What hedge funds are most similar to Cerro Pacific Wealth Advisors LLC?

The funds with the most similar 13F portfolios to Cerro Pacific Wealth Advisors LLC are Riverview, Leisure, Paragon Private Wealth, based on overlapping conviction holdings in the latest SEC filings.

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 Cerro Pacific Wealth Advisors

13F Portfolio OverlapQ3 2026Cerro Pacific Wealth Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Cerro Pacific Wealth Advisors LLC is an institutional investor managing $458M across 171 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Cerro Pacific Wealth Advisors are Riverview, Leisure, Paragon Private Wealth, with shared positions in $STX, $KLAC, $LOW, $DE, $GLW, $PEP. The full ranking of 25 similar funds is below.

#1Riverview Trust CoActive

Notable overlap · 12 shared positions

$STX $KLAC $LOW $DE $GLW $PEP

$84M

166 positions

#2Leisure Capital ManagementActive

Notable overlap · 9 shared positions

$STX $KLAC $GLW $QCOM $LOW $DE

$320M

157 positions

#3Paragon Private Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$STX $KLAC $GLW $DE $ADI $BLK

$326M

192 positions

#4Deseret Mutual Benefit AdministratorsPassive

Some overlap · 8 shared positions

$STX $KLAC $GLW $QCOM $LOW $PEP

$306M

518 positions

#5REXFORD CAPITAL INCPassive

Some overlap · 6 shared positions

$KLAC $STX $GLW $QCOM $AMGN $MCD

$163M

301 positions

#6Aull & Monroe Investment Management CorpPassive

Some overlap · 7 shared positions

$STX $GLW $DE $PEP $RY $AMGN

$231M

125 positions

#7Genus Capital Management Inc.Passive

Some overlap · 7 shared positions

$KLAC $STX $GLW $ADI $TXN $RY

$1.0B

204 positions

#8UNITED BANKActive

Some overlap · 9 shared positions

$GLW $KLAC $PEP $TXN $BLK $AMGN

$853M

130 positions

#9Community Financial Services Group, LLCPassive

Some overlap · 7 shared positions

$KLAC $GLW $LOW $ADI $BLK $MCD

$655M

539 positions

#10STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive

Some overlap · 7 shared positions

$KLAC $GLW $DE $TXN $AMGN $ABT

$146.1B

107 positions

#11JGP Wealth Management, LLCActive

Some overlap · 8 shared positions

$KLAC $LOW $ADI $GWW $PEP $AMGN

$1.1B

242 positions

#12WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 8 shared positions

$KLAC $LOW $ADI $PEP $BLK $AMGN

$390M

103 positions

#13Geneva Partners, LLCPassive

Some overlap · 3 shared positions

$STX $KLAC $GLW

$334M

81 positions

#14FourThought Financial Partners, LLCPassive

Some overlap · 7 shared positions

$KLAC $QCOM $LOW $PEP $BLK $AMGN

$1.3B

393 positions

#15NAPLES GLOBAL ADVISORS, LLCPassive

Some overlap · 7 shared positions

$KLAC $GLW $STX $ADI $TXN $BLK

$1.6B

466 positions

#16River Street Advisors LLCPassive

Some overlap · 6 shared positions

$KLAC $GLW $QCOM $PEP $BLK $MCD

$324M

176 positions

#17Caitong International Asset Management Co., LtdPassive

Some overlap · 5 shared positions

$STX $KLAC $GLW $QCOM $TXN

$729M

2,999 positions

#18Ironwood Investment Counsel, LLCPassive

Some overlap · 6 shared positions

$KLAC $QCOM $GLW $LOW $PEP $AMGN

$762M

267 positions

#19EPG Wealth Management LLCPassive

Some overlap · 8 shared positions

$STX $KLAC $QCOM $DE $ADI $BLK

$417M

318 positions

#20Hilltop National BankPassive

Some overlap · 6 shared positions

$STX $GLW $KLAC $PEP $TXN $DE

$465M

786 positions

#21BERKSHIRE CAPITAL HOLDINGS INCActive

Some overlap · 3 shared positions

$STX $KLAC $GLW

$462M

122 positions

#22Petros Family Wealth, LLCPassive

Some overlap · 7 shared positions

$KLAC $LOW $ADI $DE $TXN $BLK

$164M

134 positions

#23PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$KLAC $STX $GLW $ADI $TXN

$389M

77 positions

#24Security National BankPassive

Some overlap · 5 shared positions

$KLAC $GLW $LOW $DE $BLK

$865M

473 positions

#25Lifeworks Advisors, LLCPassive

Some overlap · 4 shared positions

$STX $GLW $QCOM $DE

$955M

337 positions

Compare Cerro Pacific Wealth Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Cerro Pacific Wealth Advisors’s holdings

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.