How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to CADINHA &

13F Portfolio OverlapQ1 2026CADINHA & portfolio →

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Most similar hedge funds by 13F overlap

CADINHA & CO LLC is an institutional investor managing $537M across 103 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 CADINHA & are Rachor Investment Advisory Services,, LifePlan Financial,, ANDERSON HOAGLAND &, with shared positions in $IAU, $GE, $GEV, $BA, $DUK, $DHR. The full ranking of 25 similar funds is below.

#1Rachor Investment Advisory Services, LLCActive

Notable overlap · 4 shared positions

$IAU $GE $GEV $BA

$190M

464 positions

#2LifePlan Financial, LLCPassive

Notable overlap · 4 shared positions

$IAU $DUK $DHR $MCD

$135M

83 positions

#3ANDERSON HOAGLAND & COPassive

Notable overlap · 3 shared positions

$IAU $GE $GEV

$1.2B

136 positions

#4BCWM, LLCPassive

Notable overlap · 3 shared positions

$IAU $DUK $UNP

$353M

57 positions

#5STEPHEN J. GARRY & ASSOCIATES, LLCActive

Notable overlap · 3 shared positions

$IAU $SAN $BA

$124M

51 positions

#6CPA Asset Management LLCActive

Notable overlap · 4 shared positions

$IAU $DHR $MCD $AMGN

$298M

99 positions

#7Arlington Capital Management, Inc.Passive

Notable overlap · 3 shared positions

$IAU $SAN $PLTR

$177M

111 positions

#8CURIO WEALTH, LLCActive

Notable overlap · 3 shared positions

$IAU $PLTR $UNP

$293M

1,255 positions

#9BCU Wealth Advisors, LLCSmart money

Notable overlap · 3 shared positions

$IAU $GE $GEV

$268M

60 positions

#10Core Wealth Management, Inc.Smart money

Notable overlap · 3 shared positions

$IAU $GE $MCD

$326M

40 positions

#11Intellus Advisors LLCActive

Notable overlap · 3 shared positions

$IAU $PLTR $WPM

$732M

125 positions

#12Impact Investors, IncPassive

Notable overlap · 3 shared positions

$IAU $ISRG $APH

$144M

106 positions

#13Cushing Capital Partners, LLCPassive

Notable overlap · 5 shared positions

$IAU $DUK $DHR $GWW $MCD

$130M

96 positions

#14RAM Investment Partners, LLCActive

Notable overlap · 3 shared positions

$IAU $DHR $WFC

$569M

121 positions

#15PINNEY & SCOFIELD, INC.Active

Notable overlap · 4 shared positions

$IAU $GE $GEV $UNP

$185M

243 positions

#16Braeburn Wealth Management LLCActive

Notable overlap · 4 shared positions

$IAU $GEV $UNP $GE

$175M

85 positions

#17MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$IAU $AMGN $WFC

$1.3B

143 positions

#18Summit Place Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$IAU $GE $GEV $DHR

$208M

106 positions

#19GenWealth Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $PLTR $AMGN

$584M

85 positions

#20Purkiss Capital Advisors LLCPassive

Notable overlap · 3 shared positions

$IAU $GEV $PLTR

$227M

168 positions

#21FORBES J M & CO LLPActive

Notable overlap · 3 shared positions

$IAU $UNP $APH

$1.2B

150 positions

#22Pacific Asset Management, LLCActive

Notable overlap · 4 shared positions

$IAU $BA $MCD $WPM

$179M

70 positions

#23Wealth Quarterback LLCPassive

Notable overlap · 3 shared positions

$IAU $SAN $MCD

$254M

163 positions

#24Oxbow Advisors, LLCActive

Notable overlap · 5 shared positions

$IAU $BA $MCD $AEM $WPM

$1.2B

245 positions

#25Modus Advisors, LLCPassive

Notable overlap · 3 shared positions

$IAU $PLTR $MCD

$363M

117 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.