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Hedge Funds Similar to CFS Investment Advisory Services,

13F Portfolio OverlapQ1 2026CFS Investment Advisory Services, portfolio →
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Most similar hedge funds by 13F overlap

CFS Investment Advisory Services, LLC is an institutional investor managing $1.5B across 357 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 CFS Investment Advisory Services, are SB, Financial Harvest,, Daviman Financial,, with shared positions in $NKE, $SE, $AGQ, $DOV, $FITB, $KO. The full ranking of 25 similar funds is below.

#1SB Capital Management Inc
Some overlap · 4 shared positions
$NKE$SE$AGQ$DOV
$273M
93 positions
#2Financial Harvest, LLCActive
Some overlap · 6 shared positions
$SE$NKE$FITB$DOV$KO$AFL
$170M
57 positions
#3Daviman Financial, LLCPassive
Some overlap · 5 shared positions
$SE$LEN$AGQ$GLDM$SNOW
$169M
84 positions
#4Wealth Architects, LLCPassive
Some overlap · 4 shared positions
$NKE$SE$DOV$AGQ
$1.1B
244 positions
#5Horst & Graben Wealth Management LLCPassive
Some overlap · 5 shared positions
$SE$LEN$MDLZ$GLDM$NKE
$729M
195 positions
#6Kraft, Davis & Associates, LLCPassive
Some overlap · 5 shared positions
$NKE$AGQ$LEN$GLDM$CTAS
$469M
151 positions
#7Disciplined Investments, LLCPassive
Some overlap · 4 shared positions
$NKE$SE$SNOW$LEN
$279M
141 positions
#8Dentgroup LLC
Some overlap · 5 shared positions
$SE$LEN$MDLZ$SNOW$AFL
$146M
93 positions
#9Fonville Wealth Management LLCPassive
Some overlap · 3 shared positions
$NKE$SE$SNOW
$525M
138 positions
#10Sterling Financial Planning, Inc.Active
Some overlap · 3 shared positions
$NKE$SE$SNOW
$337M
117 positions
#11Foster Group, Inc.Active
Some overlap · 3 shared positions
$NKE$SE$DOV
$3.4B
284 positions
#12Verum Partners LLCActive
Some overlap · 4 shared positions
$SE$NKE$MDLZ$KO
$527M
176 positions
#13Arcadia Wealth Management, LLCActive
Some overlap · 5 shared positions
$SE$LEN$NKE$SNOW$MDLZ
$276M
67 positions
#14Altiora Financial Group, LLCActive
Some overlap · 3 shared positions
$NKE$SE$SNOW
$607M
110 positions
#15CURTIS WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$SE$LEN$MDLZ$GLDM
$107M
50 positions
#16One Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SE$LEN$MDLZ$GLDM
$803M
304 positions
#17Cassaday & Co Wealth Management LLCActive
Some overlap · 4 shared positions
$SE$AGQ$GLDM$SNOW
$4.7B
1,361 positions
#18Asempa Wealth AdvisorsPassive
Some overlap · 4 shared positions
$SE$LEN$MDLZ$GLDM
$115M
115 positions
#194WEALTH ADVISORS, INC.Passive
Some overlap · 4 shared positions
$SE$AGQ$FITB$GLDM
$117M
142 positions
#20Schoolcraft Capital LLCActive
Some overlap · 3 shared positions
$NKE$SE$AFL
$516M
65 positions
#21KELLY FINANCIAL GROUP LLCActive
Some overlap · 5 shared positions
$NKE$SE$LEN$SNOW$KO
$398M
100 positions
#22VANCE WEALTH, LLCActive
Some overlap · 3 shared positions
$NKE$SE$SNOW
$346M
118 positions
#23Vantage Point Financial LLCPassive
Some overlap · 4 shared positions
$NKE$LEN$SE$GLDM
$285M
176 positions
#24Chatterton & Associates Inc.Passive
Some overlap · 4 shared positions
$SE$LEN$GLDM$MDLZ
$143M
97 positions
#25Modera Wealth Management, LLCActive
Some overlap · 4 shared positions
$NKE$SE$SNOW$DOV
$8.3B
635 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.