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Hedge Funds Similar to NCM

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

NCM Capital Management, LLC is an institutional investor managing $324M across 194 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 NCM are EagleClaw Managment, IFS Group, LAWSON KROEKER INVESTMENT, with shared positions in $TPL, $ETN, $QCOM, $WPM, $GLW, $CVS. The full ranking of 25 similar funds is below.

#1EagleClaw Capital Managment, LLCPassive
Notable overlap · 4 shared positions
$TPL$ETN$QCOM$WPM
$745M
145 positions
#2IFS Group,LLCPassive
Notable overlap · 3 shared positions
$TPL$GLW$CVS
$73M
87 positions
#3LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Notable overlap · 3 shared positions
$TPL$MCD$PEP
$360M
59 positions
#4CERTIOR FINANCIAL GROUP, LLCPassive
Notable overlap · 4 shared positions
$BAH$QCOM$VZ$GILD
$184M
143 positions
#5Atlas Wealth Partners, LLCActive
Notable overlap · 3 shared positions
$TPL$WPM$BAH
$92M
64 positions
#6Carson Advisory Inc.Passive
Notable overlap · 4 shared positions
$BAH$ETN$VZ$NEE
$218M
204 positions
#7MAD RIVER INVESTORSActive
Some overlap · 3 shared positions
$TPL$WPM$ETN
$246M
31 positions
#8Wingate Wealth Advisors, Inc.Active
Some overlap · 4 shared positions
$BAH$VZ$MMM$PEP
$241M
128 positions
#9Beacon Financial Advisory LLCPassive
Some overlap · 4 shared positions
$BAH$QCOM$MCD$PEP
$529M
421 positions
#10SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$TPL$NEE$ETN$QCOM$VZ$MCD
$208M
56 positions
#11Consolidated Planning CorpActive
Some overlap · 3 shared positions
$BAH$MS$VZ
$735M
186 positions
#12PKS Advisory Services, LLCPassive
Some overlap · 5 shared positions
$TPL$MDY$MCD$WPM$CVS
$624M
377 positions
#13PYA Waltman Capital, LLCActive
Some overlap · 4 shared positions
$BAH$PEP$NEE$MCD
$421M
67 positions
#14Souders Financial AdvisorsPassive
Some overlap · 3 shared positions
$BAH$NEE$MCD
$994M
224 positions
#15TMB Capital Partners, LLCPassive
Some overlap · 4 shared positions
$TPL$ETN$VZ$WPM
$329M
181 positions
#16VIKING FUND MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$GLW$NEE$MS$QCOM$VZ$PEP
$1.1B
141 positions
#17PROMETHIUM ADVISORS,LLCPassive
Some overlap · 3 shared positions
$TPL$MCD$BMY
$203M
118 positions
#18River Street Advisors LLCPassive
Some overlap · 7 shared positions
$GLW$ETN$MS$NEE$QCOM$MCD
$324M
176 positions
#19Planning Strategies Inc.Active
Some overlap · 3 shared positions
$BAH$MCD$VZ
$169M
1,159 positions
#20LAWOOD & COPassive
Some overlap · 6 shared positions
$GLW$NEE$MS$QCOM$VZ$GILD
$145M
94 positions
#21FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive
Some overlap · 7 shared positions
$GLW$NEE$VZ$MMM$MCD$PEP
$492M
156 positions
#22Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 6 shared positions
$GLW$MMM$NEE$VZ$MCD$BMY
$327M
94 positions
#23OmniStar Financial Group, Inc.Passive
Some overlap · 6 shared positions
$GLW$NEE$MS$MMM$GILD$BMY
$230M
116 positions
#24Westwind CapitalPassive
Some overlap · 3 shared positions
$TPL$NEE$MS
$426M
87 positions
#25First Financial Bank - Trust DivisionActive
Some overlap · 6 shared positions
$GLW$ETN$QCOM$MDY$GILD$PEP
$1.4B
205 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.