Hedge Funds Similar to Cerity Partners

13F Portfolio OverlapQ2 2026Cerity Partners portfolio →

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Most similar hedge funds by 13F overlap

Cerity Partners LLC is an institutional investor managing $82.7B across 3,407 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 Cerity Partners are DUNCKER STREETT, CGN Advisors, Essential Investment Partners, with shared positions in $KLAC, $APH, $TJX, $CRWD, $IAU. The full ranking of 25 similar funds is below.

#1DUNCKER STREETT & CO INCPassive

Slight overlap · 4 shared positions

$KLAC $APH $TJX $CRWD

$591M

521 positions

#2CGN Advisors LLCPassive

Slight overlap · 4 shared positions

$KLAC $APH $TJX $CRWD

$1.4B

322 positions

#3Essential Investment Partners LLCPassive

Slight overlap · 4 shared positions

$KLAC $APH $TJX $CRWD

$125M

312 positions

#4HOWE & RUSLING INCPassive

Slight overlap · 4 shared positions

$KLAC $APH $TJX $CRWD

$1.7B

479 positions

#5Dakota Wealth ManagementPassive

Slight overlap · 4 shared positions

$KLAC $APH $TJX $IAU

$5.2B

776 positions

#6QUEST INVESTMENT MANAGEMENT LLCActive

Slight overlap · 4 shared positions

$KLAC $APH $TJX $IAU

$856M

115 positions

#7Knollwood Investment Advisory, LLCPassive

Slight overlap · 4 shared positions

$KLAC $APH $CRWD $IAU

$1.1B

270 positions

#8Erste Asset Management GmbHPassive

Slight overlap · 4 shared positions

$KLAC $TJX $CRWD $IAU

$12.9B

871 positions

#9SIGMA INVESTMENT COUNSELORS INCActive

Slight overlap · 4 shared positions

$KLAC $TJX $CRWD $IAU

$2.1B

218 positions

#10Claro Advisors LLCPassive

Slight overlap · 4 shared positions

$KLAC $TJX $CRWD $IAU

$953M

533 positions

#11DSG Capital Advisors, LLCPassive

Slight overlap · 4 shared positions

$APH $TJX $KLAC $IAU

$704M

118 positions

#12ENVESTNET ASSET MANAGEMENT INCPassive

Slight overlap · 4 shared positions

$APH $KLAC $TJX $IAU

$423.6B

4,822 positions

#13MFA WEALTH ADVISORS, LLCActive

Slight overlap · 4 shared positions

$KLAC $TJX $IAU $CRWD

$587M

99 positions

#14Dai-ichi Life Insurance Company, LtdPassive

Slight overlap · 3 shared positions

$KLAC $APH $TJX

$4.3B

470 positions

#15Decatur Capital Management, Inc.Active

Slight overlap · 3 shared positions

$KLAC $APH $TJX

$295M

53 positions

#16JLB & ASSOCIATES INCPassive

Slight overlap · 3 shared positions

$KLAC $APH $TJX

$748M

68 positions

#17JENSEN INVESTMENT MANAGEMENT INCActive

Slight overlap · 3 shared positions

$KLAC $APH $TJX

$4.1B

83 positions

#18CAPE COD FIVE CENTS SAVINGS BANKPassive

Slight overlap · 3 shared positions

$KLAC $APH $TJX

$1.2B

203 positions

#19AIA Group LtdActive

Slight overlap · 3 shared positions

$KLAC $APH $TJX

$7.9B

322 positions

#20Cardano Risk Management B.V.Active

Slight overlap · 3 shared positions

$KLAC $APH $TJX

$13.0B

52 positions

#21Penobscot Investment Management Company, Inc.Passive

Slight overlap · 3 shared positions

$KLAC $APH $TJX

$1.5B

315 positions

#22MACQUARIE GROUP LTDActive

Slight overlap · 3 shared positions

$KLAC $APH $TJX

$23.2B

929 positions

#23Crestwood Advisors Group, LLCPassive

Slight overlap · 3 shared positions

$KLAC $APH $TJX

$6.7B

880 positions

#24CABOT WEALTH MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$KLAC $APH $TJX

$982M

142 positions

#25Alecta Tjanstepension OmsesidigtActive

Slight overlap · 3 shared positions

$KLAC $APH $TJX

$23.8B

91 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.