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Hedge Funds Similar to CARDIFF PARK ADVISORS

13F Portfolio OverlapQ2 2026CARDIFF PARK ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

CARDIFF PARK ADVISORS, LLC is an institutional investor managing $1.3B across 354 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 CARDIFF PARK ADVISORS are Philadelphia Investment Partners, AlphaStar, Copia Wealth, with shared positions in $OKLO, $IAU, $PM, $URI, $PLTR, $STT. The full ranking of 25 similar funds is below.

#1Philadelphia Investment Partners, LLCPassive
Some overlap · 5 shared positions
$OKLO$IAU$PM$URI$PLTR
$161M
189 positions
#2AlphaStar Capital Management, LLCActive
Some overlap · 4 shared positions
$OKLO$STT$IBIT$PLTR
$1.7B
276 positions
#3Copia Wealth ManagementPassive
Some overlap · 6 shared positions
$STT$IAU$IBIT$DOV$PM$DE
$166M
570 positions
#4Vantage Point Financial LLCActive
Some overlap · 5 shared positions
$OKLO$DOV$IAU$PLTR$MCD
$328M
188 positions
#5Addison Capital CoActive
Some overlap · 5 shared positions
$STT$IBIT$DOV$QCOM$PM
$610M
184 positions
#6Alliance Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$OKLO$STT$PM$PLTR
$317M
174 positions
#7TOEWS CORP /ADVActive
Some overlap · 5 shared positions
$STT$DOV$QCOM$PM$PLTR
$686M
151 positions
#8Sovran Advisors, LLCPassive
Slight overlap · 5 shared positions
$IAU$IBIT$DOV$QCOM$PLTR
$1.3B
615 positions
#9Capital Advisors Wealth Management, LLCPassive
Slight overlap · 5 shared positions
$STT$IAU$QCOM$PLTR$MCD
$888M
233 positions
#10Allie Family Office LLCActive
Slight overlap · 4 shared positions
$STT$IAU$IBIT$DOV
$270M
107 positions
#11Mosley Wealth ManagementPassive
Slight overlap · 5 shared positions
$STT$IAU$PM$PLTR$MCD
$343M
806 positions
#12Novak & Powell Financial Services, Inc.Passive
Slight overlap · 5 shared positions
$IAU$DOV$QCOM$PM$MCD
$212M
171 positions
#13Graetz Wealth LLCActive
Slight overlap · 4 shared positions
$STT$IAU$IBIT$PLTR
$125M
84 positions
#14Compass Wealth Management, LLC/GAActive
Slight overlap · 4 shared positions
$STT$IAU$PM$PLTR
$251M
74 positions
#15NavPoint Financial, Inc.Active
Slight overlap · 5 shared positions
$IAU$IBIT$DOV$PLTR$MCD
$283M
75 positions
#16C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdActive
Slight overlap · 5 shared positions
$IAU$DOV$PM$IBIT$MCD
$2.0B
417 positions
#17Wealth Watch Advisors, INCActive
Slight overlap · 4 shared positions
$STT$IAU$IBIT$MCD
$309M
142 positions
#18Upper Left Wealth Management, LLCActive
Slight overlap · 4 shared positions
$STT$IAU$IBIT$DE
$193M
68 positions
#19PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money
Slight overlap · 4 shared positions
$STT$IAU$DOV$DE
$1.7B
236 positions
#20JNBA Financial AdvisorsActive
Slight overlap · 4 shared positions
$STT$IAU$QCOM$MCD
$1.3B
830 positions
#21Hubbell Strickland Wealth Management, LLCSmart money
Slight overlap · 5 shared positions
$DOV$QCOM$PM$PLTR$MCD
$277M
87 positions
#22Luminist Capital LLCActive
Slight overlap · 4 shared positions
$STT$IBIT$DOV$MCD
$89M
418 positions
#23Sharkey, Howes & JaverActive
Slight overlap · 4 shared positions
$IAU$IBIT$DOV$STT
$830M
159 positions
#24Verus Financial Partners, Inc.Smart money
Slight overlap · 4 shared positions
$IAU$DOV$QCOM$PM
$1.2B
127 positions
#25SACKS & ASSOCIATES, LLCPassive
Slight overlap · 4 shared positions
$STT$IBIT$QCOM$DE
$143M
79 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.