Hedge Funds Similar to CAMBRIDGE ASSOCIATES /MA

13F Portfolio OverlapQ2 2026CAMBRIDGE ASSOCIATES /MA portfolio →

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Most similar hedge funds by 13F overlap

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV is an institutional investor managing $6.9B across 56 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 CAMBRIDGE ASSOCIATES /MA are Sageworth, Zhang Financial, NavPoint Financial, with shared positions in $DOV, $IAU, $IBIT. The full ranking of 21 similar funds is below.

#1Sageworth Trust CoActive

Substantial overlap · 3 shared positions

$DOV $IAU $IBIT

$2.5B

127 positions

#2Zhang Financial LLCActive

Notable overlap · 3 shared positions

$DOV $IAU $IBIT

$3.4B

392 positions

#3NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$DOV $IAU $IBIT

$270M

74 positions

#4Copia Wealth Management

Some overlap · 3 shared positions

$DOV $IAU $IBIT

$166M

570 positions

#5Allie Family Office LLCActive

Some overlap · 3 shared positions

$IAU $DOV $IBIT

$269M

107 positions

#6Proficio Capital Partners LLC

Some overlap · 3 shared positions

$IAU $DOV $IBIT

$2.8B

691 positions

#7Ackerman Capital Advisors, LLCActive

Some overlap · 3 shared positions

$IAU $DOV $IBIT

$497M

120 positions

#8Colter Lewis Investment Partners LLCActive

Some overlap · 3 shared positions

$DOV $IAU $IBIT

$225M

114 positions

#9Sharkey, Howes & JaverActive

Some overlap · 3 shared positions

$IAU $DOV $IBIT

$829M

163 positions

#10Discipline Wealth Solutions, LLCActive

Some overlap · 3 shared positions

$IAU $DOV $IBIT

$1.1B

197 positions

#11C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdActive

Some overlap · 3 shared positions

$IAU $DOV $IBIT

$2.0B

424 positions

#12New Capital Management LPSmart money

Some overlap · 3 shared positions

$IAU $DOV $IBIT

$439M

60 positions

#13Wealthspire Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $DOV $IBIT

$18.2B

1,298 positions

#14Archer Investment Management, LLCActive

Some overlap · 3 shared positions

$IAU $DOV $IBIT

$293M

110 positions

#15Fermata Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $DOV $IBIT

$495M

275 positions

#16Ameliora Wealth Management Ltd.Passive

Some overlap · 3 shared positions

$DOV $IAU $IBIT

$337M

229 positions

#17PENNINGTON PARTNERS & CO., LLCActive

Slight overlap · 3 shared positions

$DOV $IAU $IBIT

$312M

131 positions

#18Sovran Advisors, LLCPassive

Slight overlap · 3 shared positions

$DOV $IAU $IBIT

$1.3B

615 positions

#19Integrity Wealth Solutions LLCActive

Slight overlap · 3 shared positions

$DOV $IAU $IBIT

$271M

129 positions

#20CARDIFF PARK ADVISORS, LLCActive

Slight overlap · 3 shared positions

$IAU $DOV $IBIT

$1.3B

354 positions

#21Betterment LLCActive

Slight overlap · 3 shared positions

$DOV $IAU $IBIT

$59.1B

675 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.