Hedge Funds Similar to Cadia Private Client

13F Portfolio OverlapQ2 2026Cadia Private Client portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Cadia Private Client LLC is an institutional investor managing $139M across 76 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Cadia Private Client are Econ Financial Services, Verity & Verity, PINKERTON WEALTH, with shared positions in $HALO, $STT, $AMGN, $ACN, $WM, $FBTC. The full ranking of 23 similar funds is below.

#1Econ Financial Services CorpPassive

Some overlap · 3 shared positions

$HALO $STT $AMGN

$214M

72 positions

#2Verity & Verity, LLCActive

Some overlap · 3 shared positions

$STT $AMGN $ACN

$1.5B

138 positions

#3PINKERTON WEALTH, LLCActive

Some overlap · 3 shared positions

$1.2B

103 positions

#4Marshall & Sterling Wealth Advisors Inc.Passive

Some overlap · 3 shared positions

$169M

339 positions

#5SHERMAN PORFOLIOS, LLCSmart money

Some overlap · 3 shared positions

$1.3B

97 positions

#6GLOBALT Investments LLC / GAActive

Some overlap · 3 shared positions

$3.0B

213 positions

#7DLK Investment Management, LLCPassive

Slight overlap · 3 shared positions

$235M

96 positions

#8Signet Investment Advisory Group, Inc.Passive

Slight overlap · 3 shared positions

$227M

73 positions

#9Parcion Private Wealth LLCPassive

Slight overlap · 3 shared positions

$STT $AMGN $FBTC

$1.8B

529 positions

#10KFG WEALTH MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$AMGN $FBTC $WM

$886M

225 positions

#11REXFORD CAPITAL INCPassive

Slight overlap · 3 shared positions

$163M

301 positions

#12NTV ASSET MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$1.0B

317 positions

#13Bond & Devick Financial Network, Inc.Passive

Slight overlap · 3 shared positions

$406M

207 positions

#14PENN DAVIS MCFARLAND INCActive

Slight overlap · 3 shared positions

$1.1B

79 positions

#15First Fiduciary Investment Counsel, Inc.Passive

Slight overlap · 3 shared positions

$529M

75 positions

#16Abound Wealth ManagementActive

Slight overlap · 3 shared positions

$FBTC $AMGN $STT

$504M

1,359 positions

#17WINDWARD CAPITAL MANAGEMENT CO /CAActive

Slight overlap · 3 shared positions

$1.3B

73 positions

#18Sarver Vrooman Wealth AdvisorsSmart money

Slight overlap · 3 shared positions

$168M

145 positions

#19Sherman Asset Management, Inc.Active

Slight overlap · 3 shared positions

$129M

136 positions

#20Intrepid Financial Planning Group LLCPassive

Slight overlap · 3 shared positions

$RCL $AMGN $STT

$294M

135 positions

#21Wiser Advisor Group LLCPassive

Slight overlap · 3 shared positions

$91M

229 positions

#223 FACTOR INDEXING, LLCActive

Slight overlap · 3 shared positions

$118M

438 positions

#23Vertex Planning Partners, LLCActive

Slight overlap · 3 shared positions

$AMGN $STT $ACN

$673M

158 positions

Compare Cadia Private Client’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 Cadia Private Client’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.