What hedge funds are most similar to Cape Investment Advisory, Inc.?

The funds with the most similar 13F portfolios to Cape Investment Advisory, Inc. are One Wealth Map, Oregon Pacific Wealth, SPWM Advisors, 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 Cape Investment Advisory

13F Portfolio OverlapQ2 2026Cape Investment Advisory portfolio →

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Most similar hedge funds by 13F overlap

Cape Investment Advisory, Inc. is an institutional investor managing $374M across 1,449 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 Cape Investment Advisory are One Wealth Map, Oregon Pacific Wealth, SPWM Advisors, with shared positions in $SCHW, $BKNG, $IQV, $ELV, $DIS, $ICE. The full ranking of 25 similar funds is below.

#1One Wealth Map LLCActive

Notable overlap · 11 shared positions

$SCHW $BKNG $IQV $ELV $DIS $ICE

$220M

106 positions

#2Oregon Pacific Wealth Management, LLCActive

Notable overlap · 11 shared positions

$SCHW $BKNG $IQV $ELV $DIS $ICE

$107M

115 positions

#3SPWM Advisors LLCActive

Notable overlap · 10 shared positions

$SCHW $BKNG $IQV $ELV $DIS $ICE

$108M

90 positions

#4Voya Financial Advisors, Inc.Smart money

Some overlap · 7 shared positions

$SCHW $BKNG $IQV $ELV $DIS $APD

$1.1B

208 positions

#5Independence Wealth Advisors, LLCActive

Some overlap · 6 shared positions

$SCHW $BKNG $IQV $ELV $DIS $ICE

$199M

85 positions

#6HF Advisory Group, LLCPassive

Some overlap · 6 shared positions

$SO $SCHW $BKNG $ELV $MO $VZ

$323M

168 positions

#7CRUX WEALTH ADVISORSPassive

Some overlap · 6 shared positions

$SCHW $BKNG $IQV $ELV $DIS $ICE

$289M

192 positions

#8Constant Guidance Financial LLCActive

Some overlap · 6 shared positions

$SCHW $SO $BKNG $DIS $DUK $VZ

$159M

67 positions

#9TWIN CITY PRIVATE WEALTH, LLCPassive

Some overlap · 6 shared positions

$SCHW $BKNG $IQV $ELV $ICE $APD

$143M

104 positions

#10Trajan Wealth LLCActive

Some overlap · 6 shared positions

$BKNG $IQV $ELV $SCHW $ABNB $VZ

$2.6B

152 positions

#11GW HENSSLER & ASSOCIATES LTDPassive

Some overlap · 6 shared positions

$SO $SCHW $ICE $ABNB $MO $VZ

$2.2B

268 positions

#12CLIENT 1ST ADVISORY GROUP, LLCActive

Some overlap · 6 shared positions

$BKNG $IQV $SO $SCHW $ELV $DIS

$384M

144 positions

#13Unique Wealth Strategies, LLCPassive

Some overlap · 7 shared positions

$BKNG $ELV $IQV $ABNB $APD $DIS

$275M

223 positions

#14Coronation Fund Managers Ltd.Active

Some overlap · 6 shared positions

$SCHW $ELV $BKNG $IQV $DIS $SPGI

$2.6B

48 positions

#15Tranquilli Financial Advisor LLCPassive

Some overlap · 5 shared positions

$SCHW $BKNG $ELV $IQV $ICE

$186M

135 positions

#16Van Diest Capital, LLCPassive

Some overlap · 5 shared positions

$SCHW $BKNG $ELV $IQV $MO

$112M

176 positions

#17HARRIS ASSOCIATES L PActive

Some overlap · 5 shared positions

$SCHW $IQV $ELV $ICE $ABNB

$75.4B

162 positions

#18ROCKLAND TRUST COPassive

Some overlap · 6 shared positions

$SCHW $ELV $ICE $APD $SPGI $VZ

$2.5B

317 positions

#19SHERMAN PORFOLIOS, LLCSmart money

Some overlap · 5 shared positions

$SO $IQV $ELV $DUK $VZ

$1.3B

97 positions

#20Washington Trust Advisors, Inc.Passive

Some overlap · 5 shared positions

$BKNG $IQV $DIS $APD $SPGI

$1.3B

724 positions

#21Mawer Investment Management Ltd.Active

Some overlap · 5 shared positions

$SO $BKNG $ICE $AJG $SPGI

$14.7B

142 positions

#22Ruffer LLPPassive

Some overlap · 5 shared positions

$BKNG $SCHW $DIS $ABNB $SPGI

$2.8B

187 positions

#23Keystone Financial ServicesActive

Some overlap · 4 shared positions

$SCHW $BKNG $ELV $ICE

$388M

131 positions

#24ProVise Management Group, LLCPassive

Some overlap · 4 shared positions

$SCHW $BKNG $ELV $DUK

$1.5B

282 positions

#25POWER WEALTH MANAGEMENT LLCActive

Some overlap · 5 shared positions

$SCHW $ELV $ICE $ABNB $VZ

$291M

118 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.