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Hedge Funds Similar to CPA Asset

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

CPA Asset Management LLC is an institutional investor managing $347M across 97 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 CPA Asset are Sterling Financial Planning, Midwest Advisors, GenWealth Group, with shared positions in $IAU, $PEP, $CARR, $DE, $NEE, $AMGN. The full ranking of 25 similar funds is below.

#1Sterling Financial Planning, Inc.Active
Substantial overlap · 4 shared positions
$IAU$PEP$CARR$DE
$368M
123 positions
#2Midwest Capital Advisors, LLCActive
Substantial overlap · 3 shared positions
$IAU$NEE$DE
$246M
210 positions
#3GenWealth Group, Inc.Active
Substantial overlap · 3 shared positions
$IAU$AMGN$MCD
$642M
89 positions
#4Permanens Capital L.P.Active
Notable overlap · 3 shared positions
$IAU$DHR$ASML
$972M
100 positions
#5Private Harbour Investment Management & Counsel, LLCActive
Notable overlap · 3 shared positions
$IAU$PEP$BDX
$84M
36 positions
#6White Lighthouse Investment Management Inc.Active
Notable overlap · 3 shared positions
$IAU$AMGN$ASML
$802M
151 positions
#7EQ WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$IAU$MCD$AMGN
$182M
57 positions
#8SAGE PRIVATE WEALTH GROUP, LLCActive
Notable overlap · 3 shared positions
$IAU$AXP$MPC
$222M
100 positions
#9MBA Advisors LLCPassive
Notable overlap · 6 shared positions
$IAU$MCD$AMGN$PEP$ASML$MPC
$297M
166 positions
#10WEALTHSPAN PARTNERS, LLCPassive
Notable overlap · 4 shared positions
$IAU$MCD$NEE$DE
$317M
129 positions
#11ROGCO, LPActive
Notable overlap · 4 shared positions
$IAU$MCD$PEP$MS
$327M
224 positions
#12Centerline Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$NEE$PEP
$319M
79 positions
#13Bigelow Investment Advisors, LLCPassive
Notable overlap · 7 shared positions
$IAU$ECL$NEE$DHR$PEP$AXP
$276M
157 positions
#14Dynasty Wealth Management, LLCActive
Notable overlap · 5 shared positions
$IAU$ASML$MS$MPC$AXP
$13.5B
367 positions
#15CAPE ANN SAVINGS BANKActive
Notable overlap · 6 shared positions
$IAU$MCD$NEE$PEP$MS$DE
$212M
113 positions
#16VCI Wealth Management LLCPassive
Notable overlap · 3 shared positions
$IAU$DHR$MS
$399M
99 positions
#17Signet Investment Advisory Group, Inc.Passive
Notable overlap · 6 shared positions
$IAU$MCD$NEE$AMGN$PEP$AXP
$227M
73 positions
#18JMAC ENTERPRISES LLCActive
Notable overlap · 7 shared positions
$IAU$PNC$NEE$AMGN$MCD$PEP
$593M
122 positions
#19Sage Investment Advisers LLCPassive
Notable overlap · 4 shared positions
$IAU$MCD$CARR$DE
$149M
98 positions
#20Modus Advisors, LLCPassive
Notable overlap · 3 shared positions
$IAU$MCD$NEE
$405M
118 positions
#21Meridian Wealth Advisors, LLCPassive
Notable overlap · 3 shared positions
$IAU$MS$MPC
$880M
211 positions
#22Cranbrook Wealth Management, LLCActive
Notable overlap · 4 shared positions
$IAU$ECL$PEP$DE
$534M
406 positions
#23Forza Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$IAU$AMGN$MCD
$326M
194 positions
#24EHRLICH FINANCIAL GROUPActive
Notable overlap · 3 shared positions
$IAU$AXP$DE
$194M
119 positions
#25Biltmore Family Office, LLCActive
Notable overlap · 3 shared positions
$IAU$PNC$PEP
$761M
333 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.