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Hedge Funds Similar to CSM Advisors

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

CSM Advisors, LLC is an institutional investor managing $4.7B across 406 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 CSM Advisors are FUKOKU MUTUAL LIFE INSURANCE, Center for Wealth Advisory, Unison Advisors, with shared positions in $USB, $C, $MO, $VZ, $DUK, $NEE. The full ranking of 25 similar funds is below.

#1FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 6 shared positions
$USB$C$MO$VZ$DUK$NEE
$1.7B
256 positions
#2Center for Wealth Management AdvisoryActive
Some overlap · 6 shared positions
$USB$BNY$MO$VZ$DUK$ELV
$161M
62 positions
#3Unison Advisors LLCActive
Some overlap · 7 shared positions
$DAL$VZ$SYF$EOG$GM$ELV
$1.4B
173 positions
#4Slagle Financial, LLCPassive
Some overlap · 6 shared positions
$USB$C$MO$DUK$NEE$SPG
$334M
127 positions
#5L & S Advisors IncPassive
Some overlap · 5 shared positions
$CMI$DAL$C$BNY$SPG
$967M
236 positions
#6Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$USB$C$BNY$VZ$KLAC
$1.0B
204 positions
#7HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$USB$C$GM$SHEL$ELV$CRM
$34.3B
462 positions
#8BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 6 shared positions
$CMI$BNY$EOG$KLAC$NEE$NUE
$405M
98 positions
#9STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 5 shared positions
$USB$C$VZ$EOG$DUK
$392M
279 positions
#10LSV ASSET MANAGEMENTActive
Some overlap · 6 shared positions
$C$VZ$MO$GM$HIG$CRM
$55.1B
889 positions
#11Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 5 shared positions
$CMI$C$MO$EOG$ELV
$673M
158 positions
#12LifePlan Financial, LLCPassive
Some overlap · 5 shared positions
$USB$C$VZ$DUK$CRM
$141M
91 positions
#13WINNOW WEALTH LLCPassive
Some overlap · 5 shared positions
$USB$MO$VZ$EOG$ZM
$151M
141 positions
#14BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 5 shared positions
$USB$BNY$VZ$DUK$NEE
$453M
121 positions
#15Winthrop Capital Management, LLCPassive
Some overlap · 5 shared positions
$CMI$C$USB$DUK$NEE
$414M
351 positions
#16AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 5 shared positions
$DAL$C$MO$VZ$SPG
$197M
140 positions
#17DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$USB$CMI$C$SHEL
$530M
92 positions
#18POWER WEALTH MANAGEMENT LLCActive
Some overlap · 5 shared positions
$CMI$C$VZ$NEE$ELV
$291M
118 positions
#19TODD ASSET MANAGEMENT LLCActive
Some overlap · 5 shared positions
$CMI$BNY$MO$KLAC$SHEL
$5.6B
182 positions
#20Hickory Point Bank & TrustPassive
Some overlap · 5 shared positions
$CMI$C$VZ$KLAC$GM
$166M
465 positions
#21Adams Asset Advisors, LLCActive
Some overlap · 4 shared positions
$CMI$C$MO$VZ
$984M
94 positions
#22VIKING FUND MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$C$MO$VZ$NEE$SHEL
$1.1B
141 positions
#23Carson Advisory Inc.Passive
Some overlap · 5 shared positions
$DAL$C$VZ$DUK$NEE
$218M
204 positions
#24HARRIS ASSOCIATES L PActive
Some overlap · 5 shared positions
$DAL$C$GM$ELV$CRM
$75.4B
162 positions
#25EDMP, INC.Passive
Some overlap · 5 shared positions
$C$MO$VZ$ELV$AMP
$130M
74 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.