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Hedge Funds Similar to Certified Advisory

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

Certified Advisory Corp is an institutional investor managing $1.2B across 327 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 Certified Advisory are JNBA Financial Advisors, Investment Advisors, FLC Advisors, with shared positions in $STT, $AFL, $GLDM, $QCOM, $LMT, $CMI. The full ranking of 25 similar funds is below.

#1JNBA Financial AdvisorsActive
Some overlap · 4 shared positions
$STT$AFL$GLDM$QCOM
$1.3B
830 positions
#2Capital Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$STT$LMT$CMI$MO$QCOM
$7.6B
789 positions
#3FLC Capital AdvisorsPassive
Some overlap · 4 shared positions
$STT$EPD$CMI$QCOM
$622M
236 positions
#4SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
Some overlap · 4 shared positions
$STT$AFL$CMI$QCOM
$169M
104 positions
#5SECURITY NATIONAL BANK OF SO DAK
Some overlap · 4 shared positions
$STT$AFL$CMI$QCOM
$207M
119 positions
#6Kagan Cocozza Asset ManagementActive
Some overlap · 3 shared positions
$STT$AFL$DUK
$160M
67 positions
#7Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 5 shared positions
$EPD$AFL$CMI$MO$AEP
$658M
152 positions
#8Columbus Macro, LLCPassive
Some overlap · 5 shared positions
$AFL$LMT$CMI$MO$QCOM
$1.0B
207 positions
#9Principal Street Partners, LLCPassive
Some overlap · 4 shared positions
$STT$LMT$DUK$MO
$683M
277 positions
#10Collaborative Wealth Managment Inc.Active
Some overlap · 5 shared positions
$EPD$AFL$GLDM$STT$QCOM
$238M
170 positions
#1110Elms LLPPassive
Some overlap · 3 shared positions
$STT$EPD$QCOM
$236M
526 positions
#12Silver Coast Investments LLCActive
Some overlap · 4 shared positions
$AFL$LMT$CMI$MO
$336M
121 positions
#13Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 4 shared positions
$AFL$LMT$CMI$QCOM
$111M
62 positions
#14Hollow Brook Wealth Management LLCActive
Some overlap · 4 shared positions
$EPD$AFL$GLDM$AEP
$504M
78 positions
#15Compass Wealth Management, LLC/GAActive
Some overlap · 4 shared positions
$STT$GLDM$MO$CMI
$251M
74 positions
#16Mendel Capital Management LLCActive
Some overlap · 4 shared positions
$AFL$LMT$SPGI$QCOM
$222M
99 positions
#17Shoker Investment Counsel, Inc.Active
Some overlap · 4 shared positions
$EPD$LMT$DUK$MO
$398M
113 positions
#18DMKC Advisory Services, LLCActive
Some overlap · 3 shared positions
$STT$LMT$CMI
$530M
92 positions
#19Aurdan Capital Management, LLCActive
Some overlap · 3 shared positions
$STT$AFL$MO
$394M
99 positions
#20EDMP, INC.Passive
Some overlap · 3 shared positions
$AFL$EPD$MO
$124M
70 positions
#21Royal Palms Capital LLCPassive
Some overlap · 3 shared positions
$AFL$EPD$MO
$114M
57 positions
#22SMI Advisory Services, LLCSmart money
Some overlap · 3 shared positions
$STT$HWM$GLDM
$617M
62 positions
#23TOEWS CORP /ADVActive
Some overlap · 4 shared positions
$STT$MO$QCOM$AEP
$686M
151 positions
#24Pathway Financial Advisers, LLCPassive
Some overlap · 4 shared positions
$EPD$DUK$CMI$AEP
$397M
167 positions
#25Portus Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$STT$LMT$SPGI
$121M
50 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.