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Hedge Funds Similar to CFO4Life Group,

13F Portfolio OverlapQ1 2026CFO4Life Group, portfolio →
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Most similar hedge funds by 13F overlap

CFO4Life Group, LLC is an institutional investor managing $656M across 210 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 CFO4Life Group, are Stack Financial ,, Baker Chad R, Nexus Investment ULC, with shared positions in $UPS, $WM, $DHR, $COP, $CSX, $TMUS. The full ranking of 25 similar funds is below.

#1Stack Financial Management, IncActive
Some overlap · 4 shared positions
$UPS$WM$DHR$COP
$1.4B
52 positions
#2Baker Chad RActive
Some overlap · 4 shared positions
$DHR$WM$CSX$TMUS
$530M
56 positions
#3Nexus Investment Management ULCActive
Some overlap · 3 shared positions
$UPS$DHR$CSX
$715M
70 positions
#4ABLES, IANNONE, MOORE & ASSOCIATES, INC.Active
Some overlap · 3 shared positions
$UPS$WM$CSX
$168M
59 positions
#5Michael Brady & Co., LLCActive
Some overlap · 3 shared positions
$DHR$WM$CSX
$100M
54 positions
#6PYA Waltman Capital, LLCActive
Some overlap · 3 shared positions
$DHR$UPS$UPST
$361M
67 positions
#7ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DHR$WM$UPS
$555M
191 positions
#8HARBOUR INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$WM$DHR$UPS$COP
$184M
101 positions
#9Brookmont Capital ManagementActive
Slight overlap · 3 shared positions
$UPS$WM$COP
$179M
59 positions
#10DB Fitzpatrick & Co, IncActive
Slight overlap · 3 shared positions
$DHR$WM$UPST
$117M
106 positions
#11Blue Whale Capital LLPActive
Slight overlap · 3 shared positions
$DHR$WM$APP
$2.1B
26 positions
#12Counterweight Ventures, LLCPassive
Slight overlap · 3 shared positions
$DHR$WM$CSX
$178M
80 positions
#13ORSER CAPITAL MANAGEMENT, LLCActive
Slight overlap · 4 shared positions
$WM$DHR$UPST$COP
$153M
46 positions
#14HFR Wealth Management, LLCActive
Slight overlap · 3 shared positions
$DHR$WM$LII
$407M
49 positions
#15J. Team Financial, Inc.Passive
Slight overlap · 3 shared positions
$DHR$WM$COP
$89M
84 positions
#16ROWLANDMILLER & PARTNERS.ADVPassive
Slight overlap · 4 shared positions
$UPS$CSX$WM$COP
$493M
189 positions
#17IAMS WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$UPS$APP$COP
$287M
186 positions
#18Strategic Wealth Investment Group, LLCPassive
Slight overlap · 3 shared positions
$DHR$WM$APP
$788M
94 positions
#19PCB Capital LLCPassive
Slight overlap · 3 shared positions
$UPS$APP$COP
$63M
101 positions
#20BURLING WEALTH PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$WM$DHR$TMUS
$618M
177 positions
#21Aull & Monroe Investment Management CorpPassive
Slight overlap · 3 shared positions
$WM$CSX$COP
$215M
125 positions
#22Signet Investment Advisory Group, Inc.Passive
Slight overlap · 3 shared positions
$WM$CSX$COP
$218M
69 positions
#23PITTENGER & ANDERSON INCPassive
Slight overlap · 3 shared positions
$WM$CSX$COP
$2.5B
522 positions
#24WEATHERLY ASSET MANAGEMENT L. P.Active
Slight overlap · 3 shared positions
$WM$DHR$COP
$1.2B
186 positions
#25Glass Jacobson Investment Advisors llcPassive
Slight overlap · 3 shared positions
$DHR$UPST$COP
$290M
607 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.