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Hedge Funds Similar to Cedarwood Wealth

13F Portfolio OverlapQ2 2026Cedarwood Wealth portfolio →
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Most similar hedge funds by 13F overlap

Cedarwood Wealth LLC is an institutional investor managing $132M across 96 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 Cedarwood Wealth are Caitong International Asset , Ltd, E6 Portfolios, Toroso Investments, with shared positions in $MSTR, $ASML, $KLAC, $GLW, $MS, $UNP. The full ranking of 25 similar funds is below.

#1Caitong International Asset Management Co., LtdPassive
Some overlap · 4 shared positions
$MSTR$ASML$KLAC$GLW
$729M
2,999 positions
#2E6 Portfolios, LLCActive
Some overlap · 4 shared positions
$MSTR$ASML$KLAC$MS
$125M
97 positions
#3Toroso Investments, LLCPassive
Slight overlap · 3 shared positions
$MSTR$ASML$KLAC
$57.8B
2,594 positions
#4Turner Financial Group, Inc.Active
Slight overlap · 3 shared positions
$MSTR$KLAC$GLW
$101M
112 positions
#5Kessler Investment Group, LLCPassive
Slight overlap · 3 shared positions
$MSTR$KLAC$GLW
$234M
81 positions
#6PARTNERS WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$MSTR$GLW$MS
$102M
108 positions
#7Sun Financial IncPassive
Slight overlap · 3 shared positions
$MSTR$UNP$KLAC
$212M
161 positions
#8South Shore Capital AdvisorsPassive
Slight overlap · 4 shared positions
$ASML$UNP$KLAC$GLW
$149M
154 positions
#9FACTORY MUTUAL INSURANCE COActive
Slight overlap · 4 shared positions
$ASML$UNP$KLAC$MS
$10.6B
205 positions
#10HOWE & RUSLING INCPassive
Slight overlap · 4 shared positions
$ASML$UNP$KLAC$MS
$1.7B
479 positions
#11BANK OF STOCKTONActive
Slight overlap · 4 shared positions
$ASML$UNP$KLAC$MS
$356M
126 positions
#12Myriad Asset Management Advisors LLCActive
Slight overlap · 4 shared positions
$ASML$UNP$GLW$MS
$424M
49 positions
#13Werlinich Asset Management, LLCActive
Slight overlap · 4 shared positions
$ASML$UNP$GLW$MS
$262M
58 positions
#14FLPUTNAM INVESTMENT MANAGEMENT COActive
Slight overlap · 4 shared positions
$ASML$UNP$GLW$MS
$8.4B
655 positions
#15Myriad Asset Management US LPActive
Slight overlap · 4 shared positions
$ASML$UNP$GLW$MS
$72M
52 positions
#16OPPENHEIMER ASSET MANAGEMENT INC.Passive
Slight overlap · 4 shared positions
$ASML$KLAC$GLW$MS
$9.6B
1,134 positions
#17Elwood & Goetz Wealth Advisory Group, LLCActive
Slight overlap · 4 shared positions
$ASML$KLAC$GLW$MS
$676M
148 positions
#18Foundations Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$MSTR$ASML$MS
$9.7B
1,202 positions
#19ENVESTNET ASSET MANAGEMENT INCPassive
Slight overlap · 4 shared positions
$ASML$UNP$KLAC$MS
$423.6B
4,822 positions
#20Ethic Inc.Passive
Slight overlap · 4 shared positions
$ASML$KLAC$GLW$MS
$8.0B
1,358 positions
#21Aaron Wealth Advisors LLCPassive
Slight overlap · 4 shared positions
$ASML$KLAC$MS$GLW
$2.0B
688 positions
#22Capital International InvestorsActive
Slight overlap · 3 shared positions
$ASML$MSTR$KLAC
$483.6B
446 positions
#23WOLFF WIESE MAGANA LLCPassive
Slight overlap · 4 shared positions
$UNP$KLAC$GLW$MS
$217M
1,027 positions
#24GLOBALT Investments LLC / GAActive
Slight overlap · 4 shared positions
$UNP$KLAC$GLW$MS
$3.0B
213 positions
#25Realta Investment AdvisorsPassive
Slight overlap · 3 shared positions
$MSTR$UNP$KLAC
$322M
378 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.