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Hedge Funds Similar to CUMBERLAND ADVISORS

13F Portfolio OverlapQ1 2026CUMBERLAND ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

CUMBERLAND ADVISORS INC is an institutional investor managing $255M across 48 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 CUMBERLAND ADVISORS are OFS Enterprise, Oldfather Financial Services,, MONTGOMERY INVESTMENT, with shared positions in $MDY, $LEN, $WFC, $BAC, $URI, $FCX. The full ranking of 25 similar funds is below.

#1OFS Enterprise LLCActive
Notable overlap · 4 shared positions
$MDY$LEN$WFC$BAC
$340M
94 positions
#2Oldfather Financial Services, LLC
Notable overlap · 4 shared positions
$MDY$WFC$LEN$BAC
$336M
98 positions
#3MONTGOMERY INVESTMENT MANAGEMENT INCActive
Notable overlap · 4 shared positions
$LEN$URI$FCX$BAC
$293M
103 positions
#4YOUNGS ADVISORY GROUP, INC.Active
Notable overlap · 4 shared positions
$MDY$DIS$PFE$KO
$281M
66 positions
#5Atwater Malick LLCActive
Some overlap · 4 shared positions
$LEN$CMI$DIS$KO
$370M
100 positions
#6Portland Global Advisors LLCActive
Some overlap · 3 shared positions
$MDY$FDX$MELI
$938M
146 positions
#7Catherine Avery Investment Management LLCPassive
Some overlap · 6 shared positions
$LEN$FCX$BAC$PFE$CMI$KO
$223M
109 positions
#8GoodHaven Capital Management, LLCSmart money
Some overlap · 3 shared positions
$LEN$OXY$BAC
$287M
26 positions
#9GERMAN AMERICAN BANCORP, INC.Active
Some overlap · 4 shared positions
$LEN$BAC$FDX$KO
$1.2B
148 positions
#10Clarendon Private LLCPassive
Some overlap · 4 shared positions
$LEN$BAC$MDY$WFC
$130M
119 positions
#11Cassia Capital Partners, LLCActive
Some overlap · 3 shared positions
$LEN$FDX$BAC
$194M
67 positions
#12Blume Capital Management, Inc.Passive
Some overlap · 6 shared positions
$FCX$FDX$BAC$PFE$DIS$WFC
$588M
337 positions
#13Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MDY$CMI$URI$BAC
$407M
601 positions
#14Leibman Financial Services, Inc.Passive
Some overlap · 4 shared positions
$FCX$URI$MELI$DIS
$136M
49 positions
#15Legacy TrustPassive
Some overlap · 4 shared positions
$URI$CMI$LEN$DIS
$522M
203 positions
#16NBZ Investment Advisors LLCActive
Some overlap · 3 shared positions
$LEN$PFE$WFC
$229M
73 positions
#17DMKC Advisory Services, LLCPassive
Some overlap · 5 shared positions
$CMI$FDX$BAC$PFE$WFC
$240M
84 positions
#18Kure Advisory, LLCActive
Some overlap · 3 shared positions
$LEN$WFC$CMI
$184M
56 positions
#19Financial Council, LLCActive
Some overlap · 3 shared positions
$LEN$BAC$KO
$259M
101 positions
#20Winthrop Advisory Group LLCActive
Some overlap · 3 shared positions
$LEN$MDY$BAC
$1.2B
195 positions
#21Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.PActive
Some overlap · 3 shared positions
$MDY$BAC$WFC
$742M
153 positions
#22Smead Capital Management, Inc.Active
Some overlap · 3 shared positions
$LEN$OXY$BAC
$4.6B
32 positions
#23Dominguez Wealth Management Solutions, Inc.Active
Some overlap · 3 shared positions
$LEN$BAC$KO
$165M
67 positions
#24PEDDOCK CAPITAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$MDY$CMI$BAC$KO
$453M
166 positions
#25Eukles Asset ManagementPassive
Some overlap · 3 shared positions
$CMI$URI$FDX
$224M
238 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.