13F Pro

Hedge Funds Similar to CAMBRIDGE ASSOCIATES /MA/ /ADV

13F Portfolio OverlapQ1 2026CAMBRIDGE ASSOCIATES /MA/ /ADV portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV is an institutional investor managing $6.3B across 64 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 CAMBRIDGE ASSOCIATES /MA/ /ADV are Vernal Point Advisors,, Orcam Financial Group, Global Endowment ,, with shared positions in $DOV, $UPST, $IAU, $BRZE, $SCHW, $DDOG. The full ranking of 25 similar funds is below.

#1Vernal Point Advisors, LLCSmart money
Substantial overlap · 5 shared positions
$DOV$UPST$IAU$BRZE$SCHW
$246M
21 positions
#2Orcam Financial GroupSmart money
Substantial overlap · 5 shared positions
$DOV$UPST$IAU$BRZE$DDOG
$141M
62 positions
#3Global Endowment Management, LPActive
Substantial overlap · 3 shared positions
$DOV$BRZE$SCHW
$896M
126 positions
#4Compass Advisory Group LLCActive
Notable overlap · 4 shared positions
$DOV$HUM$SCHW$DDOG
$374M
86 positions
#5Long Island Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$DOV$HUM$DDOG
$216M
89 positions
#6Pacific Park Financial, Inc.Active
Notable overlap · 6 shared positions
$DOV$UPST$IAU$BRZE$DDOG$DHR
$153M
73 positions
#7Intelligent Financial StrategiesSmart money
Notable overlap · 3 shared positions
$DOV$HUM$BRZE
$192M
62 positions
#8ANGELES WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$DOV$BRZE$DHR
$1.8B
524 positions
#9Catalyst Investment Management LLCPassive
Notable overlap · 6 shared positions
$DOV$IAU$HUM$API$SCHW$DHR
$90M
65 positions
#10Weil Company, Inc.Passive
Notable overlap · 4 shared positions
$DOV$IAU$NOW$MUFG
$445M
115 positions
#11Systelligence, LLCPassive
Notable overlap · 3 shared positions
$DOV$IAU$YMM
$514M
56 positions
#12Prime Buchholz LLCActive
Notable overlap · 4 shared positions
$DOV$BRZE$SCHW$AFRM
$191M
22 positions
#13Hegarty Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$UPST$HUM
$127M
57 positions
#14Evelyn Partners Asset Management LtdPassive
Some overlap · 4 shared positions
$DOV$IAU$EPAM$YMM
$406M
308 positions
#15Harpswell Capital Advisors, LLCSmart money
Some overlap · 3 shared positions
$DOV$SCHW$AFRM
$134M
36 positions
#16Red Wave Investments LLCActive
Some overlap · 3 shared positions
$DOV$BRZE$SCHW
$335M
112 positions
#17Breakwater Investment ManagementPassive
Some overlap · 6 shared positions
$DOV$UPST$HUM$BRZE$SCHW$DDOG
$269M
506 positions
#18PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Some overlap · 5 shared positions
$DOV$UPST$IAU$SCHW$EPAM
$2.7B
174 positions
#19Zhang Financial LLCActive
Some overlap · 5 shared positions
$DOV$IAU$BRZE$DHR$IBIT
$2.9B
367 positions
#20Midwestern Financial, LLC /IAActive
Some overlap · 4 shared positions
$DOV$UPST$HUM$DDOG
$127M
54 positions
#21MYECFO, LLCActive
Some overlap · 6 shared positions
$DOV$IAU$HUM$SCHW$NOW$AFRM
$239M
66 positions
#22Addison Capital CoPassive
Some overlap · 3 shared positions
$DOV$SCHW$IBIT
$562M
182 positions
#23NEPC LLCSmart money
Some overlap · 7 shared positions
$DOV$UPST$API$EPAM$NOW$BRZE
$5.0B
51 positions
#24Coyle Financial Counsel LLCActive
Some overlap · 3 shared positions
$DOV$BRZE$EPAM
$473M
113 positions
#25Novak & Powell Financial Services, Inc.Passive
Some overlap · 5 shared positions
$DOV$IAU$HUM$BRZE$SCHW
$186M
163 positions

Compare CAMBRIDGE ASSOCIATES /MA/ /ADV’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View CAMBRIDGE ASSOCIATES /MA/ /ADV’s holdings

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.