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Hedge Funds Similar to Cedrus Wealth Group

13F Portfolio OverlapQ2 2026Cedrus Wealth Group portfolio →
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Most similar hedge funds by 13F overlap

Cedrus Wealth Group LLC is an institutional investor managing $115M across 51 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Cedrus Wealth Group are Entruity Wealth, Basepoint Wealth, ABBINGTON INVESTMENT GROUP, with shared positions in $PSLV, $AG, $PHYS, $DE, $HL, $CDE. The full ranking of 25 similar funds is below.

#1Entruity Wealth, LLCActive
Substantial overlap · 3 shared positions
$PSLV$AG$PHYS
$155M
54 positions
#2Basepoint Wealth LLCPassive
Notable overlap · 3 shared positions
$PSLV$PHYS$DE
$175M
632 positions
#3ABBINGTON INVESTMENT GROUPActive
Notable overlap · 9 shared positions
$PSLV$HL$AG$CDE$PAAS$EXK
$157M
52 positions
#4Grand Central Investment GroupPassive
Notable overlap · 6 shared positions
$PSLV$PHYS$PAAS$CDE$SLV$EXK
$120M
40 positions
#5HC Advisors, LLCActive
Notable overlap · 3 shared positions
$PSLV$SPPP$PHYS
$165M
62 positions
#6Forest Hill Capital, LLCSmart money
Notable overlap · 3 shared positions
$PSLV$PHYS$SLV
$130M
21 positions
#7Knoll Capital Management, LLCActive
Notable overlap · 5 shared positions
$KGC$PSLV$PHYS$CDE$PAAS
$179M
37 positions
#8Parvin Asset Management, LLCPassive
Notable overlap · 7 shared positions
$HL$CLX$CDE$KGC$AG$PAAS
$127M
320 positions
#9New Harbor Financial Group, LLCActive
Some overlap · 6 shared positions
$PSLV$PHYS$HL$SLV$AG$CDE
$633M
68 positions
#10O'Domhnaill Enterprises, Inc.Passive
Some overlap · 5 shared positions
$KMB$AG$CLX$PAAS$SLV
$125M
61 positions
#11SPROTT INC.Active
Some overlap · 6 shared positions
$KGC$CDE$PHYS$PSLV$PAAS$EXK
$3.2B
268 positions
#12Proactive Wealth Strategies LLCPassive
Some overlap · 3 shared positions
$PSLV$PHYS$KMB
$623M
222 positions
#13Abacus Planning Group, Inc.Active
Some overlap · 3 shared positions
$PSLV$PHYS$DE
$809M
259 positions
#14Pacific Sage Partners, LLCActive
Some overlap · 3 shared positions
$PSLV$PHYS$DE
$705M
127 positions
#15MONOGRAPH WEALTH ADVISORS, LLCSmart money
Some overlap · 3 shared positions
$KMB$DE$SLV
$1.2B
143 positions
#16Fielder Capital Group LLCPassive
Some overlap · 3 shared positions
$SPPP$PSLV$SLV
$462M
303 positions
#17Steadtrust LLCPassive
Some overlap · 3 shared positions
$HL$CDE$PAAS
$198M
132 positions
#18Nokomis Capital, L.L.C.Active
Some overlap · 3 shared positions
$SPPP$CDE$PSLV
$298M
57 positions
#19Ninepoint Partners LPActive
Some overlap · 4 shared positions
$KGC$CDE$PAAS$HL
$1.3B
165 positions
#20HOLLENCREST SECURITIES LLCPassive
Some overlap · 4 shared positions
$PSLV$PAAS$CDE$HL
$1.5B
1,229 positions
#21Lesa Sroufe & CoPassive
Some overlap · 3 shared positions
$HL$PAAS$SLV
$140M
67 positions
#22GK Wealth Management LLCPassive
Some overlap · 3 shared positions
$LAC$CDE$SLV
$190M
234 positions
#23RIA Advisory Group LLCActive
Some overlap · 3 shared positions
$PSLV$LIN$SLV
$460M
154 positions
#24TrustWell Financial Advisors, LLCActive
Some overlap · 3 shared positions
$PSLV$PHYS$DE
$118M
78 positions
#25GeoSphere Capital Management, LLCActive
Some overlap · 3 shared positions
$DK$PAAS$SCZM
$306M
46 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.