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Hedge Funds Similar to CFM WEALTH PARTNERS

13F Portfolio OverlapQ2 2026CFM WEALTH PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

CFM WEALTH PARTNERS LLC is an institutional investor managing $783M across 149 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 CFM WEALTH PARTNERS are Fund Advisors of America, Blue Zone Wealth Advisors, Argyle Partners, with shared positions in $WMB, $MRVL, $PM, $EPD, $MO, $ET. The full ranking of 25 similar funds is below.

#1Fund Advisors of America Inc/FLPassive
Some overlap · 6 shared positions
$WMB$MRVL$PM$EPD$MO$ET
$110M
120 positions
#2Blue Zone Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$WMB$MRVL$CRWD$ORLY
$573M
125 positions
#3Argyle Capital Partners, LLCPassive
Some overlap · 5 shared positions
$WMB$CRWD$EPD$MO$ET
$159M
177 positions
#4HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$PM$ORLY$EPD$MO$SHW
$252M
43 positions
#5O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$WMB$PM$MO
$125M
61 positions
#6Kinsale Capital Group, Inc.Active
Some overlap · 3 shared positions
$PM$WMB$SHW
$754M
41 positions
#7Fortune Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$PM$ORLY$TJX$MO
$234M
163 positions
#8PRIMORIS WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$PM$MRVL$TJX$CRWD
$219M
125 positions
#9SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$WMB$PM$EPD
$296M
134 positions
#10TRUST CO OF VIRGINIA /VAPassive
Some overlap · 4 shared positions
$WMB$PM$ORLY$TJX
$1.3B
226 positions
#11PARAGON FINANCIAL PARTNERS, INC.Active
Some overlap · 5 shared positions
$PM$ORLY$MO$CRWD$SHW
$187M
79 positions
#12Meiji Yasuda America IncActive
Some overlap · 5 shared positions
$PM$WMB$TJX$ORLY$SHW
$598M
57 positions
#13COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$WMB$PM$MO$MS
$166M
88 positions
#14Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$PM$CRWD$TJX$MS
$1.6B
184 positions
#15EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 4 shared positions
$WMB$PM$EPD$ET
$3.0B
277 positions
#16CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 4 shared positions
$WMB$CRWD$EPD$ET
$2.2B
73 positions
#17Ellenbecker Investment GroupSmart money
Some overlap · 4 shared positions
$PM$EPD$MO$CRWD
$860M
149 positions
#18J. M. Brown & Associates Inc.Passive
Some overlap · 4 shared positions
$PM$CRWD$MRVL$MO
$175M
167 positions
#19DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$WMB$EPD$TJX$SHW$ET
$517M
137 positions
#20AR ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$PM$EPD$MO$ET
$546M
122 positions
#21Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$WMB$TJX$SHW$MS
$467M
118 positions
#22ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INCActive
Some overlap · 3 shared positions
$ORLY$PM$SHW
$115M
36 positions
#23Alaethes Wealth, LLCPassive
Some overlap · 4 shared positions
$WMB$CRWD$PM$MS
$345M
111 positions
#24DOLIVER ADVISORS, LPActive
Some overlap · 5 shared positions
$PM$CRWD$EPD$MO$FFIN
$442M
191 positions
#25ADELL HARRIMAN & CARPENTER INCActive
Some overlap · 3 shared positions
$WMB$CRWD$MRVL
$2.0B
158 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.