Hedge Funds Similar to Cedar Wealth

13F Portfolio OverlapQ2 2026Cedar Wealth portfolio →

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Most similar hedge funds by 13F overlap

Cedar Wealth Management, LLC is an institutional investor managing $389M across 92 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 Cedar Wealth are Fee-Only Financial Planning, L.C., Ridgepath, Verus Financial Partners, with shared positions in $PM, $MO, $MDLZ, $IAU, $USB, $NEM. The full ranking of 25 similar funds is below.

#1Fee-Only Financial Planning, L.C.Smart money

Notable overlap · 3 shared positions

$187M

45 positions

#2Ridgepath Capital Management LLCActive

Notable overlap · 3 shared positions

$227M

54 positions

#3Verus Financial Partners, Inc.Smart money

Notable overlap · 3 shared positions

$1.2B

127 positions

#4Kennon-Green & Company, LLCActive

Notable overlap · 3 shared positions

$128M

41 positions

#5Forthright Family Wealth Advisory LLCActive

Notable overlap · 3 shared positions

$177M

57 positions

#6Investmark Advisory Group LLCPassive

Notable overlap · 3 shared positions

$263M

148 positions

#7Holland Advisory Services, Inc.Active

Notable overlap · 3 shared positions

$91M

49 positions

#8Aurdan Capital Management, LLCActive

Notable overlap · 3 shared positions

$394M

99 positions

#9Cobblestone Asset Management LLCActive

Notable overlap · 3 shared positions

$240M

74 positions

#10O'Domhnaill Enterprises, Inc.Passive

Notable overlap · 3 shared positions

$125M

61 positions

#11RBO & CO LLCActive

Notable overlap · 3 shared positions

$628M

56 positions

#12Keystone Financial Planning, Inc.Smart money

Some overlap · 4 shared positions

$MO $PM $USB $NVO

$388M

39 positions

#13Bronte Capital Management Pty Ltd.Active

Some overlap · 4 shared positions

$PM $MDLZ $B $NEM

$931M

57 positions

#14KFA Private Wealth Group, LLCActive

Some overlap · 3 shared positions

$415M

150 positions

#15MAIMON WEALTH MANAGEMENT LTD.Passive

Some overlap · 4 shared positions

$PM $MO $MDLZ $IAU

$130M

80 positions

#16TOEWS CORP /ADVActive

Some overlap · 3 shared positions

$686M

151 positions

#17PARK CIRCLE CoActive

Some overlap · 4 shared positions

$MO $PM $NLY $SBUX

$117M

53 positions

#18Coston, McIsaac & PartnersPassive

Some overlap · 3 shared positions

$497M

948 positions

#19Carolina Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$255M

278 positions

#20SANDERS MORRIS HARRIS LLCActive

Some overlap · 3 shared positions

$172M

75 positions

#21Smallwood Wealth Investment Management, LLCActive

Some overlap · 4 shared positions

$PM $MDLZ $MRVL $MO

$229M

529 positions

#22FAYEZ SAROFIM & COActive

Some overlap · 3 shared positions

$42.5B

300 positions

#23AR ASSET MANAGEMENT INCActive

Some overlap · 3 shared positions

$546M

122 positions

#24TrueMark Investments, LLCPassive

Some overlap · 4 shared positions

$PM $MO $ASML $MPLX

$798M

187 positions

#25Paradigm Capital Management, LLC/NVActive

Some overlap · 3 shared positions

$116M

65 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.