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 CV Advisors

13F Portfolio OverlapQ2 2026CV Advisors portfolio →

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Most similar hedge funds by 13F overlap

CV Advisors LLC is an institutional investor managing $542M across 134 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 CV Advisors are Kovitz Investment Group Partners, BRIAN LOW FINANCIAL GROUP, Strategic Wealth Partners, Ltd., with shared positions in $C, $UBER, $FDX, $VRTX, $CVS, $ALL. The full ranking of 25 similar funds is below.

#1Kovitz Investment Group Partners, LLCPassive

Slight overlap · 6 shared positions

$C $UBER $FDX $VRTX $CVS $ALL

$4.5B

478 positions

#2BRIAN LOW FINANCIAL GROUP, LLCPassive

Slight overlap · 6 shared positions

$C $AXP $PGR $DAL $PNC $NEE

$171M

116 positions

#3Strategic Wealth Partners, Ltd.Passive

Slight overlap · 6 shared positions

$C $AXP $PGR $DAL $PNC $NEE

$1.6B

1,462 positions

#4SWP Investment Management LLCPassive

Slight overlap · 6 shared positions

$C $AXP $PGR $DAL $PNC $NEE

$145M

43 positions

#5Karani Asset Management LLCPassive

Slight overlap · 6 shared positions

$ADI $AXP $PGR $DAL $MSI $TRV

$139M

57 positions

#6Schear Investment Advisers, LLCPassive

Slight overlap · 5 shared positions

$C $MOD $DAL $MSI $PNC

$299M

83 positions

#7CARRET ASSET MANAGEMENT, LLCPassive

Slight overlap · 6 shared positions

$AXP $FDX $PGR $PNC $ALL $TRV

$1.1B

309 positions

#8Peloton Wealth StrategistsPassive

Slight overlap · 5 shared positions

$C $UBER $PGR $DHI $VRTX

$271M

91 positions

#9Yoffe Investment Management, LLCPassive

Slight overlap · 5 shared positions

$C $AFL $AXP $BNY $TRV

$87M

113 positions

#10Beta Wealth Group, Inc.Active

Slight overlap · 5 shared positions

$C $UBER $DAL $DHI $CVS

$267M

114 positions

#11BOYAR ASSET MANAGEMENT INC.Active

Slight overlap · 5 shared positions

$C $UBER $AXP $CVS $BNY

$174M

77 positions

#12DAVIDSON INVESTMENT ADVISORSActive

Slight overlap · 5 shared positions

$C $ADI $PGR $VRTX $CVS

$2.4B

123 positions

#13WRIGHT INVESTORS SERVICE INCPassive

Slight overlap · 5 shared positions

$C $AXP $PGR $DAL $NEE

$366M

148 positions

#14Bay Harbor Wealth Management, LLCActive

Slight overlap · 5 shared positions

$C $ADI $AXP $ALL $BNY

$434M

1,293 positions

#15Sterling Capital Management LLCPassive

Slight overlap · 5 shared positions

$AFL $ADI $AXP $DHI $MSI

$5.9B

3,289 positions

#16BRANDES INVESTMENT PARTNERS, LPActive

Slight overlap · 5 shared positions

$C $FDX $PGR $CVS $PNC

$14.3B

193 positions

#17AUXIER ASSET MANAGEMENT LLCPassive

Slight overlap · 5 shared positions

$C $AFL $CVS $BNY $TRV

$745M

184 positions

#18William B. Walkup & Associates, Inc.Passive

Slight overlap · 6 shared positions

$FDX $DHI $CVS $ALL $BNY $TRV

$208M

258 positions

#19L & S Advisors IncPassive

Slight overlap · 5 shared positions

$C $AXP $DAL $BNY $TRV

$967M

236 positions

#20MORTON COMMUNITY BANKPassive

Slight overlap · 5 shared positions

$C $AXP $CVS $ALL $NEE

$491M

120 positions

#21INVESCO, LLCActive

Slight overlap · 5 shared positions

$AFL $ADI $AXP $PNC $ALL

$323M

133 positions

#22GROUPAMA ASSET MANAGMENTActive

Slight overlap · 5 shared positions

$C $MSI $VRTX $PNC $NEE

$7.9B

408 positions

#23CAMBIAR INVESTORS LLCActive

Slight overlap · 5 shared positions

$UBER $AXP $FDX $DAL $PNC

$2.3B

150 positions

#24Dempze Nancy EPassive

Slight overlap · 5 shared positions

$UBER $ADI $AXP $VRTX $NEE

$209M

91 positions

#25PUZO MICHAEL JPassive

Slight overlap · 5 shared positions

$UBER $ADI $AXP $VRTX $NEE

$388M

66 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.