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Hedge Funds Similar to CMG Global ,

13F Portfolio OverlapQ1 2026CMG Global , portfolio →
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Most similar hedge funds by 13F overlap

CMG Global Holdings, LLC is an institutional investor managing $210M across 96 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 CMG Global , are Newport Company,, Spectrum Financial Alliance Ltd, Next Level Private, with shared positions in $BA, $GE, $GEV, $PM, $BAC, $MO. The full ranking of 25 similar funds is below.

#1Newport Trust Company, LLCSmart money
Notable overlap · 4 shared positions
$BA$GE$GEV$PM
$40.7B
64 positions
#2Spectrum Financial Alliance Ltd LLCActive
Notable overlap · 3 shared positions
$BA$GE$BAC
$520M
30 positions
#3Next Level Private LLCPassive
Notable overlap · 5 shared positions
$GE$BA$GEV$MO$BAC
$443M
175 positions
#4HOERTKORN RICHARD CHARLESActive
Notable overlap · 4 shared positions
$GE$BA$GEV$BAC
$122M
75 positions
#5October Effect LtdPassive
Notable overlap · 6 shared positions
$GE$GEV$BA$MAR$MO$PM
$87M
64 positions
#6MARK ASSET MANAGEMENT LPSmart money
Notable overlap · 3 shared positions
$BA$GEV$GE
$1.1B
37 positions
#7MARSICO CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$GE$BA$GEV
$3.4B
65 positions
#8Codex Capital Asset Management L.L.C.Active
Notable overlap · 4 shared positions
$GE$GEV$BA$GEHC
$259M
31 positions
#9Financial Sense Advisors, Inc.Passive
Notable overlap · 3 shared positions
$BA$GEV$IBIT
$493M
142 positions
#10TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Notable overlap · 4 shared positions
$GE$GEV$BA$GEHC
$200M
110 positions
#11Symmetry Investments LPActive
Notable overlap · 3 shared positions
$BA$GEV$GE
$913M
122 positions
#12TRUSTCO BANK CORP N YPassive
Some overlap · 4 shared positions
$GE$GEV$TXN$PM
$113M
71 positions
#13Cambridge Financial Group, Inc.Active
Some overlap · 5 shared positions
$GE$BA$GEV$TXN$BAC
$267M
33 positions
#14CapWealth Advisors, LLCActive
Some overlap · 4 shared positions
$GE$GEV$UPS$BAC
$1.3B
118 positions
#15CLOUGH CAPITAL PARTNERS L PActive
Some overlap · 4 shared positions
$BA$GE$UPS$PM
$1.0B
96 positions
#16Tempus Wealth Planning, LLCPassive
Some overlap · 4 shared positions
$GE$GEV$GEHC$BA
$435M
270 positions
#17MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$BA$UPS$GE$SOFI
$121M
61 positions
#18guardian investment managementActive
Some overlap · 5 shared positions
$GE$GEV$BA$BAC$TXN
$127M
60 positions
#19Night Owl Capital Management, LLCActive
Some overlap · 3 shared positions
$GE$GEV$GEHC
$858M
30 positions
#20London & Capital Asset Management LtdActive
Some overlap · 3 shared positions
$GE$GEV$GEHC
$9.2B
223 positions
#21KADENSA CAPITAL LtdActive
Some overlap · 3 shared positions
$GE$GEV$IBIT
$718M
39 positions
#22Kingsman Wealth Management, Inc.Active
Some overlap · 3 shared positions
$GE$GEV$BA
$178M
70 positions
#23WULFF, HANSEN & CO.Passive
Some overlap · 5 shared positions
$GE$GEV$BA$BAC$PM
$98M
98 positions
#24HFM Investment Advisors, LLCActive
Some overlap · 3 shared positions
$GE$GEV$GEHC
$260M
1,210 positions
#25HERBST GROUP, LLCPassive
Some overlap · 3 shared positions
$GE$GEV$BA
$162M
59 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.