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Hedge Funds Similar to CVS HEALTH

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

CVS HEALTH Corp is an institutional investor managing $212M across 33 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 CVS HEALTH are Quaker Wealth ,, Hilton ,, BLUELINE ADVISORS, with shared positions in $COP, $JHG, $USB, $PFH, $BNO. The full ranking of 25 similar funds is below.

#1Quaker Wealth Management, LLCActive
Notable overlap · 3 shared positions
$COP$JHG$USB
$320M
972 positions
#2Hilton Capital Management, LLCActive
Notable overlap · 3 shared positions
$COP$JHG$USB
$1.3B
129 positions
#3BLUELINE ADVISORS LLCActive
Notable overlap · 3 shared positions
$COP$JHG$USB
$129M
217 positions
#44WEALTH ADVISORS, INC.Passive
Notable overlap · 3 shared positions
$COP$JHG$USB
$117M
142 positions
#5Stirlingshire Investments, Inc.Passive
Some overlap · 3 shared positions
$COP$JHG$PFH
$114M
196 positions
#6Brucke Financial, Inc.Passive
Some overlap · 3 shared positions
$COP$USB$JHG
$197M
166 positions
#7Sentinus, LLCPassive
Some overlap · 3 shared positions
$COP$JHG$USB
$1.1B
596 positions
#8VIAWEALTH, LLCPassive
Some overlap · 3 shared positions
$JHG$USB$COP
$180M
159 positions
#9Clearwater Capital Advisors, LLCActive
Some overlap · 3 shared positions
$JHG$USB$COP
$1.2B
177 positions
#10SAGE RHINO CAPITAL LLCPassive
Some overlap · 3 shared positions
$USB$JHG$COP
$535M
330 positions
#11RiverFront Investment Group, LLCActive
Some overlap · 3 shared positions
$JHG$COP$USB
$6.5B
384 positions
#12MMA ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$USB$COP$JHG
$284M
179 positions
#13WEALTHEDGE INVESTMENT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$JHG$USB$PFH
$272M
141 positions
#14Balance Wealth, LLCPassive
Some overlap · 3 shared positions
$COP$JHG$USB
$322M
149 positions
#15Stonebridge Financial Planning Group, LLCPassive
Some overlap · 3 shared positions
$USB$JHG$COP
$272M
171 positions
#16IVC Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$JHG$USB$COP$PFH
$230M
173 positions
#17WFA of San Diego, LLCPassive
Some overlap · 3 shared positions
$JHG$USB$COP
$125M
404 positions
#18IAMS WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$USB$COP$JHG
$287M
186 positions
#19CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 3 shared positions
$USB$COP$PFH
$1.4B
178 positions
#20Causey Wealth LLCPassive
Some overlap · 3 shared positions
$USB$COP$JHG
$236M
81 positions
#21Fourth Dimension Wealth, LLCPassive
Some overlap · 3 shared positions
$JHG$COP$USB
$264M
596 positions
#22Orcam Financial GroupSmart money
Slight overlap · 3 shared positions
$USB$COP$BNO
$141M
62 positions
#23J.W. COLE ADVISORS, INC.Passive
Slight overlap · 3 shared positions
$JHG$COP$USB
$3.0B
785 positions
#24Ballew Advisors, IncActive
Slight overlap · 3 shared positions
$JHG$COP$USB
$177M
118 positions
#25REICON WEALTH ADVISORS, LLCActive
Slight overlap · 3 shared positions
$USB$COP$JHG
$132M
72 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.