How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to CBIZ Investment Advisory Services

13F Portfolio OverlapQ2 2026CBIZ Investment Advisory Services portfolio →

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Most similar hedge funds by 13F overlap

CBIZ Investment Advisory Services, LLC is an institutional investor managing $2.7B across 415 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 CBIZ Investment Advisory Services are Kepler Cheuvreux (Suisse) SA, Stablepoint Partners, Sanchez Gaunt, with shared positions in $CM, $VZ, $T, $GILD, $IAU, $PSX. The full ranking of 25 similar funds is below.

#1Kepler Cheuvreux (Suisse) SAPassive

Slight overlap · 4 shared positions

$CM $VZ $T $GILD

$1.7B

162 positions

#2Stablepoint Partners, LLCPassive

Slight overlap · 6 shared positions

$IAU $VZ $T $PSX $MCD $LMT

$723M

260 positions

#3Sanchez Gaunt Capital Management, LLCPassive

Slight overlap · 3 shared positions

$CM $IAU $T

$179M

189 positions

#4LETKO, BROSSEAU & ASSOCIATES INCActive

Slight overlap · 3 shared positions

$CM $VZ $T

$6.8B

112 positions

#5Manske Wealth ManagementPassive

Slight overlap · 3 shared positions

$CM $VZ $T

$403M

226 positions

#6Griffith & Werner, Inc.Passive

Slight overlap · 5 shared positions

$CEG $VZ $T $GILD $LMT

$213M

71 positions

#7Sienna GestionPassive

Slight overlap · 3 shared positions

$CM $VZ $TRV

$1.7B

178 positions

#8PARK CIRCLE CoActive

Slight overlap · 3 shared positions

$CM $VZ $TRV

$117M

53 positions

#9Orographic Financial Advisors, LLCPassive

Slight overlap · 5 shared positions

$CEG $VZ $T $DIS $MCD

$151M

105 positions

#10Flavin Financial Services, Inc.Passive

Slight overlap · 6 shared positions

$VZ $RSG $PSX $MCD $LMT $PNC

$175M

81 positions

#11XP Advisory US, Inc.Active

Slight overlap · 5 shared positions

$CEG $IAU $T $DIS $LMT

$183M

81 positions

#12Brown Shipley& Co LtdActive

Slight overlap · 3 shared positions

$CM $T $DIS

$193M

75 positions

#13United Community BankPassive

Slight overlap · 5 shared positions

$IAU $VZ $T $GILD $PNC

$323M

534 positions

#14Exeter Financial, LLCPassive

Slight overlap · 6 shared positions

$VZ $ITW $PSX $MCD $LMT $TRV

$261M

101 positions

#15Barnes Wealth Management Group, IncPassive

Slight overlap · 5 shared positions

$IAU $VZ $T $GILD $TRV

$216M

195 positions

#16WealthCare Investment Partners, LLCPassive

Slight overlap · 5 shared positions

$IAU $VZ $T $DIS $MCD

$412M

206 positions

#17REGATTA CAPITAL GROUP, LLCPassive

Slight overlap · 5 shared positions

$IAU $VZ $T $DIS $MCD

$744M

223 positions

#18Montgomery Financial Services LLCActive

Slight overlap · 5 shared positions

$CBZ $VZ $ITW $MCD $PNC

$115M

334 positions

#19Smith Thornton Advisors LLCPassive

Slight overlap · 5 shared positions

$IAU $VZ $T $DIS $LMT

$227M

140 positions

#20Cushing Capital Partners, LLCPassive

Slight overlap · 5 shared positions

$CEG $IAU $ITW $PSX $MCD

$145M

99 positions

#21SageGuard Financial Group, LLCPassive

Slight overlap · 5 shared positions

$CEG $IAU $T $MCD $LMT

$712M

211 positions

#22NewSquare Capital LLCPassive

Slight overlap · 3 shared positions

$CM $GILD $PSX

$1.4B

236 positions

#23Lorne Steinberg Wealth Management Inc.Passive

Slight overlap · 3 shared positions

$CM $DIS $MCD

$487M

72 positions

#24United Super Pty Ltd in its capacity as Trustee for the ConsActive

Slight overlap · 5 shared positions

$VZ $T $RSG $GILD $TRV

$5.6B

184 positions

#25Sarver Vrooman Wealth AdvisorsSmart money

Slight overlap · 6 shared positions

$GILD $ITW $PSX $MCD $LMT $TRV

$168M

145 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.