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Hedge Funds Similar to CENTRAL

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

CENTRAL TRUST Co is an institutional investor managing $5.1B across 1,562 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 CENTRAL are Valued Retirements,, Cauble & Harre Wealth ,, MATAURO,, with shared positions in $PHYS, $IAU, $FLEX, $HUM, $ORLY, $CEF. The full ranking of 25 similar funds is below.

#1Valued Retirements, Inc.Passive
Notable overlap · 4 shared positions
$PHYS$IAU$FLEX$HUM
$102M
90 positions
#2Cauble & Harre Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$PHYS$IAU$ORLY$HUM
$126M
74 positions
#3MATAURO, LLCActive
Some overlap · 3 shared positions
$PHYS$CEF$HON
$692M
145 positions
#4MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$PHYS$IAU$HUM$UNP
$144M
99 positions
#5Accordant Advisory Group IncPassive
Some overlap · 4 shared positions
$PHYS$PPLT$CEF$HUM
$161M
238 positions
#6Marshall Financial Group, LLCPassive
Some overlap · 3 shared positions
$CEF$PPLT$MCD
$625M
293 positions
#7Heritage Wealth AdvisorsActive
Some overlap · 4 shared positions
$PHYS$UNP$MCD$HUM
$2.6B
692 positions
#8New Harbor Financial Group, LLCActive
Some overlap · 3 shared positions
$CEF$IAU$PHYS
$567M
61 positions
#9SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$PHYS$MCD$HON
$482M
173 positions
#10Grand Central Investment GroupActive
Some overlap · 3 shared positions
$PHYS$IAU$HUM
$135M
44 positions
#11Bruce G. Allen Investments, LLCPassive
Some overlap · 3 shared positions
$PHYS$UNP$HUM
$153M
1,084 positions
#12Hubbell Strickland Wealth Management, LLCActive
Some overlap · 3 shared positions
$PHYS$MCD$HUM
$251M
83 positions
#13COLUMBIA ADVISORY PARTNERS LLCActive
Some overlap · 4 shared positions
$CEF$PHYS$HUM$MCD
$157M
92 positions
#14Titiun YejielPassive
Some overlap · 3 shared positions
$CEF$PPLT$UNP
$99M
57 positions
#15SouthState Bank CorpPassive
Some overlap · 3 shared positions
$PHYS$UNP$HUM
$2.1B
1,278 positions
#16Hedges Asset Management LLC
Some overlap · 3 shared positions
$PHYS$PPLT$HON
$142M
108 positions
#17Pictet North America Advisors SAActive
Some overlap · 3 shared positions
$IAU$ORLY$MCD
$1.0B
154 positions
#18Meridian Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$ORLY$HON$HUM
$756M
202 positions
#19LEAVELL INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$IAU$PHYS$MCD$HUM
$2.4B
603 positions
#20FORBES J M & CO LLPActive
Some overlap · 4 shared positions
$IAU$ORLY$UNP$HUM
$1.2B
150 positions
#21Beaumont Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$CEF$PHYS$MCD
$1.5B
369 positions
#22Accretive Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$UNP$MCD$HUM
$356M
180 positions
#23Ridge Creek Global, IncActive
Some overlap · 4 shared positions
$IAU$FLEX$HON$HUM
$118M
85 positions
#24Red Mountain Financial, LLCPassive
Some overlap · 4 shared positions
$IAU$UNP$MCD$HUM
$106M
79 positions
#25Independent Family Office, LLCActive
Some overlap · 4 shared positions
$IAU$PHYS$HUM$CEF
$243M
90 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.