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Hedge Funds Similar to CMC Financial Group

13F Portfolio OverlapQ1 2026CMC Financial Group portfolio →
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Most similar hedge funds by 13F overlap

CMC Financial Group is an institutional investor managing $51M across 38 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 CMC Financial Group are Provident Wealth ,, SpringVest Wealth, Fortune Financial Group,, with shared positions in $REGN, $WT, $AGQ, $USB, $IBM, $GLDM. The full ranking of 25 similar funds is below.

#1Provident Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$REGN$WT$AGQ
$331M
134 positions
#2SpringVest Wealth Management LLCActive
Notable overlap · 4 shared positions
$USB$AGQ$WT$REGN
$146M
67 positions
#3Fortune Financial Group, Inc.Active
Notable overlap · 4 shared positions
$REGN$WT$AGQ$USB
$111M
84 positions
#4Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 4 shared positions
$USB$WT$IBM$GLDM
$153M
344 positions
#5Guilbault Capital LLCPassive
Notable overlap · 3 shared positions
$REGN$IBM$AGQ
$91M
67 positions
#6Anson Capital, Inc.Passive
Notable overlap · 4 shared positions
$REGN$USB$WT$AGQ
$146M
90 positions
#7Copley Financial Group, Inc.Active
Notable overlap · 3 shared positions
$REGN$GLDM$USB
$166M
115 positions
#8Causey Wealth LLCPassive
Notable overlap · 3 shared positions
$USB$WT$IBM
$236M
81 positions
#9OakTrust Wealth Advisors, LLCActive
Notable overlap · 5 shared positions
$REGN$BAH$WT$GLDM$IBM
$110M
68 positions
#10Sylvest Advisors, LLCActive
Notable overlap · 3 shared positions
$REGN$WT$USB
$188M
70 positions
#11Newton One Investments LLCActive
Notable overlap · 3 shared positions
$USB$WT$IBM
$368M
121 positions
#12Powers Advisory Group, LLCActive
Notable overlap · 4 shared positions
$USB$WT$REGN$EPD
$284M
125 positions
#13Piedmont Capital Management, LLCActive
Notable overlap · 3 shared positions
$USB$GLDM$IBM
$197M
50 positions
#14STAPP WEALTH MANAGEMENT, PLLCActive
Notable overlap · 3 shared positions
$REGN$WT$GLDM
$78M
30 positions
#15Winter & Associates, Inc.Passive
Notable overlap · 3 shared positions
$REGN$WT$IBM
$114M
84 positions
#16David R. Rahn & Associates Inc.Passive
Notable overlap · 4 shared positions
$USB$YMM$WT$ET
$354M
122 positions
#17Tandem Investment Partners LLCPassive
Notable overlap · 4 shared positions
$REGN$USB$WT$IBM
$118M
73 positions
#18OxenFree Capital LLCActive
Notable overlap · 4 shared positions
$USB$WT$REGN$GLDM
$206M
56 positions
#19Summit Asset Management, LLCActive
Notable overlap · 3 shared positions
$USB$WT$IBM
$719M
172 positions
#20Winch Advisory Services, LLCActive
Notable overlap · 4 shared positions
$USB$BAH$MRVL$WT
$438M
530 positions
#21TAGStone Capital, Inc.Passive
Notable overlap · 3 shared positions
$USB$WT$REGN
$283M
137 positions
#22CATHY PARETO & ASSOCIATES, INCPassive
Notable overlap · 3 shared positions
$REGN$WT$USB
$149M
96 positions
#23Fortis Advisors, LLCPassive
Notable overlap · 4 shared positions
$USB$REGN$GLDM$AGQ
$200M
119 positions
#24Team Financial Group, LLCActive
Notable overlap · 4 shared positions
$REGN$WT$GLDM$IBM
$220M
273 positions
#25AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Notable overlap · 3 shared positions
$REGN$WT$USB
$206M
97 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.