What hedge funds are most similar to Caerus Investment Advisors, LLC?

The funds with the most similar 13F portfolios to Caerus Investment Advisors, LLC are Essential Partners, Bull Harbor, FAMILY WEALTH PARTNERS, based on overlapping conviction holdings in the latest SEC filings.

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 Caerus Investment Advisors

13F Portfolio OverlapQ2 2026Caerus Investment Advisors portfolio →

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Most similar hedge funds by 13F overlap

Caerus Investment Advisors, LLC is an institutional investor managing $300M across 339 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 Caerus Investment Advisors are Essential Partners, Bull Harbor, FAMILY WEALTH PARTNERS, with shared positions in $FIX, $JBHT, $WDC, $EIX, $CB, $BMY. The full ranking of 25 similar funds is below.

#1Essential Partners LLCPassive

Notable overlap · 17 shared positions

$FIX $JBHT $WDC $EIX $CB $BMY

$217M

2,853 positions

#2Bull Harbor Capital LLCPassive

Notable overlap · 15 shared positions

$FIX $WDC $JBHT $EIX $BMY $CB

$513M

552 positions

#3FAMILY WEALTH PARTNERS, LLCActive

Notable overlap · 12 shared positions

$FIX $WDC $JBHT $EIX $FTI $BMY

$326M

109 positions

#4Allegiance Financial Group Advisory Services LLCActive

Notable overlap · 12 shared positions

$FIX $WDC $EIX $JBHT $BMY $CNC

$578M

205 positions

#5JACKSON THORNTON WEALTH MANAGEMENT, LLCActive

Some overlap · 12 shared positions

$WDC $FIX $JBHT $EIX $CNC $PCG

$1.3B

417 positions

#6COGENT STRATEGIC WEALTH LLCActive

Some overlap · 9 shared positions

$FIX $WDC $EIX $FTI $CB $BMY

$105M

58 positions

#7AQR CAPITAL MANAGEMENT LLCPassive

Some overlap · 14 shared positions

$FIX $WDC $CNC $BMY $ABNB $PCG

$286.8B

3,900 positions

#8Kaufman Rossin Wealth, LLCActive

Some overlap · 8 shared positions

$FIX $WDC $JBHT $EIX $FTI $FDX

$211M

112 positions

#9LifeGoal Investments, LLCActive

Some overlap · 10 shared positions

$FIX $WDC $GLDM $CNC $PCG $SNDK

$218M

155 positions

#10MAINSAIL ASSET MANAGEMENT, LLCActive

Some overlap · 10 shared positions

$FIX $WDC $BMY $EIX $CNC $PCG

$255M

197 positions

#11waypoint wealth counselPassive

Some overlap · 10 shared positions

$FIX $EIX $CNC $FDX $JBHT $PCG

$160M

150 positions

#12POINCIANA ADVISORS GROUP, LLCActive

Some overlap · 9 shared positions

$FIX $FTI $CNC $SNDK $TER $CMI

$135M

113 positions

#13True Wealth Design, LLCActive

Some overlap · 11 shared positions

$FIX $WDC $JBHT $CNC $BMY $EIX

$420M

2,655 positions

#14HBE Wealth Management, LLCActive

Some overlap · 6 shared positions

$FIX $WDC $JBHT $FTI $CB $BMY

$139M

59 positions

#15Wick Capital Partners, LLCActive

Some overlap · 10 shared positions

$WDC $SNDK $BMY $CB $TER $ABNB

$663M

246 positions

#16PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 7 shared positions

$FIX $WDC $JBHT $SNDK $TER $CIEN

$462M

86 positions

#17CMC Financial GroupActive

Some overlap · 6 shared positions

$FIX $WDC $JBHT $EIX $SNDK $FTNT

$52M

45 positions

#18Capstone Wealth Management, LLCPassive

Some overlap · 7 shared positions

$WDC $FIX $EIX $CNC $PCG $ABNB

$216M

188 positions

#19Dorsey Wright & AssociatesPassive

Some overlap · 6 shared positions

$FIX $WDC $EIX $FTI $SNDK $GM

$590M

131 positions

#20Sivia Capital Partners, LLCPassive

Some overlap · 10 shared positions

$WDC $FIX $CNC $ABNB $EIX $SNDK

$822M

540 positions

#21Retireful, LLCPassive

Some overlap · 6 shared positions

$FIX $WDC $JBHT $SNDK $CMI $VRT

$107M

81 positions

#22Williamson Legacy Group, LLCPassive

Some overlap · 7 shared positions

$WDC $FTI $SNDK $TER $CMI $CIEN

$201M

75 positions

#23VestGen Investment ManagementPassive

Some overlap · 5 shared positions

$FIX $WDC $EIX $FTI $SNDK

$189M

218 positions

#24Avail Investment Partners, LLCPassive

Some overlap · 7 shared positions

$FIX $JBHT $WDC $CB $BMY $PSX

$130M

199 positions

#25Fedenia Advisers LLCPassive

Some overlap · 6 shared positions

$FIX $WDC $SNDK $TER $CIEN $VRT

$421M

459 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.