13F Pro

Hedge Funds Similar to Carrera Advisors

13F Portfolio OverlapQ2 2026Carrera Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Carrera Capital Advisors is an institutional investor managing $675M across 210 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 Carrera Advisors are Turas, Corecam AG, Financial Sense Advisors, with shared positions in $COP, $EQNR, $CNI, $BWA, $FCX, $SLV. The full ranking of 25 similar funds is below.

#1Turas Capital Management LPPassive
Some overlap · 5 shared positions
$COP$EQNR$CNI$BWA$FCX
$218M
59 positions
#2Corecam AGActive
Some overlap · 5 shared positions
$SLV$EQNR$FCX$SII$COP
$117M
50 positions
#3Financial Sense Advisors, Inc.Passive
Some overlap · 3 shared positions
$NEE$COP$FCX
$508M
137 positions
#4Baugh & Associates, LLCActive
Some overlap · 4 shared positions
$NEE$COP$PEP$ET
$226M
42 positions
#5Parkside Investments, LLCActive
Some overlap · 4 shared positions
$NEE$COP$FCX$BWA
$902M
91 positions
#6Corecam Pte. Ltd.Passive
Some overlap · 4 shared positions
$SLV$EQNR$FCX$SII
$264M
82 positions
#7Constitution Capital LLCActive
Some overlap · 3 shared positions
$NEE$PEP$CNI
$195M
62 positions
#8Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 3 shared positions
$SLV$PEP$BWA
$125M
365 positions
#9Signet Investment Advisory Group, Inc.Passive
Some overlap · 3 shared positions
$NEE$PEP$COP
$227M
73 positions
#10Franklin, Parlapiano, Turner & Welch, LLCActive
Some overlap · 3 shared positions
$PEP$COP$CNI
$442M
55 positions
#11Twelve Points Wealth Management LLCPassive
Some overlap · 4 shared positions
$SLV$BWA$FCX$PEP
$499M
213 positions
#12RM Financial Services, LLCPassive
Some overlap · 3 shared positions
$SLV$COP$PEP
$135M
79 positions
#13Kinloch Capital, LLCPassive
Some overlap · 3 shared positions
$NEE$PEP$FRT
$274M
79 positions
#14SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$NEE$PEP$ET
$205M
55 positions
#15OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 3 shared positions
$PEP$NEE$COP
$329M
323 positions
#16M. Kraus & CoPassive
Some overlap · 3 shared positions
$NEE$PEP$COP
$377M
86 positions
#17RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SLV$NEE$COP
$1.1B
90 positions
#18S.E.E.D. Planning Group LLCPassive
Some overlap · 3 shared positions
$NEE$PEP$BUD
$379M
88 positions
#19Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 3 shared positions
$VTR$NEE$BWA
$1.0B
765 positions
#20WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 3 shared positions
$NEE$CNI$PEP
$1.3B
73 positions
#21Vert Asset Management LLCActive
Some overlap · 3 shared positions
$VTR$FRT$DRH
$365M
44 positions
#22Walser Wealth Management Company, A Ltd Liability CoPassive
Some overlap · 3 shared positions
$SLV$FCX$SII
$241M
215 positions
#23CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 3 shared positions
$PEP$TMUS$NEE
$195M
67 positions
#24Athena Wealth Management, LLCActive
Some overlap · 4 shared positions
$COP$NEE$FCX$LUV
$134M
104 positions
#25EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$NEE$COP$PEP
$1.3B
58 positions

Compare Carrera Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Carrera Advisors’s holdings

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.