How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to CFC Planning

13F Portfolio OverlapQ1 2026CFC Planning portfolio →

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Most similar hedge funds by 13F overlap

CFC Planning Co LLC is an institutional investor managing $140M across 72 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 CFC Planning are Measured Risk Portfolios,, Carolina Wealth Advisors,, Drexel Morgan &, with shared positions in $VZ, $MO, $PM, $KO, $TXN, $UPS. The full ranking of 25 similar funds is below.

#1Measured Risk Portfolios, Inc.Passive

Notable overlap · 6 shared positions

$VZ $MO $PM $KO $TXN $UPS

$91M

66 positions

#2Carolina Wealth Advisors, LLCPassive

Notable overlap · 8 shared positions

$SCCO $KO $MO $PM $VZ $TXN

$240M

278 positions

#3Drexel Morgan & Co.Active

Notable overlap · 6 shared positions

$AXP $KO $IBM $DIS $UPS $VZ

$682M

60 positions

#4Foyston, Gordon, & Payne IncPassive

Notable overlap · 6 shared positions

$PM $AXP $CRM $UNH $KO $ADSK

$434M

67 positions

#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$KO $VZ $IBM $PM $UPS $TXN

$220M

148 positions

#6Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$COP $VZ $EOG $KO $UNH $UPS

$139M

62 positions

#7HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 4 shared positions

$PM $KO $MO $AXP

$243M

44 positions

#8GQG Partners LLCActive

Notable overlap · 4 shared positions

$PM $VZ $KO $MO

$63.1B

81 positions

#9Kennon-Green & Company, LLCActive

Notable overlap · 4 shared positions

$PM $MO $KO $DIS

$122M

39 positions

#10Longview Partners (Guernsey) LTDActive

Notable overlap · 4 shared positions

$AXP $UNH $TXN $CRM

$7.1B

25 positions

#11DCM Advisors, LLCActive

Notable overlap · 5 shared positions

$DIS $AXP $PM $COP $VZ

$220M

38 positions

#12VAN STRUM & TOWNE INC.Passive

Notable overlap · 7 shared positions

$COP $IBM $DIS $CRM $AXP $TXN

$343M

111 positions

#13Rayburn West Financial Services LLCPassive

Notable overlap · 7 shared positions

$AXP $IBM $MO $UPS $VZ $KO

$170M

82 positions

#14TrueMark Investments, LLCPassive

Notable overlap · 5 shared positions

$PM $VZ $UPS $UNH $MO

$514M

167 positions

#15Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 6 shared positions

$KO $TXN $VZ $UNH $PM $AMGN

$477M

70 positions

#16CEERA INVESTMENTS, LLCPassive

Notable overlap · 5 shared positions

$AXP $UNH $CRM $MO $EOG

$228M

93 positions

#17Focused Investors LLCActive

Notable overlap · 3 shared positions

$DIS $AXP $UNH

$3.1B

22 positions

#18Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 6 shared positions

$COP $UNH $CRM $AXP $AMD $MU

$566M

28 positions

#19FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 5 shared positions

$KO $MO $IBM $VZ $TXN

$1.5B

235 positions

#20O'Domhnaill Enterprises, Inc.Passive

Notable overlap · 5 shared positions

$PM $MO $KO $IBM $VZ

$124M

55 positions

#21HS Management Partners, LLCActive

Notable overlap · 3 shared positions

$DIS $AXP $KO

$286M

24 positions

#22Palouse Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$TXN $UNH $VZ $UPS $DIS $MU

$151M

135 positions

#23Griffith & Werner, Inc.Active

Notable overlap · 6 shared positions

$VZ $KO $UNH $AXP $IBM $PM

$202M

72 positions

#24ARBOR CAPITAL MANAGEMENT INC /ADVPassive

Notable overlap · 6 shared positions

$SCCO $KO $PM $UPS $AXP $UNH

$123M

101 positions

#25PARK CIRCLE CoActive

Notable overlap · 4 shared positions

$VZ $MO $PM $IBM

$108M

51 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.