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Hedge Funds Similar to CFM WEALTH PARTNERS

13F Portfolio OverlapQ1 2026CFM WEALTH PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

CFM WEALTH PARTNERS LLC is an institutional investor managing $667M across 143 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 CFM WEALTH PARTNERS are Meiji Yasuda America, HUTNER, Blue Chip Partners,, with shared positions in $PM, $PANW, $WMB, $ORLY, $TJX, $AMAT. The full ranking of 25 similar funds is below.

#1Meiji Yasuda America IncActive
Some overlap · 7 shared positions
$PM$PANW$WMB$ORLY$TJX$AMAT
$404M
57 positions
#2HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 7 shared positions
$PM$ORLY$EPD$MO$MCD$KO
$243M
44 positions
#3Blue Chip Partners, LLCActive
Some overlap · 6 shared positions
$PM$ORLY$TJX$PANW$CRWD$MCD
$1.4B
170 positions
#4NICHOLAS COMPANY, INC.Active
Some overlap · 7 shared positions
$ORLY$PANW$AMD$TJX$SHW$MCD
$5.1B
203 positions
#5Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$WMB$PM$SHW$MCD
$624M
41 positions
#6O'Domhnaill Enterprises, Inc.Passive
Some overlap · 4 shared positions
$WMB$PM$MO$KO
$124M
55 positions
#7PeakShares LLCPassive
Some overlap · 6 shared positions
$AMD$PANW$TJX$MO$CRWD$MCD
$109M
116 positions
#8Fortune Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$ORLY$PM$TJX$MO$AMAT
$196M
148 positions
#9Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$WMB$TJX$SHW$MCD$KO
$446M
104 positions
#10MAVERICK CAPITAL LTDPassive
Some overlap · 6 shared positions
$AMD$PM$SHW$AMAT$MCD$KO
$8.7B
241 positions
#11Phillips Wealth Planners LLCPassive
Some overlap · 6 shared positions
$WMB$PM$TJX$AMD$MCD$KO
$133M
210 positions
#12FAYEZ SAROFIM & COActive
Some overlap · 5 shared positions
$PM$EPD$MO$MCD$KO
$39.1B
294 positions
#13Private Capital Advisors, Inc.Smart money
Some overlap · 5 shared positions
$WMB$PANW$EPD$ET$KO
$872M
73 positions
#14GRANITE ISLANDS PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$PANW$AMD$CRWD$MCD$KO
$109M
70 positions
#15BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$ORLY$PM$TJX$MCD$KO
$1.6B
435 positions
#16SL ADVISORS, LLCActive
Some overlap · 5 shared positions
$WMB$EPD$MCD$ET$KO
$59M
32 positions
#17ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INCActive
Some overlap · 4 shared positions
$ORLY$PM$SHW$MCD
$107M
35 positions
#18CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 5 shared positions
$WMB$EPD$CRWD$PANW$ET
$2.0B
66 positions
#19Pinnacle Holdings, LLCPassive
Some overlap · 5 shared positions
$WMB$EPD$SHW$MCD$ET
$309M
233 positions
#20Alaethes Wealth, LLCPassive
Some overlap · 5 shared positions
$WMB$PANW$PM$CRWD$AMAT
$351M
124 positions
#21ADELL HARRIMAN & CARPENTER INCActive
Some overlap · 4 shared positions
$WMB$PANW$CRWD$KO
$1.6B
163 positions
#22Knollwood Investment Advisory, LLCPassive
Some overlap · 6 shared positions
$AMD$PANW$EPD$CRWD$ORLY$AMAT
$992M
303 positions
#23EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 4 shared positions
$WMB$EPD$PM$ET
$2.8B
276 positions
#24CONNORS INVESTOR SERVICES INCActive
Some overlap · 4 shared positions
$WMB$PANW$TJX$KO
$1.1B
149 positions
#25Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 4 shared positions
$PANW$AMD$TJX$SHW
$192M
70 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.