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Hedge Funds Similar to SBE DBA CEDAR COVE WEALTH PARTNERS

13F Portfolio OverlapQ2 2026SBE DBA CEDAR COVE WEALTH PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

SBE LLC DBA CEDAR COVE WEALTH PARTNERS is an institutional investor managing $213M across 91 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 SBE DBA CEDAR COVE WEALTH PARTNERS are Guardian Financial Partners, SHUFRO ROSE, Gallacher, with shared positions in $ALPS, $MRVL, $PWR, $OUNZ, $NYT, $ANET. The full ranking of 25 similar funds is below.

#1Guardian Financial Partners, LLCActive
Notable overlap · 3 shared positions
$ALPS$MRVL$PWR
$257M
69 positions
#2SHUFRO ROSE & CO LLCActive
Notable overlap · 3 shared positions
$ALPS$OUNZ$NYT
$1.7B
315 positions
#3Gallacher Capital Management LLCPassive
Notable overlap · 3 shared positions
$ALPS$ANET$NTAP
$178M
259 positions
#4Privium Fund Management (UK) LtdActive
Some overlap · 3 shared positions
$NU$GSBD$BBDC
$240M
29 positions
#5Capital Wealth Alliance, LLCActive
Some overlap · 4 shared positions
$CEF$SII$OUNZ$MRVL
$215M
99 positions
#6Muzinich & Co., Inc.Active
Some overlap · 3 shared positions
$GSBD$BBDC$OCSL
$293M
38 positions
#7Ravenswood Partners LPActive
Some overlap · 3 shared positions
$NU$PWR$HOOD
$313M
36 positions
#8ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 8 shared positions
$PWR$ANET$URI$ADI$BLK$SNOW
$130M
106 positions
#9Eschler Asset Management LLPPassive
Some overlap · 4 shared positions
$NU$MRVL$HOOD$BLK
$56M
34 positions
#10Lebenthal Global Advisors, LLCPassive
Some overlap · 7 shared positions
$PWR$ANET$URI$MRVL$ADI$BLK
$741M
204 positions
#11EPG Wealth Management LLCPassive
Some overlap · 7 shared positions
$PWR$ANET$URI$MRVL$ADI$BLK
$417M
318 positions
#12First Pacific FinancialPassive
Some overlap · 3 shared positions
$NU$MRVL$ADI
$839M
510 positions
#13MATAURO, LLCActive
Some overlap · 4 shared positions
$CEF$NU$HOOD$OUNZ
$756M
158 positions
#14Old Port AdvisorsPassive
Some overlap · 4 shared positions
$ALPS$OCSL$PWR$WM
$508M
267 positions
#15Asset One Wealth Management LLCPassive
Some overlap · 4 shared positions
$SII$ANET$OUNZ$WM
$948M
347 positions
#16Alta Park Capital, LPActive
Some overlap · 3 shared positions
$NU$MRVL$SNOW
$1.1B
27 positions
#17DEEPWATER ASSET MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$NU$MRVL$SNOW
$220M
35 positions
#18ARES MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$BBDC$GSBD$OCSL$RWAY
$2.3B
44 positions
#19NZS Capital, LLCActive
Some overlap · 5 shared positions
$PWR$NU$URI$MRVL$SNOW
$3.9B
61 positions
#20Partners Group Holding AGActive
Some overlap · 3 shared positions
$NU$HOOD$WM
$1.5B
52 positions
#21Paragon Private Wealth Management, LLCPassive
Some overlap · 6 shared positions
$PWR$URI$ANET$ADI$BLK$WM
$383M
226 positions
#22Blue Line Capital, LLC / ILPassive
Some overlap · 3 shared positions
$ALPS$URI$OUNZ
$120M
92 positions
#23BankChampaign, National AssociationPassive
Some overlap · 5 shared positions
$ANET$PWR$URI$MRVL$HOOD
$130M
200 positions
#24ADE, LLCActive
Some overlap · 4 shared positions
$SII$MRVL$ADI$WM
$237M
93 positions
#25PRIVATE MANAGEMENT GROUP INCPassive
Some overlap · 3 shared positions
$GSBD$OCSL$BBDC
$3.8B
320 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.