Hedge Funds Similar to Cambridge Investment Research Advisors

13F Portfolio OverlapQ2 2026Cambridge Investment Research Advisors portfolio →

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Most similar hedge funds by 13F overlap

Cambridge Investment Research Advisors, Inc. is an institutional investor managing $44.6B across 4,046 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 Investment Research Advisors are QUANTUM FINANCIAL PARTNERS, Ausdal Financial Partners, Wealth Associates, with shared positions in $PLTR, $CRWD, $PHYS, $BAH. The full ranking of 18 similar funds is below.

#1QUANTUM FINANCIAL PARTNERS LLCPassive

Slight overlap · 4 shared positions

$PLTR $CRWD $PHYS $BAH

$194M

152 positions

#2Ausdal Financial Partners, Inc.Passive

Slight overlap · 4 shared positions

$PLTR $CRWD $PHYS $BAH

$2.6B

1,043 positions

#3Wealth Management Associates, Inc.Passive

Slight overlap · 3 shared positions

$PLTR $CRWD $PHYS

$362M

254 positions

#4Millennium Capital Advisors, LLCPassive

Slight overlap · 3 shared positions

$PLTR $CRWD $PHYS

$190M

137 positions

#5Ameritas Advisory Services, LLCPassive

Slight overlap · 3 shared positions

$PLTR $CRWD $PHYS

$5.0B

1,942 positions

#6Financial Connections Group, Inc.

Slight overlap · 3 shared positions

$PLTR $CRWD $BAH

$288M

251 positions

#7Onyx Bridge Wealth Group LLCPassive

Slight overlap · 3 shared positions

$PLTR $CRWD $BAH

$1.1B

404 positions

#8Comprehensive Financial Planning, Inc./PAPassive

Slight overlap · 3 shared positions

$PLTR $CRWD $BAH

$185M

403 positions

#9Garden State Investment Advisory Services LLCPassive

Slight overlap · 3 shared positions

$PLTR $CRWD $BAH

$553M

365 positions

#10Paragon Advisors, LLCSmart money

Slight overlap · 3 shared positions

$PLTR $CRWD $BAH

$476M

77 positions

#11Crown Wealth Group, LLCActive

Slight overlap · 3 shared positions

$CRWD $PLTR $PHYS

$404M

148 positions

#12Keystone Financial GroupPassive

Slight overlap · 3 shared positions

$PLTR $CRWD $BAH

$1.7B

567 positions

#13ORG Wealth Partners, LLCActive

Slight overlap · 3 shared positions

$PLTR $CRWD $PHYS

$667M

714 positions

#14Private Advisor Group, LLCPassive

Slight overlap · 3 shared positions

$PLTR $CRWD $BAH

$21.8B

2,512 positions

#15Insight Advisors, LLC/ PAActive

Slight overlap · 3 shared positions

$PLTR $PHYS $CRWD

$568M

239 positions

#16MACROVIEW INVESTMENT MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$PHYS $BAH $CRWD

$167M

106 positions

#17OSAIC HOLDINGS, INC.Passive

Slight overlap · 3 shared positions

$PLTR $BAH $CRWD

$85.1B

8,003 positions

#18FLAGSHIP WEALTH ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$CRWD $BAH $PLTR

$447M

484 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.