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Hedge Funds Similar to CoreCap Advisors

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

CoreCap Advisors, LLC is an institutional investor managing $3.4B across 3,174 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 CoreCap Advisors are Churchill Financial Advisors, GLOBALT Investments / GA, PALLADIEM, with shared positions in $GLDM, $CMI, $TJX, $ADI, $MRVL, $KLAC. The full ranking of 25 similar funds is below.

#1Churchill Financial Advisors, LLCActive
Some overlap · 6 shared positions
$GLDM$CMI$TJX$ADI$MRVL$KLAC
$519M
125 positions
#2GLOBALT Investments LLC / GAActive
Some overlap · 6 shared positions
$GLW$PM$TJX$ADI$KLAC$SLV
$3.0B
213 positions
#3PALLADIEM, LLCActive
Some overlap · 5 shared positions
$GLDM$GLW$ADI$KLAC$SLV
$103M
136 positions
#4Horst & Graben Wealth Management LLCActive
Some overlap · 5 shared positions
$GLDM$CMI$PM$MO$MRVL
$760M
205 positions
#5Pathway Financial Advisers, LLCPassive
Some overlap · 5 shared positions
$GLW$PM$CMI$MRVL$KLAC
$397M
167 positions
#6CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 5 shared positions
$GLW$PM$CMI$ADI$GD
$827M
181 positions
#7Fairvoy Private Wealth, LLCPassive
Some overlap · 5 shared positions
$GLW$CMI$TJX$KLAC$GD
$495M
200 positions
#8REXFORD CAPITAL INCPassive
Some overlap · 5 shared positions
$GLW$PM$MO$KLAC$GD
$163M
301 positions
#9CITIZENS & NORTHERN CORPActive
Some overlap · 5 shared positions
$GLW$TJX$ADI$KLAC$GD
$438M
117 positions
#10Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$GLW$ADI$CAH$MRVL$KLAC
$1.0B
204 positions
#11PFG AdvisorsPassive
Some overlap · 5 shared positions
$GLDM$ADI$CMI$KLAC$GD
$2.0B
791 positions
#12BAHL & GAYNOR INCActive
Some overlap · 5 shared positions
$GLW$CMI$TJX$ADI$GD
$21.7B
341 positions
#13Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive
Some overlap · 5 shared positions
$GLW$CMI$MO$PM$ADI
$6.9B
1,062 positions
#14Parcion Private Wealth LLCPassive
Some overlap · 4 shared positions
$GLDM$CMI$TJX$KLAC
$1.8B
529 positions
#15Alpha Financial Partners, LLCActive
Some overlap · 4 shared positions
$GLDM$CMI$TJX$SLV
$190M
118 positions
#16J. M. Brown & Associates Inc.Passive
Some overlap · 5 shared positions
$PM$CMI$MO$MRVL$KLAC
$175M
167 positions
#17Accretive Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$GLDM$PM$TJX$GD
$412M
181 positions
#18Kapstone Financial Advisors LLCActive
Some overlap · 5 shared positions
$PM$CMI$MO$ADI$CAH
$239M
175 positions
#19Heritage Family Offices, LLPPassive
Some overlap · 4 shared positions
$GLDM$PM$ADI$KLAC
$259M
233 positions
#20Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$GLDM$PM$ADI$KLAC
$258M
228 positions
#21CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 4 shared positions
$GLDM$PM$MO$GD
$191M
102 positions
#22THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.Passive
Some overlap · 5 shared positions
$CMI$GLW$ADI$SLV$GD
$275M
1,236 positions
#23Archford Capital Strategies, LLCPassive
Some overlap · 4 shared positions
$GLDM$TJX$MO$GD
$987M
359 positions
#24Compass Wealth Management, LLC/GAActive
Some overlap · 4 shared positions
$GLDM$PM$MO$CMI
$251M
74 positions
#25VALLEY NATIONAL ADVISERS INCPassive
Some overlap · 5 shared positions
$PM$MO$ADI$MRVL$KLAC
$900M
1,056 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.