
Slight overlap · 4 shared positions
$SCHW$SNOW$KKR$UNIT
$611M
149 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.