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 OverlapQ1 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 $381M across 78 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 CJM Wealth Advisers, Ltd. are WARNER FINANCIAL,, SkyOak Wealth,, Forza Wealth ,, with shared positions in $IBM, $HUM, $UNIT, $BAH, $AFRM, $SCHW. The full ranking of 25 similar funds is below.

#1WARNER FINANCIAL, INCActive

Some overlap · 6 shared positions

$IBM $HUM $UNIT $BAH $AFRM $SCHW

$292M

135 positions

#2SkyOak Wealth, LLCPassive

Some overlap · 5 shared positions

$IBM $HUM $UNIT $NEE $CTVA

$546M

255 positions

#3Forza Wealth Management, LLCPassive

Some overlap · 5 shared positions

$IBM $HUM $UNIT $IAU $AFL

$287M

188 positions

#4Carson Advisory Inc.Passive

Some overlap · 6 shared positions

$IBM $HUM $BAH $NEE $AFL $SCHW

$193M

188 positions

#5Approach Retirement Advisors, LLCActive

Slight overlap · 6 shared positions

$IBM $HUM $NEE $IAU $UPST $AFL

$120M

79 positions

#6Grove Street Fiduciary, LLCActive

Slight overlap · 7 shared positions

$HUM $UNIT $IBM $GE $UPST $ADP

$227M

74 positions

#7Compass Ion Advisors, LLCActive

Slight overlap · 6 shared positions

$HUM $UNIT $NEE $BAH $IBM $SCHW

$1.0B

279 positions

#8Frederick Financial Consultants, LLCPassive

Slight overlap · 5 shared positions

$IBM $HUM $UNIT $NEE $CTVA

$201M

109 positions

#9KAVAR CAPITAL PARTNERS GROUP, LLCPassive

Slight overlap · 4 shared positions

$IBM $HUM $UNIT $SCHW

$798M

213 positions

#10HFG Advisors, Inc.Passive

Slight overlap · 6 shared positions

$HUM $UNIT $BAH $GE $AFL $GEV

$142M

117 positions

#11FIDELITY D & D BANCORP INCActive

Slight overlap · 5 shared positions

$IBM $HUM $NEE $UNIT $ADP

$249M

107 positions

#12LifePlan Investment Advisors, Inc.Passive

Slight overlap · 6 shared positions

$UNIT $IBM $NEE $IAU $GE $GEV

$254M

122 positions

#13Blossom Wealth ManagementPassive

Slight overlap · 4 shared positions

$IBM $HUM $NEE $IAU

$67M

74 positions

#14Capital Advantage, Inc.Active

Slight overlap · 6 shared positions

$HUM $UNIT $BAH $NOC $AFRM $SCHW

$765M

145 positions

#15FORBES J M & CO LLPActive

Slight overlap · 4 shared positions

$IBM $HUM $NEE $IAU

$1.2B

150 positions

#16Strategic Investment Solutions, Inc. /ILPassive

Slight overlap · 7 shared positions

$HUM $NEE $IAU $IBM $GE $UPST

$414M

694 positions

#17STUDIO INVESTMENT MANAGEMENT LLCActive

Slight overlap · 6 shared positions

$HUM $UNIT $NEE $UPST $NOC $CTVA

$547M

180 positions

#18KDT Advisors, LLCPassive

Slight overlap · 6 shared positions

$HUM $UNIT $NEE $UPST $ADP $GEV

$63M

69 positions

#19Firestone Capital ManagementPassive

Slight overlap · 5 shared positions

$HUM $UNIT $NEE $IAU $SCHW

$480M

160 positions

#20FIDUCIARY FINANCIAL GROUP, LLCPassive

Slight overlap · 5 shared positions

$HUM $UNIT $NEE $IAU $SCHW

$754M

345 positions

#21Donalies Financial Planning, LLCActive

Slight overlap · 5 shared positions

$HUM $UNIT $NEE $IAU $SCHW

$117M

74 positions

#22LightSquare Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$HUM $UNIT $IBM $NEE

$133M

92 positions

#23M.E. ALLISON & CO., INC.Passive

Slight overlap · 4 shared positions

$IBM $HUM $BAH $GE

$151M

193 positions

#24DOPKINS WEALTH MANAGEMENT, LLCActive

Slight overlap · 7 shared positions

$UNIT $NEE $HUM $IAU $GE $GEV

$249M

92 positions

#25Weinberger Asset Management, IncActive

Slight overlap · 6 shared positions

$HUM $UNIT $IAU $GE $GEV $CTVA

$267M

92 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.