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Hedge Funds Similar to CIM,

13F Portfolio OverlapQ1 2026CIM, portfolio →
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Most similar hedge funds by 13F overlap

CIM, LLC is an institutional investor managing $692M across 168 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 CIM, are EDGEWOOD, STRATEGIC PLANNING GROUP,, Benchstone, with shared positions in $ASML, $SPOT, $ISRG, $SNPS, $INTU, $APH. The full ranking of 25 similar funds is below.

#1EDGEWOOD MANAGEMENT LLCActive
Notable overlap · 6 shared positions
$ASML$SPOT$ISRG$SNPS$INTU$APH
$15.5B
87 positions
#2STRATEGIC PLANNING GROUP, LLCActive
Notable overlap · 7 shared positions
$PGR$ANET$CTAS$ISRG$ASML$FIX
$715M
72 positions
#3Benchstone Capital Management LPActive
Notable overlap · 6 shared positions
$ASML$SPOT$SNPS$CMG$FIX$INTU
$860M
38 positions
#4Hyperion Asset Management LtdActive
Notable overlap · 4 shared positions
$ASML$SPOT$ISRG$INTU
$3.1B
18 positions
#5Retail Employees Superannuation Pty Ltd as trustee for RetaiActive
Notable overlap · 4 shared positions
$CTAS$ISRG$SNPS$INTU
$672M
27 positions
#6SOMA EQUITY PARTNERS LPActive
Notable overlap · 4 shared positions
$SPOT$SNPS$ASML$INTU
$1.4B
20 positions
#7Benchmark Investment Advisors LLCPassive
Notable overlap · 7 shared positions
$EME$SPOT$ANET$ASML$FIX$MU
$172M
76 positions
#8ACCOUNT MANAGEMENT LLCSmart money
Notable overlap · 5 shared positions
$ASML$ISRG$SNPS$INTU$NEE
$91M
23 positions
#9NORTH POINT PORTFOLIO MANAGERS CORP/OHActive
Notable overlap · 5 shared positions
$ASML$ANET$SNPS$TPL$APH
$561M
76 positions
#10Liontrust Investment Partners LLPActive
Notable overlap · 5 shared positions
$ISRG$SPOT$INTU$CTAS$PGR
$6.7B
204 positions
#11UNIO CAPITAL LLCActive
Notable overlap · 3 shared positions
$ASML$ISRG$CTAS
$466M
21 positions
#12SANDS CAPITAL MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$ASML$SPOT$ISRG
$25.5B
67 positions
#13SORA INVESTORS LLCPassive
Notable overlap · 4 shared positions
$ASML$SNPS$INTU$SPOT
$1.1B
77 positions
#14Winslow Capital Management, LLCActive
Notable overlap · 7 shared positions
$ISRG$ASML$SPOT$INTU$ANET$MU
$25.6B
60 positions
#15DEEPWATER ASSET MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$ASML$ISRG$SNPS$STRL$MU
$158M
39 positions
#16CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 5 shared positions
$ISRG$MNST$CTAS$INTU$APH
$405M
73 positions
#17Sather Financial Group IncActive
Notable overlap · 3 shared positions
$ANET$MNST$INTU
$1.6B
109 positions
#18Mezzasalma Advisors, LLCActive
Notable overlap · 5 shared positions
$ANET$EME$CLS$FIX$MU
$391M
155 positions
#19Karani Asset Management LLCPassive
Some overlap · 4 shared positions
$ASML$INTU$CMI$SNPS
$122M
54 positions
#20Illumine Investment Management, LLCPassive
Some overlap · 4 shared positions
$ANET$ISRG$SNPS$FIX
$130M
92 positions
#21Broadleaf Partners, LLCActive
Some overlap · 4 shared positions
$ANET$ISRG$CTAS$SPOT
$429M
84 positions
#22Tamar Securities, LLCActive
Some overlap · 3 shared positions
$ASML$SNPS$SPOT
$934M
91 positions
#23BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 3 shared positions
$ANET$ISRG$CMG
$6.1B
61 positions
#24JAG CAPITAL MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$ASML$ISRG$SNPS$CTAS$MU
$889M
149 positions
#25Left Brain Wealth Management, LLCActive
Some overlap · 5 shared positions
$ANET$MNST$PGR$MU$APH
$255M
79 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.