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 OverlapQ3 2026CADINHA portfolio →

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Most similar hedge funds by 13F overlap

CADINHA & CO LLC is an institutional investor managing $616M across 107 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 CADINHA are ARRIEN INVESTMENTS, BCWM, Sage Investment Advisers, with shared positions in $IAU, $MCD, $BA, $DUK, $UNP, $AMGN. The full ranking of 25 similar funds is below.

#1ARRIEN INVESTMENTS, INC.Active

Notable overlap · 3 shared positions

$IAU $MCD $BA

$198M

44 positions

#2BCWM, LLCPassive

Notable overlap · 3 shared positions

$IAU $DUK $UNP

$342M

57 positions

#3Sage Investment Advisers LLCPassive

Notable overlap · 4 shared positions

$IAU $BA $MCD $UNP

$154M

96 positions

#4MBA Advisors LLCPassive

Notable overlap · 4 shared positions

$IAU $AMGN $MCD $DUK

$297M

166 positions

#5CPA Asset Management LLCActive

Notable overlap · 3 shared positions

$IAU $MCD $AMGN

$357M

86 positions

#6Regency Capital Management Inc.\DEPassive

Notable overlap · 3 shared positions

$IAU $HUBB $APH

$251M

64 positions

#7WEALTHSPAN PARTNERS, LLCActive

Notable overlap · 4 shared positions

$IAU $MCD $WFC $CW

$317M

129 positions

#8EQ WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$IAU $MCD $AMGN

$182M

57 positions

#9Oxbow Advisors, LLCPassive

Notable overlap · 5 shared positions

$IAU $BA $MCD $AEM $WPM

$1.2B

265 positions

#10Spectrum Asset Management, Inc. (NB/CA)Passive

Notable overlap · 3 shared positions

$IAU $DUK $WFC

$346M

112 positions

#11Signet Investment Advisory Group, Inc.Passive

Notable overlap · 3 shared positions

$IAU $MCD $AMGN

$227M

73 positions

#12Cushing Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$IAU $MCD $GWW

$163M

113 positions

#13Modus Advisors, LLCPassive

Notable overlap · 3 shared positions

$IAU $MCD $PLTR

$405M

118 positions

#14Red Mountain Financial, LLCActive

Notable overlap · 4 shared positions

$IAU $MCD $AMGN $UNP

$119M

82 positions

#15RiverGlades Family Offices LLCActive

Notable overlap · 3 shared positions

$IAU $HUBB $AEM

$218M

108 positions

#16Ackerman Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $MCD $UNP

$497M

120 positions

#17JMAC ENTERPRISES LLCActive

Notable overlap · 4 shared positions

$IAU $AMGN $MCD $UNP

$593M

122 positions

#18Forza Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$IAU $AMGN $MCD

$346M

194 positions

#19Roehl & Yi Investment Advisors, LLCPassive

Notable overlap · 3 shared positions

$IAU $AMGN $UNP

$304M

194 positions

#20Kure Advisory, LLCActive

Some overlap · 4 shared positions

$IAU $PLTR $APH $WFC

$216M

62 positions

#21ASL Financial, LLCActive

Some overlap · 3 shared positions

$IAU $AMGN $WFC

$146M

98 positions

#22MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Some overlap · 4 shared positions

$IAU $APH $AMGN $WFC

$1.4B

144 positions

#23Biondo Investment Advisors, LLCActive

Some overlap · 4 shared positions

$ISRG $DUK $MCD $AMGN

$817M

89 positions

#24FORBES J M & CO LLPActive

Some overlap · 3 shared positions

$IAU $UNP $APH

$1.3B

157 positions

#25Sharkey, Howes & JaverActive

Some overlap · 3 shared positions

$IAU $UNP $APH

$830M

159 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.