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Hedge Funds Similar to CM

13F Portfolio OverlapQ2 2026CM portfolio →
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Most similar hedge funds by 13F overlap

CM Management, LLC is an institutional investor managing $157M across 71 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 CM are Rubric, Soviero Asset, PRIVATE GROUP, with shared positions in $BGC, $VTRS, $ENOV, $EOLS, $HZO, $HRI. The full ranking of 11 similar funds is below.

#1Rubric Capital Management LPActive
Some overlap · 3 shared positions
$BGC$VTRS$ENOV
$10.9B
87 positions
#2Soviero Asset Management, LPPassive
Some overlap · 3 shared positions
$EOLS$HZO$HRI
$238M
64 positions
#3PRIVATE MANAGEMENT GROUP INCPassive
Some overlap · 4 shared positions
$OGN$KDP$PK$BGC
$3.8B
320 positions
#4Empyrean Capital Partners, LPPassive
Some overlap · 3 shared positions
$NMRK$VTOL$PD
$3.0B
122 positions
#5VAN DEN BERG MANAGEMENT I, INCPassive
Some overlap · 3 shared positions
$CMCO$DIS$VTOL
$473M
120 positions
#6Poehling Capital Management, INC.Passive
Some overlap · 3 shared positions
$VTRS$DIS$KDP
$466M
166 positions
#7Cutler Capital Management, LLCPassive
Some overlap · 3 shared positions
$VTRS$BBT$WGO
$385M
124 positions
#8Bristlecone Value Partners, LLCActive
Some overlap · 3 shared positions
$RLGT$DIS$HZO
$124M
70 positions
#9SAWGRASS ASSET MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$KDP$DIS$ADSK
$757M
193 positions
#10Mountain Hill Investment Partners Corp.Active
Slight overlap · 3 shared positions
$BGC$DIS$VTRS
$177M
195 positions
#11Kohlberg Kravis Roberts & Co. L.P.Smart money
Slight overlap · 3 shared positions
$SABR$WGO$CHRS
$5.7B
99 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.