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Hedge Funds Similar to Cercano

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

Cercano Management LLC is an institutional investor managing $1.0B across 136 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 Cercano are Hiley Hunt Wealth, HILLMAN, Slate Path, with shared positions in $UNP, $USB, $EPD, $DASH, $NAUT, $JHX. The full ranking of 25 similar funds is below.

#1Hiley Hunt Wealth ManagementActive
Notable overlap · 3 shared positions
$UNP$USB$EPD
$253M
49 positions
#2HILLMAN COActive
Notable overlap · 3 shared positions
$UNP$DASH$NAUT
$283M
14 positions
#3Slate Path Capital LPActive
Notable overlap · 3 shared positions
$UNP$JHX$XPO
$7.2B
40 positions
#4RDST Capital LLCActive
Notable overlap · 3 shared positions
$UNP$JHX$DASH
$1.2B
18 positions
#5Axiom Investment Management LLCPassive
Notable overlap · 3 shared positions
$UNP$EPD$PWR
$150M
528 positions
#6R.H. Investment Group, LLCActive
Notable overlap · 3 shared positions
$USB$UNP$EPD
$133M
47 positions
#7Skylands Capital, LLCPassive
Some overlap · 3 shared positions
$UNP$SCHW$TMUS
$814M
166 positions
#8PARK PRESIDIO CAPITAL LLCSmart money
Some overlap · 3 shared positions
$UNP$VMC$SCHW
$1.8B
14 positions
#9Obion Capital Management LPActive
Some overlap · 3 shared positions
$UNP$SHW$VMC
$118M
16 positions
#10Avantyr Capital Partners, LPActive
Some overlap · 4 shared positions
$UNP$COF$VMC$SCHW
$2.7B
24 positions
#11One Madison Group LLCActive
Some overlap · 4 shared positions
$UNP$JHX$SHW$XPO
$1.0B
27 positions
#12Symmetry Investments LPActive
Some overlap · 3 shared positions
$UNP$VMC$IBIT
$1.5B
152 positions
#13BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active
Some overlap · 4 shared positions
$USB$MDY$COF$SCHW
$2.5B
111 positions
#14JTC Employer Solutions Trusteee LtdActive
Some overlap · 3 shared positions
$UNP$COF$IBIT
$1.2B
313 positions
#15All Terrain Financial Advisors, LLCActive
Some overlap · 3 shared positions
$UNP$USB$MDY
$615M
157 positions
#16EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$USB$UNP$SCHW
$1.3B
58 positions
#17Professional Financial Advisors, LLCSmart money
Some overlap · 3 shared positions
$UNP$COF$SCHW
$578M
146 positions
#18Gould Capital, LLCPassive
Some overlap · 4 shared positions
$UNP$IBIT$TMUS$PWR
$179M
217 positions
#19Alley Investment Management Company, LLCActive
Some overlap · 3 shared positions
$UNP$USB$COF
$856M
89 positions
#20Sanchez Levi GarrettActive
Some overlap · 3 shared positions
$USB$SHW$IBIT
$184M
74 positions
#21BAXTER BROS INCPassive
Some overlap · 3 shared positions
$UNP$SHW$SCHW
$864M
172 positions
#22Shoker Investment Counsel, Inc.Active
Some overlap · 4 shared positions
$UNP$USB$MDY$EPD
$398M
113 positions
#23ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$USB$COF$SCHW
$807M
209 positions
#24Citizens Business BankActive
Some overlap · 5 shared positions
$USB$UNP$SHW$SCHW$PWR
$664M
139 positions
#25PRENTISS SMITH & CO INCActive
Some overlap · 3 shared positions
$UNP$SCHW$TMUS
$182M
67 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.