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Hedge Funds Similar to CMH Wealth

13F Portfolio OverlapQ1 2026CMH Wealth portfolio →
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Most similar hedge funds by 13F overlap

CMH Wealth Management LLC is an institutional investor managing $655M across 117 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 CMH Wealth are WD RUTHERFORD, RED REEF ADVISORS, BOWEN HANES &, with shared positions in $GEV, $TJX, $PANW, $VRT, $SYK, $USB. The full ranking of 25 similar funds is below.

#1WD RUTHERFORD LLCPassive
Notable overlap · 7 shared positions
$GEV$TJX$PANW$VRT$SYK$USB
$225M
71 positions
#2RED REEF ADVISORS LLCPassive
Notable overlap · 7 shared positions
$LEN$NOW$GEV$SCHW$PANW$CRM
$96M
179 positions
#3BOWEN HANES & CO INCActive
Notable overlap · 6 shared positions
$GEV$PANW$BA$SCHW$ETN$UNP
$4.1B
151 positions
#4ARS Investment Partners, LLCActive
Notable overlap · 5 shared positions
$GEV$BA$VRT$ETN$CRM
$1.9B
182 positions
#5TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Notable overlap · 6 shared positions
$GEV$BA$SCHW$SYK$DHR$ETN
$200M
110 positions
#6Mirova US LLCActive
Notable overlap · 5 shared positions
$TJX$PANW$VRT$CRM$DHR
$8.8B
42 positions
#7NIXON PEABODY TRUST COActive
Notable overlap · 6 shared positions
$PANW$TJX$NOW$VRT$SYK$DHR
$1.3B
161 positions
#8Allen Investment Management, LLCActive
Notable overlap · 5 shared positions
$BA$GEV$SCHW$NOW$DHR
$8.1B
221 positions
#9Williams & Novak, LLCPassive
Some overlap · 6 shared positions
$USB$NOW$CRM$DHR$LEN$HSY
$134M
143 positions
#10First Washington CORPActive
Some overlap · 4 shared positions
$GEV$USB$LEN$ETN
$353M
50 positions
#11CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 5 shared positions
$USB$PANW$SCHW$CRM$ETN
$180M
58 positions
#12Kampmann Melissa S.Passive
Some overlap · 6 shared positions
$GEV$SYK$CRM$BA$NOW$SNOW
$125M
43 positions
#13Hillman Capital Management, Inc.Passive
Some overlap · 4 shared positions
$BA$USB$HSY$CRM
$144M
56 positions
#14Legacy Bridge, LLCPassive
Some overlap · 5 shared positions
$GEV$VRT$DHR$ETN$SNOW
$262M
320 positions
#15Talbot Financial, LLCActive
Some overlap · 6 shared positions
$GEV$SCHW$CRM$SYK$PANW$NOW
$1.2B
66 positions
#16Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 4 shared positions
$TJX$USB$PANW$SCHW
$192M
70 positions
#17Baird Financial Group, Inc.Passive
Some overlap · 7 shared positions
$GEV$SCHW$TJX$USB$SNOW$DHR
$64.0B
1,826 positions
#18North Forty Two & Co.Passive
Some overlap · 4 shared positions
$HSY$USB$SNOW$UNP
$108M
97 positions
#19TRILLIUM ASSET MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$TJX$PANW$NOW$ETN$SYK$UNP
$3.0B
230 positions
#20MIDDLETON & CO INC/MAActive
Some overlap · 6 shared positions
$PANW$NOW$CRM$DHR$ETN$SYK
$877M
164 positions
#21Terra Nova Asset Management LLCPassive
Some overlap · 4 shared positions
$GEV$VRT$HSY$SYK
$135M
83 positions
#22ABN AMRO Bank N.V.Active
Some overlap · 5 shared positions
$PANW$TJX$GEV$SYK$NOW
$9.3B
228 positions
#23Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 5 shared positions
$BA$NOW$CRM$DHR$SNOW
$566M
28 positions
#24McLaughlin Asset Management, Inc.Passive
Some overlap · 4 shared positions
$TJX$PANW$VRT$GEV
$105M
91 positions
#25NORTHSTAR ASSET MANAGEMENT INCActive
Some overlap · 6 shared positions
$TJX$CRM$SYK$ETN$DHR$PANW
$326M
86 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.