What hedge funds are most similar to CIBC Private Wealth Group, LLC?

The funds with the most similar 13F portfolios to CIBC Private Wealth Group, LLC are CIBC Bancorp USA, BRIGHT ROCK ,, DAVIS R M, based on overlapping conviction holdings in the latest SEC filings.

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 CIBC Private Wealth Group,

13F Portfolio OverlapQ4 2025CIBC Private Wealth Group, portfolio →

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Most similar hedge funds by 13F overlap

CIBC Private Wealth Group, LLC is an institutional investor managing $59.2B across 3,397 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CIBC Private Wealth Group, are CIBC Bancorp USA, BRIGHT ROCK ,, DAVIS R M, with shared positions in $AZN, $ODFL, $DJP, $NEE, $TJX, $CME. The full ranking of 25 similar funds is below.

#1CIBC Bancorp USA Inc.Passive

Notable overlap · 15 shared positions

$AZN $ODFL $DJP $NEE $TJX $CME

$74.4B

1,751 positions

#2BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 9 shared positions

$NEE $TMO $DHR $TJX $UNP $LIN

$506M

75 positions

#3DAVIS R M INCActive

Some overlap · 8 shared positions

$NEE $TMO $DHR $TJX $ASML $LIN

$5.6B

273 positions

#4FORBES J M & CO LLPActive

Some overlap · 8 shared positions

$NEE $ABT $TJX $UNP $LIN $APH

$1.2B

150 positions

#5BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 8 shared positions

$NEE $ABT $TMO $TJX $ASML $LIN

$7.8B

1,278 positions

#6TRILLIUM ASSET MANAGEMENT, LLCActive

Some overlap · 8 shared positions

$AZN $TJX $UNP $ASML $LIN $ICE

$3.0B

230 positions

#7FULTON BREAKEFIELD BROENNIMAN LLCActive

Some overlap · 8 shared positions

$NEE $HWM $TJX $ASML $LIN $DHR

$1.5B

200 positions

#8WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 7 shared positions

$AZN $NEE $ABT $DHR $ASML $ICE

$2.1B

122 positions

#9Renaissance Investment Group LLCPassive

Some overlap · 7 shared positions

$NEE $TMO $DHR $HWM $TJX $UNP

$465M

81 positions

#10YHB Investment Advisors, Inc.Passive

Some overlap · 8 shared positions

$TMO $DHR $TJX $NEE $APH $UNP

$1.4B

298 positions

#11Smith, Salley & AssociatesPassive

Some overlap · 7 shared positions

$NEE $ABT $TMO $TJX $UNP $ASML

$2.0B

267 positions

#12FLOSSBACH VON STORCH SEActive

Some overlap · 8 shared positions

$ABT $TMO $DHR $LIN $APH $ICE

$21.4B

109 positions

#13FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Some overlap · 7 shared positions

$AZN $DHR $TJX $ASML $LIN $ICE

$102M

56 positions

#14BURLING WEALTH PARTNERS, LLCPassive

Some overlap · 7 shared positions

$NEE $ABT $DHR $TJX $CME $LIN

$618M

177 positions

#15NORTHEAST INVESTMENT MANAGEMENTActive

Some overlap · 7 shared positions

$NEE $TMO $DHR $TJX $UNP $ASML

$2.4B

189 positions

#16Kentucky Farm Bureau Mutual Insurance CoActive

Some overlap · 7 shared positions

$NEE $ABT $TMO $TJX $UNP $MCD

$329M

65 positions

#17Evelyn Partners Investment Management Services LtdPassive

Some overlap · 7 shared positions

$AZN $TMO $TJX $LIN $APH $MCD

$850M

281 positions

#18PIONEER TRUST BANK N A/ORPassive

Some overlap · 7 shared positions

$NEE $ABT $DHR $TJX $APH $MCD

$412M

83 positions

#19Bath Savings Trust CoActive

Some overlap · 7 shared positions

$NEE $ABT $DHR $TJX $APH $MCD

$936M

168 positions

#20Valley Brook Capital Group, Inc.Passive

Some overlap · 7 shared positions

$NEE $TMO $TJX $ABT $UNP $ASML

$149M

112 positions

#21Evelyn Partners Investment Management LLPActive

Some overlap · 6 shared positions

$AZN $NEE $TMO $TJX $LIN $UNH

$3.7B

410 positions

#22Elefante Mark BPassive

Some overlap · 7 shared positions

$NEE $ABT $DHR $TJX $ASML $UNH

$182M

58 positions

#23Blue Chip Partners, LLCActive

Some overlap · 7 shared positions

$NEE $ABT $TJX $ASML $ICE $MNST

$1.4B

170 positions

#24COMMUNITY TRUST & INVESTMENT COActive

Some overlap · 7 shared positions

$AZN $TMO $TJX $LIN $APH $ICE

$1.8B

140 positions

#25Vontobel Holding Ltd.Passive

Some overlap · 7 shared positions

$ABT $TMO $CME $TJX $APH $ICE

$29.1B

1,188 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.