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 Cadent Advisors

13F Portfolio OverlapQ3 2026Cadent Advisors portfolio →

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Most similar hedge funds by 13F overlap

Cadent Capital Advisors, LLC is an institutional investor managing $466M across 186 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Cadent Advisors are Geneva Partners, Bannerstone, CUSHING ASSET , dba NXG INVESTMENT, with shared positions in $TER, $GLW, $AGX, $ASML, $BE, $FIX. The full ranking of 25 similar funds is below.

#1Geneva Partners, LLCPassive

Notable overlap · 6 shared positions

$TER $GLW $AGX $ASML $BE $FIX

$334M

81 positions

#2Bannerstone Capital Management, LLCPassive

Notable overlap · 8 shared positions

$AGX $APLD $CLS $AXP $BE $FIX

$119M

113 positions

#3CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Some overlap · 4 shared positions

$OKE $AGX $WMB $BE

$2.2B

73 positions

#4Private Advisory Group LLCPassive

Some overlap · 6 shared positions

$TER $GLW $ASML $POWL $AXP $MP

$1.9B

296 positions

#5Goldstream Capital Management LtdActive

Some overlap · 5 shared positions

$TER $GLW $ASML $BE $COHR

$132M

45 positions

#6LONE PINE CAPITAL LLCActive

Some overlap · 4 shared positions

$TER $AGX $GLW $ASML

$16.4B

34 positions

#7Firsthand Capital Management, Inc.Active

Some overlap · 6 shared positions

$GLW $RKLB $ASML $BE $COHR $WMB

$63M

54 positions

#8VMS Asset Management LimitedActive

Some overlap · 6 shared positions

$TER $GLW $BE $COHR $FIX $AGX

$264M

32 positions

#9PALLADIEM, LLCActive

Some overlap · 7 shared positions

$SLV $ASML $POWL $GLW $FIX $AZN

$103M

136 positions

#10Hel Ved Capital Management LtdActive

Some overlap · 5 shared positions

$TER $GLW $ASML $FIX $BE

$1.4B

72 positions

#11Spear Advisors LLCActive

Some overlap · 5 shared positions

$TER $RKLB $APLD $COHR $IREN

$230M

30 positions

#12BERKSHIRE CAPITAL HOLDINGS INCActive

Some overlap · 6 shared positions

$TER $GLW $RKLB $BE $ASML $AGX

$462M

122 positions

#13Veracity Capital LLCPassive

Some overlap · 7 shared positions

$GLW $AXP $COHR $TER $ASML $WMB

$372M

222 positions

#14MITCHELL CAPITAL MANAGEMENT COPassive

Some overlap · 6 shared positions

$TER $CLS $BE $GLW $ASML $FIX

$657M

117 positions

#15Bluebird Wealth Management LLCPassive

Some overlap · 4 shared positions

$TER $GLW $ASML $AXP

$115M

89 positions

#16Autumn Glory Partners, LLCPassive

Some overlap · 3 shared positions

$OKE $WMB $ASML

$360M

191 positions

#17Grand Alliance Asset Management LtdActive

Some overlap · 4 shared positions

$TER $GLW $BE $COHR

$167M

15 positions

#18Value Aligned Research Advisors, LLCActive

Some overlap · 7 shared positions

$ASML $CLS $BE $IREN $FIX $APLD

$40.1B

123 positions

#19Williamson Legacy Group, LLCPassive

Some overlap · 4 shared positions

$TER $GLW $BE $COHR

$201M

75 positions

#20TORRAY LLCActive

Some overlap · 4 shared positions

$OKE $PEP $BE $KKR

$741M

91 positions

#21GENTRY PRIVATE WEALTH, LLCSmart money

Some overlap · 4 shared positions

$TER $WMB $ASML $OKE

$194M

108 positions

#22Katamaran Capital LLPActive

Some overlap · 5 shared positions

$GLW $RKLB $COHR $FIX $BE

$126M

36 positions

#23LEGACY FINANCIAL GROUP, INC.Active

Some overlap · 3 shared positions

$OKE $WMB $AXP

$444M

108 positions

#24Fulcrum Equity ManagementPassive

Some overlap · 3 shared positions

$OKE $ASML $SLV

$126M

132 positions

#25Eddie Patel IncPassive

Some overlap · 4 shared positions

$AGX $POWL $RKLB $CLS

$167M

127 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.