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Hedge Funds Similar to Causey Wealth

13F Portfolio OverlapQ1 2026Causey Wealth portfolio →
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Most similar hedge funds by 13F overlap

Causey Wealth LLC is an institutional investor managing $236M 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 Causey Wealth are BluePrint Investing, Strategic Financial Services,, Piedmont ,, with shared positions in $USB, $UPST, $NKE, $SCHW, $COP, $BRZE. The full ranking of 25 similar funds is below.

#1BluePrint Investing LLCActive
Substantial overlap · 5 shared positions
$USB$UPST$NKE$SCHW$COP
$126M
26 positions
#2Strategic Financial Services, Inc.Smart money
Substantial overlap · 5 shared positions
$USB$UPST$NKE$COP$BRZE
$2.1B
152 positions
#3Piedmont Capital Management, LLCActive
Substantial overlap · 8 shared positions
$KKR$USB$SCHW$IBM$AMGN$HUM
$197M
50 positions
#4Cordant, Inc.Active
Notable overlap · 5 shared positions
$UPST$USB$NKE$SCHW$COP
$246M
75 positions
#5Financially in Tune, LLCActive
Notable overlap · 5 shared positions
$KKR$NKE$WT$IBM$HUM
$116M
77 positions
#6Alliance Wealth Advisors, LLC /UTPassive
Notable overlap · 4 shared positions
$KKR$USB$SCHW$BRZE
$462M
228 positions
#7Arista Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$USB$UPST$BRZE
$822M
253 positions
#8Arlington Trust Co LLCActive
Notable overlap · 4 shared positions
$KKR$UPST$BRZE$HUM
$1.1B
844 positions
#9Wolff Financial Management LLCActive
Notable overlap · 5 shared positions
$KKR$UPST$COP$SYK$HUM
$453M
103 positions
#10ATLas Financial Planning LLCActive
Notable overlap · 4 shared positions
$USB$NKE$WT$BRZE
$112M
69 positions
#11Financial Futures Ltd Liability Co.Active
Notable overlap · 5 shared positions
$USB$NKE$SCHW$IBM$KKR
$228M
72 positions
#12Shotwell Rutter Baer IncActive
Notable overlap · 4 shared positions
$USB$NKE$IBM$COP
$170M
38 positions
#13Berkeley Capital Partners, LLCActive
Notable overlap · 3 shared positions
$KKR$USB$COP
$431M
184 positions
#14Falcon Wealth PlanningActive
Notable overlap · 6 shared positions
$UPST$NKE$WT$NTRB$SCHW$ISRG
$1.5B
236 positions
#15Quaker Wealth Management, LLCActive
Notable overlap · 5 shared positions
$KKR$USB$COP$JHG$HUM
$320M
972 positions
#16Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 6 shared positions
$USB$WT$IBM$COP$AMGN$HUM
$153M
344 positions
#17Marion Wealth ManagementPassive
Notable overlap · 4 shared positions
$USB$WT$UPST$COP
$451M
146 positions
#18White Lighthouse Investment Management Inc.Active
Notable overlap · 7 shared positions
$KKR$USB$UPST$SCHW$BRZE$COP
$721M
145 positions
#19Cascade Wealth Advisors, IncActive
Notable overlap · 5 shared positions
$USB$UPST$KKR$COP$HUM
$228M
60 positions
#20Reality Financial Planning Services, LLCSmart money
Notable overlap · 5 shared positions
$KKR$WT$SCHW$BRZE$HUM
$104M
20 positions
#21NEPC LLCSmart money
Notable overlap · 4 shared positions
$USB$UPST$COP$BRZE
$5.0B
51 positions
#22MASECO LLPActive
Notable overlap · 6 shared positions
$UPST$NKE$KKR$USB$BRZE$SCHW
$3.2B
391 positions
#23Cornerstone Financial Management LLCPassive
Notable overlap · 6 shared positions
$UPST$USB$KKR$NTRB$COP$HUM
$109M
1,311 positions
#24SWAN Capital LLCPassive
Notable overlap · 4 shared positions
$KKR$USB$SCHW$HUM
$272M
554 positions
#25Wealth Dimensions Group, Ltd.Active
Notable overlap · 5 shared positions
$UPST$KKR$SCHW$AMGN$HUM
$508M
170 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.