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Hedge Funds Similar to Cassia Partners

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

Cassia Capital Partners, LLC is an institutional investor managing $206M across 69 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 Cassia Partners are LIBERTY ONE INVESTMENT, RAHLFS, SageGuard Financial Group, with shared positions in $DUK, $WM, $RSG, $MCD, $T, $EOG. The full ranking of 25 similar funds is below.

#1LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$DUK$WM$RSG$MCD$T
$1.0B
154 positions
#2RAHLFS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$DUK$EOG$MCD$VZ$NEM
$136M
86 positions
#3SageGuard Financial Group, LLCPassive
Some overlap · 5 shared positions
$DUK$PGR$MCD$WM$T
$712M
211 positions
#4GWN SECURITIES INC.Passive
Some overlap · 5 shared positions
$DUK$WM$RSG$MCD$T
$598M
486 positions
#5Rithm Capital Corp.Active
Some overlap · 4 shared positions
$DUK$WM$RSG$WCN
$81M
38 positions
#6Stack Financial Management, IncActive
Some overlap · 4 shared positions
$DUK$EOG$WM$T
$1.3B
54 positions
#7PINKERTON WEALTH, LLCActive
Some overlap · 4 shared positions
$DUK$WM$MCD$VZ
$1.2B
103 positions
#8SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 4 shared positions
$DUK$WM$MCD$VZ
$1.3B
97 positions
#9CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 5 shared positions
$RSG$VZ$NEM$T$IBIT
$191M
102 positions
#10GQG Partners LLCActive
Some overlap · 4 shared positions
$DUK$PGR$VZ$T
$53.8B
102 positions
#11Capital Wealth Planning, LLCActive
Some overlap · 4 shared positions
$DUK$FDX$MCD$VZ
$20.0B
154 positions
#12Persium Advisors, LLCSmart money
Some overlap · 4 shared positions
$DUK$MCD$VZ$T
$153M
69 positions
#13MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$DUK$MCD$VZ$T
$233M
122 positions
#14FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 4 shared positions
$DUK$MCD$VZ$T
$1.7B
256 positions
#15Slocum, Gordon & Co LLPPassive
Some overlap · 4 shared positions
$DUK$MCD$VZ$T
$151M
70 positions
#16Miramar Capital, LLCPassive
Some overlap · 4 shared positions
$EOG$WM$MCD$VZ
$455M
57 positions
#17PeakShares LLCActive
Some overlap · 4 shared positions
$DUK$PGR$MCD$VZ
$134.4B
122 positions
#18Patrick Mauro Investment Advisor, INC.Active
Some overlap · 4 shared positions
$WM$DUK$MCD$VZ
$199M
38 positions
#19Paradigm Capital Management, LLC/NVActive
Some overlap · 4 shared positions
$DUK$MCD$VZ$T
$116M
65 positions
#20Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$DUK$WM$VZ$T
$239M
126 positions
#21Accretive Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$WM$RSG$PGR$MCD
$412M
181 positions
#22Widmann Financial Services, Inc.Passive
Some overlap · 4 shared positions
$DUK$MCD$VZ$T
$186M
123 positions
#23Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 4 shared positions
$WM$MCD$VZ$T
$327M
94 positions
#24Pathway Financial Advisers, LLCPassive
Some overlap · 4 shared positions
$DUK$VZ$MCD$WM
$397M
167 positions
#25Dougherty & Associates, LLCActive
Some overlap · 4 shared positions
$DUK$PGR$WM$MAR
$125M
52 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.