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 Center For Asset

13F Portfolio OverlapQ2 2026Center For Asset portfolio →

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Most similar hedge funds by 13F overlap

Center For Asset Management LLC is an institutional investor managing $225M across 151 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 Center For Asset are ASSETMARK, Strategic Investment Advisors / MI, Sanchez Gaunt, with shared positions in $KLAC, $UTHR, $SYF, $NEM, $FOX, $T. The full ranking of 25 similar funds is below.

#1ASSETMARK, INCPassive

Notable overlap · 17 shared positions

$KLAC $UTHR $SYF $NEM $FOX $T

$58.2B

3,558 positions

#2Strategic Investment Advisors / MIActive

Notable overlap · 16 shared positions

$KLAC $SYF $UTHR $MO $NEM $VZ

$1.7B

398 positions

#3Sanchez Gaunt Capital Management, LLCPassive

Notable overlap · 10 shared positions

$UTHR $SYF $NEM $UAL $T $FOX

$179M

189 positions

#4TFB Advisors LLCPassive

Notable overlap · 11 shared positions

$UTHR $SYF $NEM $T $WDC $FOX

$227M

190 positions

#5REXFORD CAPITAL INCPassive

Notable overlap · 8 shared positions

$KLAC $GLW $RCL $WDC $UAL $MO

$163M

301 positions

#6VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$GLW $NEE $VZ $MO $T $QCOM

$1.1B

146 positions

#7PeakShares LLCActive

Notable overlap · 5 shared positions

$KLAC $GLW $MO $VZ $WDC

$134.4B

122 positions

#8WINNOW WEALTH LLCPassive

Notable overlap · 6 shared positions

$MO $UTHR $VZ $FOX $CF $EXEL

$147M

137 positions

#9FourThought Financial Partners, LLCPassive

Some overlap · 6 shared positions

$KLAC $NEE $QCOM $ASML $NOC $AMGN

$1.3B

393 positions

#10FUKOKU MUTUAL LIFE INSURANCE CoActive

Some overlap · 5 shared positions

$NEE $MO $VZ $T $QCOM

$1.7B

256 positions

#11Baugh & Associates, LLCActive

Some overlap · 5 shared positions

$NEE $MO $VZ $QCOM $ASML

$226M

42 positions

#12Great Diamond Partners, LLCPassive

Some overlap · 5 shared positions

$KLAC $GLW $WSM $NEE $AMGN

$582M

238 positions

#13Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 5 shared positions

$NEE $VZ $FOX $CF $AMGN

$513M

70 positions

#14LAWOOD & COPassive

Some overlap · 5 shared positions

$NEE $GLW $VZ $QCOM $NEM

$148M

95 positions

#15Cornerstone Select Advisors, LLCPassive

Some overlap · 5 shared positions

$KLAC $GLW $T $VZ $MO

$238M

149 positions

#16Coston, McIsaac & PartnersPassive

Some overlap · 4 shared positions

$NEE $MO $VZ $WSM

$497M

948 positions

#17CapWealth Advisors, LLCActive

Some overlap · 4 shared positions

$NEE $GLW $T $AMGN

$1.5B

118 positions

#18Optimist Retirement Group LLCActive

Some overlap · 5 shared positions

$KLAC $MO $VZ $WDC $QCOM

$259M

118 positions

#19Security National BankPassive

Some overlap · 4 shared positions

$KLAC $GLW $NEE $ASML

$838M

392 positions

#20Summit Street Capital Management, LLCActive

Some overlap · 4 shared positions

$KLAC $UTHR $FOX $CF

$713M

31 positions

#21Adams Asset Advisors, LLCActive

Some overlap · 5 shared positions

$NEM $MO $VZ $T $AMGN

$882M

88 positions

#22River Street Advisors LLCPassive

Some overlap · 5 shared positions

$KLAC $GLW $NEE $QCOM $NOC

$340M

177 positions

#23BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 5 shared positions

$GLW $MO $VZ $QCOM $AMGN

$515M

142 positions

#24DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 4 shared positions

$KLAC $NEE $WSM $AMGN

$517M

137 positions

#25Leisure Capital ManagementActive

Some overlap · 5 shared positions

$KLAC $GLW $QCOM $NEM $AMGN

$320M

157 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.