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Hedge Funds Similar to Cascade Financial Partners

13F Portfolio OverlapQ2 2026Cascade Financial Partners portfolio →
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Most similar hedge funds by 13F overlap

Cascade Financial Partners, LLC is an institutional investor managing $1.2B across 279 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 Cascade Financial Partners are PANORAMIC INVESTMENT ADVISORS, Tyche Wealth Partners, MATRIX ASSET ADVISORS, with shared positions in $PEP, $CRWD, $O, $TXN, $NEE, $BNY. The full ranking of 25 similar funds is below.

#1PANORAMIC INVESTMENT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$PEP$CRWD$O
$209M
141 positions
#2Tyche Wealth Partners LLCPassive
Some overlap · 4 shared positions
$PEP$CRWD$TXN$NEE
$712M
339 positions
#3MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$PEP$BNY$TXN$NEE
$1.2B
106 positions
#4CAPITAL ADVISORS INC/OKActive
Some overlap · 4 shared positions
$PEP$SPG$TXN$O
$6.8B
374 positions
#5Guinness Asset Management LTDActive
Some overlap · 4 shared positions
$PEP$ITW$TXN$AFL
$5.9B
141 positions
#6VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$PEP$STAG$O$AFL
$201M
57 positions
#7Borer Denton & Associates, Inc.Passive
Some overlap · 3 shared positions
$PEP$BNY$ITW
$305M
74 positions
#8CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$PEP$BNY$SPG
$1.6B
85 positions
#9ENTERPRISE FINANCIAL SERVICES CORPPassive
Some overlap · 3 shared positions
$PEP$ITW$NEE
$245M
184 positions
#10Windle Wealth, LLCActive
Some overlap · 3 shared positions
$PEP$ITW$O
$249M
35 positions
#11DLK Investment Management, LLCPassive
Some overlap · 3 shared positions
$PEP$ITW$TXN
$235M
96 positions
#12VAQUERO PRIVATE WEALTH, LTDPassive
Some overlap · 3 shared positions
$PEP$TXN$EPD
$486M
194 positions
#13MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive
Some overlap · 3 shared positions
$PEP$TXN$NEE
$188M
513 positions
#14HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$PEP$EPD$O
$252M
43 positions
#15TORRAY LLCActive
Some overlap · 3 shared positions
$PEP$TXN$NEE
$741M
91 positions
#16ALLEN WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$PEP$BNY$EPD
$205M
60 positions
#17Strategic Wealth Investment Group, LLCPassive
Some overlap · 3 shared positions
$PEP$CRWD$NEE
$825M
104 positions
#18Coston, McIsaac & PartnersPassive
Some overlap · 3 shared positions
$PEP$TXN$NEE
$497M
948 positions
#19SMITH CHAS P & ASSOCIATES PA CPAS
Some overlap · 3 shared positions
$PEP$ITW$NEE
$1.8B
176 positions
#20RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Some overlap · 4 shared positions
$PEP$CRWD$ITW$NEE
$794M
188 positions
#21Wilson & Boucher Capital Management, LLCPassive
Some overlap · 3 shared positions
$PEP$ITW$NEE
$170M
121 positions
#22Carrera Capital AdvisorsActive
Some overlap · 3 shared positions
$PEP$NEE$ET
$675M
210 positions
#23WestEnd Advisors, LLCActive
Some overlap · 3 shared positions
$PEP$TXN$ET
$4.5B
408 positions
#24Exeter Financial, LLCPassive
Some overlap · 4 shared positions
$PEP$ITW$TXN$AFL
$261M
101 positions
#25First Pacific FinancialPassive
Slight overlap · 4 shared positions
$PEP$CRWD$BNY$NEE
$839M
510 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.