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 C M BIDWELL & ASSOCIATES LTD

13F Portfolio OverlapQ1 2026C M BIDWELL & ASSOCIATES LTD portfolio →

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Most similar hedge funds by 13F overlap

C M BIDWELL & ASSOCIATES LTD is an institutional investor managing $214M across 483 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to C M BIDWELL & ASSOCIATES LTD are Red Tortoise, CHRISTINE MESSMER PC, Mustard Seed Financial,, with shared positions in $SNOW, $LEN, $DDOG, $KKR, $UNIT, $UPST. The full ranking of 25 similar funds is below.

#1Red Tortoise LLCPassive

Notable overlap · 8 shared positions

$SNOW $LEN $DDOG $KKR $UNIT $UPST

$240M

591 positions

#2CHRISTINE MESSMER PCActive

Notable overlap · 6 shared positions

$SNOW $DDOG $KKR $UNIT $HUM $COP

$156M

80 positions

#3Mustard Seed Financial, LLCPassive

Notable overlap · 6 shared positions

$SNOW $DDOG $UNIT $DOV $KKR $COP

$167M

92 positions

#4BROWN WEALTH MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$SNOW $DDOG $LEN $UNIT

$389M

116 positions

#5Schiavi & Co LLCSmart money

Notable overlap · 5 shared positions

$SNOW $DDOG $KKR $UPST $MKL

$337M

50 positions

#6Windward Private Wealth Management Inc.Smart money

Notable overlap · 7 shared positions

$SNOW $UNIT $HUM $DOV $UPST $COP

$289M

44 positions

#7PLANNING DIRECTIONS INCActive

Notable overlap · 6 shared positions

$SNOW $UNIT $HUM $DOV $DDOG $COP

$198M

106 positions

#8Verus Financial Partners, Inc.Smart money

Notable overlap · 6 shared positions

$SNOW $DDOG $UNIT $DOV $MKL $UPST

$1.1B

121 positions

#9KRM WEALTH MANAGEMENT L.L.C.Smart money

Notable overlap · 4 shared positions

$SNOW $DDOG $KKR $UPST

$192M

43 positions

#10CONQUIS FINANCIAL LLCSmart money

Notable overlap · 3 shared positions

$SNOW $DDOG $HUM

$121M

54 positions

#11Passive Capital Management, LLC.Active

Notable overlap · 5 shared positions

$SNOW $DDOG $KKR $MKL $UNIT

$335M

104 positions

#12Discipline Wealth Solutions, LLCActive

Notable overlap · 7 shared positions

$SNOW $UNIT $UPST $COP $HUM $MKL

$950M

192 positions

#13CAMBRIDGE CAPITAL MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$SNOW $KKR $HUM $UNIT $COP

$232M

44 positions

#14PURE PORTFOLIOS HOLDINGS LLC

Notable overlap · 3 shared positions

$SNOW $DDOG $UNIT

$332M

104 positions

#15WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$SNOW $KKR $UNIT $HUM

$156M

139 positions

#16Leo H. Evart, Inc.Passive

Notable overlap · 4 shared positions

$SNOW $UNIT $HUM $KKR

$117M

298 positions

#17Andrews Advisory Associates, LLCActive

Notable overlap · 5 shared positions

$SNOW $KKR $HUM $DOV $MKL

$190M

82 positions

#18Silver Coast Investments LLCActive

Notable overlap · 5 shared positions

$SNOW $UNIT $DOV $DDOG $LRCX

$313M

119 positions

#19ForthRight Wealth Management, LLCActive

Notable overlap · 4 shared positions

$SNOW $DDOG $COP $HUM

$353M

75 positions

#20Zhang Financial LLCActive

Notable overlap · 5 shared positions

$SNOW $KKR $UNIT $DOV $COP

$2.9B

367 positions

#21ACCESS FINANCIAL SERVICES, INC.Active

Notable overlap · 4 shared positions

$SNOW $DDOG $KKR $LRCX

$282M

95 positions

#22MATHER GROUP, LLC.Active

Notable overlap · 6 shared positions

$SNOW $DDOG $UNIT $DOV $COP $MKL

$10.0B

1,896 positions

#23Brewster Financial Planning LLCSmart money

Notable overlap · 3 shared positions

$SNOW $DDOG $MKL

$165M

26 positions

#24Sagace Wealth Management LLCPassive

Notable overlap · 4 shared positions

$SNOW $KKR $UNIT $COP

$149M

70 positions

#25Grove Street Fiduciary, LLCActive

Notable overlap · 5 shared positions

$SNOW $UNIT $HUM $UPST $MKL

$227M

74 positions

Compare C M BIDWELL & ASSOCIATES LTD’s portfolio side by side

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View C M BIDWELL & ASSOCIATES LTD’s holdings

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.