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Hedge Funds Similar to Cedar Mountain Advisors,

13F Portfolio OverlapQ2 2026Cedar Mountain Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Cedar Mountain Advisors, LLC is an institutional investor managing $581M across 1,175 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Cedar Mountain Advisors, are Miramar ,, North Forty Two &, DRH Investments,, with shared positions in $HSY, $OKE, $MCD, $ACI, $UNP, $CSX. The full ranking of 25 similar funds is below.

#1Miramar Capital, LLCPassive
Some overlap · 5 shared positions
$HSY$OKE$MCD$ACI$UNP
$449M
56 positions
#2North Forty Two & Co.Passive
Some overlap · 3 shared positions
$HSY$CSX$UNP
$108M
97 positions
#3DRH Investments, Inc.Active
Some overlap · 3 shared positions
$HSY$CSX$UNP
$123M
16 positions
#4Sunrise Financial Services, LLCPassive
Some overlap · 3 shared positions
$TECK$XYZ$SBUX
$141M
622 positions
#5TRUST CO OF OKLAHOMAPassive
Some overlap · 4 shared positions
$HSY$AMAT$MCD$UNP
$343M
139 positions
#6Wheelhouse Advisory Group LLCActive
Some overlap · 3 shared positions
$HSY$DDOG$MCD
$302M
51 positions
#7Heathbridge Capital Management Ltd.Active
Some overlap · 4 shared positions
$TECK$ADP$OKE$UNP
$275M
29 positions
#8INKWELL CAPITAL LLCActive
Some overlap · 3 shared positions
$HSY$NKE$SBUX
$98M
31 positions
#9Kennon-Green & Company, LLCActive
Some overlap · 3 shared positions
$HSY$MCD$INTU
$122M
39 positions
#10Econ Financial Services CorpPassive
Some overlap · 5 shared positions
$HSY$XYZ$NKE$MCD$UNP
$215M
74 positions
#11R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 4 shared positions
$OKE$HSY$ADP$SBUX
$124M
40 positions
#12Sierra Legacy GroupPassive
Some overlap · 4 shared positions
$HSY$ADP$BR$INTU
$131M
77 positions
#13BONTEMPO OHLY CAPITAL MGMT LLCActive
Some overlap · 5 shared positions
$HSY$ADP$BR$NKE$TGT
$222M
34 positions
#14William Allan CorpPassive
Some overlap · 6 shared positions
$HSY$ADP$NKE$AMAT$SBUX$INTU
$169M
59 positions
#15Frontier Asset Management, LLCActive
Some overlap · 3 shared positions
$TECK$OKE$MCD
$477M
91 positions
#16Glassy Mountain Advisors, Inc.Passive
Some overlap · 5 shared positions
$HSY$CSX$DDOG$AMAT$OKE
$322M
77 positions
#17Shore Point Advisors, LLCActive
Some overlap · 4 shared positions
$OKE$TECK$ADP$BR
$253M
76 positions
#18Piedmont Capital Management, LLC/NCActive
Some overlap · 3 shared positions
$TECK$AMAT$__PARK_1390777
$150M
119 positions
#19Monte Financial Group, LLCPassive
Some overlap · 3 shared positions
$HSY$ADP$SBUX
$282M
100 positions
#20VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Slight overlap · 3 shared positions
$HSY$TGT$MCD
$187M
55 positions
#21Willis Investment CounselActive
Slight overlap · 3 shared positions
$HSY$ADP$MCD
$1.8B
123 positions
#22Cadent Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$OKE$XYZ$AMAT
$386M
187 positions
#23Live Oak Investment PartnersPassive
Slight overlap · 3 shared positions
$OKE$HSY$__PARK_1390777
$169M
93 positions
#24SKBA CAPITAL MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$HSY$NKE$UNP
$728M
79 positions
#25Silver Coast Investments LLCActive
Slight overlap · 3 shared positions
$HSY$DDOG$AMAT
$313M
119 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.