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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 BONTEMPO OHLY MGMT, Prosperity Advisers, Long Road Investment Counsel, with shared positions in $ADP, $BR, $NKE, $TGT, $BA, $SBUX. The full ranking of 25 similar funds is below.

#1BONTEMPO OHLY CAPITAL MGMT LLCSmart money
Some overlap · 4 shared positions
$ADP$BR$NKE$TGT
$235M
33 positions
#2Prosperity Advisers, LLCSmart money
Some overlap · 3 shared positions
$ADP$BR$BA
$138M
44 positions
#3Long Road Investment Counsel, LLCActive
Some overlap · 3 shared positions
$ADP$BR$SBUX
$271M
80 positions
#4WENDELL DAVID ASSOCIATES INCActive
Some overlap · 4 shared positions
$ADP$BR$MCD$CHD
$947M
155 positions
#5R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$ADP$BR$BA
$188M
39 positions
#6ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$ADP$MCD$BA$SBUX
$878M
73 positions
#7Patrick Mauro Investment Advisor, INC.Active
Some overlap · 3 shared positions
$ADP$MCD$SO
$199M
38 positions
#8Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$CSX$ADP$SO$UNP$T
$239M
126 positions
#9R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 3 shared positions
$ADP$SBUX$T
$130M
40 positions
#10SAYBROOK CAPITAL /NCActive
Some overlap · 3 shared positions
$ADP$NKE$UNP
$400M
42 positions
#11Cherokee Insurance CoPassive
Some overlap · 4 shared positions
$CSX$BNY$UNP$MS
$259M
124 positions
#12Yoffe Investment Management, LLCPassive
Some overlap · 5 shared positions
$CSX$BNY$MCD$UNP$BA
$87M
113 positions
#13Shore Point Advisors, LLCActive
Some overlap · 3 shared positions
$ADP$BR$T
$292M
77 positions
#14Mason & Associates, LLCSmart money
Some overlap · 3 shared positions
$CSX$MCD$SO
$481M
45 positions
#15William Allan CorpActive
Some overlap · 4 shared positions
$ADP$NKE$MCD$SBUX
$204M
62 positions
#16E6 Portfolios, LLCActive
Some overlap · 3 shared positions
$ADP$BR$MS
$125M
97 positions
#17R.H. Investment Group, LLCActive
Some overlap · 4 shared positions
$ADP$MCD$UNP$SO
$133M
47 positions
#18Biltmore Wealth Management, LLCActive
Some overlap · 3 shared positions
$CSX$SO$T
$320M
58 positions
#19M3 Wealth Management, LLCActive
Some overlap · 3 shared positions
$CSX$TGT$SO
$154M
35 positions
#20DCM Advisors, LLCActive
Some overlap · 6 shared positions
$CSX$NKE$MCD$BA$T$MS
$253M
38 positions
#21Bath Savings Trust CoActive
Some overlap · 4 shared positions
$ADP$BR$MCD$CHD
$965M
177 positions
#22InvesTrustPassive
Some overlap · 5 shared positions
$ADP$TGT$MCD$SBUX$BA
$260M
95 positions
#23MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 6 shared positions
$ADP$NKE$TGT$BNY$SBUX$MS
$1.2B
106 positions
#24Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$ADP$NKE$BNY$MS
$159M
62 positions
#25Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$CSX$ADP$BNY$MCD$SO$UNP
$108M
52 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.