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Hedge Funds Similar to CENTRAL

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

CENTRAL TRUST Co is an institutional investor managing $5.5B across 1,568 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 CENTRAL are New Harbor Financial Group, 3EDGE Asset, Cauble & Harre Wealth, with shared positions in $CEF, $PHYS, $IAU, $PPLT, $ORLY, $KLAC. The full ranking of 25 similar funds is below.

#1New Harbor Financial Group, LLCActive
Notable overlap · 4 shared positions
$CEF$PHYS$IAU$PPLT
$633M
68 positions
#23EDGE Asset Management, LPActive
Notable overlap · 3 shared positions
$PHYS$CEF$IAU
$2.2B
94 positions
#3Cauble & Harre Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$PHYS$IAU$ORLY
$125M
72 positions
#4Valued Retirements, Inc.Passive
Notable overlap · 4 shared positions
$PHYS$IAU$KLAC$WELL
$111M
101 positions
#5MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$PHYS$IAU$UNP
$162M
106 positions
#6Pekin Hardy Strauss, Inc.Passive
Some overlap · 4 shared positions
$PHYS$PPLT$IAU$CEF
$1.1B
511 positions
#7Accordant Advisory Group IncPassive
Some overlap · 3 shared positions
$PHYS$PPLT$CEF
$148M
242 positions
#8Marshall Financial Group, LLCPassive
Some overlap · 4 shared positions
$CEF$KLAC$PPLT$MCD
$686M
311 positions
#9Heritage Wealth AdvisorsActive
Some overlap · 4 shared positions
$PHYS$UNP$MCD$PM
$2.9B
703 positions
#10Bleakley Financial Group, LLCPassive
Some overlap · 4 shared positions
$CEF$PHYS$KLAC$PM
$7.9B
944 positions
#11Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$PHYS$MCD$PEP$PM
$277M
87 positions
#12KOM Wealth Management Group, LLCActive
Some overlap · 3 shared positions
$PHYS$KLAC$PM
$165M
96 positions
#13Elevate Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$PHYS$MCD$PM
$182M
77 positions
#14SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$PHYS$MCD$PM
$524M
174 positions
#15TCP Asset Management, LLCActive
Some overlap · 3 shared positions
$PHYS$IAU$KLAC
$882M
141 positions
#16INTREPID CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$CEF$IAU$PM
$282M
109 positions
#17RCW Management, LLCActive
Some overlap · 3 shared positions
$CEF$IAU$WELL
$112M
68 positions
#18Beaumont Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$CEF$PHYS$MCD$PEP$PM
$1.6B
383 positions
#19QUEST INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$IAU$ORLY$KLAC$UNP
$856M
115 positions
#20Madden Advisory Services, Inc.Active
Some overlap · 3 shared positions
$CEF$IAU$WELL
$279M
110 positions
#21BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$ORLY$KLAC$UNP$MCD$PM
$1.7B
401 positions
#22Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$IAU$PHYS$PM
$240M
74 positions
#23PRIVATE CLIENT SERVICES, LLCPassive
Some overlap · 4 shared positions
$PHYS$IAU$KLAC$PM
$381M
229 positions
#24TIAA TRUST, NATIONAL ASSOCIATIONActive
Some overlap · 3 shared positions
$IAU$CEF$PEP
$1.7B
347 positions
#25Fortune Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$ORLY$KLAC$UNP$PM
$234M
163 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.