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Hedge Funds Similar to CM WEALTH ADVISORS

13F Portfolio OverlapQ1 2026CM WEALTH ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

CM WEALTH ADVISORS LLC is an institutional investor managing $470M across 146 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 CM WEALTH ADVISORS are Marin Bay Wealth Advisors,, Financial Concepts Unlimited,, ARKANSAS FINANCIAL GROUP,, with shared positions in $MDLZ, $ASML, $MCD, $DIA, $HUM, $IAU. The full ranking of 25 similar funds is below.

#1Marin Bay Wealth Advisors, LLCPassive
Notable overlap · 3 shared positions
$MDLZ$ASML$MCD
$166M
127 positions
#2Financial Concepts Unlimited, Inc.Active
Notable overlap · 3 shared positions
$DIA$MDLZ$HUM
$112M
44 positions
#3ARKANSAS FINANCIAL GROUP, INC.Active
Notable overlap · 4 shared positions
$DIA$IAU$NSC$MCD
$717M
94 positions
#4TCP Asset Management, LLCActive
Notable overlap · 5 shared positions
$DIA$PHYS$NSC$IAU$TMO
$778M
133 positions
#5Mine & Arao Wealth Creation & Management, LLC.Active
Notable overlap · 3 shared positions
$DIA$NOC$NSC
$238M
75 positions
#6Amplius Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$MDLZ$DIA$HUM$IAU
$1.2B
175 positions
#7MKT Advisors LLCActive
Notable overlap · 4 shared positions
$DIA$HUM$MCD$PHYS
$298M
157 positions
#8Roof Eidam Maycock Peralta, LLCActive
Notable overlap · 3 shared positions
$MDLZ$HUM$ABT
$436M
125 positions
#9Park Edge Advisors, LLCActive
Notable overlap · 4 shared positions
$LECO$MDLZ$IAU$NOC
$434M
141 positions
#10SNS Financial Group, LLCActive
Notable overlap · 4 shared positions
$MDLZ$DIA$HUM$ABT
$1.2B
208 positions
#11Asempa Wealth AdvisorsPassive
Some overlap · 4 shared positions
$MDLZ$HUM$IAU$MCD
$115M
115 positions
#12W ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDLZ$HUM$MCD
$195M
141 positions
#13Tudor Financial Inc.Passive
Some overlap · 4 shared positions
$DIA$HUM$IAU$NOC
$195M
138 positions
#14Chung Wu Investment Group, LLCPassive
Some overlap · 3 shared positions
$DIA$CCJ$TMO
$116M
259 positions
#15EHRLICH FINANCIAL GROUPPassive
Some overlap · 3 shared positions
$HUM$MDLZ$IAU
$174M
112 positions
#16Johnson Bixby & Associates, LLCActive
Some overlap · 3 shared positions
$DIA$HUM$MCD
$806M
127 positions
#17GreatBanc Trust COActive
Some overlap · 6 shared positions
$HUM$DIA$ABT$MDLZ$MCD$NSC
$143M
67 positions
#18Councilmark Asset Management, LLCActive
Some overlap · 4 shared positions
$HUM$LECO$MDLZ$CCJ
$174M
85 positions
#19Interactive Financial AdvisorsActive
Some overlap · 3 shared positions
$HUM$CTVA$IAU
$153M
78 positions
#20SNOWWATER INVESTMENT PARTNERS, LLCPassive
Some overlap · 3 shared positions
$HUM$DIA$MCD
$106M
89 positions
#21Hapanowicz & Associates Financial Services, IncSmart money
Some overlap · 3 shared positions
$HUM$DIA$MCD
$251M
31 positions
#22Detalus Advisors, LLCActive
Some overlap · 3 shared positions
$MDLZ$HUM$ABT
$438M
186 positions
#23Wealth Care LLCActive
Some overlap · 4 shared positions
$HUM$CTVA$DIA$IAU
$113M
67 positions
#24ROBINSON SMITH WEALTH ADVISORS LLCActive
Some overlap · 3 shared positions
$MDLZ$HUM$PHYS
$148M
84 positions
#25Heck Capital Advisors, LLCActive
Some overlap · 4 shared positions
$DIA$IAU$CTVA$ASML
$1.3B
202 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.