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 Cambridge Financial Group,

13F Portfolio OverlapQ1 2026Cambridge Financial Group, portfolio →

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Most similar hedge funds by 13F overlap

Cambridge Financial Group, Inc. is an institutional investor managing $267M across 33 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 Cambridge Financial Group, are Catherine Avery Investment, Delta Accumulation,, Axecap Investments,, with shared positions in $C, $OKE, $TGT, $MCD, $BAC, $BBY. The full ranking of 25 similar funds is below.

#1Catherine Avery Investment Management LLCPassive

Notable overlap · 7 shared positions

$C $OKE $TGT $MCD $BAC $BBY

$223M

109 positions

#2Delta Accumulation, LLCActive

Notable overlap · 5 shared positions

$CAH $COR $C $BAC $BA

$1.2B

87 positions

#3Axecap Investments, LLCPassive

Notable overlap · 7 shared positions

$VLO $TJX $C $CAH $COR $ANET

$145M

69 positions

#4RE ADVISERS CORPActive

Notable overlap · 6 shared positions

$C $BAC $ETN $BA $TJX $MCD

$3.7B

111 positions

#5CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Notable overlap · 4 shared positions

$TRGP $OKE $WMB $GEV

$2.0B

66 positions

#6R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$WMB $BAC $BA $FDX $C $OKE

$172M

38 positions

#7SL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$TRGP $OKE $WMB $MCD

$59M

32 positions

#8Stokes Capital Advisors, LLCPassive

Notable overlap · 4 shared positions

$TJX $MCD $WMB $TXN

$446M

104 positions

#9TORTOISE CAPITAL ADVISORS, L.L.C.Active

Notable overlap · 4 shared positions

$TRGP $OKE $WMB $VLO

$9.6B

90 positions

#10LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$CAH $KR $MCD $SYY

$970M

154 positions

#11Bell & Brown Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$VLO $FDX $BA $WMB $C $MCD

$308M

68 positions

#12Signature Wealth Management GroupPassive

Notable overlap · 6 shared positions

$VLO $WMB $TGT $TXN $MCD $BA

$263M

128 positions

#13KAYNE ANDERSON CAPITAL ADVISORS LPActive

Notable overlap · 4 shared positions

$OKE $TRGP $WMB $GEV

$5.2B

48 positions

#14Recurrent Investment Advisors LLCActive

Notable overlap · 3 shared positions

$TRGP $OKE $WMB

$1.7B

67 positions

#15Spectrum Financial Alliance Ltd LLCActive

Notable overlap · 4 shared positions

$BAC $C $GE $BA

$520M

30 positions

#16MARVIN & PALMER ASSOCIATES INCPassive

Notable overlap · 3 shared positions

$VLO $TJX $C

$84M

21 positions

#17Rayburn West Financial Services LLCPassive

Notable overlap · 5 shared positions

$SYY $BAC $C $TGT $MCD

$170M

82 positions

#18Birch Capital Management, LLCActive

Notable overlap · 5 shared positions

$FDX $COR $CAH $OKE $WMB

$191M

78 positions

#19Paragon Capital Management LLCActive

Notable overlap · 5 shared positions

$FDX $MCD $TJX $C $BAC

$202M

57 positions

#20SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 4 shared positions

$BAC $C $LUV $BA

$3.0B

40 positions

#21HOERTKORN RICHARD CHARLESActive

Notable overlap · 5 shared positions

$BAC $GE $BA $MCD $GEV

$122M

75 positions

#22Focused Investors LLCActive

Notable overlap · 3 shared positions

$TJX $FDX $MCD

$3.1B

22 positions

#23Rock Point Advisors, LLCPassive

Notable overlap · 4 shared positions

$TJX $C $TXN $BBY

$370M

118 positions

#24Cartenna Capital, LPPassive

Notable overlap · 4 shared positions

$MCD $ETN $GE $FDX

$2.7B

47 positions

#25Ayrshire Capital Management LLCPassive

Notable overlap · 4 shared positions

$TJX $COR $ETN $WMB

$193M

50 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.