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Hedge Funds Similar to COMMONWEALTH EQUITY SERVICES

13F Portfolio OverlapQ2 2026COMMONWEALTH EQUITY SERVICES portfolio →
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Most similar hedge funds by 13F overlap

COMMONWEALTH EQUITY SERVICES, LLC is an institutional investor managing $79.5B across 4,415 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 COMMONWEALTH EQUITY SERVICES are Catalyst Investment, CJM Wealth Advisers, Ltd., WEALTH ALLIANCE, with shared positions in $IAU, $BAH, $NEE. The full ranking of 3 similar funds is below.

#1Catalyst Investment Management LLCActive
Slight overlap · 3 shared positions
$IAU$BAH$NEE
$113M
74 positions
#2CJM Wealth Advisers, Ltd.Smart money
Slight overlap · 3 shared positions
$IAU$BAH$NEE
$379M
84 positions
#3WEALTH ALLIANCE, LLCPassive
Slight overlap · 3 shared positions
$IAU$BAH$NEE
$1.2B
573 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.