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Hedge Funds Similar to NCM ,

13F Portfolio OverlapQ1 2026NCM , portfolio →
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Most similar hedge funds by 13F overlap

NCM Capital Management, LLC is an institutional investor managing $279M across 185 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 NCM , are IFS Group,, Atlas Wealth Partners,, REGATTA GROUP,, with shared positions in $TPL, $USB, $REGN, $GLW, $GEV, $AMD. The full ranking of 25 similar funds is below.

#1IFS Group,LLCPassive
Notable overlap · 6 shared positions
$TPL$USB$REGN$GLW$GEV$AMD
$112M
144 positions
#2Atlas Wealth Partners, LLCActive
Notable overlap · 5 shared positions
$TPL$REGN$WPM$BAH$NEE
$97M
65 positions
#3REGATTA CAPITAL GROUP, LLCPassive
Notable overlap · 4 shared positions
$AMN$BAH$AMD$VZ
$661M
215 positions
#4Rubicon Advisors, GPPassive
Notable overlap · 3 shared positions
$AMN$BAH$REGN
$115M
76 positions
#5Centerpoint Advisory GroupPassive
Notable overlap · 5 shared positions
$BAH$AMN$MS$REGN$BAC
$133M
108 positions
#6IAM Advisory, LLCActive
Some overlap · 6 shared positions
$AMN$USB$REGN$GEV$AMD$GILD
$446M
95 positions
#7Lunt Capital Management, Inc.Active
Some overlap · 3 shared positions
$TPL$REGN$USB
$260M
97 positions
#8Stegent Equity Advisors, Inc.Passive
Some overlap · 3 shared positions
$AMN$TPL$REGN
$117M
101 positions
#9EagleClaw Capital Managment, LLCActive
Some overlap · 3 shared positions
$TPL$ETN$WPM
$714M
145 positions
#10ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$AMN$USB$MS$REGN
$555M
191 positions
#11SCHWARTZ INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$TPL$INTC$WPM
$2.8B
129 positions
#12Ballast Financial Advisors LLCActive
Some overlap · 4 shared positions
$AMN$USB$MS$BAC
$98M
68 positions
#13Heritage Wealth Management, Inc.Passive
Some overlap · 7 shared positions
$AMN$MS$REGN$ETN$VZ$AMD
$202M
157 positions
#14Freestate Advisors LLCActive
Some overlap · 6 shared positions
$AMN$MS$MMM$IBM$BAH$VZ
$125M
42 positions
#15Harbor Group, Inc.Active
Some overlap · 6 shared positions
$AMN$BAH$GEV$AMD$MDY$VZ
$692M
116 positions
#16Carson Advisory Inc.Passive
Some overlap · 6 shared positions
$BAH$VZ$NEE$ETN$IBM$BAC
$193M
188 positions
#17MAD RIVER INVESTORSSmart money
Some overlap · 3 shared positions
$TPL$WPM$ETN
$278M
32 positions
#18Skyview Financial Group LLC
Some overlap · 4 shared positions
$AMN$BAH$AMD$MS
$97M
57 positions
#19POINCIANA ADVISORS GROUP, LLCPassive
Some overlap · 6 shared positions
$AMN$NEE$MMM$BAC$GILD$INTC
$127M
130 positions
#20PCG Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$AMN$USB$REGN$BAH
$395M
164 positions
#21ORBA Wealth Advisors, L.L.C.Passive
Some overlap · 5 shared positions
$AMN$BAH$NEE$MDY$BAC
$84M
65 positions
#22ProCore Advisors, LLCActive
Some overlap · 4 shared positions
$BAH$AMN$AMD$GLW
$65M
73 positions
#23MOR Wealth Management, LLCActive
Some overlap · 5 shared positions
$TPL$AMN$GLW$IBM$GILD
$218M
103 positions
#24Capital Advantage, Inc.Active
Some overlap · 5 shared positions
$BAH$USB$AMD$MDY$ETN
$765M
145 positions
#25Greater Midwest Financial Group, LLCPassive
Some overlap · 6 shared positions
$AMN$NEE$ETN$AMD$USB$IBM
$186M
65 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.