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Hedge Funds Similar to Cascade Investment Advisors

13F Portfolio OverlapQ2 2026Cascade Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Cascade Investment Advisors, Inc. is an institutional investor managing $183M across 113 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 Investment Advisors are Mengis, EQUITY INVESTMENT, Valtrion, with shared positions in $NVS, $PCAR, $MDT, $QCOM, $EMR, $CMI. The full ranking of 25 similar funds is below.

#1Mengis Capital Management, Inc.Passive
Some overlap · 6 shared positions
$NVS$PCAR$MDT$QCOM$EMR$CMI
$658M
218 positions
#2EQUITY INVESTMENT CORPActive
Some overlap · 5 shared positions
$USB$SCHW$JLL$MDT$PYPL
$5.2B
76 positions
#3Valtrion Capital Management, LLCActive
Some overlap · 5 shared positions
$CMI$WSM$AIZ$EMR$ABNB
$134M
103 positions
#4Ironwood Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$SCHW$USB$CMI$MDT$QCOM
$762M
267 positions
#5Greenfield Seitz Capital Management, LLCPassive
Some overlap · 5 shared positions
$CMI$NVS$MCHP$KMI$ADBE
$336M
107 positions
#6OAK ASSOCIATES LTD /OH/Active
Some overlap · 6 shared positions
$SCHW$NVS$QCOM$ADBE$AKAM$AIZ
$1.8B
139 positions
#7CORDA Investment Management, LLC.Active
Some overlap · 4 shared positions
$USB$SCHW$SPG$MDT
$1.6B
85 positions
#8DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$USB$CMI$MDT$EMR
$530M
92 positions
#9Loudon Investment Management, LLCPassive
Some overlap · 4 shared positions
$CMI$USB$QCOM$EMR
$204M
95 positions
#10SFE Investment CounselPassive
Some overlap · 4 shared positions
$USB$CMI$WSM$QCOM
$742M
152 positions
#11DLK Investment Management, LLCPassive
Some overlap · 5 shared positions
$SCHW$MDT$QCOM$ADBE$ICE
$235M
96 positions
#12Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 4 shared positions
$CMI$SCHW$MDT$ADBE
$658M
152 positions
#13Aristotle Capital Management, LLCActive
Some overlap · 4 shared positions
$USB$WSM$MCHP$QCOM
$47.7B
212 positions
#14apricus wealth, LLCPassive
Some overlap · 5 shared positions
$NVS$NUE$MDT$KMI$ABNB
$210M
129 positions
#15BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 5 shared positions
$SCHW$NUE$QCOM$EMR$KMI
$2.5B
270 positions
#16CINCINNATI INSURANCE COActive
Some overlap · 4 shared positions
$CMI$USB$QCOM$MCHP
$6.9B
64 positions
#17Lakeside Advisors, INC.Active
Some overlap · 5 shared positions
$USB$PCAR$NUE$MDT$QCOM
$159M
65 positions
#18Lifeworks Advisors, LLCPassive
Some overlap · 4 shared positions
$JBL$PCAR$CMI$QCOM
$955M
337 positions
#19ADVOCATE GROUP LLCPassive
Some overlap · 4 shared positions
$CMI$SCHW$MDT$EMR
$665M
122 positions
#20GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 5 shared positions
$USB$SCHW$NVS$ICE$ABNB
$2.2B
268 positions
#21Wilson & Boucher Capital Management, LLCPassive
Some overlap · 4 shared positions
$CMI$SCHW$QCOM$EMR
$170M
121 positions
#22Minneapolis Portfolio Management Group, LLCActive
Some overlap · 4 shared positions
$USB$SPG$QCOM$BWXT
$1.1B
34 positions
#23MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$USB$MDT$QCOM$PYPL
$1.2B
106 positions
#24ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 4 shared positions
$CMI$MDT$QCOM$EMR
$460M
220 positions
#25RBA Wealth Management, LLCPassive
Some overlap · 4 shared positions
$CMI$MDT$QCOM$ADBE
$273M
80 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.