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 CJM Wealth Advisers, Ltd.

13F Portfolio OverlapQ3 2026CJM Wealth Advisers, Ltd. portfolio →

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Most similar hedge funds by 13F overlap

CJM Wealth Advisers, Ltd. is an institutional investor managing $379M across 84 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CJM Wealth Advisers, Ltd. are Alhambra Investment Partners, Stablepoint Partners, SECURITY NATIONAL BANK OF SIOUX CITY IOWA, with shared positions in $QCOM, $IAU, $NEE, $KLAC, $ADP, $MCD. The full ranking of 25 similar funds is below.

#1Alhambra Investment Partners LLCPassive

Some overlap · 7 shared positions

$QCOM $IAU $NEE $KLAC $ADP $MCD

$234M

184 positions

#2Stablepoint Partners, LLCPassive

Some overlap · 7 shared positions

$QCOM $IAU $NEE $MCD $VZ $T

$723M

260 positions

#3SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/Passive

Some overlap · 7 shared positions

$QCOM $BAH $ADP $AFL $LDOS $VZ

$244M

321 positions

#4Andrews Advisory Associates, LLCActive

Some overlap · 7 shared positions

$IAU $NEE $QCOM $ADP $AFL $NOC

$215M

84 positions

#5BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Some overlap · 4 shared positions

$QCOM $KLAC $NEE $MCD

$405M

98 positions

#6TILIA FIDUCIARY PARTNERS, INC.Passive

Some overlap · 4 shared positions

$KLAC $BAH $NEE $AXP

$217M

114 positions

#7Center For Asset Management LLCPassive

Some overlap · 6 shared positions

$KLAC $NEE $QCOM $NOC $VZ $T

$222M

178 positions

#8Stokes Capital Advisors, LLCPassive

Some overlap · 7 shared positions

$QCOM $NEE $ADP $NOC $MCD $AXP

$455M

118 positions

#9Presper Financial Architects, LLCSmart money

Some overlap · 4 shared positions

$BAH $KLAC $NEE $T

$192M

55 positions

#10Railway Pension Investments LtdActive

Some overlap · 3 shared positions

$QCOM $KLAC $NEE

$8.0B

102 positions

#11Financial Sense Advisors, Inc.Passive

Some overlap · 4 shared positions

$QCOM $IAU $NEE $IBIT

$508M

137 positions

#12Columbus Macro, LLCPassive

Some overlap · 4 shared positions

$QCOM $KLAC $ADP $AFL

$1.0B

208 positions

#13MFA WEALTH ADVISORS, LLCActive

Some overlap · 5 shared positions

$KLAC $IAU $QCOM $NEE $AXP

$589M

93 positions

#14NCM Capital Management, LLCPassive

Some overlap · 5 shared positions

$BAH $NEE $QCOM $MCD $VZ

$324M

194 positions

#15Prospera Capital Management, LLCActive

Some overlap · 4 shared positions

$QCOM $IAU $NEE $AFL

$726M

77 positions

#16River Street Advisors LLCPassive

Some overlap · 5 shared positions

$KLAC $NEE $QCOM $NOC $MCD

$324M

176 positions

#17FourThought Financial Partners, LLCPassive

Some overlap · 4 shared positions

$KLAC $QCOM $NEE $NOC

$1.3B

393 positions

#18Northstar Financial Companies, Inc.Passive

Some overlap · 5 shared positions

$IAU $NEE $QCOM $AFL $VZ

$148M

117 positions

#19Ark Wealth Advisors LLCPassive

Some overlap · 6 shared positions

$QCOM $NEE $AFL $MCD $AXP $LIN

$113M

87 positions

#20Vision Capital Management, Inc.Active

Some overlap · 3 shared positions

$QCOM $IAU $NEE

$882M

151 positions

#21Kepler Cheuvreux (Suisse) SAPassive

Some overlap · 5 shared positions

$QCOM $KLAC $VZ $T $LIN

$1.6B

184 positions

#22MARCO INVESTMENT MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$QCOM $KLAC $AFL $AXP

$1.5B

245 positions

#23BALDWIN WEALTH PARTNERS LLC/MAPassive

Some overlap · 3 shared positions

$KLAC $IAU $NEE

$1.5B

234 positions

#24Consolidated Planning CorpActive

Some overlap · 4 shared positions

$KLAC $BAH $ADP $VZ

$735M

186 positions

#25Cushing Capital Partners, LLCPassive

Some overlap · 6 shared positions

$IAU $NEE $ADP $AFL $MCD $LIN

$163M

113 positions

Compare CJM Wealth Advisers, Ltd.’s portfolio side by side

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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.