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 CGC Financial Services,

13F Portfolio OverlapQ1 2026CGC Financial Services, portfolio →

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Most similar hedge funds by 13F overlap

CGC Financial Services, LLC is an institutional investor managing $445M across 337 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 CGC Financial Services, are Moisand Fitzgerald Tamayo,, ARK & TLK INVESTMENTS,, Financial Futures Ltd Liability, with shared positions in $SNOW, $AMN, $NKE, $UNIT, $WWD, $SCHW. The full ranking of 25 similar funds is below.

#1Moisand Fitzgerald Tamayo, LLCActive

Some overlap · 8 shared positions

$SNOW $AMN $NKE $UNIT $WWD $SCHW

$931M

518 positions

#2ARK & TLK INVESTMENTS, LLCActive

Some overlap · 6 shared positions

$SNOW $AMN $NKE $UNP $UNIT $SCHW

$370M

119 positions

#3Financial Futures Ltd Liability Co.Active

Some overlap · 6 shared positions

$SNOW $AMN $NKE $UNIT $SOLV $SCHW

$228M

72 positions

#4DOPKINS WEALTH MANAGEMENT, LLCActive

Some overlap · 6 shared positions

$SNOW $AMN $NKE $UNIT $SCHW $SLV

$249M

92 positions

#5Savant Capital, LLCActive

Some overlap · 5 shared positions

$SNOW $AMN $NKE $UNIT $SOLV

$20.7B

1,500 positions

#6Tillman Hartley LLCActive

Some overlap · 6 shared positions

$SNOW $AMN $NKE $SCHW $PM $AXP

$398M

88 positions

#7Fonville Wealth Management LLCPassive

Some overlap · 5 shared positions

$SNOW $AMN $NKE $UNIT $SCHW

$525M

138 positions

#8BWM Planning, LLCActive

Slight overlap · 5 shared positions

$SNOW $AMN $NKE $UNIT $INTC

$379M

87 positions

#9ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money

Slight overlap · 4 shared positions

$SNOW $AMN $NKE $UNIT

$167M

35 positions

#10Quent Capital, LLCPassive

Slight overlap · 4 shared positions

$SNOW $AMN $NKE $UNIT

$1.4B

1,534 positions

#11Quent Long Short Global Small Cap Fund, LP

Slight overlap · 4 shared positions

$SNOW $AMN $NKE $UNIT

$1.2B

299 positions

#12Passive Capital Management, LLC.Active

Slight overlap · 6 shared positions

$SNOW $AMN $NKE $UNIT $SCHW $PM

$335M

104 positions

#13McCartney Wealth Management LLCActive

Slight overlap · 4 shared positions

$SNOW $AMN $NKE $NU

$119M

65 positions

#14Team Hewins, LLCSmart money

Slight overlap · 4 shared positions

$SNOW $AMN $NKE $UNIT

$337M

41 positions

#15Andrews Advisory Associates, LLCActive

Slight overlap · 4 shared positions

$SNOW $AMN $NKE $SCHW

$190M

82 positions

#16Austin Asset Management Co IncSmart money

Slight overlap · 4 shared positions

$SNOW $AMN $NKE $SCHW

$608M

85 positions

#17Burk Holdings LLCPassive

Slight overlap · 4 shared positions

$SNOW $AMN $NKE $SCHW

$233M

676 positions

#18Frankly Finances, LLCActive

Slight overlap · 4 shared positions

$SNOW $AMN $NKE $SCHW

$110M

64 positions

#19N.E.W. Advisory Services LLCActive

Slight overlap · 5 shared positions

$SNOW $AMN $NKE $SOLV $SLV

$1.3B

914 positions

#20Aegis Wealth Management LLCPassive

Slight overlap · 5 shared positions

$SNOW $AMN $NKE $UNIT $PM

$175M

118 positions

#21Certified Advisory CorpPassive

Slight overlap · 4 shared positions

$SNOW $AMN $NKE $SLV

$1.1B

318 positions

#22Level Financial AdvisorsActive

Slight overlap · 5 shared positions

$SNOW $AMN $NKE $UNIT $SCHW

$392M

92 positions

#23Medallion Wealth Advisors, LLCPassive

Slight overlap · 6 shared positions

$SNOW $NKE $UNP $SOLV $CSX $SCHW

$306M

1,121 positions

#24GREENUP STREET WEALTH MANAGEMENT LLCActive

Slight overlap · 5 shared positions

$SNOW $AMN $RELX $UNIT $SCHW

$710M

127 positions

#25PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Slight overlap · 6 shared positions

$SNOW $NKE $RELX $UNIT $SCHW $SLV

$1.4B

283 positions

Compare CGC Financial Services,’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.